Nimish Balgi
Mumbai
Summary
Finance Graduate with a strong commitment to building career in the financial industry. Cleared CFA level 1 and preparing for Level 2. This has increased my ability to analyze and interpret data. I have experience working with the finance team and completing the duties as instructed. Looking for opportunities to contribute and grow in this field.
Overview
2
2
years of professional experience
Work History
Intern- Internal Finance
TMF Group
02.2024 - 11.2024
- Employee claim processing
- Regular monthly vendor payment across all 6 branches of TMF group in India.
- Support on invoice preparation, supporting documents.
- Bookkeeping, reconciliation of ledger
- Assisted the team in audit period
- Ensuring alignment of financial records with bank statements for accuracy
- Managing vendor and credit card transaction efficiently.
- Handling petty cash disbursement and maintaining proper documentation
- Assisted in management of sales and purchase records and monitoring receivables along with TDS, GST and other compliance workings.
- Recording financial transactions in Tally
Accounting Assistant
C.K. Doshi & Co
05.2023 - 11.2023
- GST Compliance (Working and Filing of GSTR 1 and GSTR 3B)
- GST Reconciliation, TDS, TCS working in Excel.
- Income Tax Return Filing
- Preparing Balance Sheet, P&L, and Depreciation Chart in Excel for Tax Audit report filing.
- Working with ERP software- Spectrum KDK, Tally ERP 9 & Prime
- Client interaction for gathering data, clearing suspense accounts and mailing the workings for confirmation.
Education
Bachelors of Business Management (BBM) - FINANCE
SK Somaiya College of Arts Science And Commerce
Ghatkopar, Mumbai04.2023
Higher Secondary Certificate (H.S.C) - COMMERCE (Math)
Mithibai College of Arts Science And Commerce
Vile Parle, Mumbai06.2020
Senior Secondary Certificate (S.S.C) -
Bombay Cambridge School
Andheri East, Mumbai03.2018
Skills
- CFA Level 1 cleared
- Advance Excel
- Financial Modelling and Valuation Online Course
- JP Morgan Chase Investment Banking Virtual Internship
- Microsoft Outlook, Teams, Powerpoint
- Analytical Thinking, Problem Solving
- Flexible & Adaptable
- Researching, Tracking news
- Communication skills
- Working along with finance team
Project
- Prepared Financial Model of HUL which includes the following:-
- Historical Financial Statement, Ratio Analysis,
- Common Size Statements, Weighted Average Cost of Capital,
- Beta Calculation, Return on Market,
- Intrinsic Growth Rate, DCF Model,
- Sensitivity Analysis, Comparable Company Valuation
Timeline
Intern- Internal Finance
TMF Group
02.2024 - 11.2024
Accounting Assistant
C.K. Doshi & Co
05.2023 - 11.2023
Bachelors of Business Management (BBM) - FINANCE
SK Somaiya College of Arts Science And Commerce
Higher Secondary Certificate (H.S.C) - COMMERCE (Math)
Mithibai College of Arts Science And Commerce
Senior Secondary Certificate (S.S.C) -
Bombay Cambridge School
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