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Click here or scroll down to respond to this candidate Candidate's Name
Dallas, Tx, Street Address | PHONE NUMBER AVAILABLE | EMAIL AVAILABLE
Education:
Master of Science in Finance | The University of Texas at Dallas, Texas Aug Street Address May 2024
Coursework: Derivatives, Financial Modeling and Analysis, Venture Capital Seed Fund, Financial Management, Financial Accounting, Analytics for Finance,
Real Estate Finance & Investments, Fintech and Blockchain
Bachelor of Engineering in Instrumentation & Control | Gujarat Technological University Aug 2017 June 2021
Technical Skills:
Programming/Software: R Programming, Python, ARGUS modeling, MS Excel, PowerPoint, Word, PowerBi, Outlook, Tableau, Canva.
Databases: FactSet, Crunchbase, Refinitiv Workspace, Capital IQ, Bloomberg
Professional Experience:
Seed Fund Analyst | The University of Texas at Dallas Aug 2023 Dec 2023
Engaged in UTD BlackStone Launchpad s experiential learning class, enhancing skills in venture capital, financial modeling, and investment analysis.
Conducted strategic analysis of 10 startups, focusing on due diligence, business model evaluation, and investment viability, utilizing skills in
financial analysis and risk assessment, and filtering down to 2 companies.
Developed comprehensive investment proposals and deal memo demonstrating proficiency in presentation skills, and stakeholder communication.
Acquired in-depth insights into pitch decks, term sheets while fostering skills in founder engagement, client relationship management, leadership, team
building and professional networking.
Teaching Assistant | The University of Texas at Dallas Aug 2023 Dec 2023
Proctored courses in Financial Management and Real Estate Finance, impacting over 150 students through academic mentorship and support.
Administered and critically assessed a wide range of assignments, upholding high standards of academic excellence and fairness and integrated real-life
financial scenarios and continuous feedback mechanisms, promoting an engaging and practical learning atmosphere.
Financial Compliance Assistant | The University of Texas at Dallas Dec 2022 Aug 2023
Executed detailed financial analysis and compliance verification for over 35,000 transactions totaling $7M, employing advanced Excel, SQL, PowerPoint
and PeopleSoft ERP skills and increased operational efficiency by 20% for the One Card Program co-developed by UTD and Citi Bank
Developed insightful financial reports, ensuring enhanced transactional clarity and accuracy using advanced Excel, Vlookup, Hlookup, Pivot Tables, Data
tables and Macros and created insightful presentations using PowerPoint, Power BI and standardized the templates to streamline the process
Interacted with hundreds of cardholders to reduce error and ensure 100% compliance with University & Citi bank s rules and regulations.
Actively mentored new staff in best practices of financial compliance, error detection and internal control procedures.
Finance Development Intern | Enkay Investments, Surat, India Sep 2021 March 2022
Provided financial advisory support services to over 50 clients, customizing investment solutions in alignment with individual risk tolerances,
investment objectives and tax minimizing techniques.
Overhauled client relationship management systems, enhancing client engagement and optimizing follow-up processes.
Developed and presented persuasive client presentations and Stock return dashboard in Power Bi, cultivating robust and strategic client relationships.
Conducted in-depth analysis of various Mutual Funds and Portfolio Management Services, employing advanced financial analytics for strategic
investment decision-making.
Accounting Technician | Ideal Multimedia Distributors, Surat, India April 2020 Aug 2021
Managed the company's financial planning and reporting, making sure our finances were well-organized and accurate according to India GAAP standards,
especially during COVID 19 lockdowns, to ensure we stay cashflow positive using excel and Tally ERP 9.0 software.
Created effective business procedures and income predictions to enhance internal management and operational performance, while managing inventory
strategically to improve cash flow and ease financial limitations.
Worked on building stronger connections with our clients, leading to higher customer satisfaction by 20% improvement in how they rate our service.
Academic Project Experience:
1. FP&A Model for Mercury Athletic Footwear (HBR Case Study) - Utilized financial valuation models for strategic business analysis and created
reasonable projections for the acquisition by analyzing 10k/10q reports and calculating synergies that could be achieved. July 2023
2. Financial Models in ARGUS for Real Estate - Developed ARGUS-based real estate financial models for industrial and office spaces Nov 2022
3. Stock Returns Analysis Project - Analyzed stock market data using Advanced Excel for variance and correlation analysis, Oct 2022
Competitions & Leadership Experience:
1. Volunteer at Venture Dallas 23 & North American Blockchain Summit 2023 - Engaged in fostering Venture Capital and Blockchain communities
through active event participation. November 2023
2. Microsoft Student Ambassador - Advocated for technological innovation and digital literacy, facilitating workshops and networking events to enhance
peer learning and community engagement. Aug Dec 2023
3. Treasurer, International Society for Automation, Student Chapter SARVA Demonstrated Financial management and fundraising skills and managed
to raise around Rs. 50,000 from various sponsors and effectively met the committee s expectations. Aug 2019 Feb 2021
Eligibility: Eligible to work in the USA for 36 months without sponsorships. I possess a valid SSN and driving license.
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