Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
Languages
Timeline
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Kriti Prasad

Kriti Prasad

Jaipur

Summary

Finance graduate with hands-on experience at DMI Finance, specializing in financial reporting, asset management, and bank reconciliations. Proficient in Microsoft Excel, consistently delivering accurate Profit & Loss statements and AUM reports. Currently pursuing ACCA qualification to achieve Chartered Certified Accountant status. Strong attention to detail and analytical skills aimed at enhancing compliance and operational efficiency.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Reporting Intern

DMI Finance
New Delhi
10.2024 - 09.2025
  • Prepared Profit and Loss statements for Alternative Investment Funds (AIFs).
  • Calculated and compiled Assets Under Management (AUM) reports for all funds.
  • Executed detailed bank statement reconciliations for fund expenses.
  • Conducted thorough reconciliation of shares held across investment portfolios.
  • Calculated distribution ratios to facilitate fund distribution processes.
  • Developed movement reports, tracking asset changes and rebalancing for portfolios.

Intern

CFO Angle AI Solutions Private Limited
Bengaluru
07.2023 - 09.2023
  • Managed account rectifications to ensure accuracy and compliance.
  • Prepared GSTR-1 and maintained records using Tally ERP 9, Tally Prime, and ZOHO Books.
  • Developed Chart of Accounts for multiple companies to enhance financial reporting.

Intern

JK Jaiman & Associates
Jaipur
01.2022 - 04.2022
  • Handled inventory and stock management on Tally.
  • Prepared income and expenditure statements, balance sheets, and cash flow statements. Assist in the day-to-day operations of the company.

Social Work Intern

Kumarappa Gram Swaraj Sansthan (KIGS)
Jaipur
11.2021 - 11.2021
  • Worked on the Well Recharge Project.
  • Worked on the preparation of Brick Schools (it is an innovative non-formal education center for migrant brick kiln workers' children).
  • While working on these two above-mentioned projects, I conducted various field surveys and contributed to writing case studies.

Translator

Living Research Laboratory (Switzerland)
Jaipur
10.2019 - 01.2020
  • Setting up the communication between the villagers and researchers.
  • Giving understanding to all the villagers regarding the research project, and connecting with them.
  • I managed to convey, both ways, thus transferring precisely what people were saying, their questions, and their misunderstandings, rather than adding my own interpretations or attempting to explain.

Education

M.COM INTERNATIONAL FINANCE ACCOUNTANCY - ACCA

Jain University
Bangalore
04-2024

B.COM - Accounting And Finance

University of Rajasthan
Jaipur
05-2022

High School Diploma -

St. Xavier's Sr. Sec. School
Jaipur
04-2019

Skills

  • Financial reporting and analysis
  • Asset management
  • Microsoft Excel proficiency
  • Expense tracking and management
  • Bank and balance sheet reconciliation
  • Attention to detail
  • Problem solving

Affiliations

  • I volunteered with Kumarappa Gram Swaraj Sansthan to promote rural financial literacy
  • Active in adventure sports and outdoor activities, including mountaineering, and trekking
  • Student clubs, committees, or leadership roles

Accomplishments

  • National gold medalist in table tennis
  • Represented in nine national and over forty state-level table tennis tournaments
  • Selected and trained under the Sports Authority of India (SAI)

Certification

  • Successfully completed certifications in Power BI for data analysis and visualization

Languages

Hindi
First Language
English
Upper Intermediate (B2)
B2

Timeline

Financial Reporting Intern

DMI Finance
10.2024 - 09.2025

Intern

CFO Angle AI Solutions Private Limited
07.2023 - 09.2023

Intern

JK Jaiman & Associates
01.2022 - 04.2022

Social Work Intern

Kumarappa Gram Swaraj Sansthan (KIGS)
11.2021 - 11.2021

Translator

Living Research Laboratory (Switzerland)
10.2019 - 01.2020

M.COM INTERNATIONAL FINANCE ACCOUNTANCY - ACCA

Jain University

B.COM - Accounting And Finance

University of Rajasthan

High School Diploma -

St. Xavier's Sr. Sec. School
Kriti Prasad