SURJEET KUMAR
Delhi
Summary
I am an ambitious CPA Executive with a solid foundation in finance and accounting practices. Currently, I work at Kisetsu Saison Finance Indian Limited, where I excel in credit appraisal and loan management. With valuable experience at Aditya Birla Finance Limited, I am skilled in financial reporting and enjoy training new team members. I seek opportunities to further develop my expertise and contribute to organizational success
Overview
4
4
years of professional experience
Work History
CPA Executive
Kisetsu Saison Finance Indian Limited
Delhi
08.2023 - 07.2025
- Company Overview: A finance company specializing in credit services
- Preparing Credit Appraisal memo
- Preparing CAM by generating CIBIL reports & banking perfios reports
- Preparing a manual banking
- Preparing financial statements – Profit & Loss A/c and Balance Sheet
- Conducting credit analysis, loan analysis, and GST analysis
- Working on login process & system entry
- Doing internal audits of all CAM and maintaining proper MIS track records for all users
- Providing training to new joiners and assisting them in processing CAM
- A finance company specializing in credit services
CPA Executive
Aditya Birla Finance Limited
Delhi
01.2022 - 08.2023
- Company Overview: A leading financial services company providing a range of financing options
- Business loan CAM and disbursal processing
- Business loan file processing in Lentra software with complete data entry
- Conducting quality checks for business loan cases and underwriting in Lentra software
- Prepared business loan CAM manual banking in Lentra
- Generated CIBIL reports and banking perfios for CAM preparation
- Coordinated with the sales team for loan approvals and queries
- Managed daily tracking of cases before login to disbursal
- Liaised with credit and sales teams for CAM and disbursement files
- A leading financial services company providing a range of financing options
Education
Certified Industrial Accounting - CIA Certificate
ICA Edu Skills
patna, Bihar10.2020
Bachelor of Computer Application -
Maulana Mazharul Haque Arabic and Persian University
Patna, Bihar07.2017
Intermediate of Commerce I.Com -
BSEB Patna
Patna, Bihar05.2013
10th pass -
S.N Lal High School
Bihar05.2011
Skills
- Financial Reporting
- Financial Analysis
- Balance Sheet
- Credit Analysis
- Microsoft Excel
- Internal auditing
- Gmail
Languages
- Hindi, Proficient
- English, Beginner
Hobbies and Interests
- A passion for music
- Watching real-based movies
- Learning technical skills
Strengths - Skills
Strong background in financial reporting and analysis with proficiency in Microsoft Excel and Microsoft Power BI
Timeline
CPA Executive
Kisetsu Saison Finance Indian Limited
08.2023 - 07.2025
CPA Executive
Aditya Birla Finance Limited
01.2022 - 08.2023
Certified Industrial Accounting - CIA Certificate
ICA Edu Skills
Bachelor of Computer Application -
Maulana Mazharul Haque Arabic and Persian University
Intermediate of Commerce I.Com -
BSEB Patna
10th pass -
S.N Lal High School
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