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Chaitanya S.

Chaitanya S.

Chartered Accountant | CFA L3 Candidate | Financial Conultancy| Author

Welcome to My Profile! I'm Chaitanya, Your Expert in Finance & Reporting Hello! I’m a Chartered Accountant and CFA Level 3 candidate, uniquely positioned to provide expert financial guidance, robust analysis, and strategic insights to help clients achieve enhanced financial performance and informed decision-making with over seven years of robust experience spanning financial analysis, auditing, financial reporting, consultancy, and investment management. My passion is transforming intricate financial data into actionable insights, enhancing decision-making, and improving financial accuracy and performance. Areas of Expertise: - Financial Reporting (IND AS, IFRS, GAAP): Expert in developing comprehensive, accurate financial statements and insightful reports, leveraging international accounting standards. - Risk Management & Mitigation: Proficient in identifying financial risks and implementing effective strategies to mitigate potential impacts. - Financial Modeling & Fundamental Analysis: Skilled at creating robust financial models and conducting in-depth fundamental analyses for precise valuations and forecasts. - Portfolio & Investment Management: Experienced in managing diversified portfolios, performing detailed analyses, and adjusting strategies based on thorough market and financial assessments. - Auditing & Tax Compliance: Adept at conducting thorough audits (including statutory and concurrent audits), handling tax compliance, and resolving intricate tax matters efficiently. - Data Analysis & Business Intelligence: Led significant automation initiatives, notably transitioning manual processes to advanced systems like the Board Business Intelligence tool, significantly improving financial planning and analysis efficiency. - Financial Writing & Consultancy: Author of "TRADING DECODED: Unlock the Potential," demonstrating capability in delivering high-quality financial content and strategic consultancy. Throughout my professional journey across Infosys Ltd, P.S. Bhandari & Associates, and various freelance engagements, I've successfully led financial consolidations, Board BI Implementation for FP&A, played functional role on forecasting projects based on ML, conducted comprehensive audits, ensured meticulous tax compliance, and delivered personalized financial management solutions and investment reporting using tools such as Monarch Money. Known for my attention to detail, clear communication, and solution-oriented approach, I’m committed to delivering high-quality, strategic financial solutions tailored to your needs. Feel free to reach out—I’m here to help you achieve financial clarity and success!

🇮🇳Pune, India$19/hr95% JSS5.00 (9)Since Jan 2024

Earnings and projects

MRR
$86

Last 6 months ÷ 6

World#138,696 / 412k
🇮🇳Country#14,568 / 45.9k
Revenue, last 30 days
$11

Last 6 months: $515

World#105,109 / 412k
🇮🇳Country#11,203 / 45.9k
Total earnings
$5.9k

Billed in all: $6.4k

World#241,081 / 412k
🇮🇳Country#29,014 / 45.9k
Per project
$309

$258 in the last 6 months

World#228,436 / 412k
🇮🇳Country#27,644 / 45.9k
Projects, last 6 months
2
0% fixed100% hourly
World#88,918 / 412k
🇮🇳Country#10,198 / 45.9k
Projects in all
19

Across 24 contracts

38% fixed62% hourly
World#138,388 / 412k
🇮🇳Country#19,771 / 45.9k

Earnings, last 30 days

$6.4k+$11 earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$6,360$6,370$6,380Oct 8Oct 23Nov 7

Skill rankings: Top 27% in Investment Banking

Ranked by MRR among everyone on Upwork with the skill.

  1. #19Indirect Tax49 freelancers · 🇮🇳 #5Top 39%
  2. #25Investment Portfolio Review71 freelancers · 🇮🇳 #4Top 35%
  3. #47Project Report135 freelancers · 🇮🇳 #2Top 35%
  4. #54Project Finance172 freelancers · 🇮🇳 #9Top 31%
  5. #54IRS Income Tax Audits124 freelancers · 🇮🇳 #7Top 44%
  6. #68Company Registration152 freelancers · 🇮🇳 #12Top 45%
  7. #70Portfolio Management234 freelancers · 🇮🇳 #11Top 30%
  8. #87Investment Banking322 freelancers · 🇮🇳 #13Top 27%