Sagnik Dey
Kolkata
Summary
Finance MBA graduate with strong analytical skills and hands-on experience in financial analysis, market research, and investment support. Proficient in Excel, financial modeling, and reporting. Detail-oriented, collaborative, and eager to contribute to strategic financial decision-making.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Accounting Assistant
Muthoot Finance Ltd
Kolkata
07.2024 - 02.2025
- Supported finance and accounting teams in daily operations, including general ledger maintenance, invoice processing (AP/AR), financial statement reconciliation, and month-end/year-end closings. Ensured compliance with GAAP and internal controls. Collaborated cross-functionally to gather financial data, prepare reports, support audits, and improve efficiency in financial documentation and reporting processes.
Management Trainee
Wealth App Distributors Private Limited
Kolkata
04.2024 - 06.2024
- Conducted comprehensive market research and financial analysis to support data-driven investment decisions. Collaborated with cross-functional team members to streamline research processes and improve the efficiency and accuracy of investment evaluations
Education
PGPFM + MBA -
Bengal Institute of Business Studies
01.2025
B.com (Hons.) - Accountancy Hons.
Syamaprasad College
01.2022
XII - Commerce
Naktala High School
01.2019
X -
Naktala High School
01.2017
Skills
- Financial analysis
- Financial reporting
- Tally Prime ERP
- MS Office
- Equity research
- Banking operations
- Team collaboration
- Effective communication
- Time management
- Quality assurance
Key Projects
- Startup Challenge
Participated in a competitive startup simulation, developing a business model, financial projections, and go-to-market strategy for a new venture. Collaborated with a cross-functional team to pitch the idea to a panel of investors and industry experts. - Team Day Business Simulation
Engaged in a real-time business simulation exercise focused on strategic decision-making, financial planning, and team collaboration. Analyzed market scenarios and worked in a team to optimize company performance through data-driven decisions.
Certification
NISM - VA Mutual Fund
NISM VA is a certification for mutual fund distributors, enhancing financial knowledge for better investment advice
Languages
- English, Professional Working Proficiency
- Bengali, Native or Bilingual Proficiency
- Hindi, Conversational Proficiency
Timeline
Accounting Assistant
Muthoot Finance Ltd
07.2024 - 02.2025
Management Trainee
Wealth App Distributors Private Limited
04.2024 - 06.2024
PGPFM + MBA -
Bengal Institute of Business Studies
B.com (Hons.) - Accountancy Hons.
Syamaprasad College
XII - Commerce
Naktala High School
X -
Naktala High School
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