Kartik Batra

Associate Consultant

West Delhi, Delhi, India4 yrs 2 mos experience

Most Likely To Switch

Key Highlights

Expert in US Tax and Corporate Tax compliance.
Strong analytical skills in mortgage underwriting.
Proven leadership in event management and operations.

Stackforce AI infers this person is a Financial Services Analyst with expertise in Tax Compliance and Mortgage Underwriting.

Contact

Skills

Core Skills

Us TaxCorporate TaxMicrosoft ExcelBusiness Process ImprovementMortgage UnderwritingData AnalysisEvent ManagementOperations Management

Other Skills

AccountingAutomationBoutiqueBusiness Tax ConsultingCorporate FinanceDirect TaxationDocketingFederal & State Income Tax ComplianceFinancial ManagementForm 1065Form 1120Investment BankingLeadershipLoan SyndicationsMacros

About

Experienced Analyst with a demonstrated history of working in the Banking & Financial Services Industry. I carry excellent verbal, written and organizational skills. I also posses the ability to work efficiently, thereby meeting deadlines. Skilled in Microsoft Excel, Microsoft Word, Public Speaking, Financial Management & Corporate Finance.

Experience

Deloitte

Consultant 1

Nov 2024 – Present · 1 yr 4 mos · Hyderabad, Telangana, India

US TaxForm 1065Form 1120Corporate TaxDirect TaxationPartnership Taxation+3

Clarivate

Intellectual Property Analyst

Jun 2021 – Jul 2022 · 1 yr 1 mo

Microsoft ExcelMicrosoft WordMicrosoft OfficeTeamworkTeam CoordinationDocketing+4

Oracle

Associate Consultant

Jan 2021 – Jun 2021 · 5 mos

US Mortgages
Analyzing borrower's income, credit and cash to close.
Verifying whether all the documents provided with the loan are adhering to the client policies.
Processing the documents and taking facts and figures out of them and inputting them into the software.
Support multiple functions across the organization in expediting the process.

Mortgage UnderwritingTeamworkData AnalysisBusiness Process ImprovementTime Management

Genpact

Associate

Sep 2019 – Jan 2021 · 1 yr 4 mos

Worked for the Australian bank 'Westpac' in their Electronic Security Register (ESR) team and performed the following functions-
Handling customer's bank accounts and clearing out any deficit.
Reviewing the documents to verify the borrower's employment, debts and payment histories.
Adding/Removing Securities and Guarantees given by the customer along with the loan.
Ensuring that the assets attached to the loan are evaluated correctly.
Running quality checks of team members and rectifying any errors within the deal.

Mortgage UnderwritingTeamworkUnderwriting

Delhi capitals

Operations

Mar 2019 – May 2019 · 2 mos

I was associated with the Operations team which looks after everything that happens on and off the field during IPL 2019
Crowd Management
Crowd Engagement
Coordination within the ops team
Social media awareness
Handling the fanpage platforms

ManagementTeamworkEvent ManagementLeadershipOperations ManagementProject Management+1

Icici prudential life insurance company limited

Human Resources Intern

Jun 2018 – Jul 2018 · 1 mo

Worked closely with the HR department of the company in their 'Selection and On-Boarding process'.
Getting an insight of the HR policies that the company follows.
Lining up the candidates for the interview.
Screening profiles on platforms like Naukri, Shine etc.
Maintain an Excel data of the application status of candidates.
Helping the team in generating an offer letter for the selected candidates.