
Rohit Bohare
Trainee A grade at QX Accounting Services

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About me
Associate at Acuity Knowledge Partners | Ex-Moody's | Ex-S&P Global | Credit Research & Analysis | ACCA(Finalist) |MBA(Finance) | PGP in Security Analysis.
Education

Prestige Institute of Management & Research
2018 - 2020Master of Business Administration - MBA Finance, General
ACCA
2016 - 2022
Symbiosis College of Arts and Commerce
2015 - 2018Bachelor of Commerce(Honors) Marketing/Marketing Management, General
Experience

QX Global Group
Nov 2020 - Sept 2021Trainee A grade at QX Accounting Services• Prepared Income statements and Balance sheets of more than 100 small and medium companies in the UK with an overall efficiency of more than 80%.• Prepared and posted adjustments related to accruals, prepayments, FAR, and other balance sheet items.• Posted sales and purchase invoices, bank statements, credit card statements, and prepared reconciliation.• Reviewed more than 45 working papers of team members.• Generated revenue of more than £1,000 every month.• Identified gaps in the working papers review process and gave suggestions regarding the same which helped the company to reduce the overall review process by 27 minutes. Show less

S&P Global
Oct 2021 - Jul 2022Data Researcher 1• Process data (Financial or Non-Financial) and apply it with an overall accuracy of more than 90% to the database using technical and financial knowledge.• Process collection, standardization, and validation of corporate annual, semi-annual, or quarterly financial data from companies; published reports with monthly productivity of more than 85%.• Conducting internal & external public research sources such as (EDGAR, and SEDAR) e.g., government & regulatory documents, stock exchanges, industry journals, analyst reports as well as information databases.• Performing company, industry, market, and competitor research with respect to deal participants in a transaction.• Identifying key Private Placement in North America, APAC, and EMEA and capturing the same. Show less

Moody's Ratings
Jun 2022 - Nov 2023Financial Data Analyst• Providing significant input to the ratings and research process by analyzing financial statements and data provided by Issuers.• Working directly with ratings and support analysts to explain the data, adjustments, and other information needed by the rating team for ratings and research.• Creating documentation and providing guidance to support analysts.• Responsible for reviewing and understanding financial and operational metrics and other documents/statements.

Acuity Knowledge Partners
Nov 2023 - nowAssociate•Preparing timely event summaries with critical analysis of impact on obligors•Preparing detailed credit reports (interim and annual reviews) on obligors within committed timelines and updating required trackers with the latest status/updates/•Identify ways for improvement in efficiency gains and process improvement• Responsible for adherence to client SLAs and Policies• Perform ad-hoc tasks with a detailed understanding of client requirements within stipulated timelines• Responsible for on-time identification and escalation of risks and mitigants Show less
Licenses & Certifications

Post Graduation Program in Security Analysis
National Stock Exchange of IndiaJan 2019
Advanced Diploma in Accounting and Business
ACCAOct 2020
Diploma in Accounting and Business
ACCAJul 2016
Equity Research Analyst(Internship Certificate)
ResearchInn Investment AdvisorJul 2019- View certificate

The Complete Investment Banking Course
UdemyDec 2019 
Machine learning:an introduction for finance professionals
ACCA CareersMay 2020
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