Summary
Overview
Work History
Education
Skills
Internships
Certifications and Licenses
Profession Relevant Skills
Timeline
Generic
Kshitij Sharma

Kshitij Sharma

Guwahati

Summary

Highly motivated and goal-driven Financial Analyst with over 2 years experience and skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. MBA Graduate and FRM Level 2 candidate experienced in qualitative and quantitative analysis, contract management and forecasting. Strong analytical skills, but also able to build strong relationships with clients Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

3
3
years of professional experience

Work History

Associate 2

PwC SDC
02.2023 - 12.2023
  • Assisting with the development of tax-efficient structures for real estate, private equity firms and HNIs holding
  • Responsible for assessing the financial health of a company, both IFRS and FRS101, through in-depth industry research and financial statement analysis along with Financial Reporting across multiple sectors
  • Generating Monthly & Quarterly ad-hoc and management reports for senior management analysis
  • Preparing budgets and conducting billings for the clients, and reaching out to government bodies as client agents
  • Drafting transmittal letter and other supporting documents to cover risk and provide data to client

Consultant

Deloitte USI
06.2021 - 02.2023
  • Preparation, verification and filing of Corporate Tax returns with tax departments at local, state and federal levels for the UK Corporates.
  • Liaison with the clients to obtain additional information in income, expenses and allowances for the appropriate adjustments, deductions and credits for client’s tax management
  • Reviewing and Validating records of client tax returns and supporting documentation in microsite.
  • Leading a team of 5 tax professionals handling up to 150 clients per year.

Education

FRM Level 1 -

Global Association of Risk Professional
01.2024

MBA - Finance

International Management Institute
Kolkata, India
07.2021

B.Com - Management

Gauhati University
Guwahati, India
07.2019

Skills

  • Credit analysis
  • Financial statement evaluation
  • Risk assessment
  • Data analysis
  • Regulatory compliance
  • Portfolio monitoring
  • Financial reporting
  • Problem-solving
  • Communication

Internships

Financial Analyst 

JMarathon Advisory Services Pvt Ltd May 2020 - July 2020

  • Analyzed and monitored statistical data trends.
  • Maintained database by verifying information and recording new information when needed.
  • Participated in conference calls and meetings and interacted with key leaders.
  • Developed financial models for projects and presentations.


Investment Banking Analyst

Opulance Business Solutions Pvt Ltd August 2020 - October 2020

  • Promoted successful investment plans with well-organized and smooth presentations.
  • Evaluated investment potential of companies using DCF models with thorough assessments of historical data, operational activities and future objectives.
  • Developed and deepened client relationships to cement profitable partnerships.
  • Orchestrated client-centred financial packages factoring in current market trends.

Certifications and Licenses

● Certificate Course in Commercial Banking from JP Morgan and Forge (2024)

● Certificate Course in Anti-Money Laundering: Suspicious Activity Report from Udemy (2024)

● Certificate Course in Advanced Excel and VBA from Udemy (2020)

● Certificate Course in Financial Analysis from Equity Levers (2020)

● Certificate Course in Investment Analysis Skills from Equity Levers (2020)

● Certificate Course in Business Communication Skills from British Council (2019)

● Certificate Course in Market Concepts from Bloomberg Terminal (2019)

Profession Relevant Skills

  • Skilled in various analytical and financial analysis software, such as OneSource, Tally, SQL, Power BI.
  • Excellent ability to work with teams across a variety of departments.
  • Strong leadership and management skills.
  • Excellent negotiation skills.
  • Ability to solve problems both qualitatively and quantitatively.
  • Effective at organization and multitasking duties.
  • Able to make quick and effective judgment calls by using analytical tools and critical thinking skills.
  • Outstanding written and oral communication skills and exceptional customer service abilities.

Timeline

Associate 2

PwC SDC
02.2023 - 12.2023

Consultant

Deloitte USI
06.2021 - 02.2023

FRM Level 1 -

Global Association of Risk Professional

MBA - Finance

International Management Institute

B.Com - Management

Gauhati University

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Kshitij Sharma