Rythum Verma, CFA

Experience

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  Study Khazana

  Jan 2016 - Jan 2018

  Faculty
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  EduPristine

  Oct 2017 - May 2018

  CFA Instructor
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  Cognizance

  Jan 2018 - Sept 2022

  FINANCIAL CONSULTANT

  • Quantitative/ Statistical Analysis – As a Financial Consultant, worked closely with 100+ clients to understand their businesses, financial and investment goals and developed customized financial and investment strategies to meet their needs• Investment Analysis - Conducted comprehensive analysis of market trends, financial statements, and economic conditions to identify potential investment opportunities for clients and shared Business, Financial analysis and Investment ideas and Financial education through YouTube Channel https://www.youtube.com/@KnackBackers• Forecasting / Financial Modeling - Developed financial models for start-ups to define their forecasted Financial Statements and performed financial analysis focusing on KPIs and ratio analysis including gross and net margins to evaluate the feasibility and profitability of business and investment opportunities, including mergers and acquisitions• Corporate Finance & Business Valuations - Performed Business valuation using valuation techniques like Discounted Cash flow Model, Relative valuation and Performed project analysis for Corporate Finance using techniques like IRR, NPV. • Accounting & Financial Reporting – Posted financial data on ERP Systems, Tally and prepared & presented financial reports for small businesses and help them improve financial performance including profitability and working capital management. • Collaboration & Compliance - Collaborated with market-leading professionals including legal, accounting, and compliance, to ensure that all activities complied with relevant laws and regulations• Client Management - Consistently worked towards building new client base: easily built trust and lasting relationships Show less

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  IMS Proschool Pvt. Ltd.

  Mar 2018 - Feb 2022

  Lead Finance Trainer
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  Bharat Heavy Electricals Limited

  Aug 2019 - Aug 2019

  Corporate Trainer

  Give Corporate Trainings to experienced employees in the field of Core Finance Areas like "Project Financing" etc.

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  Unacademy

  Sept 2019 - Mar 2021

  Educator
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  180 Degrees Consulting

  Oct 2019 - Nov 2020

  Valuations Mentor for Startups
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  Young Wealth Creators Organisation

  Apr 2020 - Sept 2020

  Investment & Stock Markets Trainer
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  Knack Backers

  Aug 2020 - Dec 2021

  YouTube

  Created Investment and Finance videos for YouTube.

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  Imarticus Learning

  Mar 2021 - Sept 2022

  Finance Trainer
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  Finocontrol

  Jul 2021 - Dec 2021

  Finance Trainer
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  MENTOR ME CAREERS

  Sept 2021 - Sept 2022

  Industry Trainer
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  CDI College

  Dec 2022 - Apr 2023

  Financial Analyst & Planner

  • Financial Reporting – As part of finance operations team, Presented management packs, Financial Summary Reports and highlighted material risks and opportunities to KPIs to Business & Financial Management Teams• Quantitative/ Statistical Analysis – Prepared consolidated monthly, quarterly & half yearly reports with variance analysis and commentary for Actuals vs. Budget/ Outlook to Finance and Business Leads. Prepared and Submitted weekly progress reports on all accounts receivables (AR) and reconciled transactions by comparing and correcting data• Budgeting & Forecasting – Prepared & finalised consolidated annual and half yearly budgets and robust monthly Outlook• Accounting – Managed entering contract data and cash flow projections, Posted entries and general ledger on accounting software and ERP systems and maintained and reconciled client accounts into ERP systems to ensuring timely and accurate month end close. Performed reconciliation. Tax forms.• Compliance – Prepared accurate documentation, reports and file management to document ensure proper compliance requirements and reporting the same to external auditors and internal auditors • Financial Planning – Performed Financial analysis and planning with Ontario Student Assistance Program (OSAP) policy and application requirements. Ensured proper distribution of OSAP funding in accordance with MCU and Career College Group policies. Interpreted and complied with federal, provincial and institutional regulations governing student financial aid. Liaised with a variety of government/agency representatives and financial institutions on behalf of students• Business Partnering – Worked with Business Teams to ensure contract profitability and improvement in campus Revenue. Further identifying and flagging risk impacting Top line and actively contributing to risk mitigation & proposing corrective actions. Show less

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  Dilawri Group of Companies

  Apr 2023 - Jan 2024

  Financial Reporting Analyst

  • Financial Reporting – Prepared and presented Month end Financial and Operational Reports including Management Packs, Working Capital, Financial Performance Summary Reports, Consolidated Reports, including slide decks, flash reports and ad-hoc business cases. Highlighted material risks and opportunities to Return on Sales, Key performance indicators to Business & Financial Management Teams along with recommendations for needed action.• Quantitative/ Statistical Analysis – Prepared monthly, quarterly & half yearly reports (P/L, Balance Sheet and Operations data) with variance analysis and commentary for Actual vs. Budget/Outlook, financial/operational trends that represent a significant impact to the business, proactively identifying opportunities for improvement. Established and monitored key performance indicators (KPIs) compared with Peer Group performance and identified areas of improvements.• Budgeting & Forecasting – Prepared & finalised consolidated annual and half yearly budgets and robust monthly Outlook. Actively participated in the annual budgeting process including coordination with various stakeholders across the organization.• Accounting - Calculated and posted accounting entries including accruals, deferrals• Business Partnering – Worked with the Management team to help improve the Company’s overall performance by identifying opportunities and risks to Sales volume, Gross profit and expense reduction. Further identifying and flagging risk impacting project margin and actively contributing to risk mitigation & proposing corrective actions. Show less

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  Heidelberg North America

  Feb 2024 - now

  Senior Financial Analyst