Kirtika Ramrakhyani
New Delhi
Summary
Dedicated and detail-oriented finance student with a commerce background. Currently pursuing CPA (cleared FAR and REG waiting for TCP result). Having a good handle on Microsoft skills like Excel, Office, and Presentation.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Wealth Manager
Nuvama Wealth Management
New Delhi
10.2021 - 10.2022
- Managed client relationships through regular communication and updates.
- Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
- Deliver comprehensive financial solutions.
- Strategically create and oversee investment portfolios in line with market trends.
Article Assistance
Pee Dee Kapur & Co.
New Delhi
09.2018 - 10.2019
- Oversaw expense cycle processes, including purchase order verification, invoice matching, and payment scheduling.
- Managed end-to-end revenue cycle, including billing, collections, and reconciliation, ensuring timely revenue recognition.
- Prepared Bank Reconciliation Statements (BRS) monthly, ensuring accuracy between the company’s books and bank records.
- Performed stock audits across multiple locations, ensuring inventory accuracy, and reporting discrepancies.
- Supported senior auditors in vouching, verification, and ledger scrutiny for audit assignments.
- Prepared and filed income tax returns (ITRs) for individuals and corporate clients.
- Communicated with clients to collect financial data and clarify discrepancies during audit and tax processes.
- Gained hands-on experience with accounting software, like Tally ERP 9 and MS Excel.
Education
Certified Public Accountant (US CPA)
Masters of commerce (M.COM) -
IGNOU
04-2023
Bachelors Of Commerce (B.COM) -
Delhi University (DU)
04-2020
Skills
- Functional knowledge of accounting software, such as Tally ERP
- Proficiency in MS Office
Certification
- CA Intern (cleared IPCC group I)
- Equity Derivative Series VIII
Timeline
Wealth Manager
Nuvama Wealth Management
10.2021 - 10.2022
Article Assistance
Pee Dee Kapur & Co.
09.2018 - 10.2019
Certified Public Accountant (US CPA)
Masters of commerce (M.COM) -
IGNOU
Bachelors Of Commerce (B.COM) -
Delhi University (DU)
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