Hi, I’m
RAVIKANT YADAV
Agra,Uttar Pradesh
Summary
CA Finalist and CFA Level 1 candidate with a strong foundation in financial analysis, data-driven reporting, and internal audit. Proficient in advanced Excel techniques, SAP reporting, and financial modeling for business decision support. Demonstrated ability to deliver actionable business insights through advanced financial modeling, operational data analytics, and strategic reporting for decision support.
Overview
1
Certificate
Work history
Dhana & Associates
Article Assistant
10 2024 - Current
Job overview
- Financial Modeling for Debt Financing – Developed a comprehensive 9-year debt financing financial model for a large school, including, Income & Expenditure, Balance Sheets, Cash Flow Statements (actual and estimated), DSCR analysis, EMI schedules, and CMA data preparation as per bank requirements, resulting in successful sanction of a ₹1.74 Cr (₹74 lakh loan + ₹1 crore CC).
- Prepared provisional and projected financials for ₹4 crore CC renewal of a Private Limited company (later audited by an external CA), along with similar financials for 50+ other small clients across varied industries.
- Data-Driven Operational Audit & Analysis – Conducted operational audits for a ₹250+ crore turnover manufacturing & export company using SAP and Excel, identifying control gaps, performing data-driven analysis, and providing actionable insights to management.
- Created Detailed Management Reports – Compiled key operational reports including Damage Warehouse Reports, Stock Reconciliation Statements, and Non-Physical Warehouse Analysis, directly aiding management in operational decision-making and financial system clean-ups.
- Managed Direct and Indirect Tax Compliance – Handled Tax audits, ITR filings, and GST returns (GSTR-1, 3B, 9, 9C), along with preparing reconciliation statements to ensure seamless statutory adherence.
- Executed statutory bank audits — assisted in the statutory audit of Central Bank of India, with a focus on advances verification, evaluation of internal controls, and preparation of LFAR reports along with applicable annexures.
- Handled ROC Filings – Managed ROC filings (MGT-7, AOC-4, ADT-1) and statutory registrations (LEI, MSME, GST), ensuring accuracy and compliance with corporate legal requirements.
Skills
- Financial Analysis & Modeling
- Financial Modeling & Projections
- Financial Planning & Analysis (FP&A)
- CMA Data Preparation
- Valuation Principles (Private Equity & Venture Capital)
- Financial Markets Analysis
- Financial Statements Preperation as per Companies Act 2013
- Data Analytics & Technical Tools including Power BI, SQL and Excel
- Advanced Excel (POWER QUERY, PIVOT TABLES, Basic MACROS, VLOOKUP, XLOOKUP, INDEX-MATCH, Data Automation)
- SAP B2(Report Extraction & Data Analysis)
- TallyPrime
- Audit, Taxation & Compliance
- Internal & Financial Audit
- Indian GAAP, AS, Ind AS, and SAs
- Direct & Indirect Taxation (GST Compliance & Filings)
Certification
- Financial Modelling by LinkedIn Learning, Private Equity & Venture Capital by Bocconi University, Financial Markets by Yale University, Management Consulting by Emory University
- Leadership Skills by IIM Ahmedabad, Forensic Accounting and Fraud Examination by West Virginia University
- Business Analytics with Excel by John Hopkins University, GST Audit, Assessment & Litigation by PwC
Additional Information
- Date of Birth : 9th july, 2004
- Nationality : Indian
- Languages Known : English and Hindi
- Hobbies : Playing Chess, Badminton and Cricket, Writing and Reciting Poetry.
I hereby declare that above mentioned details are true and correct to the best of my knowledge.
Timeline
Article Assistant
Dhana & Associates
10 2024 - Current
CFA Institute
CFA lvl 1 Candidate
ICAI
CA Intermediate
ICAI
CA Foundation
CBSE
Senior Secondary
CBSE
Secondary
Education
CFA Institute
CFA lvl 1 Candidate
University overview
- Attempt due in may 2026
ICAI
CA Intermediate
University overview
- Rank 1 in city and Exemptions in 5 out of 6 subjects
ICAI
CA Foundation
University overview
- Scored Distinction in total, 84 Marks in Economics and 82 Marks in Accountancy
CBSE
Senior Secondary
University overview
- Scored 97.6% (488/500) marks in total and 95+ in all subjects
CBSE
Secondary
University overview
- Scored 94.2% (471/500) marks in total and 93+ marks in all subjects
Languages
Hindi
Native
English
Fluent
Professional Accomplishments
- Academic Head, CICASA Agra, 2025-26 - Led academic initiatives, seminars, and inter-branch events for CA students.
- Presented a paper on the emerging role of concurrent audits in the banking sector at an ICAI Bank Audit Seminar.
- Built an online professional network with 12k+ LinkedIn followers and 6k+ YouTube subscribers via finance and motivational content.
- Rank 1 in city in CA Intermediate, Rank 1 in District in SOF Science Olympiad and Distinction in CA Foundation.
Professional Accomplishments
- Academic Head, CICASA Agra, 2025-26 - Led academic initiatives, seminars, and inter-branch events for CA students.
- Presented a paper on the emerging role of concurrent audits in the banking sector at an ICAI Bank Audit Seminar.
- Built an online professional network with 12k+ LinkedIn followers and 6k+ YouTube subscribers via finance and motivational content.
- Rank 1 in city in CA Intermediate, Rank 1 in District in SOF Science Olympiad and Distinction in CA Foundation.
Professional Accomplishments
- Academic Head, CICASA Agra, 2025-26 - Led academic initiatives, seminars, and inter-branch events for CA students.
- Presented a paper on the emerging role of concurrent audits in the banking sector at an ICAI Bank Audit Seminar.
- Built an online professional network with 12k+ LinkedIn followers and 6k+ YouTube subscribers via finance and motivational content.
- Rank 1 in city in CA Intermediate, Rank 1 in District in SOF Science Olympiad and Distinction in CA Foundation.
Professional Accomplishments
- Academic Head, CICASA Agra, 2025-26 - Led academic initiatives, seminars, and inter-branch events for CA students.
- Presented a paper on the emerging role of concurrent audits in the banking sector at an ICAI Bank Audit Seminar.
- Built an online professional network with 12k+ LinkedIn followers and 6k+ YouTube subscribers via finance and motivational content.
- Rank 1 in city in CA Intermediate, Rank 1 in District in SOF Science Olympiad and Distinction in CA Foundation.