Yash Tak
Beawar
Summary
Result-driven MBA graduate specializing in Finance, with a solid foundation in financial analysis, corporate finance, and investment management. Equipped with a strong academic background, hands-on experience in financial modeling, and an analytical mindset to solve complex financial challenges. Ability to manage financial projects, analyze market trends, and provide actionable insights. Seeking to leverage these skills in a dynamic organization to contribute to its financial strategy and growth.
Overview
3
3
Certification
8
8
Months of Experience
Work History
Finance Intern
CP Milk & Foods Products Pvt Ltd
Lucknow
06.2024 - 08.2024
- Assisted in the preparation and analysis of corporate tax filings, ensuring compliance with tax regulations
- Collaborated with the finance team to calculate tax liabilities and identify opportunities for tax savings, contributing to cost reduction strategies
- Supported the creation of detailed tax reports for management, facilitating informed decision-making regarding the company's tax strategy.
- Managed monthly reporting processes for senior management review to ensure timely decision making.
- Reviewed all financial planning documents including budgets, forecasts and cash flow statements
- Oversaw the preparation of monthly budgets to ensure all projects are within scope.
Sanjay BM Agarwal & Co.
11.2022 - 05.2023
- Supported the month-end close process by preparing journal entries and maintaining organized financial records
- Assisted in the preparation and analysis of corporate tax filing, ensuring compliance with tax regulations.
Education
MBA (Finance) -
Doon Business School
Master of Arts (History) -
S.D. Government College, Beawar (Rajasthan)
01.2023
Bachelor of Arts - Arts
S D Govt. College, Beawar
Beawar, Ajmer04-2021
XII -
K.D Jain Senior Secondary School, Beawar (Rajasthan)
01.2017
Skills
- Proficient in SAP S/4 HANA (SD & FICO)
- Power BI
- Research Skills
- Organizing Skills
- MS Office
- Strategic Leadership
- Strong Interpersonal Communication
Certification
- NISM- V A Mutual Fund Distributor Certified
- Certification of SAP Fundamentals SAP R/3 Client/ Server Intergrated Business using IDES
- Introduction to Corporate Finance by Great Learning
- ChatGPT for Excel by Great Learning
- Advance Excel by Doon Business School
- Tally Bookkeeper: Tally Education Private Limited
- Managerial Accounting: Tools for Facilitating and Guiding Business Decisions by ILLINOIS
- Corporate Finance Fundamentals: Corporate Finance Institute
- Legal foundation for Entrepreneurs: University of Maryland, College Park
- Statistics for Marketing: Meta
- Microeconomics Principles: Illinois University
Accomplishments
- Bagged 'Achiever's Award' for excellent performance in Academics at Doon Business School (07/01/23 - 12/31/23)
- Holding the position of CDC Mentor at DBS
- Efficiently carried out the responsibilities of Class Representative
- Secured operation head position in Fit & Don't Quit Club at DBS
- Secured first place in the State Yoga Competition conducted by School Games Federation of India - 2012
Projects
- A Study on Social Stock Exchange (Winter Live Project)
- Unilever PLC to Spin-off Ice Cream Business
- Developing and Implementing Financial Forecasting Models to Enhance Strategic Planning: A Summer Internship experience
Skillsetsummary
- Problem Solving: Proficient in critical thinking and adaptive problem solving, enabling effective decision making in dynamic situations.
- Adaptability: Skilled in adapting swiftly to diverse environments, evidenced by successful transitions in military preparation and academics.
- Continuous Learning Attitude: A genuine desire and proactive approach to staying updated with industry trends, new technologies, and marketing strategies.
- Leadership: Skilled team leader with a proven record in decision-making and effective communication, guiding teams to achieve shared objectives and resolve conflicts for cohesive collaboration.
- Organising Ability: Proficient in organization and coordination, exemplified through adept management of tasks, schedules, and resources in diverse settings. Demonstrated ability to streamline processes and optimize efficiency, ensuring smooth operations.
- Technical proficiency: MS Excel, MS Power Point, SAP HANA S/4, Power BI
Others
English, Hindi, French (Beginner), Cricket, Volleyball, Trekking, Travelling
Timeline
Finance Intern
CP Milk & Foods Products Pvt Ltd
06.2024 - 08.2024
Sanjay BM Agarwal & Co.
11.2022 - 05.2023
- NISM- V A Mutual Fund Distributor Certified
- Certification of SAP Fundamentals SAP R/3 Client/ Server Intergrated Business using IDES
- Introduction to Corporate Finance by Great Learning
- ChatGPT for Excel by Great Learning
- Advance Excel by Doon Business School
- Tally Bookkeeper: Tally Education Private Limited
- Managerial Accounting: Tools for Facilitating and Guiding Business Decisions by ILLINOIS
- Corporate Finance Fundamentals: Corporate Finance Institute
- Legal foundation for Entrepreneurs: University of Maryland, College Park
- Statistics for Marketing: Meta
- Microeconomics Principles: Illinois University
MBA (Finance) -
Doon Business School
Master of Arts (History) -
S.D. Government College, Beawar (Rajasthan)
Bachelor of Arts - Arts
S D Govt. College, Beawar
XII -
K.D Jain Senior Secondary School, Beawar (Rajasthan)
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