YOGESH VERMA

Chartered Accountant - Male, 29

EDUCATION
Year Degree Institute/School Percentage Remarks
2016 CA Final The Institute of Chartered Accountants of India 51.7% 1st attempt
2013 B Com(H) Shri Ram College of Commerce (SRCC), DU 76.4% Top 1% in DU
2010 CBSE DAV Public School 91% School Ranker
2008 CBSE DAV Public School 81.4% Distinction
 Cleared all levels of Chartered Accountancy in first appearance

WORK EXPERIENCE
IndusInd Bank Limited Associate RM – Mid & Large Corporate May 2021 - Present
 Daily interaction with clients for banking operations and maintaining portfolio health
 Credit Note Writing including financial analysis, understanding the business & industry, resolving risk queries for sanctioning
 Annual renewal of clients with enhancement
 Conducting plant inspection and client visits
 Ensuring proper documentation, deferral & audit queries closure
Learnzup.com Founder – E-Learning Platform Nov 2018 – April 2021
• Bootstrapped a Startup in E-Learning, Launched Website & App - 10k +Downloads, Generated Rs. 20 Lakhs Revenue
• Created Notes/ E-book & video lectures for commerce students
• Acted as career counselor & motivator
• Conducted live zoom sessions for students with industry experts
Royal Bank of Scotland Portfolio Manager (Credit Stewardship) – SME May 2017 - Nov 2018
 Managed portfolio size of 250+ SME customers allocated to 4 relationship managers based in Oxford and Exeter region
 Done annual reviews of the customers which include renewing facilities, taking update on business from RMs, Financial
Analysis, Condition/Covenant/Security review, issuing Fee letter to the customers.
 Processed increase requests (including report writing) and getting it sanctioned from credit
 Maintained Portfolio health by monitoring daily EWI/DWI, MIFI, weekly discussion with RMs

Nomura (Equity Research) CA Industrial Training Sep 2015 – Aug 2016

RSM And Luthra & Luthra (Auditing) CA
 Prepared and finalized financial statements
 Prepared & discussed Internal audit report with the management
 Performed analytical review procedures, walkthrough, test of controls & test of details of expenses
 Preparation of MIS & accounting in Tally ERP
 Fundamental analysis of cement sector
 Assisted analyst in monthly & quarterly reports of large cap cement players
 Analyzed cement companies in terms of their market share, EV/EBITDA valuation charts, EV/ton charts, CAGR, Revenue &
various cost parameters per ton, Annual reports etc.

COMPUTER SKILLS
 Proficient in use of MS OFFICE applications like Word, Excel & PowerPoint
 Done ‘C’ programming language from NIIT

 Completed ITT of ICAI on 24th October 2010 & Advanced ITT Training of ICAI on 5th June 2015
 Pursuing Data Analytics/ Machine Learning Using R & Python From Udemy
 Have knowledge of HTML, CSS, TALLY, Banking Softwares, Windows operating system, ORACLE, SAP

PARTICIPATIONS AND ACHIEVEMENTS

You Tube Channel &  Initiated You Tube Channel to provide guidance to aspiring CAs – 45k + Subscribers 2017
Seminar  Conducted motivational seminar on goal setting & power of subconscious mind 2016
GMCS & Orientation  Completed GMCS - II programme of ICAI on 8nd Dec 2016 & GMCS I on 30 April 2014
th th

 Completed orientation programme of ICAI on 2 Nov 2012

Scholarship  Awarded with CBSE central sector scholarship 2010-13
 Attended seminar on carbon emission in GSC summit held at SRCC 2010
Others  Organized conference in SRCC on IFRS: discussion on ‘Paradigm shift from AS’ by eminent
2010
personalities from ICAI, attended by over 250 students
Email: yv.friend@gmail.com Ph.: +91 8368479717 Current Location: Delhi Passport: Available
Languages Known: English (Working proficiency), Hindi (Native proficiency) Marital status: Single