Karan Rastogi
Chartered Accountant
+91 9260964898
karanrastogee@gmail.com
linkedin/in/karanrastogi
Functional Expertise
Problem Solving
Work Automation – using Excel VBA and Python Change Implementation Financial Planning and Analysis
Due Diligence
Internal Audit and SOP Risk and Capital calculations Report Writing
Variance Analysis
Business Process Re-engineering
Functional Expertise Demonstrated
Credit Suisse (Pune, India)
Group Finance (July 21 – Present)
• Problem-Solving: Troubleshooting and resolving challenges faced by business users by training and educating them.
• Change Implementation: Executing system changes needed for Financial and Regulatory Reporting in line with Credit Suisse Accounting Policies. Creation of the report in systems of the bank in conformance of new regulatory requirement.
• Due Diligence: In case of incorporation of new entities, carrying out inspection if all requirements in the system has been implemented by the IT team. Auditing of entity removal and changes in the infrastructure.
Capital and Liquidity Management (Feb 2019 – Feb 2020)
• Risk and Capital Calculations: Preparing daily RWA and Capital Adequacy Report including Credit Risk, Settlement Risk and market risk. Liaising with risk reporters and helping them with RWA calculations.
• Variance Analysis: Constructed variance analysis report to investigate the source of material deviations on DoD basis.
• Work Automation: Re-engineered working reports of the team for efficient working which saved substantial time of the team using Python and VBA.
Seth and Associates (Lucknow, India)
Business Advisory (Jan 2017 – Feb 2019)
• Financial Planning and Analysis: Helped businesses in their planning cash flow, achieving growth and getting timely & accurate information to support business decisions (design and implementation of MIS)
• Internal Audit and Standard Operating Procedure: Led team for internal audit and helped management install internal control and develop standard operating procedure, authority matrix, accounting framework and organisation chart.
• Business Process Reengineering: Understood the existing organisation machinery to help and guide with strategy to conform with capital expansion.
Volunteerism
Bookwallah, Chicago, – Establishes libraries in Indian orphanages (Nov 2019 – Present)
• Lead, People Operations – Manage the group of 100+ psychologists and storyteller
• Storyteller - Conduct specialized storytelling sessions for traumatized and abused kids with qualified psychologists.
Education
• Chartered Accountant (CA) – The Institute of Chartered Accountants of India - Dec 2021
• Bachelors of Commerce – Lucknow University - May 2019 (Ist Division)
• Company Secretary, Level 2 – The Institute of Company Secretaries of India – 2017 (Ist Attempt)
• XII Grade (Commerce, Mathematics) – Central Board of Secondary Education (95.8%)
• X Grade – Central Board of Secondary Education (9.8 CGPA)
Other Relevant Details
Languages: English (Proficient), Hindi (Proficient)
Computer Skills: MS Excel (Advanced), MS Word (Advanced), MS PowerPoint (Advanced). HFM (Advanced), VBA (Basic), Axiom (Basic), Python (Basic)
Date of Birth:
04/08/1997
Marital Status: Unmarried