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Kumud Goyal

@kumudgoyal

Client Success & Portfolio Manager at Cura Capital Consultants building client portfolios, reporting dashboards, and KPI tracking.

India
Message

At Cura Capital Consultants, I build and maintain client portfolios, reporting, cashflows, dashboards, and KPI tracking. I also support market research, investor updates, and valuation analysis.

At E-Financial Clinic IMF Private Limited, I assisted with MCA workings, concurrent and stock audits, and financial statement finalization. I also worked on future projections and cashflows using Tally, Excel, and Computax.

At ECON Enviro Solutions, I reviewed monthly bank reconciliations and posted journals. I worked with Tally Prime and Excel.

In my project, “Decoding ESG Reporting Frameworks & their Impacts,” I compared reporting frameworks and studied their impacts on organizations, especially Unilever. I developed recommendations for organizations considering the importance of ESG pillars.

Experience

Work history, roles, and key accomplishments

PI

Marketing Intern

Picxele

May 2021 - Jun 2021 (1 month)

Performed multiple tasks and gigs as part of the marketing internship.

Education

Degrees, certifications, and relevant coursework

ZE

Zell Education

Post Graduate Program, ESG (Environment Social Governance)

Post Graduate Program in ESG (Environment Social Governance) with coursework in ESG frameworks, GHG inventorisation, and sustainable finance.

II

Institute of Chartered Accountants of India

Intermediate Group-2, Chartered Accountancy

Successfully cleared the Intermediate Group-2 of the Chartered Accountancy (CA) Course.

IL

ISEL-International Society for Executive Learning

Green & Black Belt, Lean Six Sigma

Completed an online course in Lean Six Sigma Green & Black Belt.

II

Institute of Chartered Accountants of India

ICITSS Certification, Information Technology & Soft Skills

2023 - 2024

Certification in Integrated Course on Information Technology & Soft Skills (ICITSS) offered by ICAI.

KD

Kamala Nehru College, University of Delhi

Bachelor of Commerce, Accounting & Finance

Grade: CGPA: 8.091/10

Bachelor of Commerce with major in Accounting & Finance and minors in Auditing & Taxation, achieving a CGPA of 8.091/10.

OS

O.P. Jindal Modern School

12th Grade, Commerce

Grade: 94.75%

Completed 12th grade in Commerce with Accounting & Mathematics, achieving a first division with 94.75%.

II

Institute of Chartered Accountants of India

Foundation Level, Chartered Accountancy

Successfully cleared the Foundation Level of the Chartered Accountancy (CA) Course.

Tech stack

Software and tools used professionally

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