Shikha Garg

PGDM – Finance & Marketing | Banking, Taxation & Financial Operations

Finance graduate (PGDM – Finance & Marketing) with practical, client-facing experience across taxation, financial operations, and business analysis. Currently working as a Customer Success Associate at Clear (formerly ClearTax), managing end-to-end income tax filing, query resolution, and escalation handling for a large individual client base, including emerging High-Net-Worth Individual (HNI) clients. Prior experience as a Business Analyst Intern at LTIMindtree, working with offshore North American clients on financial statements analysis, data modeling, MIS reporting, and dashboard development. Proficient in Advanced Excel and Power BI, with strong variance analysis, reconciliation, and business partnering skills, and working knowledge across taxation, budgeting and forecasting concepts, and banking operations. Adaptable and detail-oriented, with a strong foundation for finance roles spanning financial planning, taxation, and banking.

Bengaluru, Karnataka
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Skills
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Certifications
Work Experience
Business Analyst Intern
LTIMindtree
Jan 2025 — Jun 2025Bengaluru
  • Collaborated with offshore teams supporting 18 North American accounts, conducting variance analysis on financial performance metrics
  • Assisted in building financial modeling dashboards using Power BI and Advanced Excel for revenue trend tracking
  • Performed detailed financial statements analysis for over 250 cases identifying cost optimization trends and market benchmarks
  • Mapped 70+ business opportunities contributing to sales pipeline development and structured growth initiatives
  • Worked extensively on RADAR dashboard supporting strategic prioritisation of high-value accounts and growth metrics
  • Delivered weekly executive-level presentations summarising opportunity maps, variance analysis, and financial insights
Customer Success Associate – Taxation & ITR Filing
Clear (formerly ClearTax)
Apr 2026 — Jul 2026Bengaluru
  • Handle inbound client tickets related to income tax queries in a high-volume B2C environment, delivering accurate and timely resolutions
  • Manage a large client base including emerging High-Net-Worth Individual (HNI) clients to maintain strong relationships and personalised service
  • Assist clients in filing Income Tax Returns end-to-end through ClearTax portal covering original, revised, and ITR-U submissions
  • Guide clients on income tax concepts including deductions, capital gains, TDS reconciliation, and advance tax obligations
  • Track and manage escalation metrics for complex client cases ensuring timely resolution within SLA timelines
  • Maintain accurate client interaction records contributing to team MIS tracking and quality benchmarks
  • Communicate filing deadline alerts, regulatory updates, and tax-saving opportunities supporting strong compliance
Skills
Financial Statements AnalysisAdvanced ExcelFinancial ModelingVariance AnalysisBudgeting and ForecastingMIS ReportingFinancial AnalysisReconciliationBusiness PartneringStakeholder CommunicationFund Accounting & NAV ConceptsGeneral Ledger AccountingBanking Operations ExposureITR Filing (Original, Revised, ITR-U)TDS Reconciliation (Form 26AS / AIS / TIS)Capital Gains & Deductions AdvisoryTax PlanningUS Taxation FundamentalsClient Relationship Management (CRM)Query & Ticket ResolutionEscalation ManagementSLA AdherenceAdvanced Excel (Pivot Tables, VLOOKUP, Macros)Power BIRADAR DashboardNAV BasicsGeneral Ledger SystemsProcess StandardisationAnalytical ThinkingMulti-tasking Under DeadlinesTeam Collaboration
Education
Post Graduate Diploma in Management (PGDM) – Finance & Marketing, Finance & Marketing
Indira School of Business Studies, Pune
2024 — Expected 20268.5/ 10
Bachelor of Commerce, Commerce
Shri Sai Baba Adarsh Mahavidyalaya
2015 — 201867.22%
Class XII – CBSE
DAV Public School, Bishrampur
2015 — 201573.20%
Class X
DAV Public School
2013 — 201370.30%
Certifications
R2R, AP & AR Processes and US Taxation
Prasuta Finschool
June 2026
Finlatics Equity Market Analyst
Financial Literacy Course for Bharat
Future Leader Program
Indira School of Business Studies
Sep 2024 – Mar 2025
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