Sarthak K.
Investment Banking Intern @Finlatics
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WORK HISTORY
Investment Banking Intern @Finlatics
EDUCATION
Sunbeam Suncity, Varanasi
10
Indira Gandhi National Open University
Master's degree
Banaras Hindu University
Bachelor of Commerce - BCom
Sunbeam English School Bhagwanpur
12
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
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