Parikshit Rathi
Mumbai
Summary
- Resourceful Financial Analyst with progressive financial industry experience across Financial Reporting and Analysis.
- Having In-Dept knowledge of Accounting and Finance including IFRS, Financial reporting, Consultancy, Taxation, Audit and Assurance gained through ACCA
- Incredibly driven and aspirational to surpass the league in order to gain new experiences and information by using theoretical knowledge
Overview
2
2
years of professional experience
Work History
Financial Analyst
TresVista
Mumbai
07.2023 - Current
- Performing valuations of investments preparing models from scratch and analyse the balance sheet sensitivities, to improve accuracy of reporting though variance analysis between the internal assessments and independent valuations
- Managed financial reporting for a UK fund management company with £98 billion AUM, ensuring timely and accurate reporting of daily investment activity.
- Prepared FP&A decks and reports, providing key insights supporting FP&A team's analysis and decision-making regarding fund allocations and exit stratergies.
- Automated management fee calculations and interest accruals for debt-oriented investments, resulting in increasing efficiency by 40%
- Developed and documented SOPs for financial reporting workflows, improving clarity for auditors and streamlining the resolution of inquiries and support requests.
- Managed and mentored 3 analysts, enhancing their knowledge of client processes and procedures, and driving team growth and performance.
- Spearheaded the accounting software migration from NetSuite to Workday, ensuring a seamless transition and system integration.
Part Time Teacher
ACCA Financial reporting & Financial management
03.2023 - Current
- Assisting students in closing the gap in their understanding of key financial topics such as IFRS, valuation methods, currency and interest rate hedging, mergers and acquisitions, and international investment appraisals
Education
ACCA Affiliate -
Association of Chartered Certified Accountants
United Kingdom10-2024
Bachelor of Financial Markets -
H.R College of Commerce And Economics
Mumbai03-2023
Greenvalley Public School -
Higher Secondary Education (CBSE)
Bhilwara04-2020
Skills
- Financial Reports Preparation (IFRS)
- Financial modelling
- Excel
- Valuation
- Financial consulting
- Variance Analysis
- Analytical skills
- Brainstorming capability
- Time & stress management
- Commercial acumen
Awards and Recognition
- World rank 3 and All India rank 2 - Financial reporting (IFRS)
- World rank 7 and All India rank 3 - Taxation (UK)
- All india rank 1 - Performance Management
Timeline
Financial Analyst
TresVista
07.2023 - Current
Part Time Teacher
ACCA Financial reporting & Financial management
03.2023 - Current
ACCA Affiliate -
Association of Chartered Certified Accountants
Bachelor of Financial Markets -
H.R College of Commerce And Economics
Greenvalley Public School -
Higher Secondary Education (CBSE)
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