Summary
Overview
Work History
Education
Skills
Websites
Certification
Finance Projects
Timeline
Generic

Yash Dhananjay Joshi

Pune

Summary

Analytical and detail-oriented finance professional with hands-on experience in financial modeling, valuation, and statutory audits. Proficient in preparing financial statements, conducting industry and equity research, and ensuring regulatory compliance. Currently pursuing an MBA in Finance, and actively preparing for the NISM Research Analyst certification. Eager to leverage strong analytical skills and financial acumen to contribute to private equity, investment analysis, or valuation-focused roles.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Accountant & Auditor

Gund and Gawade Associates
Pune
06.2024 - Current
  • Conducted statutory and tax audits across sectors, including sugar manufacturing.
  • Prepared over 20 financial statements, improving reporting accuracy and compliance.
  • Managed income tax scrutinies, delivering 100% on-time submissions.
  • Increased audit process efficiency by 20% through streamlined reporting tools.
  • Reconciled financial discrepancies using Tally, improving data accuracy by 25%.
  • Presented audit results to management teams, delivering information in non-technical terms for easy understanding.

Financial Analyst Intern

Stacklab.in
11.2023 - 04.2024
  • Developed financial forecasts, valuation models, and investor pitch decks
  • Conducted market research and financial analysis to support business decisions
  • Created presentations outlining revenue projections, cost structures, and ROI analysis

KYC Auditor (Internship)

CA Deshpande and Mendes
06.2021 - 08.2021
  • Reviewed KYC documentation to ensure regulatory compliance
  • Maintained records and flagged inconsistencies for timely resolution

Education

MBA - Finance

Manipal University Jaipur
Jaipur
06-2026

Certification - Financial Modelling & Valuation

National Stock Exchange
Pune
03.2024

Diploma - Accounts & Taxation

NIFM
New Delhi
06.2023

BSc - Computer Science

Savitribai Phule Pune University
Pune
05.2023

Skills

  • Financial Modeling & Valuation
  • Equity Research & Forecasting
  • Tally ERP / Prime
  • Advanced Excel
  • PowerPoint
  • Word
  • Ratio Analysis & Tax Compliance
  • Analytical Problem Solving
  • Time Management & Prioritization
  • Leadership & Team Collaboration
  • Strong Communication & Client Engagement
  • Accounting oversight
  • Stock valuation

Certification

  • Financial Modelling & Valuation (NSE)
  • JP Morgan Forage Virtual Experience
  • Diploma in Accounting & Taxation (NIFM)
  • Tally ERP & Tally Prime
  • Excel Skills for Business (Macquarie University)
  • Introduction to Corporate Finance (Wharton)
  • Financial Markets (Yale University)

Finance Projects

Equity Valuation – Zomato Ltd.
  • Conducted a comprehensive valuation analysis of Zomato using relative valuation techniques such as P/E, EV/EBITDA, and P/S multiples.
  • Benchmarked Zomato’s performance against peers in the food tech and e-commerce sector to understand valuation gaps.
  • Analyzed industry trends, user base growth, unit economics, and revenue projections to assess future performance.
  • Presented findings and investment thesis supporting long-term valuation despite current loss-making status.
DCF Valuation – Persistent Systems Ltd.
  • Built a detailed Discounted Cash Flow (DCF) model by projecting revenue growth, operating margins, and capital expenditures.
  • Created driver-based financial statements and forecasted free cash flows using bottom-up assumptions.
  • Applied sensitivity analysis on WACC and terminal growth rate to derive a valuation range.
  • Delivered an investor-style report summarizing intrinsic value and comparing it with current market price.
Client Accounting & Auditing Projects
  • Set up and managed complete accounting systems for multiple clients in Tally ERP, including ledgers, GST, and payroll modules.
  • Assisted in statutory and tax audits by preparing audit schedules, vouching, and ensuring compliance with regulatory standards.
  • Handled preparation and filing of GST returns, TDS filings, and income tax returns for clients in various industries.
  • Ensured timely closing of books and generated financial statements, audit reports, and compliance checklists for client reporting.

Timeline

Financial Accountant & Auditor

Gund and Gawade Associates
06.2024 - Current

Financial Analyst Intern

Stacklab.in
11.2023 - 04.2024

KYC Auditor (Internship)

CA Deshpande and Mendes
06.2021 - 08.2021

MBA - Finance

Manipal University Jaipur

Certification - Financial Modelling & Valuation

National Stock Exchange

Diploma - Accounts & Taxation

NIFM

BSc - Computer Science

Savitribai Phule Pune University
Yash Dhananjay Joshi