Ankit Goel Finance, Tutor
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CFA Level 2 qualified finance tutor with proven expertise in transforming struggling students into top performers. I specialize in Investment Analysis, Derivatives, Portfolio Management, Financial Accounting, Equity Valuation, Fixed Income Securities, Corporate Finance, Ethics, and Quantitative Methods. My comprehensive teaching approach combines real-world Wall Street experience with targeted exam strategies for CFA Level 1, 2, and 3 preparation, MBA finance programs, and undergraduate courses.
I excel at breaking down complex financial models into digestible steps, using practical examples from actual markets to reinforce learning. Every session is personalized to your unique learning style, pace, and goals. Whether you're struggling with difficult concepts, preparing for crucial exams, or aiming to excel in your finance career, I provide patient, adaptive guidance with flexible scheduling options.
My students consistently report significant grade improvements, successful exam results, and newfound confidence in finance. I offer regular progress tracking, custom study materials, and ongoing support between sessions. Your academic success and deep conceptual understanding are my top priorities. Let's work together to achieve your finance goals!

Subjects

  • Economics Expert

  • Quantitative Methods Expert

  • Portfolio Management Expert

  • Corporate Issuers Expert

  • Financial Reporting & Analysis Expert

Experience

  • Finance and Business Consultant (Jan, 2024–Dec, 2025) at GLG Insights
    Support businesses in setting up and optimizing financial planning
    processes, including quarterly forecasts, annual operating plans, and
    strategic plans.
    Provides actionable insights through detailed financial performance
    analysis and reporting, contributing to enhanced operational efficiency.
    Developes and implemented standard costing methodologies and
    improved financial reporting practices to ensure high-quality
    information delivery.
    Participates in cross-functional projects to drive continuous
    improvement and harmonize financial reports across various business
    units.
  • Business Analyst (Oct, 2022–Jan, 2024) at Apeejay Education Society
    Led the planning and forecasting processes, including quarterly
    financial forecasts and annual operating plans, to drive business
    performance and alignment with strategic goals.
    Implemented and managed standard costing procedures, improving
    cost accuracy and financial reporting efficiency.
    Delivered high-quality financial reports and performance analyses,
    resulting in a 12% reduction in operating expenses and enhanced
    decision-making.
    Collaborated with internal stakeholders to respond promptly to
    financial information requests and support cross-functional projects for
    continuous improvement.
  • Analyst (Jun, 2021–Mar, 2022) at Better Mortgage
    Managed business planning and forecasting activities, including
    developing KPIs and monitoring financial performance against
    strategic targets.
    Implemented standard costing and reporting processes, enhancing
    accuracy and reliability of financial information.
    Conducted in-depth financial analysis and provided actionable insights
    to support business decisions and operational efficiency.
  • Sr. Accounts Associate (Jan, 2015–May, 2021) at MetLife GOSC NOIDA
    Assisted in financial planning and reporting, including budgeting,
    forecasting, and variance analysis, to support business operations and
    strategic planning.
    Managed standard costing and financial reporting processes, ensuring
    compliance with regulatory requirements and accuracy in financial
    information.
    Contributed to the development of annual budgets and forecasts,
    improving financial performance tracking and reporting.
    Ensured timely and accurate responses to internal requests and
    supported continuous improvement initiatives across the finance
    function.

Education

  • CFA Level 2 (Oct, 2022–Sep, 2023) from CFA institute, US–scored 85%

Fee details

    ₹1,000–2,000/hour (US$10.53–21.05/hour)

    Negotiable as per time, place, content, and travelling.

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