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
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.