Oct 10, 2023

Piyush

  • Financial Analyst
  • Buffalo, NY
Full time Finance

Personal Summary

I am a highly motivated and detail-oriented finance professional with a Master's degree in Finance and a specialization in Financial Risk Management. With a strong background in investment management and risk analysis, I am skilled in portfolio management, valuation models, and financial statement analysis. I have a proven track record of streamlining financial data analysis, developing risk management strategies, and providing comprehensive financial advice to clients. I am proficient in SQL and R Studio, and I am always eager to learn and adapt to new technologies and methodologies in the field of finance. I am seeking a challenging role as a Financial Analyst where I can leverage my skills and knowledge to contribute to the success of an organization.

Skills

  • Portfolio management
  • Risk management
  • Valuation Models: DCF, Relative valuation, Financial Statements Analysis, LBO methods
  • Soft Programming Language: SQL, R Studio

Licenses and certifications

  • Bloomberg Market Concepts
  • Bloomberg Environment Social Governance

Work Experience

Financial Analyst
Dec 2015 - Dec 2022 Ess Gee Trendz Pvt Ltd Delhi, India
  • Devised 13 strategies and approaches to streamline financial data analysis to improve accuracy of financial projections.
  • Built data visualization to forecast revenue growth or decline and developed support and mitigation protocol.
  • Engaged in crafting risk management strategies and quantified estimated benefits from said strategies.
  • Monitored cash flows and liquidity position variations of 8 company divisions with focus on identifying abnormal.
Financial Advisor
Aug 2020 - Dec 2022 Prime Investment (Motilal Oswal Financial Services Franchisee)
  • Employed with Prime Investment for 2 years to gain valuable experience in investment management.
  • Crafted tailored Investment Policy Statements for clients, aligning with distinct investment objectives and risk tolerance.
  • Supervised complete client onboarding process and provided comprehensive support.
  • Handled and analyzed client transactions while efficiently coordinating stakeholder meetings.
Financial Analyst Intern
Jun 2015 - Dec 2015 Ess Gee Trendz Pvt Ltd Delhi, India
  • Collected data, prepared reports, and examined performance to support finance team in brainstorming sophisticated and methodologies to reduce expenditure.
  • Researched trends created 4 financial models and forecasted results to assist management in performing cost analysis.

Education

Master of Science, Finance
Jan 2023 - May 2024 University at Buffalo, The State University of New York
Bachelor of Commerce
Aug 2012 - Jun 2015 Maharshi Dayanand University