CA Ritik Ruhela

Business Development Manager

Mathura, Uttar Pradesh, India6 yrs 3 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • CA completed in first attempt with in-depth financial training.
  • Manager in Business Finance Operations at HSBC with strategic impact.
  • Aspirant for financial modeling and equity research roles.
Stackforce AI infers this person is a Financial Analyst with expertise in Fintech and Business Finance Operations.

Contact

Skills

Core Skills

Financial Planning And AnalysisFinancial ModelingAnalytical ReportingTax Compliance

Other Skills

BudgetingPerformance AnalysisDrafting AgreementsTechnical AnalysisDecision-MakingCognitive Flexible ThinkingValuationProject AnalysisDebt FinancingDebt RaisingFinanceLimited ReviewCorporate FinanceBusiness FinanceFundraising

About

I currently serve as a Manager in Business Finance Operations at HSBC, focusing on budgeting, forecasting, and analytical reporting for the Global Payment Solutions product. My role requires strategic financial planning and in-depth business analysis to support key decision-making. My academic and professional background has equipped me with strong financial expertise. I completed my CA in May 2022 clearing each level in my first attempt, with in-depth training in financial projections, management, and taxation. Additionally, I have completed LLB, B. Com and currently working toward my CFA certification to further refine my understanding of finance and investments. My future ambition is to transition into financial modeling, valuation, or equity research, where I can apply my analytical skills to assess investment opportunities and contribute to high-impact financial strategies.

Experience

Hsbc

Manager - Business Finance Operations (GPS Product)

Dec 2022Present · 3 yrs 3 mos · Gurugram, Haryana, India · Hybrid

  • Responsible for handling two regions simultaneously i.e., US and ASP (AMH).
  • Actively involved in carrying out Financial Planning & Analysis which includes Financial
  • Modelling for forecasting Deposits and Revenue line items.
  • Streamlined the various BAU reports by analyzing the different systems and their data flows in FTP and TM1.
  • Actively engaged in Monthly and Quarterly discussions with Regional heads on performance of the product.
  • Automated and introduced different Models and Reports for carrying out various monthly &
  • quarterly performance analysis.
  • Introduced new model and streamlined the Forecasting & Budgeting process for efficient and desired results.
  • Responsible for Month End Journal Preparation and Reconciliation for the Accruals and
  • Reversals for Corporate Card clients.
  • Responsible for performing periodic MI Reporting which includes analysis of various drivers, Performance Commentary and preparation of decks related to GPS (Global Payment Solutions) product.
  • Experienced in Monthly Submissions of Actuals i.e., Revenue and Balance Sheet lines.
Financial Planning and AnalysisFinancial ModelingBudgetingAnalytical ReportingPerformance Analysis

Abhishek garg & associates

Article Trainee

Oct 2019Oct 2022 · 3 yrs · Mathura, Uttar Pradesh, India

Tax ComplianceDrafting Agreements

Education

The Institute of Chartered Accountants of India

Chartered Accountant

Dr. B. R. Ambedkar University, Agra

Bachelor of Laws - LLB

Jan 2021Jan 2024

Dr. B. R. Ambedkar University, Agra

Bachelor's degree — Commerce

Apr 2018Mar 2021

Shriji Baba Saraswati Vidya Mandir

Apr 2011Mar 2018

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