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Rishi Kaushik profile image

Rishi Kaushik

Financial Analyst - FP&A at SoftSensor.ai
Intro Book
Rishi Kaushik, a seasoned Financial Analyst with 1 year 2 months of experience, holds a B.Com Hons in Financial Market degree from Teerthanker Mahaveer University, and is proficient in English and Hindi, with expertise in financial modeling, budgeting, and data analysis.
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Location
Gurugram, Haryana, India, IN
Languages
  • English Professional working proficiency
  • Hindi Native or bilingual proficiency
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Credentials

  • Python
    CodeChef
    Sep, 2023
    - Apr, 2026
  • UNIT4 - FP&A
    Unit4 FP&A
    Jul, 2023
    - Apr, 2026
  • CFA LEVEL-1
    CFA Institute
    Oct, 2022
    - Apr, 2026
  • Financial Modeling & Valuations Expert Program
    Finance Veda
    Sep, 2022
    - Apr, 2026
  • Research Analyst
    National Institute of Securities Markets (NISM)
    Sep, 2022
    - Apr, 2026
  • NISM-Series-VII: Equity Derivatives
    National Institute of Securities Markets (NISM)
    Feb, 2022
    - Apr, 2026
  • NISM Series-VA: Mutual Fund Distributors
    National Institute of Securities Markets (NISM)
    Jan, 2022
    - Apr, 2026
  • Accounting Fundamentals
    Corporate Finance Institute® (CFI)
    Nov, 2021
    - Apr, 2026
  • BANKING PRODUCTS AND SERVICES
    Corporate Finance Institute® (CFI)
    Nov, 2021
    - Apr, 2026
  • Economics for Capital Market
    Corporate Finance Institute® (CFI)
    Aug, 2021
    - Apr, 2026
  • Excel crash course
    Corporate Finance Institute® (CFI)
    Aug, 2021
    - Apr, 2026
  • Reading Financial Statements
    Corporate Finance Institute® (CFI)
    Aug, 2021
    - Apr, 2026
  • Yoga for Unity
    Swami Vivekananda Yoga Anusandhana Samsthana
    Jun, 2021
    - Apr, 2026
  • Technical Analysis
    BSE Institute Ltd
    Nov, 2020
    - Apr, 2026
  • National Legal Quiz
    Teerthanker Mahaveer University, Moradabad
    Aug, 2020
    - Apr, 2026
  • ICICI StockMind Season 7 National
    ICICIdirect
    Jun, 2020
    - Apr, 2026
  • Financial Markets
    BSE Institute Ltd
    Mar, 2020
    - Apr, 2026
  • Technical analysis
    Zerodha
    Mar, 2020
    - Apr, 2026
  • Stock market
    Zerodha
    Feb, 2020
    - Apr, 2026
  • Authorised person
    National Stock Exchange of India Limited
    Oct, 2019
    - Apr, 2026
  • Financial market expert course
    Udemy
    May, 2019
    - Apr, 2026
  • Stock market investing
    Udemy
    May, 2019
    - Apr, 2026

Experience

  • SoftSensor.ai
    • Gurugram, Haryana, India
    • Financial Analyst - FP&A
      • May 2023 - Present
      • Gurugram, Haryana, India

      - Crafting financial models and conducting variance analysis- Preparing monthly reporting packs and managing budgeting- Developing Power BI models with extensive datasets- Preparing churn and retention analysis reports- Overseeing monthly financial statements and providing recommendations- Collaborating with CFO to implement FP&A processes- Designing custom financial models for investment firms

  • Finance Veda
    • India
    • Education Administration Programs
    • 1 - 100 Employee
    • Lead Analyst - Financial Planning & BI
      • Jan 2022 - May 2023

      - Analyzed financial data, deriving insights on variances across scenarios and time periods- Contributed to budgeting processes and prepared performance reports- Prepared weekly dashboards and monthly KPI reports- Customized reports based on client requirements- Managed transaction processing, expense payments, and invoice audits- Developed financial models, expense reports, valuations, and analysis- Created Power BI models for key insights and visualizations

    • Associate Analyst
      • Aug 2021 - Jan 2022

      -Core Team-Led a department & provide guidance to team -Created Meaningful Reports-Manage Investment Budget-Boost performance

  • Linkers Enterprises - India
    • Moradabad, Uttar Pradesh, India
    • Accounts & Business Manager
      • Jan 2021 - Jul 2021
      • Moradabad, Uttar Pradesh, India

      - Accountable for accounting and taxation of financial and operational data- Managing invoices, expense payments, and creating GL entries- Overseeing inventory, stocks, and operational records- Utilizing MS Office and Busy software for data management and planning- Building vendor reconciliation reports and maintaining monthly records

  • Agarwal Naveen & Company
    • Bareilly, Uttar Pradesh, India
    • Financial Data Analyst
      • Aug 2020 - Nov 2020
      • Bareilly, Uttar Pradesh, India

      - Data analysis, loan management, company profile, stock market etc.

  • Geojit Financial
    • Moradabad, Uttar Pradesh, India
    • Support Associate
      • Jun 2019 - Aug 2019
      • Moradabad, Uttar Pradesh, India

Education

  • 2018 - 2021
    Teerthanker Mahaveer University, Moradabad
    B.Com Hons in Financial Market with collaboration with Bombay Stock Exchange, Finance, Investment & Securities law
  • 2016 - 2018
    PMS Public School, Moradabad
    Higher Secondary, Commerce- Business & Accounts

Suggested Services

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