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Shree Gowri M

Shree Gowri M

B.Com (Accounts & Finance) graduate with CFA Level 1 candidacy and investment banking exposure

Talent
BengaluruMember since August 19, 2026
Financial statementsTally ERPAuditIssue treesBusiness case analysisCapital Market ReconciliationOTC DerivativesCollateral Management
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Financial statementsTally ERPAuditIssue treesBusiness case analysis

About

B.Com (Accounts & Finance) graduate from Seshadripuram College, Bengaluru, with internship experience in GST compliance, financial reporting, and audit support. Currently pursuing CFA Level 1 (November 2026). Exposure to investment banking simulation (J.P.

Morgan) and management consulting frameworks. Proficient in Excel, Tally ERP, and AI-assisted financial analysis. Building foundational knowledge of trade lifecycle concepts, capital market reconciliation, OTC derivatives, and collateral management through CFA Level 1 coursework and the J.P.

Morgan IB simulation.

Experience

Accounting Intern - Ravikanth & Srinivasa Reddy Chartered Accountants

(2024-05 - 2024-06)

  • Filed GSTR-1, GSTR-3B, and GSTR-9 returns ensuring full GST compliance for multiple clients
  • Recorded journal entries and maintained books of accounts using Tally ERP
  • Assisted in preparation of financial statements and audit documentation
  • Performed Excel-based data reconciliation and variance analysis across client accounts
  • Supported client advisory, documentation, and regulatory compliance tasks

Finance & Accounts Intern - Dayal Association, Bengaluru - Bengaluru

(2024-06 - 2024-07)

  • Assisted in bookkeeping, expense tracking, and ledger maintenance
  • Supported financial reporting and documentation processes
  • Contributed to internal financial review and record accuracy

Education

Bachelor of Commerce - Accounts & Finance - Seshadripuram First Grade College, Bengaluru City University

Chartered Accountancy (CA) - Chartered Accountancy - ICAI (2022)

CFA Level 1 Candidate - CFA Level 1 - CFA Institute (2026-11)

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