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@kritibansal
Chartered Accountant with experience in financial planning and analysis
I am a Chartered Accountant with a strong background in financial planning and analysis. With experience in multinational companies like Macquarie Group and NTT Data Services, I have developed expertise in financial reporting, budgeting, and cost management. My skills in stakeholder and client management, process improvement, and risk assessment have enabled me to deliver high-quality results in fast-paced environments.
Throughout my career, I have demonstrated my ability to work closely with cross-functional teams, identify opportunities for improvement, and implement best practices to increase efficiency and accuracy. I am a curious and goal-oriented individual with a passion for financial analysis and a drive to succeed.
I hold certifications in Fundamental Analysis of Stocks, Reading of Financial Statements, and Advanced Information Technology training. I am proficient in various software tools, including Microsoft Office, SAP, Fusion, Oracle, TM1, EDMCS, CRM, and Power BI.
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Work history, roles, and key accomplishments
Macquarie Group
Jan 2023 - Present (2 years 10 months)
Supported annual P&L, budgets, and forecasts, and worked closely with global partners and finance teams on headcount planning. Performed detailed cost analysis and maintained methodologies for allocating and charging out costs to various business units.
NTT Data Services
Nov 2021 - Jan 2023 (1 year 2 months)
Collaborated with cross-functional teams to prepare monthly/quarterly management reports, implemented process improvements, and assisted in the development of financial models and forecasts.
Padam Bahl & Co, Amritsar
Jan 2019 - Sep 2020 (1 year 8 months)
Conducted audits of various companies, prepared and filed income tax returns, and handled GST related compliances for clients.
Manish Nanda & Co, Amritsar
Sep 2018 - Jan 2019 (4 months)
Conducted audits of various companies, prepared and filed income tax returns, and handled GST related compliances for clients.
Degrees, certifications, and relevant coursework
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