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Pranshu Agrawal Finance · Audit · Business Analytics

Pranshu
Agrawal

Financial Analyst with 3 years of experience in financial analysis, Finance Automation, statutory audit, business intelligence, and management reporting.

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Power BI SQL Advanced Excel Power Query MIS Reporting Financial Analysis Statutory Audit Zoho Books
About

Built for finance, analytics, and insight-led reporting.

I am a Financial Analyst, Corporate Finance Professional, and CA Finalist with extensive experience spanning financial planning and analysis (FP&A), corporate finance, business intelligence, and operational strategy.

FP&A
Strategic Analytics

Advanced financial statement analysis, trend evaluation, and variance analysis to identify growth opportunities and cost efficiencies.

BI
Dashboards

Power BI dashboards and MIS systems designed for management-ready reporting.

SQL
Data skills

Financial data testing, analysis, reconciliation, and structured reporting support.

Modeling
Forecasting

Constructing robust financial forecasts, capital budgeting models, and Credit Monitoring Arrangement (CMA) frameworks to support strategic funding initiatives.

Proven track record of partnering with startups, SMEs, and enterprise organizations to transform complex financial data into actionable, executive-ready insights. Adept at leveraging advanced data tools to build predictive models, optimize business processes, and drive high-impact decision-making.

My professional journey is rooted in deep financial literacy and rigorous analysis of corporate financial structures. As my career progressed, I shifted my focus from baseline tracking to high-value strategic support—partnering with cross-functional leadership on budgeting initiatives, forecasting market scenarios, and spearheading business process improvements. I specialize in bridging the gap between raw financial metrics and corporate strategy, ensuring leadership has the quantitative insights needed to scale effectively.

Experience

Career timeline

Roles across articleship, finance operations, reporting, analytics development, and taxation support.

2024 – 2026

Financial Reporting and Audit Associate (CA Articleship)

Atul Goyal & Co.
  • Executed statutory, income tax, GST, and Bank audits for 80+ clients.
  • Reviewed financial statements, ledger balances, compliance records, and ROC filings.
  • Performed balance sheet scrutiny, P&L review, cash flow understanding, and variance checks.
  • Used SQL, Advanced Excel, Power Query, and analytical tools to organize and test financial data.
  • Engineered integrated financial forecasts and CMA reports for executive decisions.
Apr 2024 – Sep 2024

Finance and Audit Executive

Taxplore Business Solutions Private Limited
  • Managed accounting setup, bookkeeping workflows, and taxation support for startup and SME clients across multiple nations.
  • Implemented accounting and finance systems with Zoho for 150+ clients.
  • Monitored 1,200+ monthly transactions involving receivables, payables, expenses, and cash flow.
  • Built Power BI dashboards and Excel-based MIS reports for expense tracking, liquidity review, and trend analysis.
Aug 2023 – Mar 2024

Intern – Finance and Accounts

M/S Shubham Motors
  • Managed books of accounts, reconciliations, payroll support, taxation, and periodic financial reporting.
Jan 2023 – Jul 2023

Intern – Taxation and Consultancy

Rajneesh Agrawal Advocate
  • Assisted with GST returns, income tax filing support, document preparation, and routine client records.
  • Handled client communications and reporting support.
Projects

Selected case studies

Portfolio projects covering FP&A dashboards, CMA modeling, GST analytics, startup MIS, and receivables aging analysis.

View all projects
Featured

FP&A & Business Performance Dashboard

Centralized Power BI dashboard covering revenue, profitability, products, customers, regions, budgets, and cash flow for management decision-making.

Power BI DAX Power Query
Completed View case study
Forecasting

CMA Projection Model

Excel-based three-statement model for credit planning, future-state forecasting, scenario testing, and lender-facing reporting.

Excel Forecasting Scenario Analysis
Planned View case study
Compliance Analytics

GST Analytics Dashboard

Compliance-focused Power BI dashboard for GST liability tracking, filing trends, reconciliation, mismatch detection, and exception analysis.

GST Power BI Reconciliation
In Progress View case study
Management Reporting

Startup Finance Reporting & MIS

Excel-based management reporting system tracking revenue, working capital, budget control, cash runway, and startup risk indicators.

MIS Excel KPI Reporting
Completed View case study
Receivables Analysis

Accounts Receivable Aging Analysis

Excel-based receivables aging model for overdue tracking, client-wise credit risk, DSO analysis, and cash collection visibility.

AR Aging Excel DSO
In Progress View case study
View all projects
Certificates & Achievements

Professional milestones

Technical certifications and professional achievements validating expertise in finance, reporting, analytics, and data tools.

SQL (Advanced) - HackerRank

Advanced SQL querying, complex database operations, and data manipulation.

SQL Certification View Certificate

4-Star Badge - HackerRank

Demonstrated expertise in SQL through competitive programming challenges.

SQL Badge View Badge

Financial Analysis & Planning - PwC

Financial planning, analysis, and business performance management.

PwC US View Certificate

Data Analytics - KPMG

Data analytics, visualization, and business insights.

KPMG USA View Certificate

Financial Reporting - ACCA

Financial reporting, accounting standards, and compliance.

ACCA View Certificate

CA Intermediate Cleared

Strong finance and audit foundation through ICAI, now continuing as a CA Finalist.

Academic milestone Verified

IELTS 7.5 Bands

Professional English communication strength supporting reporting, client communication, and international career readiness.

Language proficiency Verified
Blogs & Insights

Articles and notes

Use this section for finance, audit, MIS, Excel, Power BI, taxation, and professional growth articles.

How MIS reporting helps startups control cash flow

A short article on revenue visibility, receivables discipline, budget control, and runway tracking.

Article

What a good audit analyst should notice early

Notes on variance checks, ledger scrutiny, reconciliations, and working capital signals.

Article

Why Power BI matters in finance reporting

A practical article on turning fragmented finance data into management-facing dashboards.

Article
Skills

Tools and capabilities

Core strengths across financial analysis, management reporting, dashboards, SQL, Power Query, accounting systems, and compliance-oriented work.

Financial Analysis & Forecasting92%
Advanced Excel & Power Query95%
Power BI and Tableau Dashboard Reporting88%
SQL for Financial Data80%
Audit & Compliance90%
Accounting Systems86%
Power BI
Advanced Excel
SQL
Power Query
Zoho Books
QuickBooks
Xero
Tableau
Tally Prime
Google Work Space
Enquiry

Get in touch

Use this form for finance, reporting, audit, MIS, dashboard, or collaboration enquiries.

Direct contact

Reach out for audit, financial reporting, MIS, dashboarding, business analysis, or general collaboration.

Pranshuagr176@gmail.com +91 9131618323 linkedin.com/in/pranshuagrawal0410 Open resume page
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Roles I'm open to

Open to finance and analytics opportunities

Looking for roles where analysis, reporting, and business insights support decision-making and performance improvement.

Financial Analysis Roles FP&A Roles Business Analytics Roles Management Reporting Roles Finance & Strategy Roles