Yasha Vora
Finance & Investment Analysis | CFA Level I Cleared
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About
CFA Level I cleared finance professional with a Bachelor of Accounting & Finance and 8 months of experience in a CA firm. Strong foundation in financial statement analysis, equity investments, fixed income, corporate finance, portfolio management and quantitative methods through the CFA curriculum. Hands-on experience in accounting, MIS reporting, reconciliations, GST and income-tax compliance, supported by Advanced Excel skills.
Seeking entry-level opportunities in equity research, investment research, financial analysis, valuation, mutual fund research or related capital-markets roles.
Experience
Accounts & Taxation Executive - BV Associates (CA Firm)
(2023 - 2024)
- Prepared and e-filed GSTR-1, GSTR-3B and GSTR-9C for 15+ clients across multiple industries, ensuring timely statutory compliance.
- Managed end-to-end Tally ERP bookkeeping including journal entries, ledger reconciliations, accounts payable/receivable and month-end closing activities.
- Assisted with ITR-1, ITR-2 and ITR-4 filings and supported tax-planning activities involving deductions under Sections 80C, 80D and HRA.
- Prepared monthly MIS reports and bank reconciliation statements, developing strong exposure to financial statements, transaction-level accuracy and variance review.
- Coordinated with clients to resolve accounting and compliance queries, strengthening analytical, communication and stakeholder-management skills.
Education
Bachelor of Accounting & Finance (BAF) - Accounting & Finance - KES Shroff College of Arts & Commerce, Mumbai (2023)
