Summary
Overview
Work History
Education
Skills
Personal Information
Certification
Timeline
Generic

PRAKHAR GOYAL

Noida

Summary

Partnership Officer at Humana Financial Services with expertise in financial reporting and management information systems. Achieved a 15% reduction in errors through enhanced investor communication and automated ALM reporting. Demonstrated meticulous attention to detail in fundraising documentation, contributing to over INR 80 Cr in fund mobilization.

Overview

4
4
years of professional experience
5
5
Certifications

Work History

Partnership Officer

Humana Financial Services Private Limited
05.2023 - Current
  • Managed MIS, lender reporting, and debt documentation for 18+ partners, directly supporting the CFO and improving investor communication.
  • Ensured 100% accuracy in MPRs, covenant reports, and RBI filings (DNBS 2, 4A, 4B) with zero compliance gaps.
  • Automated ALM reporting, cutting errors by 15% and improving reporting speed by 20%.
  • Consolidated financial data from Tally, MIS, and bank sources to deliver reliable, audit-ready reports.
  • Led analysis of disbursements, overdue trends, and collection efficiency to support board-level decisions.
  • Enabled INR 80+ Cr fund mobilization through proposals, lender decks, and complete documentation oversight.
  • Expanded funding base by sourcing and onboarding new lenders.
  • Analyzed financial statements to highlight key trends and variances for monthly and quarterly reviews.
  • Prepared accurate covenant compliance reports, strengthening lender confidence.
  • Built financial models and presentations in Excel and PowerPoint for faster decision-making.
  • Coordinated with cross-functional teams to improve data accuracy and reduce reporting turnaround time.
  • Supported fundraising through financial analysis, research, and stakeholder documentation.
  • Designed reporting templates that improved efficiency and consistency of monthly/quarterly submissions.

Management Intern

Delstox Share Stock & Shares Limited (DSSL)
06.2022 - 08.2022
  • To assist with stock market operations, I work in a variety of departments including KYC, Depository, Compliance, Trading, and Accounts.
  • KYC: fill out the demat form, enter it into your computer, and create the email regarding Transaction Summary & Margin Report.
  • Depository: Downloading pledge report, Transaction history, Margin Report, etc. from the CDSL website.
  • Compliance: Following Various Risk Management Compliance like reporting the unusual transaction to SEBI, etc.
  • Trading: Trading on behalf of the customer in the ODIN Trading terminal and consulting services.
  • Accounts: Keeping an accounting book in tally software.
  • Management: Helping the management by making presentations for the board meeting.
  • Subsidiary of DSE

Education

Post Graduate Diploma in Management -

G. L. Bajaj Institute of Management & Research
Greater Noida
01.2023

Bachelor’s in commerce - Honors

School of Open Learning, Delhi University
Delhi
01.2021

Senior Secondary (12th) - CBSE

Assisi Convent School
Noida
01.2017

Secondary(10th) - CBSE

Assisi Convent School
Noida
01.2015

Skills

  • Attention to detail
  • Problem solving
  • Financial reporting and MIS
  • ALM and treasury operations
  • Financial statement analysis
  • Data consolidation and process automation
  • Credit portfolio monitoring
  • Fundraising documentation and lender due diligence
  • Budgeting and forecasting

Personal Information

  • Date of Birth: 09/09/99
  • Gender: Male

Certification

Diploma in Computer Accounting Application (RGCSM)

Timeline

Partnership Officer

Humana Financial Services Private Limited
05.2023 - Current

Management Intern

Delstox Share Stock & Shares Limited (DSSL)
06.2022 - 08.2022

Post Graduate Diploma in Management -

G. L. Bajaj Institute of Management & Research

Bachelor’s in commerce - Honors

School of Open Learning, Delhi University

Senior Secondary (12th) - CBSE

Assisi Convent School

Secondary(10th) - CBSE

Assisi Convent School
PRAKHAR GOYAL