KARTIK RUSTAGI
Delhi
Summary
Chartered Accountant and CFA Charter holder with over 3 years of experience in Group Treasury Financial Markets, focusing on liquidity management.
Overview
6
6
years of professional experience
Work History
Executive
Macquarie Global Services Private Limited
Gurugram
04.2022 - Current
Article Assistant
Ved Jain & Associates
New Delhi
03.2019 - 02.2022
- Conducted statutory audits and prepared comprehensive audit reports, including IFCR matters, as per CARO 2016 compliance.
- Finalized books of accounts for individuals, corporates, trusts, and firms under Ind AS and IGAAP.
- Ensured compliance with relevant provisions of Companies Act 2013.
- Performed tax audits for various clauses of Form 3CA-3CD; prepared and filed GST annual returns and transfer pricing reports.
- Analyzed financial documents to ensure adherence to regulatory requirements.
Education
Chartered Financial Analyst (CFA) Charter Holder -
CFA Institute (CFAI)
04-2025
Chartered Accountancy (CA) -
The Institute of Chartered Accountants of India
11.2021
B.Com. (H) -
School of Open Learning, Delhi University
05.2020
AISSCE (12th) -
Central Board of Secondary Education
05.2017
Skills
- MS Office Suite and VBA
- Accounting systems: Tally, SAP, Oracle
- Data visualization: Power BI, Altery, Reuters
Accomplishments
- Successfully completed AICITSS-IT & AICITSS-MCS Course.
- Secured 668th Rank in International Commerce Olympiad, 2015.
Professional Academic Qualifications
- Chartered Financial Analyst (CFA), CFA Institute (CFAI), 04/01/25, N. A.
- Chartered Accountancy (CA), The Institute of Chartered Accountants of India, 11/01/21, 54.38%
- B.Com. (H), School of Open Learning, Delhi University, 05/01/20, 66.59%
- AISSCE (12th), Central Board of Secondary Education, 05/01/17, 95.50%
Professional Digest
- Chartered Accountant with 3+ years of post-qualification experience in Group Treasury Financial Markets - Liquidity space.
- Strong analytical and communication skills with ability to take initiative and ownership of tasks assigned coupled with team handling abilities.
Languages
English
First Language
Hindi
Proficient (C2)
C2
Timeline
Executive
Macquarie Global Services Private Limited
04.2022 - Current
Article Assistant
Ved Jain & Associates
03.2019 - 02.2022
Chartered Financial Analyst (CFA) Charter Holder -
CFA Institute (CFAI)
Chartered Accountancy (CA) -
The Institute of Chartered Accountants of India
B.Com. (H) -
School of Open Learning, Delhi University
AISSCE (12th) -
Central Board of Secondary Education