Conducted data analysis to support decision-making processes and improve overall operational efficiency.
Collaborated with cross-functional teams to gather requirements and develop actionable insights from data reports.
Assisted in the preparation of presentations and reports, ensuring accuracy and clarity in information delivery.
Utilized analytical tools to identify trends and patterns, aiding in strategic planning initiatives.
Accountant
SN, Shankar
Vijay & Co, NISHA BANSAL
05.2023 - 06.2023
Organization Type of
Assignment
Period Key Responsibilities Area
Finwise SIP 1st, Year
Tally Prime with GST to record the tax rates for categories of goods attracting
different GST rates
Income Tax Matters by filing tax returns
Audit and assurance services including performing audit of financial
statements of partnership and NGOs and limited companies
Statutory audit of SBI to verify the correctness of accounting records
ACHIEVEMENTS & POSITIONS OF RESPONSIBILITIES
1st
position in cultural activity organized by JIMS cultural club ‘EKYUM’
Participated in Dr
D.R
Singh Memorial British Parliament National Debate Competition
Got prize for Team Management Activity in orientation week JIMS
Won intra school competition and secured 1st
price-class 8
Certificate of Appreciation by Finwise pvt
Ltd
For successful internship
Letter of recommendation for Internship Completion from Finwise pvt
Ltd
EXTRACURRICULAR ACTIVITIES
Publishing Article “Do Employees Have the Right to Moonlight” in Annual Magazine ‘ELDORADO’
Publishing poetry “My Lost Childhood” in JIMS Magazine ‘ELDORADO’
Contributed to PGDM Monthly Newsletter
Prepared a Financial Model of ITC and Cipla
Work in Plantation Drive organized by some local RWAAuthorities near Yamuna bank
Participated in college freshers and recited poetry with the heading ‘Journey of Life’
Attended HR SUMMIT on ‘Redefining the New World of Work’
DECLARATION: I hereby declare that all the information provided above is accurate to the best of my knowledge
June 25, 2023 Name:
BUSINESS RESEARCH ANALYST
FINANCIALANALYST
12.2022 - 01.2023
Gain a deeper understanding of mutual fund as well as to learn about recent
developments in the mutual fund industry
Research on types of Mutual funds, ideal time horizon for holding funds in
debt and equity, entry loads, exit loads and taxation on debt and equity
Portfolio management of mutual fund investors invested in equity linked
saving schemes, equity oriented mutual fund, debt oriented mutual fund
Calculation of redeemable values with and without exit load deduction
Vardhan
Consulting
Engineers
(Online)
SIP, Work on an infrastructure project named “Analysis of PPP based Airport
Development Project in Ranchi, Jharkhand”
Talking to clients to determine their expenses, income, insurance coverage,
financial objectives, tax status, risk tolerance, or other information needed
to develop a financial plan.
Education
PGDM - Finance and Marketing
AICTE Jagan Institute of
Management Studies
Rohini, Delhi
B.com - Economics
Delhi University School of Open Learning
XII - Commerce, Mathematics
CBSE Indus Public School
undefined
CBSE Jind Public School
Certification of “Essential Financial Modelling by Gridlines” - undefined
OFFLINE
PIF - undefined
Pratham
Certificate of Excellence - undefined
National Institute of Securities Market (NISM)
ONLINE - undefined
Certification of “Course on Financial Markets” by Yale University - undefined
Skills
Tax accounting specialization
SAP expertise
Calculating liabilities
Account reconciliation specialist
Certification
Mode Year Description
Timeline
Analyst
Blackrock
01.2024 - Current
Accountant
SN, Shankar
Vijay & Co, NISHA BANSAL
05.2023 - 06.2023
BUSINESS RESEARCH ANALYST
FINANCIALANALYST
12.2022 - 01.2023
Certification of “Course on Financial Markets” by Yale University - undefined
ONLINE - undefined
Certificate of Excellence - undefined
National Institute of Securities Market (NISM)
PIF - undefined
Pratham
Certification of “Essential Financial Modelling by Gridlines” - undefined