- Executed statutory, income tax, and GST audits for 80+ clients, reviewing financial statements, ledger balances, compliance records, and ROC filings.
- Performed balance sheet scrutiny, profit and loss review, cash flow understanding, variance checks, and working capital, ratio, and related analytical review work.
- Used SQL, Advanced Excel, Pivot Tables, lookup functions, conditional analysis, and Power Query to organize and test financial data efficiently.
- Engineered integrated financial forecasts and CMA reports to secure funding and support executive management decisions.
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Pranshu Agrawal — Financial Analyst
CA Finalist · Audit · Financial Reporting · Business Intelligence
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Pranshu Agrawal
Financial Analyst · CA Finalist · Audit · Reporting · Analytics
Finance professional with 3 years of experience in financial analysis, statutory audit, and business intelligence. Strong capability in budgeting, forecasting, variance analysis, management reporting, and financial modeling support, backed by hands-on expertise in SQL, Power BI, Power Query, and Advanced Excel. Experienced in building dashboards, automating reconciliations, preparing CMA reports, and converting financial data into decision-ready insights for management and lenders.
Skills snapshot
Financial Analysis
Budgeting
Forecasting
Variance Analysis
Management Reporting
Financial Modeling
CMA Reports
Reporting & MIS
MIS Reporting
KPI Reporting
Dashboard Reporting
Trend Analysis
Data & Business Intelligence
Power BI
SQL
Power Query
Advanced Excel
Tableau
Accounting Systems
Zoho Books
QuickBooks
Xero
Tally ERP 9
Audit & Compliance
Statutory Audit
GST Audit
Income Tax
ROC Compliance
TDS
Work Experience
- 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 and 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, trend analysis, and management reporting.
- Applied Power Query and advanced Excel functions to improve data validation, reconciliation accuracy, and financial reporting workflows.
- Managed books of accounts, reconciliations, payroll support, taxation (IT, GST, TDS), and periodic financial reporting.
- Assisted with GST returns, income tax filing support, document preparation, and routine client records.
- Supported client communications and reporting tasks.
Core strengths
- Budgeting, forecasting, variance analysis, and management reporting.
- Dashboard reporting, KPI tracking, and trend analysis.
- SQL, Power BI, Power Query, Advanced Excel, and Tableau.
- Zoho Books, QuickBooks, Xero, and Tally ERP 9.
- Statutory audit, GST, income tax, and ROC compliance.
Education
2021 – 2024
Bachelor of Commerce (B.Com.)
Jiwaji University
Undergraduate studies covering accounting, finance, economics, and business fundamentals.
2024
Chartered Accountancy — CA Finalist
Institute of Chartered Accountants of India (ICAI)
CA Intermediate cleared. Currently pursuing CA Final, the highest professional accounting designation in India.
Language
IELTS 7.5 bands
English
IELTS 7.5 bands — professional proficiency for client reporting, international communication, and documentation.