Mehul Anupam Kumar
Financial Analayst / Associate
Bhilai Nagar
Summary
Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
6
6
years of professional experience
6
6
Certifications
2
2
Languages
Work History
STRATEGIC CONSULTANT
BLACkFOX MILLENIUM PVT. LTD.
11.2023 - Current
- Developed a comprehensive business plan that secured funding for a new product launch
- Conducted a competitive analysis to identify areas of opportunity and develop a plan to capitalize on them
- Conducted a financial analysis of the company's operations and identified areas of cost savings and potential growth opportunities
- Analyzed and visualized large datasets to uncover key insights, resulting in a 30% increase in revenue for the company.
- Developed technical and non-technical marketing presentations, public relations campaigns, articles, and newsletters.
- Conducted market research and reported on clients' competition.
FINANCIAL PLANNER
FORTUNE LIFE WEALTH PVT. LTD.
09.2022 - 06.2023
- Developed comprehensive financial plans that met clients' goals and objectives while minimizing risks
- Reviewed and updated clients' financial plans to ensure they remain on track to meet their goals
- Educated clients on important financial topics such as budgeting, saving, investing, and insurance
- Analyzed clients' financial documents and identified opportunities to reduce expenses and increase income
- Developed retirement income strategies that projected and maximized income for the duration of retirement.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Developed recommendations specific to client's financial situation on variety of topics.
- Established and deepened existing client relationships through complex financial planning.
ACCOUNTING FINANCE TRAINEE
TROZORRO STARTUP SOLUTIONS PVT. LTD.
06.2021 - 09.2022
- Collaborated with accounting and finance teams to create monthly and quarterly financial reports
- Prepared monthly, quarterly and annual financial statements in accordance with Generally Accepted Accounting Principles (GAAP)
- Developed and maintained an accurate and up-to-date accounting system that tracked expenses, revenues, and profits
- Developed and implemented a new accounting system that improved data accuracy and streamlined financial processes.
- Verified financial journals for clarity and completion under supervisor direction.
- Assisted with account reviews and preparation for account reviews.
- Assisted with audits of accounts, vouchers and records.
Management Trainee Intern
BSBK Pvt. Ltd.
05.2018 - 07.2018
- Established open and professional relationships with team members which facilitated communication, quickly resolving issues, and conflicts.
- Assisted established management staff with operational oversight, business development, and process improvement strategies.
- Handled day-to-day customer or client questions via telephone or email.
- Analyzed customer feedback to identify areas for improvement.
Education
BBA-MBA Integrated in Finance & HR -
Mittal School of Business, Phagwara
BBA (Semester Exchange) - undefined
SolBridge Business School, Daejeon
XII - undefined
Delhi Public School, Bhilai
X - undefined
Delhi Public School, Bhilai
Skills
Business Analysis
Certification
FINANCIAL MODELLING AND VALUATIONS, The Wall Street School, New Delhi, Mar
Positions Of Responsibility
- TACHYONS, EXECUTIVE, Acted as Executive for Student Organization, Tachyons EMS. Providing Support for Social Welfare and Social Events.
- S.E.C., CO-ORDINATOR, Acted as Co-Ordinator for Student Entrepreneurship Cell, LPU, organizing successful events such as IECON and incubating budding Entrepreneurs.
Accomplishments
- Lowered company costs by 18% through accurate financial modeling, budgeting and process improvement.
- Received a professional excellence award from the Financial Management Association.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Supervised team of 30 staff members.
- Developed brand new Financial goal planning program.
- Spearheaded ReEvaluate initiative, resulting in 30% growth of Online consumer base.
Timeline
STRATEGIC CONSULTANT
BLACkFOX MILLENIUM PVT. LTD.
11.2023 - Current
FINANCIAL PLANNER
FORTUNE LIFE WEALTH PVT. LTD.
09.2022 - 06.2023
ACCOUNTING FINANCE TRAINEE
TROZORRO STARTUP SOLUTIONS PVT. LTD.
06.2021 - 09.2022
Management Trainee Intern
BSBK Pvt. Ltd.
05.2018 - 07.2018
BBA-MBA Integrated in Finance & HR -
Mittal School of Business, Phagwara
BBA (Semester Exchange) - undefined
SolBridge Business School, Daejeon
XII - undefined
Delhi Public School, Bhilai
X - undefined
Delhi Public School, Bhilai
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