Summary
Overview
Work History
Education
Skills
Additional Information
Software
Interests
Timeline
Generic

Arpita Khousi

Financial Analyst
Pune

Summary

Dynamic Financial Analyst with proven expertise at TIAA GBS Pvt Ltd in streamlining financial reporting and enhancing compliance through meticulous preparation of SEC filings. Skilled in advanced Excel and financial statement analysis, I excel at building relationships and driving improvements in financial systems, ensuring accuracy and efficiency in reporting processes.

Overview

4
4
years of professional experience
2
2
Languages

Work History

Financial Analyst

TIAA GBS Pvt Ltd
01.2023 - Current
  • Preparation & Filing of Annual and Semi-Annual Shareholder reports comprising Schedule of Investments (SOI), Statements of Assets & Liabilities (SAL), Statements of Operations (SOI), Statement of Changes in Net Assets (SCNA), Notes to Financials, etc.
  • Preparation of reports required for various SEC filings such as Form N-CSR, Form N-Q, Form N-PORT, Form N-CEN & Form N-MFP.
  • Streamlined financial reporting and have rich experience of accounting & finance operations entailing preparation and administering the finalization of year-end financial statements.
  • Preparing and analyzing monthly, quarterly, half-yearly and annual reports and accounts for periodical reporting.
  • Performing various adhoc activities such as scrubbing of investment securities, liquidity report, bank loan obligations, defaulted security supports, fair value leveling of securities.
  • Actively building and managing the relationships and interface with internal team and other deal advisory professionals.
  • Worked on Confluence, Bloomberg and MYSS.


Articled Assistant

Sharad Pashine & Co.
04.2021 - 10.2021
  • Prepared reports and materials to assist with audits.
  • Conducted internal audit assignments identifying control weaknesses and providing recommendations for improvement, leading to strengthened financial systems.
  • Found tax solutions to complicated tax issues or errors from incorrect tax filings.
  • Prepared & E-filling of Income tax, TDS and VAT returns of various assesses while writing accounts of individual and partnership concerns.
  • TDS Returns and GST Returns Filing. Preparation of Project Reports and projected financials.

Education

Professional Degree - International Finance

CFA Institute
USA
04.2001 -

Professional Degree - Accounting And Finance

Institute of Cost Accountants of India
Kolkata, India
04.2001 -

Bachelor of Commerce - Finance

Govt. V.Y.T. PG Autonomous College
Durg, India
04.2001 -

Diploma - Financial Management

AIIMAS
Chennai, India
04.2001 -

Diploma - Production Management

AIIMAS
Chennai, India
04.2001 -

Skills

Advanced Excel

Financial statement analysis

Finance

Data analysis

Additional Information

1. Completed 100 hrs computer training from ICMAI as a part of ICMAI curriculum.

2. Attended various seminars on Production Management & Project Financing.

3. Certified BLACK BELT holder in karate and do-martial arts.

4. Participated in 75th NDA Marathon for 5kms specially organized for civil citizens in Mar 2023.

5. Received best performer award in TIAA Cricket Tournament 2024.

6. Received regular appreciation for work performance.

Software

Confluence, Bloomberg, Alteryx

Interests

Chess, Cricket, Badminton

Timeline

Financial Analyst

TIAA GBS Pvt Ltd
01.2023 - Current

Articled Assistant

Sharad Pashine & Co.
04.2021 - 10.2021

Professional Degree - International Finance

CFA Institute
04.2001 -

Professional Degree - Accounting And Finance

Institute of Cost Accountants of India
04.2001 -

Bachelor of Commerce - Finance

Govt. V.Y.T. PG Autonomous College
04.2001 -

Diploma - Financial Management

AIIMAS
04.2001 -

Diploma - Production Management

AIIMAS
04.2001 -

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Arpita KhousiFinancial Analyst