Jay Joshi

Jay Joshi

CMA Article

Followers of Jay Joshi136 followers
location of Jay JoshiPune, Maharashtra, India

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  • Timeline

  • About me

    "MBA Finance | CMA Group 1 Cleared | Aspiring Financial Analyst | Skilled in Financial Modeling, Forecasting, Financial Analysis, Taxation & Audits

  • Education

    • Institute of Cost Accountants of India

      -
      CMA Intermediate costing and Finance

      Pursuing Cost Management Accountant (CMA) certification to enhance expertise in financial management and analysis. Committed to acquiring in-depth knowledge in cost accounting, financial reporting, and strategic planning. Seeking opportunities to apply theoretical concepts to real-world scenarios, driving organizational success through informed decision-making and operational efficiency.

    • Deogiri College Aurangabad

      -
      Bachelor of Commerce - BCom Accounting and Finance CGPA - 8.38

      Activities and Societies: Sports Enthusiastic || Under-16 District Level Cricket Player || Youngest Karate Black Belt || Dancing & Acting || Proficient Choreographer. Acquired comprehensive knowledge in finance, accounting, and business management. Developed strong analytical and problem-solving skills through coursework and practical projects. Gained a solid foundation in financial principles, taxation, and cost accounting. Enhanced communication and teamwork abilities through collaborative projects and presentations.

    • The Valuation School

      -
      Financial Modeling and Valuation Finance and Financial Management Services

      Financial Modelling and Valuation

    • Vivekanand Arts, Sardar Dalip Singh Commerce & Science College

      -
      Higher Secondary School Certificate Business/Commerce, General CGPA - 8.90

      Activities and Societies: Actively participated in dance events, showcasing creativity and coordination. Contributed to team dynamics through participation in cricket tournaments, fostering teamwork and strategic thinking. Pursued martial arts, honing discipline and physical fitness through consistent training and achievements in karate. Excelled in commerce subjects, establishing a robust foundation for my pursuit of a Commerce degree. Engaged in coursework covering key principles of accounting, economics, and business studies. Developed analytical and problem-solving skills through practical application of concepts in real-world scenarios. Graduated with a solid understanding of business operations and financial management.

  • Experience

    • Levare Consultants Pvt. Ltd.

      Jan 2022 - Sept 2023
      CMA Article

      Dedicated finance professional with a Commerce degree, currently pursuing CMA certification. I have over 1.5+ years of experience as a CMA Article at Levare Consultancy, specializing in taxation (GST, income tax), costing, accounting, and internal audit. Proficient in Tally ERP 9 and Microsoft Excel. Ensured GST and income tax compliance, validated costing systems, conducted audits, and streamlined financial operations. Implemented process improvements for enhanced efficiency. I am grateful for the valuable experience at Levare Consultancy. Show less

  • Licenses & Certifications

    • Goldman Sachs - Excel Skills for Business Job Simulation

      Forage
      Aug 2024
      View certificate certificate
    • Financial modeling and Valuation Course

      Tutedude
      May 2024
      View certificate certificate
    • Master of Financial Technical Analysis (MFTA)

      The Valuation School
      Jan 2024
      View certificate certificate
    • Certification programe in Financial Derivatives and risk Management

      TheDigitalAdda
      Jul 2024
      View certificate certificate
    • Investor certification Examination

      National Institute of Securities Markets (NISM)
      Jul 2024
      View certificate certificate