
Suraj Kumar Lohani - Excel Magician And Virtual AI CFO
Accounts Trainee

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About me
Founder of Finance and Excel| Excel Trainer| Want to be an Excel MVP|Google Sheets| Customized Templates| MIS| Reports| Financial Analyst| Data Analyst| Dashboards| Automation| Power BI| AI| Accounting| Indian Taxation|
Education

Symbiosis Centre for Distance Learning
2015 - 2017PGD in Finance and Accounts Accounting and Finance A+
Experience

Neha and Associates
May 2004 - Oct 2007Accounts Trainee
ROSMERTA AUTOTECH PRIVATE LIMITED
Oct 2007 - Mar 2014Senior Account Executive
SARA TEXTILES Ltd.
Apr 2014 - Apr 2018Accounts Manager
Finance &Excel
Apr 2018 - nowExcel and Finance ExpertI am an Excel and Finance Freelancer with over 19 years of experience in financial management, analysis, and Excel and Google Sheets automation. My skill set spans diverse industries, including manufacturing, export, service, and trading companies. I specialize in financial modeling, data analysis, taxation, auditing, and payroll administration, alongside creating custom software, templates, formats, and ERP systems.Key Skills:- Excel and Google Sheets Automation (VBA and scripting)- Financial Management- Data Analysis- Taxation and GST Practitioner- Budgeting and Forecasting- Financial Modeling- Auditing- Payroll Administration- Inventory Management- Import and Export OperationsCertifications:- GST Practitioner (under CGST Act, 2017)- MBA in Banking & Finance- BBA in Finance- Financial AnalystProfessional Achievements:- Completed 20+ projects, offering tailored financial solutions and creating custom software for diverse clients.- Proficient in optimizing working capital, financial statement preparation, and inventory valuation.Excel and Google Sheets Expertise:- Developed Stock Market Software, Payroll Solutions, Automated Financial Analysis Tools, and ERP Systems.- Advanced formula creation, data integration, automation, and AI integration for enhanced efficiency and insights.Summary:As an Excel and Finance Freelancer, I offer a unique blend of financial expertise and Excel and Google Sheets mastery. I excel in financial management, data analysis, and custom software development. Whether you need financial insights or data-driven automation, I'm here to help your business thrive. Let's connect to discuss how I can contribute to your financial success and streamline your processes all over the world.Contact InformationPhone No. +91-9990145316Email ID - surajkumarlohani@gmail.com Show less
Licenses & Certifications

GST Practitioner
INDIA GSTMay 2018- View certificate

QuickBooks Payroll Essential Training
LinkedInJun 2023 - View certificate

QuickBooks Online Essential Training
LinkedInJun 2023 - View certificate

SAP Financials Essential Training
LinkedInJun 2023 - View certificate

SAP ERP Essential Training
LinkedInJun 2023 
Financial Analyst Certification
UdemyJan 2021
Excel DAX, Power Pivot and Power Query
UdemyJan 2020
Analyzing and Visualizing Data with Microsoft Power BI
UdemyJan 2022
Xero Advisor Certified
XeroJul 2023
Languages
- enEnglish
- hiHindi
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