Sameer Nagare
Pune
Summary
Passionate finance enthusiast with a knack for financial modeling, investment management, equity research and portfolio management. Successfully completed CFA Level 1 in Feb, 2024, demonstrating a commitment to mastering skills in the finance industry.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Accounting and Finance Intern
Rainbow International School
Shirdi
06.2023 - Current
- Performed reconciliations of accounts receivable and accounts payable ledgers to general ledger.
- Prepared complex spreadsheets related to finance projects using MS Excel functions and formulas.
- Monitored daily cash transactions to ensure sufficient funds were available throughout the day.
- Responded promptly to inquiries from customers regarding their accounts receivable status.
- Entered new vendor information into the database while reconciling existing vendor records.
- Processed customer payments through online banking systems while verifying accuracy of payment amounts against invoices received.
- Assisted with end-of-year accounting and internal audit processing.
- Worked with spreadsheets, cloud-based accounting software and bank account statements.
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
- Recorded debit, credit and account transactions in computer spreadsheets and databases.
- Classified and summarized financial data to compile and enter in financial records
- Implemented program to create daily spreadsheets and streamline financial reporting.
Education
Bachelor of Commerce - Accounting And Finance
Brihan Maharashtra College of Commerce
Pune04-2022
Grade 12th - Commerce ( CBSE )
Delhi Public School
Nashik04-2019
Grade 10th - CBSE
Rainbow International School
Shirdi04-2017
Skills
- Financial statement preparation
- Financial Planning
- Financial Forecasting
- Portfolio Management
- Corporate finance
- Financial Analysis
- Financial Management
- Technical Analysis
- Market Trends Analysis
- Trading
Certification
- CFA Level 1 Cleared
Languages
Marathi
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Accounting and Finance Intern
Rainbow International School
06.2023 - Current
Bachelor of Commerce - Accounting And Finance
Brihan Maharashtra College of Commerce
Grade 12th - Commerce ( CBSE )
Delhi Public School
Grade 10th - CBSE
Rainbow International School
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