Neetika Bansal
@neetikabansal
I manage credit portfolios, financial compliance, and remote bookkeeping for complex finance operations.
What I'm looking for
At Punjab National Bank, I manage credit documentation, financial analysis, compliance files, and audit-ready records for loan portfolios up to ₹140 Cr across LPG, healthcare, and education.
I assess financial statements, project viability, asset valuations, and irregular transactions while coordinating forex transactions and cross-functional reporting. I also prepare board agendas and minutes, complete ROC filings, and oversee overseas regulatory compliance for PNB subsidiaries and joint ventures in line with FEMA.
Earlier, I finalized annual accounts and budgets for Haryana Power Generation Corporation Ltd. and supported multi-client bookkeeping, financial statements, and audits in chartered accountancy firms. I'm a Chartered Accountant, Company Secretary, and certified QuickBooks Online ProAdvisor seeking a part-time remote accounting or finance role.
Experience
Work history, roles, and key accomplishments
Manager, Credit
Punjab National Bank
Jul 2014 - Present (12 years 2 months)
Prepare and maintain detailed financial records, credit documentation, and compliance files for loan portfolios up to ₹140 Cr across LPG, healthcare, and education sectors. Perform financial statement analysis, viability assessments, and asset valuations to support accurate reporting and decision-making.
Section Officer
Haryana Power Generation Corporation
Dec 2012 - Feb 2014 (1 year 2 months)
Finalized annual accounts and budgets for a ₹6,500 Cr turnover public sector organization. Converted financial statements to Revised Schedule VI format, ensuring compliance with Accounting Standards. Maintained internal controls and coordinated directly with statutory and CAG auditors during audit cycles.
Article Assistant
Suresh Jain & Associates
Jun 2007 - Mar 2011 (3 years 9 months)
Supported bookkeeping, financial statement preparation, and audit engagements across multiple client accounts during article training with M/s Suresh Jain & Associates and M/s Jain & Brothers.
Education
Degrees, certifications, and relevant coursework
Institute of Company Secretaries of India
Company Secretary (CS)
Institute of Chartered Accountants of India
Chartered Accountant, Accounting
Chartered Accountant qualification from the Institute of Chartered Accountants of India.
Panjab University
B.Com (Honours)
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Website
bnglobaladvisory.comSocial media
Job categories
Skills
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