Summary
Overview
Work History
Education
Skills
Cocurricular Activities
Projects
Social Cause Project
Languages
Areas Of Interest
Hobbies and Interests
Timeline
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AARYA DENISK DANTARA

Mumbai

Summary

Dependable professional with track record of success in field, attention to detail and proactive mindset. Seek opportunities to improve processes and workflows for the team's benefit. Conscientious, hardworking, and a multitasker in fast-paced environments.

Overview

3
3
years of professional experience

Work History

Financial Planning & Analysis Intern

EDELWEISS
Mumbai
05.2024 - 11.2024
  • Set specific goals for projects to measure progress and evaluate end results
  • Made financial reports on peer/competitor companies and evaluated their company financial strategies
  • Built a 5-year financial model to track their growth rate with the help of certain tools, i.e. PnL, disbursement tracker and balance sheet
  • Incentive Automation System for Individual RM

Valuation Analyst

KNAV INDIA
01.2022 - 09.2022
  • Analyzed finances of 40+ listed and private firms, mainly using DCF and comparable comps methods, among other approaches
  • Enhanced efficiency by automating templates through VBA macros, reducing manual, repetitive tasks
  • Produced customized reports and engagement letters tailored to client specifications
  • Actively engaged in client meetings, gathering insights and comprehending their needs directly
  • Attained a comprehensive grasp of the 15-20-day valuation process, from initial client contact to the final report, obtaining a holistic perspective

Education

B.Sc. - Actuarial Science & Quantitative Finance

University of Mumbai
01.2024

12th Grade - CBSE Board

Narayana E-Techno School
Mumbai
01.2021

10th Grade - CBSE Board

Narayana E-Techno School
Mumbai
01.2019

CFA - Finance

Chartered Financial Analyst
Mumbai

Skills

  • VLOOKUP & Advance Excel
  • VBA
  • Python
  • R programming
  • Valuations
  • Financial Modelling
  • Foreign language
  • Power BI

Cocurricular Activities

  • Successfully completed A1 and A2 examinations at Alliance Française de Bombay with outstanding scores of 89% and 74.5%, respectively.
  • Achieved proficiency in music by clearing four levels of Casio Gandharva Mahavidhyalaya Mandal, Mumbai.
  • Dedicated content curation and teaching efforts for underprivileged children as part of the Daanam Uplift initiative.
  • Served as a volunteer coordinator for MASH, facilitating communication and collaboration between entrepreneurs and officials.

Projects

Risk Management Project:-

Made a portfolio to accommodate the financial requirements of an individual based on their needs and investor profile.

Portfolio Theory and Security Analysis Project:

Calculated margin calls for the listed company called 'Asahi India Glass Limited (AIS)'.

Financial Modelling Project:-

Made a Financial Model forecasting the P/L statement and calculating financial ratios to gain insights of the company.

Social Cause Project

Content Curator for NGO kids 

· Dedicated content curation and teaching efforts for underprivileged children as part of the Daanam Uplift initiative

Volunteer for start ups 

  • Served as a volunteer coordinator for MASH, facilitating communication and collaboration between entrepreneurs and officials

Languages

  • English, Full professional proficiency
  • Hindi, Native/Bilingual proficiency
  • Gujarati, Native
  • French, Basic

Areas Of Interest

  • Investment Banking
  • Financial Risk Management
  • Private Equity
  • Venture Capital
  • Portfolio Management

Hobbies and Interests

  • Technology
  • Games
  • Badminton
  • Table Tennis
  • Anime
  • Squash
  • Reading about paradoxes
  • Travelling
  • Trekking

Timeline

Financial Planning & Analysis Intern

EDELWEISS
05.2024 - 11.2024

Valuation Analyst

KNAV INDIA
01.2022 - 09.2022

B.Sc. - Actuarial Science & Quantitative Finance

University of Mumbai

12th Grade - CBSE Board

Narayana E-Techno School

10th Grade - CBSE Board

Narayana E-Techno School

CFA - Finance

Chartered Financial Analyst
AARYA DENISK DANTARA