Open to opportunities

Siddhant Joshi

@siddhantjoshi

MSc Finance graduate leveraging financial statement analysis, cash reconciliation, and MIS reporting to deliver accurate, data-driven insights.

India

Message

What I'm looking for

I’m looking for a finance-focused role where I can use financial analysis, cash reconciliation, and MIS reporting to drive accurate decisions—and grow into valuation or M&A work with strong data, process, and stakeholder collaboration.

I’m an MSc Finance graduate with practical experience in financial statement analysis, cash reconciliation, and translating financial data into structured insights. I’m analytically strong and detail-driven, with a customer-centric mindset and a track record of delivering accurate, data-backed results.

In my current role as an Account Administrator, I reconcile and process 50+ monthly financial transactions across multiple company accounts, ensuring correct journal entry classification and compliance with internal controls. I also analyze operational expenditure trends to identify key cost drivers and support process improvement while maintaining 100% accuracy in account records.

I’ve complemented finance work with KPI-driven, client-facing responsibilities, including resolving 100+ customer queries per week and monitoring 7+ KPIs via CRM dashboards for performance reporting. Through Citi and JPMorgan Chase virtual programmes, I’ve built M&A-focused models, including comparable analysis and DCF valuation, strengthening my exposure to valuation techniques and advisory-style thinking.

Experience

Work history, roles, and key accomplishments

Current

Account Administrator

Current

Gagan Travels

Jan 2026 - Present (6 months)

Reconcile and process 50+ monthly financial transactions across multiple company accounts, ensuring accurate journal entry classification and compliance with internal financial controls. Analyze operational expenditure trends to identify key cost drivers while maintaining 100% accuracy in account records.

Cash Reconciliation Journal Entry Classification Internal Controls Process Improvement Financial Analysis

Customer Service Representative

Concentrix

Mar 2025 - Dec 2025 (9 months)

Resolved 100+ customer queries per week, identifying recurring issues and delivering structured, data-backed resolutions that achieved a 95% customer satisfaction score. Monitored 7+ KPIs via CRM dashboards and produced weekly performance reports to improve process efficiency and first-call resolution.

Customer Service KPI Reporting Dashboards

Front of House Staff

Turtle Bay Restaurants

Dec 2022 - Dec 2025 (3 years)

Managed daily cash reconciliation and POS settlement, ensuring accuracy between recorded and actual cash and card payments. Tracked daily sales metrics and prepared end-of-day operational reports to support staffing, inventory, and revenue decisions.

Cash Reconciliation POS Settlement Sales Metrics Tracking

Finance Intern

Gulf Oil Lubricants India Ltd

Aug 2021 - Sep 2021 (1 month)

Analyzed Balance Sheet and P&L statements for FY2020–FY2021 to identify shifts in revenue streams, margins, and major expense lines. Performed ratio analysis across 5+ financial ratios, assessed GST impact, and conducted SWOT analysis to generate growth and operational improvement insights.

GST Impact Analysis

Buy-Side M&A Analysis

Citi (Forage)

Jan 2023 - Present (3 years 6 months)

Built 5-year financial projections and conducted trading comparable analysis and financial due diligence to evaluate acquisition opportunities.

Financial Modelling Financial Due Diligence Financial Forecasting

DCF Valuation & M&A Advisory

JPMorgan Chase (Forage)

Jan 2023 - Present (3 years 6 months)

Constructed DCF valuation models using WACC, FCF projections, and terminal value to assess acquisition targets and prepare investment recommendations.

DCF Valuations Free Cash Flow (FCF) Projections Terminal Value Investment Recommendations