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Financial Analyst Microsoft Office

Mesquite, Texas, United States
Industry Standards
December 04, 2017

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Executive Summary

Certified Chartered Accountant (Membership number: 427354) from ‘The Institute of Chartered Accountants of India’ and CPA candidate (Virginia Board) with strong accounting and finance background.

Achieved distinction in Accountancy, Advance Accounting, Audit & Assurance, Information Technology & Strategic Management in Chartered Accountancy Certification.

Rewarded by central government in 2009 for academic achievement as well as awarded by Mr. Sachin Pilot (Former Minister of Corporate Affairs, India) for scoring highest marks in business studies in Jaipur in Higher Secondary Examination.

Diploma in International Financial Reporting Standards(IFRS) from Association of Certified Chartered Accountants (ACCA Global, UK).


Master’s in Finance (Management Science), The University of Texas at Dallas Dec 2017 Valuation Models & Practices, Financial Modeling, Financial Information Analysis GPA: 3.45/4.00

Bachelor of Commerce, University of Rajasthan Business Administration, Financial Management, Business Statistics May 2012


Proficient in working on ERP- Oracle Peoplesoft FMS, HCM & SciQuest; TALLY and WebJaguar.

Capital IQ and Bloomberg (law)

Working knowledge of R software, SQL and Hyperion EssBase.

Microsoft Office (Pivot Tables, Vlook Up, Index, Match, Simulation, Breakeven, Sensitivity and Scenario analysis)


Office of Budget & Finance, The University of Texas at Dallas

Peoplesoft Academy Intern January 2017- Present

Forecast debt repayment schedule and analyze the impact of debt service on profitability for review by leadership committee.

Review the existing tuition fee model to determine error and discrepancies, and suggest corrective measures.

Assist in budget allocation, run queries to generate report and review budget workbook.

Running reports in OBIEE and MS Access.

Verification of records in Peoplesoft with Onbase (Enterprise content management software) database.

Performing Accounts Reconciliation for more than 150 cost centers.

Hem Securities Limited- Investment Banking April 2015- June 2016

Financial Analyst (Assistant General Manager)

Performed financial due diligence and analysis of restated financial statements, as well as actively involved in the drafting of prospectus of companies proceeding for initial public offer on small and medium enterprise platform of recognized stock exchange.

Completed migration projects from SME to Large Capitalization platform of Bombay Stock Exchange Limited proving capability to accomplish projects independently.

Performed valuation of equity shares as part of delisting projects for securities listed on regional stock exchange as well as main board of recognized stock exchange.

Received superior’s as well as client appreciation on my endeavor to revive stalled projects.

Entrusted with the responsibility of providing training to new recruits thereby increasing the company’s revenue by more than $1 M by taking up additional projects.

Acted as a liaison between company and web developers to create/update website as per BSE listing regulations.

Promoted from Management Trainee to Assistant General Manager within a year of service based on work performance and leadership abilities.

Gopal Ghiya & Associates (Practicing Chartered Accountancy Firm) August 2011 to August 2014

Accounting/Audit Intern

Conducted statutory audit and internal audit, as well as prepared audit report for +30 companies from diverse industrial sectors such as manufacturing, processing, NBFC, Retailers, traders.

Maintaining the books of accounts and finalization of financial statements of corporate and non-corporate entities in conjunction with accounting standards and relevant laws framed.

Worked in the field of direct and indirect taxation ensuring compliance with relevant taxation laws.

Strategic planning and implementation of internal control measures to prevent fraud and detection of errors in audit of Non Banking Financial Corporation.

Student Worker (Research Assistant)- UTD November 2016- December 2016

Extracting and integrating data through Bloomberg Law for 2000+ companies.


Participated in “Stock Pitch Competition” held by the Finance Leadership Association at UT Dallas.

Dean’s Excellence Scholarship recipient at UTD (2016-17).

Member of student council and house captain during high school (2010-2011).

Project Analysis, PMO

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