Research Analyst, FP&A, Associate, Investment Banking
Looking for a job
Aman Verma
@amanverma11
I build accurate financial reporting, GST compliance, and investment analysis.
IndiaWhat I'm looking for
At Creativedial Consultancy Services, I maintained general ledger entries, completed month-end P&L and Balance Sheet reporting within three business days, and delivered three years of GST filings with zero late submissions. I also reconciled AP and AR sub-ledgers, managed client financial accounts, and supported management with business performance reporting.
More recently, at Bajaj Allianz Life Insurance, I constructed and benchmarked seven equity portfolios, designed a banking-sector index, and modelled NAV movement for a simulated mutual fund. I'm pursuing a PGPM in Finance and use Advanced Excel, Power BI, SQL, and financial modelling to turn financial data into clear reporting and investment insights.
Experience
Work history, roles, and key accomplishments
BI
Finance Intern — Investment Research
Bajaj Allianz Life Insurance
Feb 2026 - May 2026 (3 months)
Constructed and benchmarked 7 fundamentally screened equity portfolios using financial ratios, tracked performance across 39 trading sessions, and built a weighted index of 5 banking stocks. Modelled NAV movement and sector trends for a simulated equity mutual fund, producing a structured performance report.
CL
Business Executive
Creativedial Consultancy Services Pvt. Ltd.
May 2022 - May 2025 (3 years)
Managed general ledger and month-end close, ensuring books were closed within 3 business days. Prepared and filed GST returns with zero late filings, reconciled sub-ledgers, and maintained 100% documentation accuracy for audit readiness.
Education
Degrees, certifications, and relevant coursework
IG
IBS Gurgaon
Post Graduate Programme in Management, Finance
2025 -
Pursuing PGPM in Finance at IBS Gurgaon.
University of Allahabad
Bachelor of Commerce, Commerce
2016 - 2019
Completed Bachelor of Commerce from the University of Allahabad.
AP
Allahabad Public School, Prayagraj
Class X (CBSE), General Studies
Completed Class X under CBSE from Allahabad Public School, Prayagraj.
AP
Allahabad Public School, Prayagraj
Class XII (CBSE), General Studies
Completed Class XII under CBSE from Allahabad Public School, Prayagraj.
Tech stack
Software and tools used professionally
Availability
Looking for a job
Location
IndiaAuthorized to work in
Social media
Job categories
Skills
General Ledger ManagementMonth End ClosingFinancial Statement PreparationAccounts PayableAccounts ReceivableGST ReportingGSTR 1GSTR 3BFinancial ModelingValuationFinancial Statement AnalysisPortfolio AnalysisInvestment ResearchPower BIZohoSQLZerodha StreakTrading ViewScreeningPythonDCFPrecedent Transaction ModelsCanvaMovement
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