Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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KULDEEP SINGH BOHRA

LOHAGHAT

Summary

MBA graduate in Finance and Business Analytics with hands-on experience as a Senior Finance Operations Associate. Skilled in compliance management company incorporation post-incorporation , GST registration, financial reporting, and regulatory compliance. Proficient in managing tax filings and income tax tools, with strong attention to accuracy and deadlines. NISM-certified in Equity Derivatives and Research Analysis, with a focus on delivering reliable financial operations and supporting business growth.

Overview

2
2
years of professional experience
1
1
Certification

Work History

SENIOR FINANCE OPERATION ASSOCIATE

SAFE LEDGER PRIVATE LIMITED
01.2024 - 03.2025
  • Led and managed a team of finance associates, overseeing daily tasks, providing training, and ensuring high-quality deliverables across financial operations.
  • Manage company incorporation processes , ensuring compliance with regulatory requirements
  • Completed over 100+ GST, 100+ MSME/Udyam, supporting businesses in meeting operational requirements.
  • Handled 150+ MOA/AOA amendments and authorized capital increases, ensuring legal compliance and enabling company growth.
  • Work with the gst portal for registration , filings and compliance
  • Successfully processed over 500+ INC-20A forms, company name/address changes, and 100+ Form 3 filings for LLPs.
  • Handle post incorporation formalities , including statutory filings and documentation

Finance intern

PNB METLIFE
08.2023 - 10.2023
  • Conduct market research to analyze customer preferance and trends
  • Assisted in organizing and executing customer engagement events
  • Communicated with clients for requirements , updates, and addressing concerns

Education

Master of Business Management - FINANCE AND BUSINESS ANYLTICS

GRAPHIC ERA HILL University
Dehradun, India
01.2024

Bachelor of COMMERCE - undefined

SRI DEV SUMAN UNIVERSITY
01.2022

Skills

  • Leadership
  • MS EXCEL
  • Communication
  • POWERPOINT
  • Problem Solving
  • Teamwork
  • Financial transaction processing

Certification

  • NISM : SEBI INVESTOR CERTIFICATION
  • FINANCIAL ACCOUNTING
  • MANAGING A BUSINESS WITH BUSINESS ANALYTICS AND FRAMEWORKS
  • PERSONAL FINANCE - BONDS AND FIXED INCOME

Languages

Hindi
English

Timeline

SENIOR FINANCE OPERATION ASSOCIATE

SAFE LEDGER PRIVATE LIMITED
01.2024 - 03.2025

Finance intern

PNB METLIFE
08.2023 - 10.2023

Bachelor of COMMERCE - undefined

SRI DEV SUMAN UNIVERSITY

Master of Business Management - FINANCE AND BUSINESS ANYLTICS

GRAPHIC ERA HILL University
KULDEEP SINGH BOHRA