Moushmi
Overview
1
1
year of professional experience
Work History
Analyst
TresVista Financial Services
01.2025 - Current
- Managed accounting operations for a private equity fund with $1.64B AUM, spanning across 6 sub-funds, and 48 portfolio companies.
- Executed invoice processing, daily cash and investment transactions, bank wires, and financial data analysis, while improving turnaround time by 5 days.
- Utilized ERP systems such as RAMP, Sage Intacct, and QuickBooks for full-cycle accounting and preparation of financial statements.
- Supported investor relations by addressing queries from over 450 investors across multiple funds.
- Performed a comprehensive cleanup of books for a broadband services client, facilitating a smooth and timely external audit.
Education
UNIVERSITY OF DELHI
Skills
- MS Office suite, such as advanced MS Excel, and PowerPoint
- US GAAP and IFRS-based financial reporting
- Preparation of financial statements, PCAPs, and reconciliation
- NAV calculation and valuation
- Budgeting, forecasting, and modeling
- Power BI (pursuing)
Accomplishments
Two-time awardee of the ‘Share the Dais’ distinction for outstanding contribution within the team.
Timeline
Analyst
TresVista Financial Services
01.2025 - Current
UNIVERSITY OF DELHI