Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Timeline
Generic
PALLAVI TRIPATHI

PALLAVI TRIPATHI

Assurance- Core Audit- Associate
Kolkata

Summary

Detail-oriented professional with expertise in cash management, financial planning, and IFRS. Proven ability to support auditing processes and enhance efficiency through collaboration.

Proactive accounting and finance intern with a solid foundation in audit support and accounts reconciliation. Known for effectively collaborating with teams to enhance operational efficiency and accuracy in financial records.

Personable and highly motivated individual with strong foundation in accounting principles and financial analysis. Possesses solid understanding of financial statements and proficiency in Excel and financial modeling. Dedicated to contributing to organization's success through accurate financial reporting and analysis.

Overview

3
3
Languages
1
1
year of professional experience

Work History

Accounting and Finance Intern

Steel and Metallurgy
03.2026 - 07.2026
  • Assisted in preparing financial statements and reports to support management decision-making.
  • Conducted data entry and maintained accuracy of accounts payable and receivable records.
  • Supported auditing processes by organizing documentation and reconciling discrepancies.
  • Collaborated with team members to streamline invoicing procedures, enhancing efficiency.

Business Development Intern

Wishlist Capital
05.2025 - 08.2025
  • Conducted market research to identify potential clients and investment opportunities.
  • Assisted in developing outreach strategies to engage prospective partners.
  • Collaborated with team members to create presentations for investor meetings.
  • Analyzed competitor activities to inform business development initiatives.

Education

CA Inter- Cleared Group 1, Group 2 Persuing - Chartered Accountancy

Institute of Chartered Accountants of India
Kolkata, India
04.2001 -

Bachelor of Commerce in Accounting And Finance (H) - Accounting And Finance

Shri Shikshayatan College
Kolkata
04.2001 -

High School Diploma -

Aditya Academy School
Kolkata, India
04.2001 -

Skills

    Cash management

    Accounts receivable

    Bank reconciliations

    Data analysis

    Payroll processing

    M&A projects

    Cost analysis

    Cash flow management

    Credit analysis

    Accounts payable

    Invoice processing

    IFRS expertise

    Financial planning

    Microsoft Excel expertise

    Audit

    Advanced Excel

    Accounting software

    Process improvement

    Power BI

    Tax compliance

    Data management

    Bookkeeping

    Budget forecasting

    Risk assessment

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Built basic LBO model
  • Can build a accretion/dilution model
  • Financial Modelling
  • Markets and Industry Research
  • Discounted Cash Flow Model
  • Return filing
  • GST

Interests

Dance

Singing

Travel

Timeline

Accounting and Finance Intern

Steel and Metallurgy
03.2026 - 07.2026

Business Development Intern

Wishlist Capital
05.2025 - 08.2025

CA Inter- Cleared Group 1, Group 2 Persuing - Chartered Accountancy

Institute of Chartered Accountants of India
04.2001 -

Bachelor of Commerce in Accounting And Finance (H) - Accounting And Finance

Shri Shikshayatan College
04.2001 -

High School Diploma -

Aditya Academy School
04.2001 -
PALLAVI TRIPATHIAssurance- Core Audit- Associate