Kalpesh Kumar Bothra
Lead Data Analyst
Ahmedabad
Summary
Dynamic finance professional with nearly six years of experience in financial analysis, reporting, and compliance, dedicated to contributing effectively to a forward-thinking organization. Proven ability to leverage analytical skills and industry knowledge to drive business growth and enhance operational efficiency. Committed to delivering high-quality insights that support strategic decision-making and foster organizational success. Eager to bring expertise to a collaborative team environment that values innovation and excellence.
Overview
6
6
years of professional experience
Work History
Lead Data Analyst
S&P Global Market Intelligence
Ahmedabad
05.2025 - Current
- Financial Statement Preparation: Proficiently prepare and present accurate financial statements in compliance with US GAAP and IFRS standards, ensuring transparency, and adherence to regulatory requirements.
- Report Analysis and Auditing: Conduct a thorough analysis and auditing of quarterly (10-Q, 8-K) and annual reports (10-K, 20-F), identifying key financial trends and discrepancies to support informed decision-making.
- Supplementary Schedules Review: Expertly review supplementary schedules and notes, providing detailed breakdowns of financial data, including maturities, and adjustments, to enhance the clarity and completeness of reports.
- Data Management: Collect, standardize, and validate financial data from diverse sources, ensuring consistency and accuracy for comprehensive financial reporting.
- Adaptability to Accounting Changes: Stay adaptive to changes in accounting principles and policies, continuously updating financial reporting practices to maintain compliance, and reflect industry advancements.
- Industry Knowledge Development: Actively engage in building industry knowledge and staying updated on the latest reporting standards and practices, contributing to the organization’s strategic financial planning, and compliance efforts.
- Client Interaction and Resolution: Efficiently resolve client questions and concerns, providing expert guidance and solutions to enhance client satisfaction, and maintain strong professional relationships.
- Training and Mentorship: Provide training and mentorship to new joiners, facilitating their integration into the team, and ensuring they understand company protocols and reporting standards.
- Point of Contact During Peak Seasons: Serve as the point of contact during peak workflow seasons, managing high-volume tasks efficiently, and ensuring seamless operations.
- Assistance in Workflow Management: Assist Account Managers in managing workflow, optimizing processes, and ensuring timely and accurate completion of financial reporting tasks.
Data Analyst
S&P Global Market Intelligence
Ahmedabad
12.2022 - 04.2025
- Proficient in preparing accurate financial statements that are compliant with US GAAP and IFRS standards.
- Experienced in analyzing and auditing quarterly (10-Q, 8-K) and annual reports (10-K, 20-F).
- Skilled in reviewing supplementary schedules and notes for detailed breakdowns, maturities, and adjustments.
- Capable of collecting, standardizing, and validating data from diverse sources.
- Adaptive to changes in accounting principles and policies for advanced financial reporting.
- Actively engaged in building industry knowledge and staying updated on reporting standards.
Finance Intern
Artifice Distributors Pvt. Ltd.
Ahmedabad
05.2021 - 07.2021
- Forecasting stock prices based on their 52 week high for portfolio decision.
- Converted two clients out of five with regards to mutual fund investments.
- Understanding client's commercial real estate requirement and advising on a suitable commercial properties by way of client presentation.
- Scouting for acquisition opportunities by scanning the companies in NCLT.
- Analyzed frozen food sector and OTT platforms with regards to India.
Accountant
Vanguard Holidays India Limited
Ahmedabad
09.2017 - 07.2020
- Financial Reconciliation: Efficiently maintained and reconciled financial statements for hotels, airlines, agents, and banks, ensuring accuracy and consistency in financial records.
- Digital Payment Management: Executed online payments seamlessly using net banking and mobile banking platforms, optimizing transaction efficiency.
- International Transaction Handling: Conducted international transactions with precision through telegraphic transfers, ensuring timely and secure financial exchanges.
- Billing and Invoicing: Prepared comprehensive bills for a variety of services, including hotels, air tickets, travel packages, visas, overseas travel, medical policies, and events.
- Hotel Booking Coordination: Managed hotel bookings both online and offline, ensuring smooth and efficient reservation processes.
- Accounts Management: Oversaw accounts receivable and accounts payable, maintaining financial stability, and ensuring timely settlements.
Education
MBA+PGPCE - Finance
Narayana Business School
Ahmedabad, Gujarat10.2022
B.COM - Accounting
Prin.MC Shah Commerce College, Gujarat University
Ahmedabad, Gujarat03.2020
H.S.C. - Commerce
Gyandeep Higher Secondary School
Ahmedabad, Gujarat 04.2001 -
S.S.C GSEB -
Gyandeep Higher Secondary School
Ahmedabad, Gujarat03.2015
Skills
Attention to detail
Accomplishments
- Won Fundamental Pro Award (Employee of the month) Six times
- Won Integrity Champ Pro Award Twice (Employee of the Half)
Interests
Board Games, Cooking
Technical Skills
- Office 365 products
- SQL
- Advance Excel
Timeline
Lead Data Analyst
S&P Global Market Intelligence
05.2025 - Current
Data Analyst
S&P Global Market Intelligence
12.2022 - 04.2025
Finance Intern
Artifice Distributors Pvt. Ltd.
05.2021 - 07.2021
Accountant
Vanguard Holidays India Limited
09.2017 - 07.2020
H.S.C. - Commerce
Gyandeep Higher Secondary School
04.2001 -
MBA+PGPCE - Finance
Narayana Business School
B.COM - Accounting
Prin.MC Shah Commerce College, Gujarat University
S.S.C GSEB -
Gyandeep Higher Secondary School