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Smita Kumari

@smitakumari1

Financial Analyst and CA finalist bridging technical accounting with investor-ready financial storytelling.

India
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What I'm looking for

I’m looking to work with startups where finance is a growth engine. I want to build investor-ready financial models, surface KPIs and liquidity insights, and manage risk and volatility with clear, data-driven storytelling.

I am a Chartered Accountant finalist with a specialized interest in Startup and the art of Financial Storytelling. I bridge the gap between rigorous technical accounting and creative business strategy—transforming static data into compelling narratives that build investor confidence and operational clarity.

In my Business Analyst and Financial Planning & Analyst experience, I create robust financial models and end-to-end Project reports that support bank financing and capital structure optimization. I also strengthen decisions through Financial Statement Strategy analysis, KPI and liquidity trend identification, cash flow management, cost-reduction initiatives, and investment appraisal using NPV, IRR, and sensitivity analysis—while aligning risk and compliance with long-term objectives.

Experience

Work history, roles, and key accomplishments

Chegg logoCH

Financial Planning Analyst

Dec 2022 - Jan 2024 (1 year 1 month)

Built robust financial models and end-to-end project reports to support student financing and optimize capital structures. Conducted financial statement analysis, identified KPIs and liquidity trends, and applied investment appraisal using NPV/IRR/sensitivity while resolving 1,000+ advanced corporate finance queries.

Education

Degrees, certifications, and relevant coursework

Institute of Chartered Accountants of India logoII

Institute of Chartered Accountants of India

Chartered Accountant (Final)

2018 - 2026

Pursuing the Chartered Accountancy Final course at the Institute of Chartered Accountants of India (2018–2026).

Indira Gandhi National Open University (IGNOU) logoII

Indira Gandhi National Open University (IGNOU)

Bachelor's Degree

2018 - 2021

Completed a bachelor's degree at IGNOU (2018–2021).

Tech stack

Software and tools used professionally

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