Sanjeet - Finance Professional with 3+ years of analytical and audit experience

Bengaluru, Karnataka, IndiaRemoteen

Assisted in evaluating mutual fund schemes and SIP portfolios, gaining hands-on experience in fund analysis.

Prepared financial statements, including P&L, Balance Sheet, and schedules, supporting audit processes.

Published on CazVidOpen to remote

Summary

Detail-oriented finance professional experienced in mutual fund analysis, financial modeling, and audit preparation. Skilled in compliance, valuation, and financial statement drafting, supporting investment decisions and regulatory adherence.

Key Achievements

Handled ITR filings and GST/TDS compliance, ensuring accuracy and adherence to regulations.

Skills

Financial AnalysisIntermediate

Performed mutual fund and NAV analysis, assessing risk-return profiles to support investment decisions.

Audit & ComplianceIntermediate

Prepared and verified financial statements, maintained audit files, and ensured regulatory compliance.

Financial ModelingIntermediate

Built valuation models (DCF/FCFF) and financial projections to support investment evaluation.

Taxation & Regulatory FilingIntermediate

Handled ITR filings, GST/TDS compliance, and reviewed Tally Prime entries for accuracy.

Technical Skills

Experience

MUTUAL FUND INTERN

PRISM FINSERVE

MAY 2024 - JULY 2024

Assisted in evaluating mutual fund schemes and SIP portfolios., Analyzed NAV trends, fund categories, risk-return profiles., Client portfolio preparation and KYC documentation.

AUDIT ASSISTANT

BDMA ASSOCIATION

AUG 2025 - PRESENT

Prepared P&amp;L, Balance Sheet, and schedules in Winman., Handled ITR filings for Individuals, LLPs, Firms, Companies., Performed vouching, ledger scrutiny, bank reconciliation., Assisted in GST/TDS workings, AIS/26AS review., Verified Tally Prime entries and drafted financial statements.,...