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Ishani Shah

Ahmedabad, Gujarat, India

Phone: xxx-xxx-xxxx

Email: xxx@xxxx.xxx



  • Looking For: Financial Analyst

  • Occupation: Business and Finance

  • Degree: Master's Degree

  • Career Level: Qualified

  • Languages: English, Hindi, Gujarati

Career Information:

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Highlights:

Skills:Financial Modeling, Valuation, Excel, Tableau, Microsoft Power BI, CapIQ, Equity Research, Investment Banking, Bloomberg Terminal, Transaction Advisory

Certification:Chartered Financial Analyst - CFA Level II cleared, pursuing Level III


Experiences:

Staff Accountant 12/2021 - 08/2022
Pacific Global Solutions Ltd, , India
Provided accounting services to various clients, including tax preparation (Form 10K), financial statement analysis, and audit support. Conducted research on new accounting standards and regulations to ensure compliance with US GAAP or IFRS, as relevant. Reconcile bank statements with internal financial records. Assist in the preparation of monthly, quarterly, and annual financial statements for management review. Review and analyze company expenses, identifying trends, variances, and discrepancies to ensure efficient cost control and support budgeting efforts.
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Accounts Executive 09/2020 - 11/2021
Nexroot Solutions Pvt Ltd, , India
Managed the successful implementation of a new accounting system, resulting in a 30% decrease in processing time. Reconcile bank statements and maintain the general ledger. Prepare and file tax returns, ensuring compliance with tax laws. Assist in financial reporting, budgeting, and expense tracking.
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Accounts Executive 08/2018 - 08/2020
Ishani Traders, , India
Track stock levels, manage inventory costing, and ensure accurate recording of goods purchased and sold. Perform periodic inventory audits and report any discrepancies Oversee and manage accounts payable, ensuring timely payment to suppliers. Track and follow up on accounts receivable, ensuring timely collection from customers. Perform monthly bank reconciliations to ensure the accuracy of financial records.
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Operations Intern 04/2018 - 06/2018
HDFC Asset Management Co., , India
Learnt different aspects of Mutual Funds
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Education:

H.L Institute of Commerce 04/2012 - 11/2015
, , India
Degree: Bachelor's Degree
Major:Accounting
Bachelor of Commerce in Accounting


Narsee Monjee Institute of Management Studies - NMIMS 05/2016 - 07/2018
, , India
Degree: Master's Degree
Major:Banking & Finance
Postgraduate in Banking & Finance
CFA Institute 04/2021 - current
, , India
Degree: Professional Degree
Major:Finance
Chartered Financial Analyst CFA Level II cleared and currently pursuing Level III

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  • Email:xxx@xxxx.xxx
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