
Timeline
About me
Finance Professional
Education

Cfa institute
2023 - 2024Cfa level i chartered financial analyst 80%
Delhi university
2000 - 2003Bachelor of commerce - bcom business/commerce, general
Icfai university
2006 - 2008Diploma in business finance business finance
Experience

Niit technologies
Dec 2003 - Mar 2007Senior executiveExecutive | Sesame Group India Private Limited, Gurgaon, India2003-2007 • Assessed suitability and risk grading of financial advice of independent financial advisers (IFAs) in UK and facilitated protection of groups interests in cases of bad advice.• Demonstrated domain expertise in financial products like Investment, Insurance, Retirement and Mortgages.• Meritoriously achieved “Certificate in Financial Advice from Chartered Institute of Bankers, UK” and “Certificate in Mortgage Advice and Practices from Chartered Institute of Bankers, London, UK” Show less

Hsbc
Nov 2008 - Nov 2013Assistant managerAssistant Manager – Finance Operation |HSBC EDPI Limited, Gurgaon, India2008-2013• Proficiently managed the consolidation of financial results for corporate headquarters, ensuring the integrity of data through meticulous attention to detail.• Co-ordinated with various locations and nationalities while reviewing their financial data and providing feedback basis through analysis of past observations.• Led the formulation of comprehensive projected profit and loss statements on group scale, offering insightful variance commentaries that guided strategic decision-making.• Prepared and circulated a comprehensive global management reporting package, tailored to senior management, facilitating data-driven discussions and strategic planning.• Successfully managed challenging environment of quarterly, half-yearly, and annual closures.• Created and led the automation of daily and monthly reports to increase the efficiency of overall process flow Show less
Licenses & Certifications
- View certificate

Cfa program level i
Cfa instituteApr 2024
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