Amit K.

Hi Upwork, I am a dedicated finance professional with 8+ years of experience specializing in financial reporting, market research, and business strategy. My expertise lies in analyzing financial statements, conducting market research, and crafting data-driven strategies to enhance business performance. I have successfully worked with hedge funds, capital markets, and middle-office operations, leveraging advanced tools such as Excel, SQL, Power BI, and Bloomberg Terminal for financial modeling, competitor analysis, and forecasting. Additionally, I am proficient in CRM platforms like Salesforce and HubSpot and accounting software such as Xero and QuickBooks Online. Key Skills & Expertise: ✅ Financial Reporting & Analysis – MIS reports, cash flow forecasting, financial statements ✅ Market Research & Competitor Analysis – Industry research, trend analysis, and strategic insights ✅ Business Strategy & Decision Making – Growth strategies based on financial & market insights ✅ Financial Modeling & Valuation – Investment models, risk assessment, P&L calculations ✅ Data Analytics & SQL – Data-driven decision-making, database management ✅ Fund Accounting & NAV Calculations – Hedge funds, capital markets, performance tracking ✅ Advanced Excel & Power BI – Data visualization, reporting, and dashboard creation ✅ Bloomberg Terminal & SAP-FICO – Market data analysis, financial insights ✅ CRM & Accounting Software – Salesforce, HubSpot, Xero, QuickBooks Online ✅ Equity Research & Fundamental Analysis – Stock valuation, investment research ✅ Survey & Research Analysis – Statistical tools for data interpretation and market assessment Professional Experience: 🔹 Full-Time Roles: Head of Finance & Operations – Candoo Crew Limited (New Zealand) Senior Manager – HDFC Securities (Chandigarh, India) Deputy Manager – Kotak Securities Ltd (Chandigarh, India) Assistant Manager – ICICI Bank (Chandigarh, India) Equity Research Analyst – Angel Broking Services (Chandigarh, India) Hedge Fund Analyst – Arbor Financial System (Chandigarh, India) 🔹 Freelance & Part-Time: Over the past 8 years on Upwork, I have worked with 200+ global clients, providing customized solutions in financial reporting & analysis, market research, report writing and business consultancy. Educational Qualifications: 📌 MBA (Finance & Marketing) – Bombay Stock Exchange, Mumbai, India 📌 Master’s in Economics 📌 Postgraduate in Statistics 📌 Bachelor’s in Mathematics & Economics 📌 Master’s of Commerce 📌 Advanced Excel Certified I am passionate about delivering actionable financial insights, optimizing business strategies, and enhancing decision-making processes. My fast turnaround time, analytical mindset, and commitment to excellence set me apart. Let’s collaborate and drive success together! 📌 Explore my blog: a4ranawat.wordpress.com Looking forward to working with you! Best Regards, Amit