Summary
Overview
Work History
Education
Skills
Computer Proficiency
Accomplishments
Timeline
Generic

Raghav Bansal

Vasundhara, Ghaziabad (Near Vaishali Metro)

Summary

Finance analyst with proven excellence in industry. Effectively partnering with business leaders by preparing and presenting financial reports in support of strategic planning and long-range decision-making.

Overview

7
7
years of professional experience

Work History

Finance Analyst

Westlab Consultancy Services Pvt Ltd
02.2024 - Current
  • Prepared Provisional and Projected Financial statements for Banking Purposes
  • Prepared CMA (Credit monitoring arrangements) reports
  • Proficient in creating project reports for financial purposes.
  • Employed financial ratios to support loan and banking objectives.
  • Prepared detailed financial result reports for senior management review.
  • Generated ad hoc reports for senior executives when required.
  • Analyzed asset performance and returns, valuations, trends and assumptions.
  • Prepared accurate, updated forecasts for expected business performance.
  • Assisted in the budgeting process by providing detailed revenue and expense forecasts.

Assistant Financial Analyst

Westlab Consultancy Services Pvt Ltd
12.2021 - 08.2022
  • Identified areas where costs could be reduced or efficiencies improved.
  • Assisted with the preparation of quarterly financial statements and other regulatory filings.
  • Monitored trends in key financial metrics such as revenue, expenses, and capital expenditures.
  • Gathered data from various sources for use in financial modeling activities.
  • Investigated discrepancies between actual results and planned targets.

Internship

Sushil Jeetpuria & Co
12.2017 - 06.2020
  • Completed 3 years of internship with Sushil Jeetpuria & Co., Delhi as an Articled Trainee as required by The Institute of Chartered Accountants of India.
  • Finalized Accounts and Compiled Financial statements for Companies with over 50 branches in India, Partnership Firms, LLPs, Trusts, HUFs, and Individuals according to Accounting Standards.
  • Prepared provisional and projected financial statements to obtain a lower tax deduction certificate and presented them to financial institutions.
  • Managed the preparation and filing of ITR and Tax Audit reports for diverse clients including companies, firms, trusts, HUFs, and individuals.
  • Identified discrepancies and resolved complex issues with inter-company transactions.
  • Managed the preparation and submission of GST returns.
  • Performed thorough audits of AR & AP processes.

Education

CA Inter - Accounting And Finance

Institute of Chartered Accountants of India
05-2019

B.COM (Hons) - Accounting And Finance

School of Open Learning
Delhi
01-2018

Skills

  • Financial Forecasting
  • Tax planning
  • Variance Analysis
  • Debt management
  • Investment Analysis
  • Financial Planning
  • Financial Management

Computer Proficiency

  • Proficient knowledge of the use of Microsoft Office, Tally ERP & Internet as a research tool and Compu Tax/Tds Software
  • Completed IT Training of 100 hours as prescribed by ICAI.
  • Completed Advance IT Training of 100 hours as prescribed by ICAI
  • Attended General Management Communication Skills in the ICAI

Accomplishments

  • Certificate from Directorate of education for securing Third position in chess competition at zonal level.
  • I was participated in NCC, Scouts, trekking & rock-climbing camps in my school.

Timeline

Finance Analyst

Westlab Consultancy Services Pvt Ltd
02.2024 - Current

Assistant Financial Analyst

Westlab Consultancy Services Pvt Ltd
12.2021 - 08.2022

Internship

Sushil Jeetpuria & Co
12.2017 - 06.2020

CA Inter - Accounting And Finance

Institute of Chartered Accountants of India

B.COM (Hons) - Accounting And Finance

School of Open Learning
Raghav Bansal