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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 $
Nigel Albuquerque
BASIC
Senior Associate - Trade Surveillance Nigel Albuquerque, Business, Accounting, Human Resources & Legal
PROFESSIONAL SKILLS/KEYWORDS Surveillance; Compliance; Customer Service; Investment Products; Financial Planning; Research; Advisory; Marketing; Portfolio Management; Risk Management; Revenue Generation INDUSTRY EXPERIENCE • BNP Paribas [Nov 2020 to Apr 2021: 5 Months] Job Title: Senior Associate (Trade Surveillance) - Examined Actimize generated alerts consisting of trades entered by proprietors and customers, to determine if market abuse activity potentially occurred. Suspicious activity surveyed was escalated to L2 compliance team for necessary legal action. - Overachieved targets by more than 50% of daily target achievement. Demonstrated task delivery within tight deadlines. - Trained experienced employees on analytical models which tremendously helped achieve team targets regarding alert closure. - Utilised applications such as Bloomberg, Actimize, Soho, Star, FXT and Launchpad. • Angel Broking [Aug 2018 to Nov 2020: 2 Years, 3 Months] Job Title: Currency Derivatives Dealer (West and South India) - Placed long, short, stop-loss and target trades for currency segment clients using Odin and NEST Trader applications. - Assisted clients in trading online using SpeedPro application. - Resolved product queries regarding currency derivatives, mutual funds and insurance. - Enhanced trading turnovers and sales figures of mutual funds and insurance through internal clients. Strong emphasis on client relationship led to daily 200 Cr revenue generated from single client. Exceeded targets by achieving an increase of more than 100% in average traded clients. - Recommended buy/sell calls based on market research. • Upstox [Feb 2018 to Jul 2018: 5 Months] Job Title: Customer Service Executive - Resolved customer and authorised partner queries related to demat, accounts, applications and investment products themes. - Consolidated technical training with Q&A round through webinars for NEST Trader, Dartstock, Upstox Pro Mobile (iOS and Android platforms), Upstox Pro Web software. - Enhanced customer experience by restructuring the refund policy from 7 days to 24 hours. • Motilal Oswal [Feb 2017 to Sep 2017: 7 Months] Job Title - Product Development Executive - Marketed investment products among business partners through corporate communication of marketing materials elaborating new offerings on text messages, official website and emails (through Netcore application). - Created content bucketing dividend declaration and scorecard pertaining to New Fund Offers (NFOs) by asset management firms in the mutual funds domain. - Curated innovative email campaigns for clients.
Business, Accounting, Human Resources & Legal
Compliance
Customer Experience
Financial Planning
Risk Management
Trading
45 $
PRATTAYA DUTTA
BASIC
Business Developer Prattaya Dutta, Prattaya Dutta, Business, Accounting, Human Resources & Legal
VIDI Infracon Private Ltd. Jaipur, Rajasthan Project Co-Ordinator Jul’2019 – Aug’2019 Job Profile: • Analyze the documentation to prepare time, cost, material and labor estimates • Working closely with Executives / Project Stakeholders to provide end to end procurement services. • Coordinate with vendors, contractors, personnel in other department to discuss and formulate estimates. • Prepare stock reconciliation on daily basis. Bharat Petroleum Corporation Ltd. Jaipur, Rajasthan Management Trainee Jan’2019 – Mar’2019 Job Profile: • Budgeting and forecasting with periodic controls and ensuring compliance, variance analysis, and management reporting and ensuring compliance. • Collaborate with key retail establishments to bridge demand & supply gaps. • Prepare estimates used by management for purposes such as project cost analysis, progress, reporting, planning, organizing, and schedule work relevant for FTL and Ujjawala project. • Provision of all supply chain, Logistics and Procurement requirements for ongoing projects. • Deliver the goods according to the delivery order and delivery slip. Conduct survey if any damages noticed on delivery. Update the delivery once it is physically delivered to the consignee or agency. • Recommending tactical plan for increasing supply of Commercial, Domestic, FTL and BMCG LPG products.
Business, Accounting, Human Resources & Legal
Accounting
Financial Planning
Education & Tutoring
Administrative Support
Management
28 $
UDAY KUMAR DEVA
BASIC
Credit Analyst Uday Kumar Deva, Business, Accounting, Human Resources & Legal
Dedicated professional with 6 years 8 months of experience in the Banking sector. Hoping to obtain a Credit underwriting/Credit Analyst/Credit Manager role in a Bank/FI to apply strong experience working in various departments including Credit department of banks for the benefit of the company. An experienced and competent professional with 6 years 8 months experience in Banking sector.  8 months of experience as Relationship Manager handling SME Clients with exposure upto Rs 75 Cr.  4 years of experience as Credit Analyst/Underwriter- Commercial loans with ticket size upto Rs 25 Crs.  2 years of experience as Branch Manager handling Assets-acquiring, processing and sanctioning of Retail loans like Housing loans, LAP, Personal Loans etc and handling liabilities of the bank (CASA, Fixed deposits etc) and Working capital/Business loans upto Rs 25 Crs. Organisational Experience Organization: ICICI Bank Ltd (From May’2019 till January’2020):  Relationship Manager handling SME clients with ticket size upto Rs 75 Cr.  Preparing appraisal notes for fresh and renewal proposals by Financial statement analysis, Bank statement analysis, conducting Dedupe (Verifying CIBIL, CRILC, AMLOCK, Defaulters list etc), legal & valuation of primary and collateral securities, ROC search for companies, pre-sanction visit, in compliance with credit policy of the Bank.  Vetting of the proposal by risk team and incorporating their observations with recommendations in the appraisal note and get the proposal sanctioned from respective sanctioning authorities.  Ensuring TAT is maintained for renewal and new proposals.  Issuing sanctioning letters ensuing all the terms and conditions of the sanction have been incorporated.  Completing documentation, ensuring disbursement and utilisation of the limits.  Monitoring the accounts in all aspects including collecting stock statement, updation of DP, ensuring good conduct of the account, complying with monthly, quarterly and half yearly compliances of the account, closing the internal audit queries in timely manner.  Interacting with the borrowers and their finance teams on regular basis and responding to their requests like enhancements, adhocs etc on time and obtaining the information required.  Periodic review of working capital and term loan accounts and interest reset in the accounts.  Achieving the income targets set for the individual and team. Organization: The Karur Vysya Bank Ltd As Branch Manager from April’2017 to April’ 2019:  Canvassing Current accounts, Savings accounts, Fixed deposits, parabanking products and ensuring the set targets are met.  Acquiring new business in commercial and retail loan segment.  Credit Role:  Acquiring quality proposals under working capital/business loan and retail loans segment.  Acquiring, processing, sanctioning of sourced Retail loans (Housing loans, LAP, Personal Loans etc) upto Rs 25 lacs and Business loans (Working capital loans, Vehicle loans, Term loans)  Acquiring, processing of commercial loans upto Rs 25 Crs and retail loans above Rs 25 lacs and get it sanctioned from higher sanctioning authority.  Ensure that TAT is maintained.  Documentation of the sanctioned loans and disbursement of the loans.  Maintaining quality of the portfolio by monitoring the accounts.  Leading a team of 12 members and motivating them to join hands to improve the business and achieve the income targets. As Credit Analyst from April’2013 to March’2017:  Underwriting Commercial/Business loans with ticket size upto Rs 25 Crs.  Preparing appraisal notes for fresh and renewal proposals, other requests like enhancement, adhoc, deviations in the sanctions etc and get it sanctioned from respective sanctioning authority.  Understanding the credit requirements of the borrower [fund-based/non-fund based limits], due diligence, verifying the past credit history of the borrower based on CIBIL/CRILC and ensuring that the firm/company/proprietor/partners/directors names are not appearing in the RBI defaulter’s list, wilful defaulter’s list, caution list.  Financial statement Analysis and Bank statement analysis of the borrower.  Ensuring that adequate marketable securities and legally cleared securities are obtained.  Assessing the credit limits based on the line of activity and limits required (MSME/Traders/Real Estate etc). Adopting different assessment methods based on the line of activity/industry.  Preparing appraisal notes in compliance with credit policy, incorporating RMD observations, deviations, concessions if any and recommending to sanctioning authorities for sanction.  Interacting with business teams and borrowers for information required in preparing appraisal note. Assisting business teams in achieving targets.  Minimising Turn Around Time and issue the sanction incorporating all the terms and conditions of the sanction.  Periodic review of term loan accounts and interest reset in the accounts.  Monitoring the account on regular basis and ensuring the conduct of the accounts are satisfactory.
Business, Accounting, Human Resources & Legal
Finance
Financial Analysis
Financial Forecasting
Financial Management/CFO
Financial Planning
50 $
Zachary Vaughan
BASIC
USCG - Facilities Engineering Department Head Zachary Vaughan, Business, Accounting, Human Resources & Legal
Led a department of 12 employees. Responsible for day to day maintenance and environmental compliance as well as developing and prioritizing big picture infrastructure projects for a 68-acre facility. After transitioning to a role outside of technical expertise, actively sought guidance and constructive criticism from peers and senior staff. Pursued professional development opportunities including PMP and CSM certifications, as well as numerous webinars and self paced training courses related to project management, civil engineering, and financial management. Worked with local stakeholders across SE Alaska to gather requirements, conduct gap analyses, and define priorities to develop project plans. Determined appropriate funding level for the resulting projects; either presented the projects for program level funding consideration, or provided technical assistance to conduct projects at a local funding level. Resulted in the completion of 17 local level projects totaling $100K, and approval of nine program level projects totaling $21M. Managed $300K facilities maintenance budget, including annual service contracts totaling $140K. Worked with maintenance employees to improve record keeping processes related to minor projects and facility maintenance. Resulted in a 40% increase in KPIs such as preventative maintenance completion percentage, corrective maintenance hours documented, and equipment tracking. Within eight months of arrival, developed and executed a project to repair the root cause of an intermittent issue that placed excessive strain on the crews of four Coast Guard vessels. Leveraged technical knowledge and project management skills to ensure the project was completed $50K under budget and well ahead of the typical Coast Guard project timeline of 3-5 years. Managed key stakeholder expectations through appropriate communication. Collaborated with multiple departments during the FY19 government shutdown to fill the gap left by furloughed civilian maintenance staff. Resulted in completion of six critical repairs and 32 hours of snow removal to ensure essential operations could continue during the four week lapse in funding. Led a project valued at $2.5M to repair/replace non-functioning heating controls in three buildings at USCG Base Ketchikan. Successfully guided the project through the design and approval phases, as well as the first phase of construction. Required close collaboration with key stakeholders to ensure minimal disruption to operations during construction. Resulted in restoration of heating controls during Alaskan winter, and reduced monthly fuel costs by 15%. Led a team of three individuals tasked with all electronics and IT related support for a 2000 ton Coast Guard vessel with a crew of 50 personnel. Identified a gap in trained law enforcement personnel across 3 units. Developed and implemented a training program for 100 Coast Guard personnel, resulting in an increase in mission readiness of 80%. Oversaw over 2,000 qualifications and professional certification for 50-person crew. Identified ineffective tracking techniques, developed and implemented an innovative database solution that increased accuracy and reduced monthly man hours to maintain the system by 80%. Identified deficiencies with existing CCTV camera system. Developed and implemented a solution utilizing limited resources, resulting in a 125% increase in coverage for 10% of commercial price.
Business, Accounting, Human Resources & Legal
Budgeting and Forecasting
Financial Planning
Management
Project Management
Risk Management
50 $
Tushar Chaudhari
BASIC
Financial Planning, Budgeting and Analysis Tushar Chaudhari, Business, Accounting, Human Resources & Legal
System Manager seeking roles in Financial Analysis,Project Appraisal,Financial Modelling,Financial Statement Analysis,Corporate Valuation,Budgeting,Financial Appraisal,Cost Control,Financial Planning,Business Planning,Strategic Business Planning Skill set - Financial Planning, Analysis, Modeling and Budgeting Experience Oligopticon – System Manager (1 Aug 2020 – Present) • Performed financial planning & analysis and prepared a financial forecast and detailed cash flows for the investor presentation or pitch deck. Used Bottom-up and Top-to-down budgeting approaches for budgeting. • Prepared valuation sheet for start-up using discounted cash flow and the multiples method. • Prepared business development presentations and presented to the potential client. • Created custom product packages as per the client’s requirement. • Performed detailed market analysis, company research, and due diligence to list down the similar type of companies in the same sector or other sectors. • Worked along with the founders on the business plan and helped in identifying fixed and variable costs. Turner & Townsend – Assistant Cost Manager (08 Aug 2016 – 20 Jun 2018) • Prepared budget and cost estimates for real estate projects worth more than INR 800 Cr. and presented them to the client. • Prepared project appraisal reports for real estate projects for the client using the DCF method. • Performed financial and technical due diligence of the project. Highlighted cost overrun due to discrepancy in the BOQ and technical specification. • Tracked the financial performance of the project against the baseline budget and updated the projections as per Earned Value Analysis. • Prepared detailed cashflow of the project based on the construction schedule. Presented cashflow to client’s finance team. • Performed cost-benefit analysis of various projects and construction activities based on extensive market research. • Prepared a list of key benchmark points, such as cost per sqft for various construction activities, through the analysis of various projects. Cushman & Wakefield – Assistant Project Manager (13 Apr 2015 – 05 Aug 2016) • Managed the design development phase of a real estate project. Kept all stakeholders updated with the progress and potential outcomes. • Prepared future cashflows for various options as per the construction cost and expected market response and calculated NPV for every option. • Managed the tendering and bidding process. Conducted financial and technical due diligence of contractors and their bids. • Prepared comparative statements and conducted negotiations with the potential bidders. • Prepared the budget and projected cash flows of the real estate project. Prepared construction contract conditions with my team. • Prepared dashboard, monthly progress reports, and quarterly progress presentations for the client. JMC – Assistant Manager Project (22 Apr 2014 – 09 Apr 2015) • Prepared zero and rolling budgets for the project • Prepared profit/loss statement and cash flow for the project. • Presented budget to the Business Unit Head. • Tracked the financial performance of the project against the baseline. • Performed Earned Value Analysis for monthly progress review meetings. Hyundai Engineering and Construction – Junior Planning Engineer (14 Sep 2011 – 15 Jun 2012) • Updated annual budget as per the construction schedule and calculated depreciation of the machinery for the budget. • Tracked the financial and physical progress of the project • Calculated the construction quantity of the cable-stayed bridge. • Prepared weekly and monthly progress reports
Business, Accounting, Human Resources & Legal
Budgeting and Forecasting
Financial Modeling
Financial Analysis
Data Analysis
Financial Planning
10 $
Anbarsi M
BASIC
Finance Analyst Anbarsi M, Business, Accounting, Human Resources & Legal
Roles & Responsibilities  Primary and secondary analysis and research .  Analyzing the financial statements of various companies and different sectors.  Keen observation of companies split dates, their exchange boards, acquisition related information etc., and keeping that information confidentially by giving only relevant data to the clients.  Provide accurate information to the clients about different company’s financial position, which helps them to invest in a particular company or in a portfolio.  As a part of quality control team, need to analyze the data correctly, to increase the quality of data given few suggestions, power point presentations regarding the analysis of various items in financial statements. Financial Statements Analysis  As a part of my role, in-depth analysis of many companies’ financial statements like Income statement, Balance sheet and Cash flow statements.  Conducting Ratio Analysis, Trend Analysis and Comparative analysis and finding YoY and QoQ growth.  In research reports, we find the data related to macro and micro environment of the company, Mergers and Acquisitions, recent updates of the company, industry analysis, investment research and Management discussions/team etc  Analysis Press Releases and Regulars like 8Ks, 10Ks &10Qs and other regular reports of SEC (Securities Exchange Commission) for Fortune 500 companies to show their credit worthiness and growth  Interpret research and analyze vast volumes of content and research on industry specific metrics like REIT, Airlines, Insurance etc.,  Analyzing the effects of any right issue, share consolidation and splits on the current share and dividend per share  Adjusting the Tax benefits, Effects of Non-Recurring items like Re-structuring Charges, Litigation Expenses and Discontinued Operations from the Income Statement.
Business, Accounting, Human Resources & Legal
Finance
Financial Analysis
Financial Management/CFO
Financial Planning
12 $
Neha Jain
BASIC
India, Gurugram
Financial Analyst Neha Jain, Business, Accounting, Human Resources & Legal
• 7+ years of total work experience – most recently working on Strategy & Growth with a leading SaaS business, Knowcross Solutions, reporting directly to the CEO and CFO • Prior experience includes investment banking at UBS and Evalueserve along with entrepreneurial stint with my own start-up idea • Experience in working with leadership providing critical analytical support for business decision making and financial / operational reporting • Working knowledge of finance tools including valuation, discounted cash flow, financial modeling, among others • Researching companies/startups that are potential targets for acquisitions, both horizontal and vertical business lines, along with preparation of their financial models and how the integration would affect company’s forecasts • Modelling target company’s funding requirements and building scenarios for potential transaction structures • Track competitors and other players, active and emerging, in the hotel tech space and provide summarized information to management • Prepared business plans and financial models for presentation to potential investors while liaising with sales, marketing and finance teams • Creating presentation materials for investors including company background, strategic positioning, TAM determination, current financial and operational status and detailed financial projection modelling • Preparation and maintenance of Data Room as a part of the due diligence process • Closely working with the CEO and CFO to provide business insights through MIS reporting and financial analysis, revenue, cost and churn analysis, pricing analysis, support and tech systems analysis, cash flow analysis and associated KPIs • Knowledge of a variety of investment banking products including trading and transaction comparables, financial models, client pitch book materials, valuation techniques and weekly sector reports • Proficient in Microsoft Office – Excel, Word, PowerPoint • Strong working knowledge of data sources including FactSet, Bloomberg, Capital IQ, Thomson One, Factiva and Mergermarket • Holds Tableau Desktop Specialist Certification and beginners knowledge of SQL
Business, Accounting, Human Resources & Legal
Financial Forecasting
Financial Analysis
Financial Planning
Budgeting and Forecasting
Financial Modeling
40 $
George Alapatt
BASIC
Undergraduate Student at Stevens Institute of Technology George Alapatt, Business, Accounting, Human Resources & Legal
EDUCATION Stevens Institute of Technology Hoboken, NJ Aug 2019 – May 2023 • Bachelor of Science in Quantitative Finance; Concentration: Computer Science • Graduate Coursework: Investment Banking. Financial Statement Analysis • Undergraduate Coursework: Linear Algebra, Differential Equations, Financial Accounting, Corporate Finance, Data Management with R, Probability, Statistics with R, Multivariable and Optimization WORK EXPERIENCE Cross River Network Advertising Research Associate (Part-Time) July 2020 – Present • Created a database of over 500 companies in the northern NJ area, containing contact info and social media statistics • Reached out to companies promoting advertising campaigns on the NY Waterway ferries, private busses, and ferry terminals AST Fund Solutions Customer Service Representative Jun 2020 – Aug 2020 • Ran a proxy campaign for Legg Mason and contacted over 10000 shareholders for their vote on various proposals • Provided information to clients regarding the company’s proxy solicitation services and assisted incoming agents • Updated proxy database with shareholders’ information and responded to shareholder inquiries regarding particular investments Summer Fellowship Program, Hoboken Research Assistant May 2020 – July 2020 • Assessed the role of social security in moderating the business cycle as automatic stabilizers in the United States • Extracted census data from IPUMS and created a regression model to quantify the impact of social security on the economy • Correlated the percentage of social security recipients and decrease in employment by state and county due to COVID-19 in R World Financial Group, New York Financial Advising Intern (Winter) Nov 2019 – Feb 2020 • Provided financial needs analysis for over thirty clients and supplied them with various financial services to fit their objectives after passing my NJ Life Producer exam and obtaining my license • Researched investment options, tax laws, and insurance models and implemented effective customer persuasion techniques Citibank Virtual Banking Intern Jan 2020 – Feb 2020 • Prepared an overview of the mobile app market and researched companies’ business models • Evaluated app development companies based on trading peers and transaction comps for related companies • Performed DCF analyses using companies' financial statements in Excel to estimate acquisition price • Provided market analysis and constructed a portfolio tracking the ASX200 index based on sector allocation EXTRACURRICULARS Atilla Entrepreneurs Club Vice President of Programming Mar 2020 – Present • Built and designed a website to increase the online presence of the club by over 50% • Organized Propelify Innovation Festival 2019 to support entrepreneurs and collaborate with startups in the NYC area • Reach out to executives at local startups to bring in as guest speakers for club meetings Entertainment Committee Festivities Chair Dec 2019 – Present • Managed a $250,000 budget for various events for the entire student body and saved over $1000 in wasted tickets or cancellations by better optimizing the budget in accordance with students' needs • Gathered raw data about various events through feedback surveys and developed metrics to gauge the popularity of events • Created an Excel master database, using pivot tables, with event information from previous semesters and built data visualization models to present to upper management ACADEMIC PROJECTS Comparing Investment Strategies Using Historical Returns Nov 2019 – Mar 2020 • Created virtual portfolios modelling popular investment strategies (indexing, value investing, etc.) and created an SQLite database containing stock data exported from Yahoo Finance in Python • Visualized each portfolio’s return over the course of 2018 using Python Matplotlib and programmed functions that calculated risk metrics like VaR, CVaR, and volatility SKILLS • Software: Python (NumPy. Pandas, Matplotlib), R (Dplyr, Ggplot2, RMarkdown), MS Excel, MS Outlook, SQLite, Java • Finance: DCF valuation, Market Research, Data Visualization, Marketing Strategy, Portfolio Modelling • Certificates: Bloomberg Market Concepts (BMC), NJ Life Producer George Alapatt
Business, Accounting, Human Resources & Legal
Business Strategy
Business Analytics
Customer Experience
Financial Modeling
Financial Planning
20 $
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