Viraj Rathod
CFA L1 Candidate || FP&A @ Ameriprise Financial || Ex-IBM, Ex-EY
- Role
- Financial Planning Analyst at Ameriprise Financial Services, LLC
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Viraj Rathod
Aspiring FP & A, with an experience of 4+ years looking forward to building and growing my technical and financial skills while delivering results and contributing to the growth of the company. Agile and can function in an ambiguous environment, capable of taking charge when the situation needs it.
Experience
Financial Planning Analyst
Ameriprise Financial Services, LLC
Aug 2022 — Present · Gurugram, IN
Create customized financial plan based on various financialgoals of each individual client and evaluate client’s net worthand provide advisory on asset wealth management withknowledge of US income tax. Develop financial portfolios post data research on availableproducts, tax reforms, ROR and risk appetite. Establish financial analysis - assets, liabilities, cash flows andinvestment planning. Assist in data gathering and analysis for the preparation of theglobal annual calculation Assist in audit information requests from tax authorities andother transfer pricing support as needed. Documentation of cross border transactions and verification ofproper recording of transactions in the financial records.
Education
Gujarat Technological University (GTU)
Master of Business Administration - MBA
Gujarat University
Higher Secondary Certificate
Gujarat University
Secondary School Certificate
Veer Narmad South Gujarat University, Surat
Bachelor of Business Administration - BBA
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