Music
Tushar Goel
Finance Specialist
Gurgaon,India
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance. Efficiency-driven and organized with team-oriented mentality and dedication to customer satisfaction, business goals and sales excellence. Skilled in coordinating documentation and handling payments. Creates business strategies, allocates resources, finds ways to increase productivity and assesses employee performance. Liaises with partners and suppliers. Strong business acumen and managerial abilities.
Overview
4
4
Languages
6
6
years of post-secondary education
11
11
years of professional experience
Work History
Assistant Manager, Accounts and Finance
Jindal Intellicom Limited
New Delhi, Delhi
08.2020 - Current
- Achieved recognition from senior management for contribution to store success, including managing sales, employees and operations to foster optimal performance.
- Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
- Created organization systems for inventory control, merchandising, financial reports and schedules, dramatically increasing operational efficiency.
- Reviewed sales and gross profit reports to determine options for increasing market growth.
- Reviewed monthly operations to assess compliance with budgets and determine necessary adjustments for future plans.
- Monitored and reported budgetary discrepancies to corporate senior management to maximize reporting efficiency and finalized spending plans.
- Drafted strategic business intelligence roadmap, complete with data governance policies and tactical information safeguards.
- Produced detailed and relevant reports for use in making business decisions.
Microsoft Excel Expert
Got-it AI
07.2019 - Current
- Broke down and evaluated user problems, using test scripts, personal expertise and probing questions.
- Responded to support requests from end users and patiently walked individuals through basic troubleshooting tasks.
- Followed up with clients to verify optimal customer satisfaction following support engagement and problem resolution.
Stock Market Trader
Sole Proprietor
07.2017 - Current
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
- Devised detailed hedge and trade strategies for specific trades.
- Formulated algorithms to search for real-time mathematical indicators and flag trades worth executing.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Developed spreadsheet models for diverse projects and analysis.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
Wealth Management Consultant
deVere Group
Gurugram, Haryana
01.2020 - 05.2020
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Maintained energy and enthusiasm in fast-paced environment.
- Developed and implemented performance improvement strategies and plans to promote continuous improvement.
- Displayed friendly, outgoing and energetic behavior to create warm, fun atmosphere for clients.
- Answered customer questions and pointed individuals in right directions.
- Increased brand awareness by developing technical and non-technical marketing collateral and presentations, public relations campaigns, articles and newsletters.
- Maintained high level of understanding of industry standards and trends.
- Determined optimal targets, competitor offerings and tactics by studying and analyzing demographic data.
Finance Specialist and Strategy Consultant
Primok Naturelle Care Private Limited
Gurugram, Haryana
11.2018 - 12.2019
- Performed financial and sales analysis and determined best practices to mitigate risk with customers.
- Reviewed and submitted financial documentation and reports to support business financial goals and objectives.
- Identified and addressed control matters, maintained sound processes and compiled data for testing projections.
- Built and strengthened productive and valuable industry partnerships to drive collaboration, engagement and revenue stream development.
- Leveraged analytical models to assist with month-end closing cycle.
- Prepared and submitted responses to requests and requirements of auditors, regulators and investors.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Monitored and evaluated financial performance and authored and delivered communications.
- Formulated financial data and analysis to support risk management and made recommendations to management.
- Partnered with IT, business development and operations leadership to develop robust financial business plan with detailed benchmarks and action plans.
- Identified process issues and made recommendations for improvement or correction.
- Prepared and determined content for financial and business metric reporting.
- Researched, analyzed and solved marketing and strategy concerns through personalized approach.
- Led team of 5, promoting productivity through effective program and financial management and utilization of practical systems.
- Assessed performance reports to determine, investigate and resolve multifaceted business needs.
- Offered expertise and leadership to improve marketing and advertising initiatives.
- Built strong relationships with customers through positive attitude and attentive response.
- Mentored and guided employees to foster proper completion of assigned duties.
- Partnered with managers to identify and capitalize on sales trends and brand initiatives.
- Optimized customer support by establishing collaborative service environment.
Executive Assistant, Junior Content Developer
The Galaxy Education System - Schoogle
Ahmedabad, Gujarat
07.2015 - 09.2015
- Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.
- Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
- Worked with senior management to initiate new projects and assist in various processes.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
- Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
- Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
- Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team efficiency.
- Promoted team productivity by keeping supplies organized and well-stocked.
- Wrote and edited high-quality content and visually impactful programs under deadline pressure with exciting, captivating and authentic approach.
- Evaluated project requirements and content standards for each project in order to produce copy in line with creative structure.
- Completed thorough research into assigned topics.
- Managed competing deadlines with efficiency.
Articled Assistant
Lahoti and Lahoti
Gandhidham, Gujarat
03.2012 - 03.2015
- Sorted and organized materials such as physical files, tracking spreadsheets and reports.
- Answered incoming telephone calls, took down messages and provided information.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Conducted audits of funds to meet proper accounting, reporting, and disbursement requirements.
- Performed standardized tests to check processes and adequacy of internal control structure.
- Monitored department compliance with laws, regulations, and codes.
- Reviewed budget adjustments and transfers to maintain strict internal control.
- Prepared balance sheets.
Education
Master of Applied Finance And Economics - Finance and Economics
University Of Canterbury
New Zealand 01.2016 - 04.2017
Bachelor of Commerce - Accounting
H. L. Institute Of Commerce, Ahmedabad University
India 06.2010 - 04.2013
NISM-Series-X-A: Investment Adviser (Level 1) - Investments And Securities
National Institute Of Securities Markets
India 11.2019 - 11.2019
NISM-Series-X-B: Investment Adviser (Level 2) - Investments And Securities
National Institute Of Securities Markets
India 11.2019 - 11.2019
Integrated Professional Competence Course (Inter CA) - Accounting
The Institute Of Chartered Accountants Of India
India 06.2010 - 01.2012
No Degree - Psychology
Yale
Online 04.2020 - 04.2020
No Degree - Finance
Bloomberg Market Concepts
Online 12.2016 - 12.2016
Skills
Microsoft Excel
Motivated team player
Extremely quick learner
Leadership
Management
Communication abilities
People skills
Organizational skills
Stock market understanding
Market valuations
Strategic financial planning
Financial and operational reporting
Advanced financial analysis
Financial statements expertise
Research abilities
Knowledge of ERP (Enterprise Resource Planning) software
Accounting assistance
Forecasting trends
Excellent attention to detail
Administrative support
Business Development
Customer Relationship Management
Excellent managerial techniques
Flexible team player
Negotiation
Financial Management
Preparing budgets
Evaluating capital projects
Project Management
MS Office
Accomplishments
- Supervised team of 5 staff members.
- Resolved product issue through consumer testing.
- Collaborated with team of 10 in the development of FMCG products.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Planned corporate meetings, lunches and special events for groups of 20+ employees.
- Documented and resolved audit queries which led to unqualified opinion - clean report.
Interests
Culinary Indulgence
Fitness
Networking
Wuxia Novels
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Hobbies
- Training in Parkour
- Playing tennis on the weekend
- Learning golf swings
- Watching TV shows
- Reading novels
Quote
There’s no shortage of remarkable ideas, what’s missing is the will to execute them.
Seth Godin
Timeline
Assistant Manager, Accounts and Finance
Jindal Intellicom Limited
08.2020 - Current
No Degree - Psychology
Yale
04.2020 - 04.2020
Wealth Management Consultant
deVere Group
01.2020 - 05.2020
NISM-Series-X-A: Investment Adviser (Level 1) - Investments And Securities
National Institute Of Securities Markets
11.2019 - 11.2019
NISM-Series-X-B: Investment Adviser (Level 2) - Investments And Securities
National Institute Of Securities Markets
11.2019 - 11.2019
Microsoft Excel Expert
Got-it AI
07.2019 - Current
Finance Specialist and Strategy Consultant
Primok Naturelle Care Private Limited
11.2018 - 12.2019
Stock Market Trader
Sole Proprietor
07.2017 - Current
No Degree - Finance
Bloomberg Market Concepts
12.2016 - 12.2016
Master of Applied Finance And Economics - Finance and Economics
University Of Canterbury
01.2016 - 04.2017
Executive Assistant, Junior Content Developer
The Galaxy Education System - Schoogle
07.2015 - 09.2015
Articled Assistant
Lahoti and Lahoti
03.2012 - 03.2015
Bachelor of Commerce - Accounting
H. L. Institute Of Commerce, Ahmedabad University
06.2010 - 04.2013
Integrated Professional Competence Course (Inter CA) - Accounting
The Institute Of Chartered Accountants Of India
06.2010 - 01.2012