Anand Birla

Finance professional and MBA (Finance) candidate with cross-functional experience spanning accounting, taxation, financial statement preparation, valuation, and financial analysis. Managed end-to-end tax compliance and reconciliations for 45+ client accounts with a 100% accuracy record, and built financial models, DCF valuations, and equity research covering income statements, balance sheets, and cash flows. Skilled in Excel-based reporting, Power BI dashboards, and translating financial data into clear, decision-ready analysis.

B.Com foundation in core accounting principles and Taxation.

Jr. Consultant at AR Associates (2024-06 – 2025-04)

• Prepared and finalized financial statements, tax computations, and compliance schedules for 45+ corporate and individual client accounts.
• Reconciled client ledgers and supporting documentation monthly, identifying and resolving discrepancies before filing, maintaining 100% accuracy.
• Analyzed client income, expenses, and liabilities to design tailored tax structures, cutting average client tax liability by 20%.
• Streamlined end-to-end tax filing and reporting workflows, reducing turnaround time by 15% while improving client retention by 10%.
• Coordinated with clients and internal teams to maintain accurate working files, trackers, and audit-ready documentation.

Finance Trainee at Uravi Defence and Technology Ltd

91 Days (Aug 2025 - Sept 2025)

• Executed financial forecasting and market trend analysis across the automobile and technology sectors to identify risks and growth opportunities.
• Maintained precise financial records and supported statement preparation, ensuring timely, compliant reporting under strict deadlines.
• Validated financial data across sources as part of routine reporting and documentation checks.

MBA in Finance – Medi-Caps University (2026)

B.Com in Commerce – Devi Ahilya Vishwavidyalaya (DAVV) (2024)

Class XII in Commerce – Geeta Devi Agarwal Public School (2021)