Piyush sahu
@piyushsahu2
I reconcile capital markets accounts and improve finance operations reporting.
IndiaWhat I'm looking for
At Motilal Oswal Financial Services, I track and verify client cash, margin, and position balances, resolve discrepancies against exchange and bank data, and maintain confidential account records. I also build Power BI dashboards and Advanced Excel tools to consolidate portfolio and transaction data for client and management review.
My audit internship at VPS & Co. strengthened my foundation in financial controls, reconciliation, GL verification, and compliance. I'm pursuing CFA Level I alongside an MBA in Finance and bring a process-improvement mindset to finance and accounting operations.
Experience
Work history, roles, and key accomplishments
Commodity Advisor
Motilal Oswal Financial Services Ltd
Jan 2025 - Present (1 year 7 months)
Track and verify client cash, margin, and position balances daily, ensuring accuracy of records and promptly resolving discrepancies against exchange and bank data. Build Power BI dashboards and Advanced Excel tools to consolidate portfolio and transaction data for client and internal management review.
Education
Degrees, certifications, and relevant coursework
ITM Business School
Post Graduate Diploma in Management (MBA), Finance
Pursued a Post Graduate Diploma in Management (MBA) with a specialization in Finance, covering capital markets and derivatives.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
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