Headline

MBA Finance and operations | Aspiring Chartered Accountant and Financial consultant | Skilled in SQL, Advance Excel, Power BI & Data Driven Decision Making

Location

Noida

Work experience

Finance Intern at Bulls and Bear Advisory, Sep 2025 - Nov 2025 · 3 mos, Assisted in preparing financial statements, reports, and client presentations. Conducted financial analysis, including ratio analysis and performance benchmarks. Assisted in portfolio management and tracking client investments. Assisted in portfolio management and tracking client investments and monitor client investments, track performance, and ensure they are aligned with clients’ financial goals. Supported budgeting, forecasting, financial consulting and financial planning processes. Researched market trends, investment opportunities, and industry developments and gather information on the stock market, investment options, competitors, and general business trends to help in advising clients. Supported tax planning, compliance, and documentation processes assist in organizing tax documents, ensuring clients comply with regulations, and help in minimizing tax. Maintained accurate records of transactions, invoices, and reconciliations. Collaborated with senior advisors on financial advisory and reporting tasks and gained hands-on experience with financial tools, software, and reporting systems.

Education

Master of Business Administration - MBA, Accounting and Finance, Dr. A.P.J. Abdul Kalam Technical University (AKTU), Lucknow

Bcom honours, Finance, CCS (Chaudhary Charan Singh)University