CONTACT Ugrasen Yadav
Chhota Bharwara,Gomti nagar Lucknow,
226010
***************@*****.***
https://www.linkedin.com/in/i-m-ugrasen
PERSONAL DETAILS
Date of Birth : 17/07/2002
Marital Status : Single
Nationality : Indian
Gender : Male
EDUCATION
November 2022 - Institute of Management Accountants (IMA), USA
May 2025 Certified Management Accountant (CMA - USA)
Passed both Part 1 (Financial Planning, Performance, and Analytics) and Part 2 (Strategic
Financial Management)
2020 - 2023 Shri Jai Narain Misra Post Graduate (KKC) College, Lucknow
B.com
74%
2019-2020 SDSN Public School, Gomti Nagar, Lucknow
Intermediate school
88%
2017-2018 SDSN Public School, Gomti Nagar, Lucknow
High school
70%
EXPERIENCE
May 2023 - June Accounting Associate
2025 The Mobile world
Managed Accounts Receivable (AR) and Accounts Payable (AP) processes,
including follow-ups and payment tracking
Generated and shared financial reports with vendors and internal teams for review
and verification
Created and maintained detailed sales and purchase reports using Microsoft Excel
and Google Sheets
Automated recurring reports using advanced formulas, improving reporting
efficiency by 8%
Shared real-time financial reports with vendors using collaborative Google Sheets
Handled e-way bill generation and assisted with compliance-related
documentation
Entered sales, purchases, and ledger data into accounting software for monthly
closings
Supported financial performance analysis by monitoring trends in expenses,
margins, and cash flow
Assisted with reconciliation of vendor accounts and GST return documentation
April 2022 - February Customer support associate (CSA)
2023 TECHNO TASK BUSINESS SOLUTION,LKO
Resolved customer queries, complaints, and escalations on the Ajio e-commerce
platform via calls, chats, and emails
Delivered technical and order-related support using CRM tools, ensuring high
customer satisfaction
Mentored and supported new joiners and freshers with onboarding and process
training
Created and maintained KPI and KRA reports to monitor team and individual
performance
Raised complaints and service tickets to concerned departments and tracked
resolution status
Conducted regular briefings to communicate updates, process changes, and
performance insights
Maintained accurate documentation of customer interactions and issue
resolutions
Demonstrated strong problem-solving, multitasking, and communication skills in a
dynamic work environment
SLA & TAT Adherence
Performance Tracking and Analysis
ACHIEVEMENTS & AWARDS
Employee of the Month: Received "Employee of the Month" award in recognition of
exceptional performance, dedication, and contributions to the team and organization.
“Improved monthly reporting efficiency by 8% through automation in Google Sheets”
LANGUAGES
English
Hindi
SKILLS
* Financial Reporting
Core Financial Skills
* Budgeting & Forecasting
* Variance Analysis
* Management Accounting
* Cost Accounting
* Ratio Analysis
* Cash Flow Forecasting
* Profitability Analysis
* Working Capital Management
* KPI Reporting
* Financial Statement Analysis
Analytical & Reporting Skills
* KRA Reporting
* MIS Reporting
* Sales Trend Analysis
* Purchase Trend Analysis
* Expense Management
* Revenue Forecasting
* Cost Optimization
* Sensitivity Analysis
* Microsoft Excel (Pivot Tables, VLOOKUP, INDEX-MATCH, Charts, Data Validation)
* Financial Modeling (Learning)
Technical Tools & Software
* Google Sheets (Automation, Query Functions, Sharing, Real-time Dashboards)
* ERP Systems ( Tally Prime, Busy Accounting Software, )
* Data Visualization Tools Power BI, Tableau(Learning)
* E-way Bill Generation
* Microsoft PowerPoint
*Accounts Payable (AP)&Accounts Receivable (AR)
* Microsoft Word
Accounting Operations
* Invoice Processing
* General Ledger Management
* Year-End Closing
* GST Compliance (India)
* Tax Compliance (India)
* Audit Support
* Client Handling
* Team Briefing
* Process Documentation
* Problem Solving & Decision Making
CERTIFICATION
Diploma in Advance Finance and Accounting
Tally ERP 9: Proficient
Microsoft Excel: Advanced (include specific skills like formulas, functions, data analysis,
and reporting)
Microsoft Office Suite: Word, PowerPoint, Outlook: Proficient
Fundamental Analysis
Technical analysis
Finance in the Cloud: Tools and Techniques
OBJECTIVE
Detail-oriented and CMA-certified finance professional with strong analytical skills and
experience in budgeting, forecasting, and variance analysis. Seeking a Financial Planning &
Analysis role to drive strategic decision-making through data-driven insights and contribute
to financial performance optimization.