Summary
Overview
Work History
Education
Accomplishments
Timeline
Generic

Rishabh Somani

Sydney,NSW

Summary

Analytical and results-driven finance professional with comprehensive experience in financial project management, investment advising, and internal financial operations. Highly skilled in financial data analysis, variance reporting, and strategic planning to optimize financial outcomes for clients and stakeholders. Proven track record in adhering to regulatory guidelines and enhancing customer satisfaction through focused client collaboration and proactive problem-solving. Recognized for academic excellence and leadership in both professional and volunteer roles, consistently achieving high-performance standards and contributing to organizational success.

Overview

5
5
years of professional experience

Work History

Junior Analyst

EJO Accounting Firm
02.2024 - Current
  • Supported senior analysts with ad-hoc data analysis requests, ensuring accurate results were delivered in a timely manner.
  • Participated in special projects as assigned by senior leadership team members while maintaining core responsibilities as Junior Analyst.
  • Provided administrative support to senior analysts and department professionals.
  • Consolidated financial models and implemented new systems for company efficiency creating 15% annual growth in revenue.

Academic Assistant

Australian National University
07.2023 - 02.2024
  • Utilized instructor feedback to create dynamic lesson plans that captivated students' interests.
  • Assisted in curriculum development, ensuring alignment with educational standards and learning objectives set out by an Australian National University.
  • Maintained accurate records of over 50 students' progress using online databases, facilitating easy access to performance data for instructors and administrators alike.
  • Assisted with recruitment efforts by conducting campus tours and participating in informational sessions about a university's programs.

General Finance Officer

Department Of Education
03.2023 - 02.2024
  • Produced over 3 different models outlining financial data to assist management with making strategic plans and operational decisions.
  • Analyzed financial statements against forecasts to prepare high-level variance analysis.
  • Analyzed financial data regarding product performance and customer performance and developed reports for key stakeholders.
  • Consulted with over 5 representatives of regulatory agencies to complete accurate filings and uphold strict compliance.

Paraplanner

Financial Integrity Group
02.2022 - 07.2023
  • Networked with over 10 businesses to promote financial services and joint ventures of sponsorship for business visibility.
  • Upheld all company, state and federal regulatory guidelines.
  • Attended around 15 training courses to further knowledge and maximize understanding of current trends and strategies in financial planning.
  • Performed over 5 audits of records and financial accounts on a monthly basis.
  • Conducted in-depth analysis of complex finance topics.

Nike Sales Associate

Nike
03.2021 - 02.2022
  • Awarded MVP in first month for consistently achieving over 50% linked percentage.
  • Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
  • Provided positive first impressions to welcome existing, new and potential customers.
  • Helped customers locate products and checked store systems for merchandise at other sites.
  • Answered customer questions regarding sizing, accessories and proper care for merchandise.
  • Helped customers locate products and checked store system for merchandise at other sites

Tutor

Gen-ed Tutoring
01.2020 - 02.2021
  • Handled large classes of over 10 students comfortably and ensured their grades increased. Visible results were seen, as their marks improved by an average of 14% for the class.
  • Collaborated with students to complete homework assignments, identify lagging skills and correct weaknesses.
  • Motivated students towards learning and studying to build self-confidence and reduce fear of failure.
  • Supported students with helpful study habits and exam strategies.
  • We have provided homework assistance using specific curriculum and materials.

Education

Bachelor's of Actuarial And Finance - Finance

Australian National University
Canberra, ACT
01.2025

High School Diploma -

Homebush Boys High School
Homebush, NSW
11.2020

Accomplishments

  • Awarded Young Citizen of the Year 2020 by Strathfield Council for outstanding contributions to the community, including leadership in volunteer initiatives, promoting youth engagement, and driving impactful community projects that have significantly benefited local residents.
  • Awarded Young Volunteer of the Year 2020 by Inner West Council for exceptional dedication to volunteer work, demonstrating leadership in organizing community events, and making a positive impact through various charitable activities and initiatives that enriched the lives of others in the community
  • Awarded Parliamentarian's Academic Merit Award in recognition of outstanding academic achievements, demonstrating excellence in studies and commitment to academic pursuits, which contributed to a strong academic record and recognition at a national level.
  • Awarded the University of Sydney Academic Excellence Award for consistently achieving top academic performance, demonstrating a deep understanding of course material, and excelling in rigorous academic challenges, reflecting a strong commitment to scholarly excellence.

Timeline

Junior Analyst

EJO Accounting Firm
02.2024 - Current

Academic Assistant

Australian National University
07.2023 - 02.2024

General Finance Officer

Department Of Education
03.2023 - 02.2024

Paraplanner

Financial Integrity Group
02.2022 - 07.2023

Nike Sales Associate

Nike
03.2021 - 02.2022

Tutor

Gen-ed Tutoring
01.2020 - 02.2021

Bachelor's of Actuarial And Finance - Finance

Australian National University

High School Diploma -

Homebush Boys High School
Rishabh Somani