Vivek Raj

Vivek Raj

Financial Analyst

Followers of Vivek Raj11000 followers
location of Vivek RajDelhi, India

Connect with Vivek Raj to Send Message

Connect

Connect with Vivek Raj to Send Message

Connect
  • Timeline

  • About me

    ▪️21X LinkedIn Community Top Voice ▪️Queen Margaret University ▪️Career Architect ▪️Crafting Success-Your Monetary Guide ▪️Leading Launch of Startups ▪️Building Brands

  • Education

    • FPSB India

      2024 - 2024
      CFP (Certified Financial Planner) - Level 4 Personal Financial Planning

      Level 4 cleared in first attempt

    • FPSB India

      2023 - 2023
      CFP (Certified Financial Planner) - Level 1,2,3 Personal Financial Planning

      Cleared all 3 levels together in one go and that too in First Attempt

    • DataTrained Academy

      2023 - 2023
      Post Graduate Program in Investment Banking (PGPIB) Investment Banking
    • BCIT World Patna

      2022 - 2023
      Advanced Diploma in Computer Applications (ADCA) Computer and Information Sciences, General 88%

      - I have cultivated a comprehensive repertoire of professional skills encompassing a wide spectrum of disciplines, including but not limited to, mastery of MS Office applications, adept proficiency in HTML, advanced competencies in Tally for intricate operations, and a commanding grasp of Professional Excel Skills, which includes intricate knowledge of VBA and Macros, thus equipping me with a diverse and sophisticated skill set for the contemporary professional landscape.- Emerging as… Show more - I have cultivated a comprehensive repertoire of professional skills encompassing a wide spectrum of disciplines, including but not limited to, mastery of MS Office applications, adept proficiency in HTML, advanced competencies in Tally for intricate operations, and a commanding grasp of Professional Excel Skills, which includes intricate knowledge of VBA and Macros, thus equipping me with a diverse and sophisticated skill set for the contemporary professional landscape.- Emerging as the foremost academic achiever in the esteemed 2022-23 batch, I garnered the highest marks not only in the rigorous assignment project but also in the demanding main examination, a remarkable accomplishment that signifies my unwavering commitment to academic excellence and distinguishes my exceptional performance within the academic cohort. Show less

    • The Institute of Chartered Accountants of India

      2017 - 2017
      Common Proficiency Test (CPT) Accounting and Auditing 94% (188/200)

      - Attained the prestigious title of being the highest achiever in the Delhi region for the Chartered Accountancy Common Proficiency Test (CA-CPT) examination, a remarkable accomplishment that underscores my commitment to academic excellence and distinguishes me as a leading performer in the field of accountancy.- Triumphed in the CA Common Proficiency Test (CA-CPT) on my maiden attempt, a testament to my exceptional acumen, unwavering dedication, and meticulous preparation within the… Show more - Attained the prestigious title of being the highest achiever in the Delhi region for the Chartered Accountancy Common Proficiency Test (CA-CPT) examination, a remarkable accomplishment that underscores my commitment to academic excellence and distinguishes me as a leading performer in the field of accountancy.- Triumphed in the CA Common Proficiency Test (CA-CPT) on my maiden attempt, a testament to my exceptional acumen, unwavering dedication, and meticulous preparation within the realm of Chartered Accountancy.- Of the four subjects comprising the CA Common Proficiency Test (CA-CPT), I distinguished myself by achieving the highest marks in my preferred discipline, namely, Accountancy, thereby exemplifying my profound affinity for the subject matter and my exceptional performance in this particular area of study. Show less

    • The Institute Of Cost Accountants Of India

      2021 - 2021
      CMA Foundation Accounting and Finance 93% (372/400)

      - Attained the coveted second rank in the nation, securing an impressive 93% of the total marks, a remarkable achievement that emphasizes my dedication and commitment to excellence, highlighting my ability to perform at the highest echelons of academic achievement.- My academic prowess shone brightly as I clinched the highest marks in the 'Economics and Management' paper out of the 4 papers. This achievement underscores my aptitude and proficiency in this subject, thus reflecting my… Show more - Attained the coveted second rank in the nation, securing an impressive 93% of the total marks, a remarkable achievement that emphasizes my dedication and commitment to excellence, highlighting my ability to perform at the highest echelons of academic achievement.- My academic prowess shone brightly as I clinched the highest marks in the 'Economics and Management' paper out of the 4 papers. This achievement underscores my aptitude and proficiency in this subject, thus reflecting my unwavering commitment to academic excellence and scholarly accomplishment. Show less

    • NMIMS CDOE

      2022 - 2023
      Diploma in Banking and Finance Management (DBFM) Banking and Financial Support Services 9.3 GPA

      - In the scholastic period of 2022-23, I proudly achieved the pinnacle of academic excellence by clinching the coveted 'First Rank,' a resounding testament to my unwavering commitment to scholarly endeavors and my outstanding performance.- I earned a distinguished accolade by garnering the topmost scores in each of the twelve subjects, showcasing an unparalleled depth of academic proficiency and a remarkable command over a wide spectrum of scholastic domains.- I diligently… Show more - In the scholastic period of 2022-23, I proudly achieved the pinnacle of academic excellence by clinching the coveted 'First Rank,' a resounding testament to my unwavering commitment to scholarly endeavors and my outstanding performance.- I earned a distinguished accolade by garnering the topmost scores in each of the twelve subjects, showcasing an unparalleled depth of academic proficiency and a remarkable command over a wide spectrum of scholastic domains.- I diligently composed compelling assignments, judiciously adhering to specified word constraints, and systematically delving into every facet necessitated for the elucidation of the concept in question, thus guaranteeing a comprehensive and illuminating exploration of the subject matter at hand. Show less

    • Indira Gandhi National Open University (IGNOU), Delhi

      2021 - 2022
      Master of Commerce - MCom Accountancy and Finance 8.00 GPA

      - Attained the prestigious rank of First Division, a testament to exemplary academic performance.- I was a member of the exceptionally select group of students who consistently achieved remarkable scores of 90 or higher in assignments, a testament to my exceptional creativity, profound knowledge, and adept presentation skills.

    • Queen Margaret University

      2023 - 2025
      Master of Business Administration (MBA) in International Finance Business Administration
    • Delhi Public School Noida

      2016 - 2017
      CBSE Senior Secondary Examination Business/Commerce, General 98.5%

      Activities and Societies: - Held the esteemed position of President within the Debate and Quiz Society, demonstrating leadership prowess over a span of two years. - In the 11th grade, I attained the preeminent distinction of clinching the first prize in the SPELL-O-BEE competition, besting contestants from both the 11th and 12th grades. - Executed an exceptional Business Studies project showcasing the comprehensive Marketing Mix, highlighting the crucial '4 Ps' - Product, Price, Place, and Promotion. - Collaborating with a group of five students, I meticulously crafted an intricate model of a modern bank, meticulously fashioning it from thermocol sheets to feature it at an exhibition hosted by our school. Furthermore, I undertook the design and creation of a meticulously detailed ATM machine model using cardboard and thermocol, which impressively simulated the dispensation of banknotes upon the insertion of a cardboard-based card. Our presentation was enriched with comprehensive… Show more - Collaborating with a group of five students, I meticulously crafted an intricate model of a modern bank, meticulously fashioning it from thermocol sheets to feature it at an exhibition hosted by our school. Furthermore, I undertook the design and creation of a meticulously detailed ATM machine model using cardboard and thermocol, which impressively simulated the dispensation of banknotes upon the insertion of a cardboard-based card. Our presentation was enriched with comprehensive elucidations of the operational facets of diverse banking areas, encompassing the Cash Withdrawal and Deposit Counters, Locker Room, Secure Strong Room, Parking Area, Manager's Cabin, Washroom, and ATM facilities, among others.- Achieved a flawless 100/100 in Business Studies and Entrepreneurship. Received the "Best Student Award" in both 11th and 12th grades for academic and extracurricular excellence.- Achieved the highest academic distinction as the valedictorian of my school. Show less

    • Indira Gandhi National Open University (IGNOU), Delhi

      2021 - 2021
      Post Graduate Diploma in International Business Operations (PGD-IBO) International Business 7.25 GPA

      - Attained an outstanding status of First Division, highlighting my dedication, commitment, and unwavering pursuit of academic excellence, which elevated me to the upper echelons of educational accomplishment.- Crafted erudite assignments delving into the multifaceted realm of operating an international business, addressing critical areas such as the International Business Environment, International Marketing Management, and International Business Finance, to name but a few.

    • St. Joseph's Convent High School, Patna

      2014 - 2015
      CBSE Secondary School Examination General Studies 9.00 CGPA (Passed with First Division)

      Activities and Societies: - Occupied the prestigious role of "HEAD PREFECT" for the Emerald House, demonstrating consistent leadership acumen over a tenure spanning two years. - Additionally, my academic endeavors were equally impressive, as I garnered a remarkable 90% score in both the Science and Mathematics Olympiads. - My intellectual prowess was acknowledged and celebrated when I received the prestigious "First Prize" in the DAINIK JAGRAN YUVA SAMPADAK (Young Editor) COMPETITION across the Patna Zone. - I was elected as the "HEAD OF THE SPORTS CLUB" during my 10th-grade tenure, where I diligently spearheaded the introduction of new sporting disciplines such as Table Tennis, Volleyball, and others within the school's athletic repertoire.- Under my stewardship of the Sports Club, our institution emerged triumphant in the Interstate Girls' KHO KHO and Boys' KABADDI and CRICKET Championships, showcasing our prowess on a regional level. I held the esteemed position of captain in the… Show more - I was elected as the "HEAD OF THE SPORTS CLUB" during my 10th-grade tenure, where I diligently spearheaded the introduction of new sporting disciplines such as Table Tennis, Volleyball, and others within the school's athletic repertoire.- Under my stewardship of the Sports Club, our institution emerged triumphant in the Interstate Girls' KHO KHO and Boys' KABADDI and CRICKET Championships, showcasing our prowess on a regional level. I held the esteemed position of captain in the Kabaddi team, which played a pivotal role in our triumphs. Additionally, I attained the distinction of possessing the highest batting average among all.- Furthermore, I dedicated efforts to facilitate TAEKWONDO classes within our school, with a particular focus on empowering young women through self-defense training. These accomplishments underscore my commitment to excellence, both in the realm of sports and academics, reflecting my dedication to fostering a well-rounded educational journey. Show less

    • Indian Institute of Technology, Patna

      2023 - 2023
      Post Graduate Certificate Program in Financial Management (PGCPFM) Financial Management
    • Harvard Business School Online

      2019 - 2019
      Data Analytics International Finance

      In honor of my exceptional performance, I had the privilege of being presented with a CERTIFICATE OF APPRECIATION, a tangible token of commendation that underlines my dedication, commitment, and unwavering pursuit of excellence.

    • University of Delhi

      2017 - 2020
      Bachelor of Commerce - BCom Accountancy and Finance 7.00 GPA

      - Successfully completed a Bachelor of Commerce (B.Com) degree program at the esteemed University of Delhi, achieving an exemplary FIRST DIVISION classification. This academic accomplishment serves as a testament to my commitment to excellence in higher education and reflects my dedication to maintaining a consistently high level of scholastic achievement.- Elevated to the esteemed position of President within the Akhil Bharatiya Vidyarthi Parishad (ABVP) during the third year of my… Show more - Successfully completed a Bachelor of Commerce (B.Com) degree program at the esteemed University of Delhi, achieving an exemplary FIRST DIVISION classification. This academic accomplishment serves as a testament to my commitment to excellence in higher education and reflects my dedication to maintaining a consistently high level of scholastic achievement.- Elevated to the esteemed position of President within the Akhil Bharatiya Vidyarthi Parishad (ABVP) during the third year of my collegiate tenure at the illustrious University of Delhi, a role that epitomizes my leadership acumen, commitment to student advocacy, and active engagement in extracurricular activities.- Engaged in a spectrum of academic and extracurricular competitions hosted by diverse colleges, where I showcased my talents and abilities, consistently achieving commendable results and demonstrating my versatile skill set in diverse settings. Show less

    • Symbiosis Centre for Distance Learning

      2023 - 2023
      Post Graduate Certificate in Business Analytics (PGCBA) Business Analytics
  • Experience

    • Software Solution Services

      Feb 2020 - Dec 2023
      Financial Analyst

      - Frequently undertaking the meticulous compilation of Monthly Cash Flow Statements and the intricate reconciliation of Bank Statements, ensuring financial precision and transparency in the financial records.- Managing the Accounts Receivable procedures with a particular focus on ensuring compliance with Goods and Services Tax (GST) regulations concerning outbound transactions.- Thoroughly reviewing and providing authorization for entries meticulously recorded by the Accounts Payable team.- Engaging in the continuous process of financial result prediction, reevaluation, and root cause analysis for variances within the company's fiscal performance.- Overseeing the comprehensive orchestration of activities pertaining to both Statutory and Internal Audits, ensuring meticulous compliance with regulatory and organizational standards.- Accoladed with the prestigious 'Employee of the Year Award' in the years 2020 and 2022, recognizing my consistent excellence and contributions in the professional realm.- Regularly granted an annual performance incentive in recognition of my punctual and efficient task management, as well as my consistent support and collaboration with fellow team members, resulting in a substantial and merited salary increment. Show less

    • The Story Lane

      Aug 2020 - Oct 2020
      Content Writing Internship

      - From the very outset, I distinguished myself by attaining the coveted "Star Performer of the Week" Award, a remarkable recognition that underscores my immediate impact and the exceptional caliber of my contributions. This rapid acknowledgment speaks to my unwavering dedication, innate talent, and capacity for excellence, setting the tone for my continued accomplishments.- I showcased my intellectual prowess through the creation and delivery of engaging case studies that delved deep into the stories of renowned entities such as "Nutella" and "Netflix." These presentations were the result of meticulous research, in-depth analysis, and the adept communication of intricate insights. Beyond these case studies, I offered a diverse range of informative content, enriching the knowledge pool of our audience. My commitment to crafting thought-provoking content and disseminating it in an engaging and enlightening manner reflects my passion for intellectual exploration.- As a proactive advocate for "The Story Lane," I played a vital role in augmenting the visibility and engagement of their Instagram page. Through a strategic approach to digital marketing and a keen eye for audience engagement, I contributed to the platform's expansion and influence. My dedication to this endeavor was not merely a testament to my marketing acumen but also a manifestation of my commitment to enhancing the reach and impact of the platform within the digital landscape. Show less

    • HouseItt

      Oct 2020 - Oct 2020
      Brand Associate

      In the midst of the challenging and unprecedented COVID-19 pandemic, I managed to achieve an exceptional feat by generating an impressive INR 1.5 Lakhs in sales within the span of a single week. This remarkable accomplishment not only underscores my resilience and adaptability in the face of adverse circumstances but also reflects my astute business acumen and unwavering commitment to achieving extraordinary results even during the most demanding times.

    • International Model United Nations Association (IMUNA)

      Dec 2020 - Jan 2021
      Campus Ambassador

      Country Alloted - BrazilCommittee Alloted - UNESCO- Prepared Working Paper and Draft Resolution on the importance of gender equality with respect to education facilities

    • Harvard Project for Asian and International Relations (HPAIR)

      Jan 2021 - Feb 2021
      Delegate

      - Engaged in meanigful discussions of international importance to maintain friendly relationsall over Asia- Presenting the resolutions in the form of a Power BI dashboard

    • Universitas 21

      Mar 2021 - Apr 2021
      Global Citizenship

      - Worked on key topics of global importance being responsible global citizens- Made presentation on "Sustainable Development" using Microsoft PowerPoint and Power BI- Held intellectual discussions with fellow participants to prepare menaingful resolutions

    • Harvard Project for Asian and International Relations (HPAIR)

      Aug 2021 - Aug 2021
      Delegate

      - Actively engaged in an array of intellectually stimulating webinars, where I not only participated but also undertook the responsibility of crafting detailed and erudite projects that were intricately linked to the subject matter discussed. These endeavors were a testament to my avid pursuit of knowledge and my ability to apply the insights gained from these webinars to produce substantive and insightful projects. - Demonstrated my diplomatic finesse by meticulously formulating presentations designed to facilitate discourse and consensus-building among member countries. These presentations served as catalysts for meaningful deliberations, fostering a collaborative atmosphere and promoting cooperative action among the international community. My role in this capacity highlights my dedication to the art of diplomacy and my adeptness in driving constructive dialogue on the global stage. Show less

    • EY

      Oct 2021 - Dec 2021
      Business Consulting Risk Service Line (Financial Services and Risk Management - FSRM) Intern

      I conducted in-depth research and crafted informative presentations on the following topics:A. Corporate Financing in China:- Explored diverse methods of securing capital in China's complex financial landscape.- Analyzed regulatory shifts, the role of state-owned enterprises, and the growth of the domestic bond market.- Examined cross-border financing strategies employed by Chinese firms.B. SEBI’s Risk Management Framework (RMF) for Mutual Funds:- Studied SEBI's robust risk management measures for the Indian mutual fund industry.- Focused on portfolio diversification, stress testing, and liquidity risk management.- Demonstrated SEBI's commitment to protecting investor interests.C. Treasury Centralization:- Explored the benefits of centralizing treasury functions, including cost savings and risk management.- Emphasized improved cash visibility and compliance.- Highlighted the role of centralization in strategic financial planning.D. Emergence of Structured Derivatives and Their Application:- Investigated the evolution of structured derivatives and their applications.- Discussed their use in risk management, custom hedging, and portfolio diversification.- Explored their role in risk transfer and complex investment strategies. Show less

    • UNDP in Asia and the Pacific

      Jul 2022 - Jul 2022
      Youth Delegate

      - Learned about the concepts of Green Entrepreneurship- Worked for environmental development - Finalised a resolution on key topics such as "Sustainable Development"

    • International Model United Nations Association (IMUNA)

      Jul 2022 - Sept 2022
      Platinum Member

      - Engaged in a series of eight online conferences as a dedicated delegate, earning participation certificates as well as the distinguished "Certificate of Excellence" in two out of the eight conferences. These accolades underscore my active involvement and exemplary performance in the realm of international diplomacy and discourse.- Demonstrated a fervent commitment to raising awareness about a multitude of critical social issues on a global scale, sharing vital insights and fostering dialogues among numerous students worldwide. Furthermore, I made substantial contributions to the drafting of resolutions, actively working to address these pressing concerns on an international stage.- Participated in IMUN Olympiads, achieving a perfect 100 percentile in all six subjects. This exceptional performance underscores my comprehensive understanding and proficiency in a broad spectrum of subjects, reinforcing my dedication to the pursuit of knowledge and academic excellence. Show less

    • Lernx

      Jun 2023 - Jul 2023
      Human Resource Management Internship

      - Secured the sale of Lernx Lifetime Memberships to an impressive total of five students on the inaugural day, setting the highest record within the batch.- Spearheaded the recruitment of a remarkable 50 interns in a mere five days, an unparalleled feat within the first week, and subsequently expanded the intern team to a staggering 350 individuals over the course of two months.- Successfully orchestrated the comprehensive onboarding process for a centennial total of interns, ensuring their seamless integration into the organization.- Assumed the leadership of a sizeable team, comprising 50 interns, for a duration spanning one and a half months, effectively guiding and overseeing their contributions to our collective objectives.- Commenced the internship journey with resounding success, earning the prestigious "Certificate of Achievement - Honest Efforts in HRM Internship" for demonstrating unwavering dedication and sincere efforts within the very first week.- Distinguished myself further by attaining the "Certificate of Appreciation - Magnificent Performance and Accomplishment of Targets" for a remarkable performance and the successful attainment of targets in four out of eight weeks.- Garnered recognition as an outstanding performer, receiving the esteemed "Certificate of Appreciation - Outstanding Performer of the Week" that singled out my exceptional contributions and achievements during a designated week. Show less

    • Finlatics

      Jul 2023 - Sept 2023
      Financial Analyst Experience Program

      - Conducted in-depth research on TCS and Persistent Systems in the technology sector, analyzing operational dynamics, strategic initiatives, and market positioning.- Managed a virtual stock portfolio worth INR 2,00,000, showcasing financial acumen and investment strategies in a simulated fiscal environment.- Completed four meticulous investment banking case study projects, enhancing expertise in financial analysis and problem-solving within the investment banking domain.- Developed a comprehensive Discounted Cash Flow (DCF) Valuation Model for ITC Ltd., involving intricate analysis of prospective cash flows and financial value.- Achieved a perfect 100% rating in research work, reflecting unwavering dedication and meticulous methodology in academic pursuits.- Secured a notable 85% rating in challenging Investment Banking Projects, demonstrating proficiency in financial analysis and strategic thinking.- Scored an exceptional 98% in Weekly Revision Exercises, highlighting a commitment to scholastic excellence and consistent academic success. Show less

  • Licenses & Certifications

    • Certificate of Participation - A Real-Time Virtual Cricket Auction of Mocktion

      Daulat Ram College
      Feb 2021
      View certificate certificate
    • Certificate of Completion - Technical Analysis Course

      Younity.in
      Jan 2021
    • Certificate of Completion - Engineering Virtual Program

      Goldman Sachs
      Feb 2021
    • Certificate of Completion - Data Analytics Consulting Virtual Internship

      KPMG
      Feb 2021
    • Yuva Sampadak Pratibha Puraskar

      Dainik Jagran
      Jan 2016
    • Certificate of Completion - Entrepreneurship Week

      Younity.in
      Jan 2021
    • Certificate of Completion - Technology Consulting Virtual Internship

      Deloitte
      Feb 2021
    • Yuva Sampadak Pratibha Puraskar

      Dainik Jagran
      Jan 2015
    • Certificate of Excellence - Financial Modelling Program

      Younity.in
      Jan 2021
    • Certificate of Completion - Advanced Excel Course

      Younity.in
      Jan 2021
  • Honors & Awards

    • Awarded to Vivek Raj
      Rank - 1 in the Batch NMIMS Global Access School for Continuing Education Jun 2023
    • Awarded to Vivek Raj
      Best Position Paper of ECOFIN International Model United Nations (IMUN) Jul 2022
    • Awarded to Vivek Raj
      Special Mention of UNESCO International Model United Nations (IMUN) Jul 2022
    • Awarded to Vivek Raj
      Certificate of Appreciation and Cash Prize Institute of Chartered Accountants of India February 1, 2022
    • Awarded to Vivek Raj
      All India Rank - 2 The Institute Of Cost Accountants Of India Jun 2021
    • Awarded to Vivek Raj
      Secured Rank 3 And Certificate Of Meritholder CA Khyati Maheshwari Goodwill Olympiad Organiser August 1, 2020 Secured Rank 3 in CA Intermediate Law and Audit Goodwill Olympiad.
    • Awarded to Vivek Raj
      Scholarship along with Gold Medal( State Topper) National Talent Search Examination (NTSE) April 1, 2014 Awarded by Scholarship and Gold Medal For Securing 1st Rank in State in NTSE.
  • Volunteer Experience

    • Volunteer

      Issued by Goonj on Jan 2021
      GoonjAssociated with Vivek Raj
    • Head Of Fundraising

      Issued by Cancer Aid Society: Your Health our Concern. "Prevention is better then cure". on Aug 2019
      Cancer Aid Society: Your Health our Concern. "Prevention is better then cure".Associated with Vivek Raj
    • Funder

      Issued by Milaap on Apr 2020
      MilaapAssociated with Vivek Raj
    • Manager Programme Development

      Issued by Smile Foundation on Apr 2019
      Smile FoundationAssociated with Vivek Raj
    • Funder

      Issued by Zomato Feeding India on Apr 2020
      Zomato Feeding IndiaAssociated with Vivek Raj
    • Social Worker

      Issued by Bharat blood bank on Jun 2020
      Bharat blood bankAssociated with Vivek Raj