Chess
Rounak Bhowmik
Summary
A financial analyst with experience in wealth management, private equity, and HNWI client servicing. Skilled in financial planning, investment reporting, data automation, and macroeconomic analysis, tax compliance, financial reporting, and automation at EY and Kristal.AI. Filed U.S. tax returns (Forms 1042, 1065) with IRS-issued PTIN. Automated data workflows using Microsoft Excel VBA & Macros, Power BI dashboards, Microsoft PowerPoint and financial reporting tools, reducing manual workload and numerical errors by 40%, boosted accuracy by 65%, and maintained IRS and GAAP compliance. Developed forecasts, budgets, and dashboards in Power BI.
Overview
2
2
years of professional experience
8
8
Certifications
Work History
AdvancedAnalyst
EY Global Delivery Services India LLP
12.2024 - Current
- Part of the Financial Services Operations (FSO) and Global Compliance & Reporting (GCR) team, serving clients across the Private Equity and Wealth & Asset Management sectors.
- Preparing IRS Forms 1042 and 1065 using Thomson Reuters GoSystem Tax RS, achieving 100% compliance.
- Performing data reconciliations and financial analysis for U.S. private equity clients, reducing tax filing errors by 55% and ensuring consistent compliance with IRS standards.
- Collaborating with advisors to develop rule-based systems for client prioritization while ensuring GAAP compliance in coordination with audit and compliance teams.
- Supporting client service teams by delivering high-quality analyses under time-sensitive constraints reducing error rate by 45%.
- Using EY's Partner Forms software to prepare and file Schedule K-1, K-3, and summary forms for IRS compliance.
- Collaborating with wealth managers to ensure timely and compliant financial reporting for HNWI private equity clients.
Cash Operation Intern
Kristal.AI
06.2024 - 11.2024
- Automated reconciliation of $5M+ monthly cash transactions, reducing manual errors by 35% in Microsoft Excel.
- Built Excel-based cash forecasting models and reporting templates with Pivot Tables and Macros.
- Developed dashboards to track cash flow and reduced decision-making time.
- Optimized cash flow operations, reducing reporting delays by 65%.
- Supported wealth management operations by automating reporting workflows for investment accounts.
- Monitored financial indicators to respond to macroeconomic trends affecting portfolio cash flows.
Finance Intern
Axis Bank
06.2023 - 08.2023
- Resolved 50+ NRI client queries daily, enhancing client service response times.
- Benchmarked PIS accounts of SBI, HDFC, and Axis Bank to identify strategic gaps.
- Assisted in financial modeling and risk assessment for client engagements.
- Assisted in preparing compliance reports for regulatory filing.
Education
MBA - Finance and International Business
Christ Deemed to Be University
Bengaluru, Karnataka01.2024
BSc. - Mathematics Honours
Dinhata College
Cooch-Behar, West Bengal01.2022
Skills
Financial Modeling (DCF, DDM)
Certification
Bloomberg Market Concepts | Bloomberg
Accomplishments
- 1st Position, Darpan Business Quiz, organized by Christ Deemed to be University.
- Recognized by Extraordinary You Applause Card after 4 months of joining in EY Global Delivery Services India LLP.
- Event Head - Lumiere, Christ Deemed to Be University.
Interests
Cricket
Timeline
AdvancedAnalyst
EY Global Delivery Services India LLP
12.2024 - Current
Cash Operation Intern
Kristal.AI
06.2024 - 11.2024
Finance Intern
Axis Bank
06.2023 - 08.2023
BSc. - Mathematics Honours
Dinhata College
MBA - Finance and International Business
Christ Deemed to Be University