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Sunit Kalkoti
BASIC
India, Bengaluru
Remote Credit Analyst Sunit Kalkoti, Business, Accounting, Human Resources & Legal
Evaluating the financial status of potential customers, monitoring existing clients, performing risk assessments, writing detailed reports, and making informed decisions while extending credit. Credit analysis, due diligence, risk reporting basis profit and loss statement, balance sheet and cash flow statement of companies/firms Underwriter for working capital, term loans, export finance, mortgage loans for MSME & Corporate clients, covering both the qualitative and quantitative aspects of the economy, sectors and company being analyzed Broadly analyze companies based on their audited financials, ratios, debt service coverage ratio, cash flows, promoter expertise, collateral, asset coverage ratio and compare them with their peers in the industry Evaluating risk profiles of clients and provide credit ratings from time to time & structure products as per company profile to reduce risk for the stakeholders Keeping abreast with changing industry dynamics, global economic conditions to be better equipped at dealing with complex situations & follow RBI guidelines and be updated with the changes in policies and rates Well versed with break-even analysis, stress testing, SWOT, NPV, IRR, VaR, hedging strategies, forward, futures, options, capital asset pricing model, portfolio analysis, fixed income securities and capital market Adept at working with large volume of data in excel with an eye for detail. I have a strong analytical and problem solving skills with ability to perform data analysis. Client/site visit to understand the business model and working capital requirement (Cash credit, Overdraft, Term loan, FCTL, PCFC, EPC, Letter of credit, Bank guarantee etc) Expert at preparation of opinion based reports covering detailed analysis of promoter profile, business, industry,management, financial risk & mitigates and making recommendations to the Risk department head/ committee with appropriate covenants NPA & Potential NPA analysis and liaising along with the business and recovery team to formulate strategies to recover delinquent accounts Proactively monitoring the assigned portfolio by tracking the industry & economic conditions Delivered the best turn around time, and managed customer and internal queries with highest standards of ethics, including regulatory and business conduct, across the Bank
Business, Accounting, Human Resources & Legal
Account Receivables Management
Financial Forecasting
Business Analysis
Financial Markets
Financial Analysis
25 $
Abhenav Kumar
BASIC
India, Delhi
Credit Analyst Abhenav Kumar, Business, Accounting, Human Resources & Legal
I pursued B. Tech. (IT) from the National Institute of Technology, Jaipur followed by an MBA from Indian Institute of Management, Kashipur. Having a keen interest in finance, I joined Care Ratings Limited as an Analyst - Corporate Rating (Large Corporate Group) wherein I was responsible for ascertaining the credit quality of clients through a detailed analysis of financial statements and via interaction with Key Managerial Personnel to understand the company's operations & future plans. A detailed report was then presented to the Rating Committee followed by a brief discussion. On finalization of the rating by the committee, I was responsible for the preparation of the rating letter, press release, and rating rationale. Currently, I am working with ICICI Bank Limited as an Asst. Relationship Manager in the Mid Corporate Group (Companies having turnover of Rs. 2500 million to Rs. 7500 million). I am responsible for identifying new credit as well as non-credit opportunities in the segment, followed by a detailed assessment of the company's performance in form of a credit report to be used for sanction of facilities. I am also responsible for the monitoring of outstanding facilities based on time-based & event-based triggers. I have gained exposure to credit assessment as well as have developed skills such as preparation of credit reports, rating letters, etc. as well as publicly available documents such as press releases & rating rationales.
Business, Accounting, Human Resources & Legal
Financial Analysis
Accounting
Management
Economics
Report Development
43 $
Ridhima Singh
BASIC
India, Ghaziabad
Financial Analyst | Masters in Finance, Trinity College Dublin Ridhima Singh, Business, Accounting, Human Resources & Legal
I am a recent Masters in Finance graduate from Trinity College Dublin with a combined experience of 1+ years in the field of Finance and Customer Relations. After finishing my Bachelors in Business Administration (Finance and Accounting) from Amity University Noida, I completed two additional courses; one in Indian Stock Market from Insititute of Career in Financial Markets and another in Financial Modelling through MS excel from Corporate Finance Institue. In addition to this, I have also completed two Virtual Internships in investment Banking and Data Analytics from JP Morgan Chase and KPMG respectively. I have worked as a financial Analyst Intern and a client advisor, perfecting my Analytical and interpersonal abilities. In my previous roles, I contributed diligence, innovation, and logical reasoning towards team efforts and business improvements. I am forward-thinking and in sync with new developments in the economy and have proven to be effective and collaborative with strong decision-making talents. I am in my element managing clients and carrying in-depth analysis, where I can use my negotiation skills and technical knowledge to coordinate my activities and achieve set targets.
Business, Accounting, Human Resources & Legal
Financial Markets
Financial Analysis
Financial Planning
Business Analysis
Financial Modeling
20 $
Nikhil Tanna
BASIC
India, Mumbai
Finance Professional Nikhil Tanna, Business, Accounting, Human Resources & Legal
Over the last 2 years as a Hedge fund associate in the Fund Accounting division at SS&C GlobeOp, I have contributed meaningfully to 3 clients whose NAV in excess $4 billion each. Apart from being integrally involved in valuation and operation work, I was also responsible for fulfilling clients’ requirement on day to day basis as well as resolving day to day queries regarding PNL and Valuation. I have been praised by my seniors for attention of details and clarity in my work, especially my analysis and problem solving skill. One of the directors termed my clarity of work “most analyzed and clear work I’ve come across in years” for one of crucial client. I understand how critical data and reports are in decision making. Another facet of my personality that I’d like to highlight is my networking and people skill. I am proud of my ability to effectively interface with colleagues – be it peers or higher ups – as well as clients. As I am having the required educational background may help me to handle the things and take the organization and maintain its standards at high level. I would be highly obliged, if I get a chance to handle the roles with perfection and accuracy. I’m now ready for a more impactful role, which has motivated me to apply for in your organization. I’ll be happy to answer any questions you have in person or online, at your earliest convenience. I will be available over call as well as on email.
Business, Accounting, Human Resources & Legal
Accounting
Business Analysis
Financial Analysis
Financial Markets
10 $
Ayushi Deshpande
BASIC
Executive Accounts and Finance Ayushi Deshpande, Business, Accounting, Human Resources & Legal
•EDUCATION Prin. L. N. Welingkar of Management Development & Research, Mumbai 06/2017 – 04/2019 Master of Management Studies, Finance MKSSS’S Cummins College of Engineering, Pune University 07/2012 – 05/2016 Bachelor of Engineering, Information Technology CERTIFICATIONS & SKILLS • Advance Excel • NISM Equity Derivatives • NISM Mutual Fund Distributor • IRDA corporate agent • Financial Modeling • SQL • MS Office Tools •PROFESSIONAL EXPERIENCE Finance Executive 10/2020– Present Deepak Novochem Technologies Ltd, Pune • Capital budgeting of future projects using MS Excel • Preparing financial analysis reports of various companies using MS Excel • Preparing presentation for Board Meetings • Analysis and preparation of report for debtors and creditors on monthly basis • Physical Cash Verification • Bank reconciliation • Resolving the queries related Export and Import to the bank and timely submission of all Export and Import related document submission to the bank • Monthly MIS submission • Timely payments of MSMES to avoid interest payments. Wealth Manager 05/2019 – 08/2020 ICICI Securities, Mumbai • Conducting profile analysis, Risk tolerance assessment, reviewing present wealth plans for the current and potential clients • Provided financial modeling, financial analysis, and retirement illustrations to high net-worth clients for strategies today through retirement • Created detailed financial goals analysis reports to initiate a unique and comprehensive blueprint for prospective clients • Built and implemented personalized asset allocation models to help meet the needs of over 150 clients SUMMER INERN 05/2018 – 07/2018 Karvy Stock Broking Ltd, Mumbai • Studying market trends to identify different investment • Provided financial modeling, financial analysis, and retirement illustrations to high net-worth clients for strategies today through retirement • Created detailed financial goals analysis reports to initiate a unique and comprehensive blueprint for prospective clients • Built and implemented personalized asset allocation models to help meet the needs of over 150 clients
Business, Accounting, Human Resources & Legal
Data Analysis
Business Analysis
Financial Modeling
Budgeting and Forecasting
Financial Analysis
15 $
Andreea Haiduc
BASIC
Business Development Andreea Haiduc, Business, Accounting, Human Resources & Legal
A motivated and resourceful recent graduate with a B.S. in Computer Science with Business Applications from the University of California, Riverside. Strong theoretical background in programming, data analysis, business, finance, and marketing. Eager to dedicate myself to an organization where I can build upon my skills as a business analyst and consultant. SKILLS C++, Java, SQL Database management Data analysis and visualization Google and Microsoft Suite (strong in Excel) Finance and marketing Critical thinking and problem solving Written and oral communication Teamwork and leadership Product development and project management Organizing and prioritizing tasks WORK HISTORY Davids Rock. Remote Business Development Consultant - Intern | 02/2021 - Present - Collaborate with the marketing department to build an effective advertising campaign for the non-profit start-up. Research the company’s social media demographic to analyze the needs of prospective consumers and report the results. - Give feedback to upper management on how to improve the product and alter marketing based on research results. - Participate in the product development process by contributing with original concepts and ideas. - Work with the business development team to create an effective funding campaign to garner financial support from investors and prospective customers. Freelance. Remote Private Tutor | 09/2016 – 02/2021 - Tutor middle and high school students in mathematics, English literature, life sciences, and physical sciences. HumanGood - Plymouth Village. Redlands, CA Concierge | 10/2016 – 04/2020 - Provide service to newly admitted residents and family. Ensure that residents' privacy and rights are maintained in daily activities and participate in resident care plans. - Coordinate interdisciplinary staff during weekend events in lieu of staffing coordinators, supervisors, and managers. - Operate telephone console or switchboard, computer, fax machine, copy machine. - Computer skills using Microsoft Suite and publishing software. San Gorgonio Memorial Hospital. Banning, CA PBX Operator | 07/2018 – 09/2018 - Communicate in a "customer-oriented" and professional manner to assist patients, visitors, and other customers. - Operate a telephone switchboard; perform hospital clerical and communications duties; act as the hospital receptionist. - Possess excellent communication skills, with the ability to tactfully deal with the public in all types of situations such as level of service and financial responsibility. - Sort and electronically enter medical records data.
Business, Accounting, Human Resources & Legal
Administrative Support
Financial Analysis
Data Analysis
Business Analysis
Project Management
26 $
Sarita Pandey
BASIC
Chartered Accountant / Financial Analyst Sarita Pandey, Business, Accounting, Human Resources & Legal
Chartered Accountant (May 2005 batch), PGDM in Management and Public Relations (2020) and Bachelor in Commerce (2003), I aspire to gain extensive experience in various aspects of finance and find it especially interesting to work in cross functional roles. I further seek to use and apply my knowledge and experience to the best of my ability for the benefit of the organisation I am associated with, by providing deliverables including training while upholding the standards, timelines and quality thereof. I am an extremely versatile individual and seek different experiences and varied opportunities. After having worked for multinational corporate giants for nine years in areas such as Financial Planning & Analysis, Budgeting & Forecasting, Credit Control and F&A. I took a short maternity break in 2012 and then opted for partnership in a CA firm with offices across north India. During this time I took up my own assignments due to frequent moves owing to my spouse’s nature of work. This period gave me extensive exposure into areas such as assessing and building internal systems, implementation of ERPs, training the staff, developing MIS along with routine audit and accounting work. My work experience has exposed me to workings of US GAAPs, IFRS and IGAAPs. In 2019-20, I opted to do a full time Post Graduate Diploma in Management and Public Relations with, Human Resource Management as elective, from Defence Services Staff College, affiliated to Madras University. My dissertation topic as part of completion of this course was on a very relevant and current issue of “Women Returning To Work After A Break : Challenges And Expectations Versus Support Provided By And Expectations Of Corporate Sector”. This course gave me a unique opportunity to converge my practical work experience and theoretical fundamentals while gaining knowledge in new subjects and broadening my horizons. Work Experience: PCS ASSOCIATES (A multi-state firm of Chartered Accountants) (January’2012- Present) Designation- Partner ➢ Management Consultancy and compliance assurance in areas of cost control and accounting ➢ Business projections, Bank liaison, project financing and proposals ➢ Credit control and forms collection management ➢ Standard Operating Procedures for Accounts and Branch control ➢ Process analysis and control ➢ Budgeting, forecasting, financial planning & analysis ➢ Streamlining the processes and systems vis. a. vis. amendments in the statute. ➢ Staff training in processes, regulations, analysis, accounting and business practices CASTROL INDIA LIMITED (September’10 to March’11) Designation: Performance Analyst (FP&A Role) ➢ Tracking space wise business and product performance ➢ Exception and periodical MIS for assisting business in its key decisions ➢ Price Revisions Management in discussion with the Sales and Marketing teams ➢ Budgeting, Planning and Forecasting exercises ➢ Presentations for Board and leadership team ➢ Cash and Fund Flow statements and Analysis reporting ➢ Variance Analysis and reporting DIAGEO INDIA PRIVATE LIMITED (Nov’09 to August’10) Designation: Credit Controller (Head) ➢ Designing and establishing the credit policy as well as credit department ➢ Overdue control and receivables Management ➢ Setting Credit limits for customers and monthly & yearly targets ➢ Financial analysis of the customers ➢ Monitoring trends on purchase and collections along with variance analysis ➢ Month End reporting on Receivables front and MIS ➢ Ensuring SOX compliances ➢ Participation in SAP implementation ➢ Monitoring EVCs and Sales Tax Forms collections DOW CHEMICALS ADVANCED MATERIALS (Oct’06- Sept'09) Month end closing & G/L Accounting (Asst Finance Manager) ➢ Ensuring fairness and completeness of accounts as per US GAAPs ➢ Validation of accruals, recording and regular monitoring of Accounts ➢ Reporting results to region in specific formats ➢ Preparation of monthly operating reports and MIS ➢ Handling Internal as well as holding entity auditors ➢ Budgeting, forecasting and Re-forecasting ➢ Reporting and explaining Variances ➢ FA Accounting and Project control in coordination with Engineering teams, Credit Analyst & Accounts Receivables Head ➢ Financial Assessment of existing and New customers ➢ Setting credit limits for the customer, analysis, reconciliations and overdue control ➢ MIS preparation for Management and internal use ➢ Accounts receivable Accounting (Supervisory Role) and pricing ➢ Bank Interface and working with them on various credit control tools ➢ Working with Treasury on Working Capital Management and cash flow ➢ Liaison with our IT consultants for India specific requirements in SAP R3 ➢ Maintaining Securities and Bank Guarantees BPB INDIA GYPSUM (SAINT GOBAIN GROUP COMPANY)(Sept05 – August06) Designation: - Assistant Manager MIS (Management Trainee) MIS ➢ Preparation of Monthly operating report for Management ➢ Balance- Sheet and P/L Analysis ➢ Month End Closing & Budgeting exercises Treasury- Projects undertaken on following ➢ Delay in Deposit ➢ Facilitating Process of Bank Reconciliation ➢ Developing a system of preparing the actual & forecast cash flow statement. ➢ Documenting the existing payment process, identifying internal control weakness and suggesting improvements. ➢ Implementation of HSBC Net. ➢ ECB Returns ARTICLESHIP: SUDHAKAR & KUMAR ASSOCIATES (Sept01 – Sept04) Internal, Statutory, PSU, Grant and Tax Audits. Key entities: - ➢ Grant audits at Departments of Andhra University ➢ PSUs- National Mineral Development Corporation and BHPV ➢ Waltair Club ➢ SAHARA India Financial Corporation Education Qualification ➢ Chartered Accountant, May’ 2005. (All stages 1st attempt) ➢ PGDM in Management and Public Relations (Human Resource Management as Elective) (2020). ➢ Cost and Works Accountant (Intermediate) ➢ Graduated in Commerce stream (2003) ➢ HSC, CBSE (2000) COMPUTER SKILLS ➢ Working and implementation experience with SAP R/3 ➢ Working Knowledge of ERP Packages – Movex, Tally and Coincap ➢ Proficiency of MS OFFICE ACADEMIC BACKGROUND / ACHIEVEMENTS ➢ Part of Core Editorial team of the prestigious DSSC history project- The Platinum Chronicles. ➢ Co-founder www.bohotraveller.com and www.investorwhiz.com (finance website) ➢ Awarded by Dow Advanced Materials in 2007 and 2008, for operational Excellence ➢ Online tutor and academic material development for Accountancy, business studies and Management accounting. ➢ Active Freelance content writer REFERENCES: To be provided on request
Business, Accounting, Human Resources & Legal
Account Receivables Management
Bookkeeping
Budgeting and Forecasting
Financial Accounting
Financial Analysis
40 $
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