Highlights:

Skills:financial modeling, MS Excel, Tableau, Power BI, financial analysis, financial planning

Graduate Research and Teaching Assistant 09/2022 - 12/2023
Suffolk University, Boston, MA United States
As a Graduate Research and Teaching Assistant at Suffolk University in Boston, MA (Sep 2022–Dec 2023), I optimized portfolio performance, achieving a 10% increase in ROI and reducing portfolio risk by 3%. I also enhanced a research paper on stock splits and rights shares with advanced Excel skills, developed Tableau dashboards, and created interactive reports with Power BI. My financial analysis improved prediction accuracy, contributing to precise decision-making and compliance with regulatory standards.
Optimized portfolio performance by leveraging advanced financial modeling skills such as sensitivity and scenario analysis, resulting in a 10% increase in return on investment (ROI), and implemented strategies that reduced the portfolio risk by 3%. Efficiently sourced peer-reviewed articles and utilized advanced Excel skills (VLOOKUP, macros, pivot tables, data validation, and conditional formatting) to enhance a research paper on stock splits and rights shares, resulting in an error-free final report. Developed and implemented dashboards on Tableau to visualize financial trends and utilized Power BI to create interactive reports. Analyzed financial data to identify trends, resulting in improved accuracy of predictions and enhanced decision-making precision. Prepared accurate financial reports in compliance with regulatory standards.--
Financial Credit Risk Analyst, Underwriting 02/2018 - 07/2022
Kotak Mahindra Bank Limited, Mumbai, India
Worked as Financial credit risk analyst
Created financial models for forecasting asset management like loans, payments, and interest that diversified risk management strategies. Led and supervised a dynamic team of 6 in evaluating and underwriting loan applications, analyzing previous credit history to determine loan eligibility, verifying documentation, and reviewing credit reports, resulting in 18% approved loan applications. Reduced loan processing time by identifying improvements to strengthen internal controls resulting in a 12% increase in customer base. Spearheaded process automation and provided inputs to minimize the time spent in analyzing and maximize error-free outcomes, resulting in a more streamlined and efficient workflow and increasing the loan approval rate by 7.3%. Participated in financial reporting processes, gaining exposure to month-end close, variance analysis, and contributing to forecasting & budgeting. Collaborated with cross-functional team to facilitate the annual planning process, by initiating regular meetings, and achieving organizational goals and objectives. Assisted in auditing processes, improving compliance rate by 9% and minimizing financial risks. Managed multiple projects simultaneously and handled and addressed escalations, queries, and issues on a timely basis. Prepared requested data and sampled requests for internal and external auditors. Presented financial reports to senior management. Trained co-workers and created materials on company policies & procedures to ensure a seamless onboarding process. Generated 10+ professional project templates that were used for business meetings, seminars, and campaigns. Organized team-building activities to boost team productivity.--
Intern 04/2017 - 06/2017
Voxlaw Private Limited, , India
Worked as an Intern
Improved overall client satisfaction by preparing a GST impact analysis report and developing an introductory manual for client training on GST leading to a 10% reduction in the time required for clients to understand and adapt to GST changes. Supervised the preparation of financial statements, ensuring compliance with accounting standards. And exhibited strong knowledge of accounting principles when analyzing financial documents for clients. Assisted with impromptu analysis as needed. Developed a comprehensive guide on GST, underwent review by senior professionals, and presented the content using Power BI and Tableau.--
Intern 01/2017 - 01/2017
Puma Sports India Private Limited, , India
I worked as an Intern
Addressed and promptly resolved unforeseen customer issues. Administered budgeting process and performed budget variance analysis, driving a decrease in unplanned expenditures by 5%. Utilized comprehensive product knowledge by conducting meticulous analysis of stock data to understand and leverage consumer buying behavior, resulting in a 4% increase in sales. Processed journal entries and performed monthly close tasks.--

Mumbai University 03/2016 - 03/2018
Mumbai, Maharashtra, United States
Degree: Master's Degree
Major:Finance
Relevant coursework: Financial Modelling, Venture Capital & Private Equity, Derivatives & Risk Management, Corporate Valuation and Mergers & Acquisitions, Cost & Management Accounting, MIS, Securities Analysis.

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