Rishikesh KR
@rishikeshkr
I support accounting, tax compliance, investment research, and financial data analysis.
IndiaWhat I'm looking for
I've supported accounting and tax work through internships at Valufocus Corporate Services, S R Consultants, and Right Tax Mate. I verified invoices and financial records, digitized 100+ client records, and assisted with 50+ individual and business tax returns.
At Profit Tantra Financial Services, I prepared analytical reports on mutual funds, gold, and index instruments and compiled portfolio data for 20+ clients. I'm a B.Com (Finance) graduate and CPA aspirant with leadership experience coordinating members, renewals, onboarding, and meetings.
Experience
Work history, roles, and key accomplishments
Member, LEAP 3.0 Leadership Program
LEAP 3.0
Jan 2025 - Present (1 year 8 months)
Participated in a leadership program focused on developing leadership skills.
Intern
Valufocus Corporate Services
Apr 2026 - May 2026 (1 month)
Verified invoices, vouchers, and financial records, ensuring documentation accuracy using Microsoft Excel. Developed workflow diagrams in Microsoft Visio and maintained invoice data for various firms.
Vice President – Education
LEAP 3.0
Jan 2025 - Dec 2025 (11 months)
Coordinated 25+ members and managed meeting planning and execution.
Vice President – Membership
LEAP 3.0
Jan 2025 - Dec 2025 (11 months)
Led membership renewals and onboarding initiatives.
Intern
S R Consultants
Apr 2025 - Jun 2025 (2 months)
Digitized and organized 100+ client financial records, improving retrieval efficiency by 30%. Assisted in preparing and reviewing 50+ individual and business tax returns while supporting compliance with Indian tax regulations.
Intern
Profit Tantra Financial Services
Jan 2024 - Dec 2024 (11 months)
Prepared 10+ analytical reports on mutual funds, gold, and index instruments, supporting advisory recommendations. Conducted comparative performance analysis and compiled data for 20+ client portfolios.
Intern
Right Tax Mate
Jan 2023 - Dec 2023 (11 months)
Completed a 100-hour internship supporting US tax and compliance. Gained exposure to international taxation, strengthening interest in pursuing the CPA qualification.
Education
Degrees, certifications, and relevant coursework
Transcend Group of Institutions
Bachelor of Commerce, Finance
2023 - 2026
Grade: 7.8 CGPA
Pursued a Bachelor of Commerce with a focus on Finance, achieving a CGPA of 7.8.
Swaminarayan Gurukul
PUC
Completed Pre-University Course (PUC) in 2023.
IIMBx
FinTech Programme – Level 1, FinTech
Completed the FinTech Programme Level 1 certification.
Udemy
Complete Financial Analyst, Financial Analysis
Completed the Complete Financial Analyst certification.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
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