Vinayak Moorthy

Senior Financial Analyst - Credit Risk at Raise
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN
Languages
  • English Full professional proficiency
  • Hindi Full professional proficiency
  • Marathi Elementary proficiency
  • Malayalam Native or bilingual proficiency
  • Tamil Native or bilingual proficiency
  • Telugu Elementary proficiency

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Credentials

  • Building Dashboards in Power BI
    Skill Nation
    Jan, 2023
    - Nov, 2024
  • Advanced Excel Masterclass
    Skill Nation
    Nov, 2022
    - Nov, 2024
  • Financial Modelling
    Skill Nation
    Feb, 2022
    - Nov, 2024
  • Microsoft Excel : Business Intelligence with Power Query & DAX
    Udemy

Experience

  • Raise
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Analyst - Credit Risk
      • Jun 2023 - Present

      - Assessing the financial position and creditworthiness of clients to provide funding for their immediate working capital needs. - Assessing the financial position and creditworthiness of clients to provide funding for their immediate working capital needs.

  • R S Kelkar and Co
    • Mumbai, Maharashtra, India
    • Article Trainee
      • Jan 2019 - Sep 2021

      - Handled Statutory & Tax audits of companies in Manufacturing, Retail, Advertising companies & Fintech Startup firms. - Performed Internal audits of companies in the agriculture and seed growing industry, helped in finding the gaps in revenue and lowering cost and thus improving margins in operations. - Performed finalization of financial statements and related reportings. - Handled Income tax return filings for Individuals, Partnership firms & Companies, international taxation matters for few clients and income tax and indirect tax litigations. - Performed financial valuation of private companies. Show less

  • U K Gala and Co
    • Mumbai, Maharashtra, India
    • Article Trainee
      • Feb 2018 - Dec 2018

      - Handled Statutory and Tax Audits of Firms and Corporates in Real Estate, Business process outsourcing, and Healthcare - Have been a part of a team in cost and CAPEX budget analysis of companies in the manufacturing industry - Performed finalization and closure of financial statements and related reports for multiple clients. - Handled Statutory and Tax Audits of Firms and Corporates in Real Estate, Business process outsourcing, and Healthcare - Have been a part of a team in cost and CAPEX budget analysis of companies in the manufacturing industry - Performed finalization and closure of financial statements and related reports for multiple clients.

Education

  • The Institute of Chartered Accountants of India
    Chartered Accountant student
    2015 -
  • National Institute of Securities Markets (NISM)
    Equity Derivatives, Finance, General
    2021 - 2024
  • B. K. Birla College (Autonomous), Kalyan
    Bachelor's degree, Business/Commerce, General
    2013 - 2018
  • Lok Kalyan Public School
    SSC
    2003 - 2013

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