ankit mor
@ankitmor
Chartered Accountant driving finance operations, reporting, and valuation with 5+ years' cross-functional experience.
What I'm looking for
I am a detail-oriented Chartered Accountant with 5+ years of experience across accounting, statutory compliance, FP&A, audit support and financial due diligence for Indian and global clients. I have independently managed month-end close, reconciliations, AP/AR, GST/TDS work, forecasting and management reporting in lean environments while producing IFRS/Ind-AS financial statements and consolidation support.
In addition to hands-on accounting, I build and maintain complex financial models and conduct sector research — notably in banking — to support valuation and investment decisions. I am proficient with Zoho Books, Tally, SAP and advanced Excel, and I bring a proven record of improving reporting accuracy and ensuring statutory compliance across audits, tax filings and regulatory requirements.
Experience
Work history, roles, and key accomplishments
Financial Analyst
AGFR Fin. Res. Pvt. Ltd.
Mar 2023 - Present (2 years 9 months)
Developed and maintained complex financial models and conducted detailed research on global banking sectors to inform valuation and investment decisions for India-listed companies and US banks/financial institutions.
Financial Advisory Associate
ASA India Financial Advisory Services LLP
Mar 2022 - Mar 2023 (1 year)
Performed financial due diligence, reviewed financial statements and validated accounting records to evaluate business plans, forecasts, and investment viability.
Assistant Manager
Chaturvedi & Shah LLP
Jan 2021 - Mar 2022 (1 year 2 months)
Led statutory and interim audits and month-end close activities, executing accruals, reconciliations and Ind-AS financial reviews, and assisted with complex financial instrument and derivative accounting.
Finance Manager
KJM INC
Jan 2020 - Jan 2021 (1 year)
Built financial models for revenue forecasting and business planning while ensuring compliance with GST, income tax, ROC filings and audit requirements.
Audit Assistant
Parmar & Co.
Aug 2016 - Jan 2020 (3 years 5 months)
Assisted in preparation of project reports, litigation documents and statutory filings including ROC forms, income tax returns and GST returns.
Education
Degrees, certifications, and relevant coursework
CFA Institute
CFA – Level II, Finance / Investment
Completed CFA Level II in 2023 focusing on investment analysis and portfolio management topics.
Institute of Chartered Accountants of India
Chartered Accountant, Accounting
Qualified as a Chartered Accountant in 2019 with expertise in audit, statutory compliance, and financial reporting.
Savitribai Phule Pune University
Bachelor of Commerce, Commerce
Completed Bachelor of Commerce in 2019 covering accounting, finance, and business subjects.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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