Om Agarwal
Finance Undergraduate | Investment Banking & Financial Analysis
Kashipur
Summary
Finance-focused BBA student with internship experience in accounting, invoicing, and financial record management. Skilled in Tally ERP, Zoho Invoice, and MS Excel, with growing expertise in Power BI, SQL, and data analytics. Seeking opportunities in Finance, Accounts, or Analyst roles.
Overview
3
3
Certifications
2
2
years of professional experience
Work History
Finance Intern
SheWings Foundation
07.2025 - 09.2025
- Managed and maintained financial records using Tally ERP and Microsoft Excel, ensuring accuracy and proper documentation of transactions.
- Analyzed financial data and generated reports to support informed decision-making by the finance team.
- Generated and managed sales invoices through Zoho Invoice, monitored paymentrecords, and supported billing operations.
Content Intern
HR Ranker
10.2023 - 05.2024
- Created, edited and optimized content for digital platform, ensuring clarity, accuracy and audience engagement.
- Developed professional content including articles, social media posts alligned with organizational objectives.
- Researched topics and prepared engaging content based on audience requirement.
Education
BBA - Finance
Graphic Era Hill University
Dehradun, India 04.2001 -
Skills
Ms Excel (Pivot Tables, VLOOKUP , Basic Dashboard)
Power BI (Learning)
Zoho Invoice
LEADERSHIP & EXTRA-CURRICULAR ACTIVITIES
- Participant, Daksham Fest – School of Management - Core Member, Organizing Committee for college programs - Active participation in college events and social initiatives - Participant, Daksham Fest – School of Management - Core Member, Organizing Committee for college programs - Active participation in college events and social initiatives
Accomplishments
- NISM Investor Awareness Test
- NISM Bharat Financial Literacy Quiz
Certification
- Introduction to MS Excel
Timeline
Finance Intern
SheWings Foundation
07.2025 - 09.2025
Content Intern
HR Ranker
10.2023 - 05.2024
BBA - Finance
Graphic Era Hill University
04.2001 -