SUMMARY OF QUALIFICATIONS

• Twenty years of experience in Training, Research, and Consulting.
• Recognized for bridging cultural gaps through education and interpersonal relations.
• An innovative, enthusiastic, and uncompromising work style.
• Commended for top-notch organizational skills.
• Resourceful and insightful; adept at adapting to changes and challenges.

PROFESSIONAL EXPERIENCE

• Director – Institute of Financial Studies (2008 – Present)
• Partner – ABSM & Associates – Chartered Accountants (2016 – Present)
• Partner – S Tholia & Co. Chartered Accountants (2004 – 2015)
• Business Analyst – SAP FICO – Wipro InfoTech, Bangalore (2007‐2008)
• Lecturer – Finance and Accounts – Jaipuria Institute of Management (2006‐2007)
• Lecturer – Finance and Accounts – Amity Business School (2005‐2006)
• Promoter – Audace – Financial Smarts for Students (2001‐2004)

VISITING FACULTY / GUEST LECTURES / CORPORATE TRAININGS

• Conducted sessions at prestigious institutions such as IIM Ahmedabad, MDI Gurgaon, HCM RIPA, R A Podar Institute of Management, Poornima College of Engineering, Global Institute of Technology, Jaipur National University, and more during 2005-2010.
• Delivered lectures at IIM Kozhikode, NIIT University, National Institute of Agriculture Marketing, MNIT Jaipur, National Forensic Science University, TAPMI School of Business, MNIT Jaipur, and other esteemed institutes from 2015 to 2022.
• Developed customized course modules and provided training to big four consulting firms, public limited companies, SMEs, and International KPOs for over ten years.

EDUCATIONAL QUALIFICATIONS AND ASSOCIATIONS

• Fellow Member of Institute of Chartered Accountants of India.
• Alumni of Indian Institute of Management, Ahmedabad.
• Associate Member of Licensed International Financial Analyst, MA, USA.
• Masters in Commerce from the University of Rajasthan, Jaipur.
• Bachelor of Commerce (Honours in Accounts and Business Statistics) from the University of Rajasthan, Jaipur.

BOOKS AUTHORED AND TRAINING MODULES DEVELOPED

• Data Analytics and Business Intelligence with Power BI.
• Office Productivity with Microsoft Power Platforms – Power Query, Power Pivot, Power Automate, and Office Scripts.
• Financial Modeling using Advanced Excel and VBA.
• Data Analysis using Excel.
• Financial Skill Program™ FSP®.
• Financial Derivatives – Ramesh Book Depot.
• SPSS Introduction Manual: Institute of Financial Studies.
• Actuarial Analyst Program®.
• Finance for Non-Finance Executives.
• Cost Engineering.
• Marketing Engineering.
• Option Trading Strategies.

COURSES HANDLED

• Actuaries (India & UK).
• CFA (USA).
• Financial Risk Manager.

SUBJECTS OF INTEREST

• Financial Accounting and Reporting.
• Corporate Finance.
• Portfolio Management.
• Derivatives.
• Analytics.
• Descriptive and Inferential Statistics.
• Financial Mathematics.
• Stochastic Models for Business Decisions.

SOFTWARE TRAININGS

• Microsoft Excel.
• Power BI.
• Power Automate.
• Power Apps.
• Oracle Crystal Ball.
• Palisade Decision Tools.
• R.
• Access.
• CMIE Prowess.
• Factset.
• SPSS.