Sarthak K.

About Sarthak K.

I am a finance professional with a proven track record of driving operational excellence, fostering cross-functional collaborations, and delivering impactful financial insights. Recently, I achieved a significant milestone by clearing CFA Level 1, further strengthening my financial and investment acumen. Previously, as a Process Expert at Xceedance Consulting India Pvt. Ltd, I partnered with Account Owners, Regulators, and Entity Controllers to ensure reporting accuracy, resolve discrepancies, and support new business initiatives. I excelled in preparing and reviewing critical reports like SOAs, GST on Commission, Suspense, and RP Reports, while playing a vital role in audits through meticulous record-keeping and compliance. As an Analyst, I conducted audits, ensured reconciliation accuracy, and improved communication with onshore teams. My internship at Dr. Shambhunath Singh Research Foundation enhanced my leadership and fund management skills, overseeing ~₹5 Cr for international projects. Backed by a B.Com (Hons) from BHU (CGPA: 8.02) and enriched by certifications in Financial Modeling and Corporate Finance, I bring expertise in Financial Reporting, Stakeholder Collaboration, and Data-Driven Insights. Recognised with awards like the IBS Quality Star and Pinnacle Award, my journey reflects a commitment to excellence and growth. I am open to exploring new avenues where I can leverage my skills to drive financial success and innovation. Feel free to connect with me at s••••••••@gmail.com

Experience

1. Investment Banking Intern

   Finlatics

   Jan 2025 — Present

Education

• Sunbeam Suncity, Varanasi

  10

  2013 — 2015

• Indira Gandhi National Open University

  Master's degree

  2021 — 2022

• Banaras Hindu University

  Bachelor of Commerce - BCom

  2017 — 2020

• Sunbeam English School Bhagwanpur

  12

  2015 — 2017