Analyst
Sorendon International
Total des années d'expérience :12 years, 9 Mois
Role:
Performing analytical review of financial operations; extracting financial data from various accounting and information systems; performing moderately complex statistical, cost & financial analysis of financial reports and data
Performing in-debt analysis on Private Equity proposals, telephonic & face-2-face interviews with top level company executives
Investigating & understanding key business issues behind the numbers and providing clear, concise and timely analysis & recommendations; analysing economic trends and global growth outlook across major sectors
Building & maintaining financial models and industry databases and ensuring that correct and up-to-date information for equity research reports are distributed
Conducting business valuations and industry analysis aided by good understanding of capital markets, financial modelling and valuation techniques (NPV, ROI, Scenario Analysis, Sensitivity Analysis, Cash-Flow modelling, IFRS/GAAP); generating a report for the valuation consisting of factors present & assumed and how the valuation has been reached at
Analysing and reporting financial information to executive management; working with strategic business units for accurate and value added analysis
Importing, exporting & synchronizing data using Bloomberg Terminal, Microsoft Excel VBA Macros & SQL
Highlights:
Excellent track record of managing assets worth $ 1+ Billion as Member of the Investment Team at a Family Office in Dubai
Collaborated with key peers to ensure that data integrity was maintained in multiple reporting systems
Restructured the internal financial reports; improved accuracy, developed trend analysis, and reduced generation time from 15 to 7 days
Prepared a Long Range Business Plan using financial modelling, forecasting, and analysis to develop corporate objectives and predict financial outcome over the next 2-5 years
Developed new business models, where appropriate, and provided extensive guidance to key stakeholders on Excel
Role:
Critically evaluated information gathered from multiple sources, reconciling conflicts, broke down high-level information into details
Extensive Planning of short, medium & long-term G&A business strategy
Elicited requirements using interviews, document analysis, business process descriptions, use cases, scenarios, business analysis and task & workflow analysis
Highlights:
Undertook extensive analysis & track of:
o Region-wise Product, consumer and B2B demands
o PSI (Purchase, Sales and Inventory) Control
o Gulf & Africa country-wise, category-wise & product-wise profitability
Successfully coordinated monthly Sales Forecast & FY Budgeting Process
Played a key role in preventing loss of sales by tracking supply from factory and managing disturbances to tackle shift in demand
Developed:
o Weekly & monthly management reports on budgeted, forecasted and achieved targets
o Advanced Excel files for country, category & product-wise profitability tracking using Advanced Microsoft Excel skills & VBA Macros
Pioneered the initiative of Business Skills Development at Sony Gulf involving training of staff on Advanced Microsoft Office skills & Business/Analysis related skills and recent economic happenings
Role:
Critically evaluated information gathered from multiple sources, reconciling conflicts, broke down high-level information into details
Extensive Planning of short, medium & long-term G&A business strategy
Elicited requirements using interviews, document analysis, business process descriptions, use cases, scenarios, business analysis and task & workflow analysis
Highlights:
Undertook extensive analysis & track of:
o Region-wise Product, consumer and B2B demands
o PSI (Purchase, Sales and Inventory) Control
o Gulf & Africa country-wise, category-wise & product-wise profitability
Successfully coordinated monthly Sales Forecast & FY Budgeting Process
Played a key role in preventing loss of sales by tracking supply from factory and managing disturbances to tackle shift in demand
Developed:
o Weekly & monthly management reports on budgeted, forecasted and achieved targets
o Advanced Excel files for country, category & product-wise profitability tracking using Advanced Microsoft Excel skills & VBA Macros
Pioneered the initiative of Business Skills Development at Sony Gulf involving training of staff on Advanced Microsoft Office skills & Business/Analysis related skills and recent economic happenings
Highlights:
Developed case studies basis research on global financial topics and news
Developed Questions and Case Studies for CFA Level 1 & Level 2
es.
Highlights:
Delivered lectures to undergraduate students on Economics, Accounts, Finance and Costing, utilizing Real Life Scenario based Teaching
Promoted the CFA Course through seminars, speeches and workshops
Highlights:
Undertook:
o Financial Research & Analysis involving analysis of:
Key financial ratios, market share, capital structure & profitability
Revenue-cost structure and perform financial analysis
o Technical and Trend Analysis of various companies
o Scenario, Sensitivity and Stimulation based Analysis on various financial models like Financial & Cash Flow Statements, Stock Volatility etc.
Utilised financial data and news feeds from sources like Reuters
Provided recommendations on equity research to technology companies
Created & maintained:
o Excel-based regression and financial models
o Investment Accounting records for all foreign equity investments and related dividends, interest, bonus, Investment Accounting Records & MIS
• Cleared CFA Level 3 Exam in June 2014 (First Attempt) • Cleared CFA Level 2 Exam in June 2013 (First Attempt) • Cleared CFA Level 1 in December 2012 (First Attempt)
Bachelor of Accounting & Finance • Mumbai University Subject Highest in Management Accounting (100/100) in Final Year of undergraduate college (Third Year) • Awarded “Best Student of the Year 2011-2012” in college (Third Year) • 2nd Rank in Final Year of undergraduate college (Third Year) • 2nd Rank in First Year of undergraduate college (First Year) • 2nd Rank in First Year of Junior college • Presented Youngest International Research Paper on “Derivatives, Options and Futures in India” in International Conference – “Insight to India’s Posterity” [ISBN:9788176467681] - Bhavishya 2011 ► Others: • Organised Inter-College Festival Astitva 2010 • Participated in CIMA Business Challenge – 2010 • Participated in Deloitte Competition for Junior Achievements – 2009 • Participated and won in various Inter-College Festivals like Quest, Kaos 09 and Pravah
• 1st Rank in GNIIT Program, NIIT, Mumbai, India (100/100) • 935th Rank in 7th National I.T. Aptitude Test with 99 Percentile - NIIT [All over India] • Presented Research Reports in NIIT Semester Projects on Data Warehousing, Cloud Computing and E-Commerce ► Business Software’s: SAP (FiCo), SAS ERP 4.1, Basic Oracle 9i, Microsoft Office 2013, Microsoft Visual Basic 2005-08, Microsoft SQL Server 2005-08, Tally 9, SharePoint ► Languages: C, C#, C++, SAS, PL/SQL, SQL, SQL+, Oracle SQL, .NET, VBA ► Others: •Database Management Services (SQL, SAS, PL/SQL and SQL+) – 3D Data Models •Cloud Computing Basics and architecture