Rohit Bansal

Rohit Bansal

AUDIT AND TAX CONSULTANT

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location of Rohit BansalMumbai, Maharashtra, India

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  • Timeline

  • About me

    Finance professional, Transformation, Growth

  • Education

    • Udemy

      -
      Fundamental techniques of Financial Planning and Analysis Accounting and Finance

      One 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 - 2012
      Chartered Accountant Accounts, Taxation and Audit
    • RAJESHWAR VIDYALAYA, MHOW

      1993 - 2005
      HIGHER SECONDARY COMMERCE

      Activities 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 - 2008
      Bachelor of Commerce (B.Com.) COMMERCE
  • Experience

    • SHREE SALES

      Jul 2011 - Dec 2012
      AUDIT AND TAX CONSULTANT
    • PRAKASH ASPHALTINGS AND TOLL HIGHWAYS INDIA LIMITED

      Apr 2013 - Jun 2013
      ASSISTANT 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 2015
      Assistant 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 2017
      Senior 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 2017
      Chartered Accountant
    • Infosys BPM

      Aug 2017 - Oct 2017
      Assistant Manager Finance And Accounts
    • WealthTree Advisors Private Limited

      Nov 2017 - Jun 2019
      Financial Services Consultant
    • Legasis Private Limited

      Apr 2018 - Mar 2022
      Head Of Finance
    • PayNearby

      Jun 2022 - now
      AVP 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 Bansal
      Jugnu award (Employee of the year) Legasis Private Limited Apr 2021 Reveiced Jugnu award for the employer of the year 2021.
    • Awarded to Rohit Bansal
      Employee 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
      Rajeshwar VidyalayaAssociated with Rohit Bansal