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Satyam Mehta, Financial Analyst

Satyam Mehta

Financial Analyst·Qloud Smart Homes

India

Master's degree, Investment Management

Work experience

Total years of experience: 2 years, 11 months

Financial Analyst

January 2026 - July 2026

Qloud Smart Homes

Bengaluru, India

January 2026 - July 2026

Build and update financial models each month, including revenue forecasts, pricing
strategies, and product unit economics
Track monthly cash flow, burn rate, and operating margins, ensuring alignment with
budget expectations
Analyze costs and sales across multiple product lines to identify opportunities for
margin improvement

Company industry:
Industrial Engineering & Automation
Job role:
Finance and Investment

Financial Advisor Intern

May 2025 - July 2026

Qloud Smart Homes

Bengaluru, India

May 2025 - July 2026

Supported financial deal structuring and client acquisition strategies for smart home
solutions, contributing to revenue growth initiatives
Conducted client outreach and needs assessment to identify value propositions and
optimize customer conversion rates
Participated in financial modeling exercises to evaluate deal profitability and pricing
strategies

Company industry:
Industrial Engineering & Automation
Job role:
Accounting and Auditing

Foreign Exchange Trader (Proprietary Trading)

September 2024 - July 2026

FundingPips

Bengaluru, India

September 2024 - July 2026

Executed foreign exchange trades using combination of fundamental analysis
(macroeconomic indicators, central bank policy) and technical analysis (chart
patterns, momentum indicators)
Identified trading opportunities through systematic market trend analysis and pattern
recognition across major currency pairs
Implemented disciplined risk management strategies including position sizing, stop
loss placement, and portfolio diversification

Company industry:
Investment, Securities & Funds

Operations Management Subject Expert

January 2023 - December 2023

Chegg India

Bengaluru, India Remote

January 2023 - December 2023

Provided detailed explanations and step-by-step solutions for operations
management and quantitative analysis problems
Simplified complex business concepts including supply chain optimization, inventory
management, and process analysis

Company industry:
Primary, Prep, & Secondary School

Education

MiddleSex University

July 2027

July 2027

Master's degree, Investment Management

United Arab Emirates

PES University

June 2026

June 2026

Bachelor's degree, Management

India

Delhi Public School

June 2023

June 2023

High school or equivalent, Business/Commerce

India

GPA (percentage): 82%

GPA (percentage): 82%

Skills

BUSINESS ADMINISTRATION
Intermediate
BUSINESS ADMINISTRATION
Intermediate
BUSINESS STRATEGIES
Intermediate
BUSINESS STRATEGIES
Intermediate
CASH FLOW ANALYSIS
Intermediate
CASH FLOW ANALYSIS
Intermediate
FINANCIAL ANALYSIS
Intermediate
FINANCIAL ANALYSIS
Intermediate
FINANCIAL MODELING
Intermediate
FINANCIAL MODELING
Intermediate
INVESTMENT MANAGEMENT
Intermediate
INVESTMENT MANAGEMENT
Intermediate
MANAGEMENT
Intermediate
MANAGEMENT
Intermediate
OPERATIONS MANAGEMENT
Intermediate
OPERATIONS MANAGEMENT
Intermediate
PRICING STRATEGIES
Intermediate
PRICING STRATEGIES
Intermediate
REVENUE FORECASTING
Intermediate
REVENUE FORECASTING
Intermediate

Languages

English

Beginner

Hindi

Beginner

Punjabi

Beginner

Training and Certifications

Certifications
Microsoft – Business Analysis Fundamentals
Global Banking Markets Job Simulation
SEBI – Investor Certification Examination
Investment Banking Job Simulation
Fundamentals of Financial Analysis
Investment Banking Job Simulation
Risk Job Simulation

Hobbies and interests

Tennis
Feeling the music
Capturing moments
behaviour