
Rohit Bansal
AUDIT AND TAX CONSULTANT

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About me
Finance professional, Transformation, Growth
Education

Udemy
-Fundamental techniques of Financial Planning and Analysis Accounting and FinanceOne of the important aspect of Financial planning and Analysis is Budgeting, the course guides on steps involved in budgeting and helps understand the requirements of various stakeholders.

Institute of Chartered Accountants Of India
2006 - 2012Chartered Accountant Accounts, Taxation and Audit
RAJESHWAR VIDYALAYA, MHOW
1993 - 2005HIGHER SECONDARY COMMERCEActivities and Societies: PARTICIPATED IN VARIOUS INTER SCHOOL DEBATES ORGANIZED VARIOUS CULTURAL PLAYS ORGANIZED SCHOOLS CULTURAL EVENTS GENERAL SECRETARY FOR 2 YEARS

Devi Ahilya Vishwavidyalaya
2005 - 2008Bachelor of Commerce (B.Com.) COMMERCE
Experience

SHREE SALES
Jul 2011 - Dec 2012AUDIT AND TAX CONSULTANT
PRAKASH ASPHALTINGS AND TOLL HIGHWAYS INDIA LIMITED
Apr 2013 - Jun 2013ASSISTANT MANAGER ACCOUNTS Preparation of Monthly plans, monthly forecasts and conducting various ad hoc analysis like Utilization of Manpower, Expenses etc. Work closely with various departments Like HR, GL Team, Deal Pricing team, Treasury etc. Gathering data/information for the development of measures and reports for historical and/or predictive analysis within the business unit Driving monthly P&L reviews & help monitor financial efficiencies and targets Act as the single point of contact to the Business for their data needs and also help them understand the targets and P&L and various metrics Controlling and monitoring Employee hiring cost Presentation of monthly, quarterly and annual financials, forecasting and reporting fixed and variable expenses Provide need based and time sensitive MIS / Returns to Senior Management. Show less

ICICI Bank
Jul 2013 - Feb 2015Assistant Manager Accountable for working capital funding ( both fund based & non-fund based) Performing Credit Appraisal involving financial analysis of the business and credit worthiness of the customer and getting the case sanctioned. Managing various operations including appraising proposals, conducting risk analysis & scrutinizing relevant documents before sanctioning loans, sanctioning loans from appropriate authorities, and disbursal of the said loans after compliance of the terms and conditions of the same with the approval of the authorities and monitoring the loans partly / fully disbursed or stage wise disbursements using the prevailing systems Evolving underwriting norms, managing external agents for verification, Technical & Legal evaluation, handling fraud management & risk mitigation activities, generating business insights. Coordinating with the Sales Team & Customers for the proposal & the Pre & Post disbursement activities. Documenting of financial proposal Coordinating with NABARD to obtain various subsidies for the borrower. Compliance with Priority sector norms determined by the RBI Preparing the CMA report and maintaining due compliance with the KYC norms of the bank Analysis of market potential and accordingly promoting the products Ensuring compliance with property guidelines Monitoring and controlling delinquency and credit loss. Monitoring process & credit intelligence and competitor Credit activities in the vicinity of the branch. Conducting seminars/ sessions to update borrowers about the lending policy and after sales procuedure. Meeting all audit and compliance norms of the branch. Show less

Infosys BPO Limited
Mar 2015 - Jan 2017Senior Associate Finance Preparation of Monthly plans, monthly forecasts and conducting various ad hoc analysis like Utilization of Manpower, Expenses etc. Work closely with various departments Like HR, GL Team, Deal Pricing team, Treasury etc. Gathering data/information for the development of measures and reports for historical and/or predictive analysis within the business unit Driving monthly P&L reviews & help monitor financial efficiencies and targets Act as the single point of contact to the Business for their data needs and also help them understand the targets and P&L and various metrics Controlling and monitoring Employee hiring cost for India and International Centres. Presentation of monthly, quarterly and annual financials, forecasting and reporting fixed and variable expenses Provide need based and time sensitive MIS reports to Senior Management. To review costs critically and provide inputs for identifying actions for cost reduction. Monitoring Bench strength and following-it up with Ops for it’s reduction as part of Cost reduction initiative. Interacting with units on regular basis for their business information requirement for improvement of Margins, Utilization, SPAN Etc. Preparation of analytical MIS reports for HO & Business Units (Verticals & Horizontals). Tracking & monitoring of financial & MIS data and instituting checks & controls in related areas. Show less

Rohit Bansal
Feb 2017 - Aug 2017Chartered Accountant
Infosys BPM
Aug 2017 - Oct 2017Assistant Manager Finance And Accounts
WealthTree Advisors Private Limited
Nov 2017 - Jun 2019Financial Services Consultant
Legasis Private Limited
Apr 2018 - Mar 2022Head Of Finance
PayNearby
Jun 2022 - nowAVP Finance
Licenses & Certifications

Advanced Excel-Top Excel Tips & Formulas
Udemy: Online Courses
Microsoft Excel
Udemy
Microsoft Excel 2013 Certification
Safejob
GST
The Institute of Chartered Accountants of India
Honors & Awards
- Awarded to Rohit BansalJugnu award (Employee of the year) Legasis Private Limited Apr 2021 Reveiced Jugnu award for the employer of the year 2021.
- Awarded to Rohit BansalEmployee of the quarter Wealthtree Advisors Private Limited Sep 2018 Recognised for the performance during Quarter 2
Volunteer Experience
House Manager and School Secretray
Issued by Rajeshwar Vidyalaya on Jul 2003
Associated with Rohit Bansal
Languages
- enEnglish
- hiHindi
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