Amol Joshi
Summary
Driven financial professional with extensive experience in financial modeling, data analysis, and delivering client insights. Proven ability to build consensus model ,lead teams & ensuring timely deliverables.
Overview
20
20
years of professional experience
Work History
Joint Vertical Manager
FOA Research Private Limited
Mumbai
11.2008 - Current
- Developed & maintained detailed financial models for U.S.-listed companies across the Financial Services, Insurance, Healthcare, and Pharmaceutical sectors. My work supports hedge funds, asset management firms, and private equity professionals by delivering accurate, research-driven financial models, earnings updates, and forecasting models.
- Building Non-GAAP Income Statement using historical data from the various sources (SEC filing (8K ,10-Q & 10K), Company website, etc.). Providing detailed pro forma financial statements with key operating metrics (KPI's) and main key drivers.
- Integrating sell-side analyst forecasts with comparable company analysis to generate robust consensus estimates.
- Contributed to pilot projects and product development such as Drug Report database, Pharma Peer Metrics, and Organic Growth Report.
- Extracting forward-looking statements from earnings transcripts and scanned press releases, SEC filings for future outlook, analyzing financial results and core earnings.
- Performing data analysis using our consensus data and thereby creating potential usage dashboards for our clients.
- Managed a team of analysts supporting dedicated client accounts, ensuring high-quality execution and efficient workflow management.
Junior Research Associate
Gridstone Associate
Mumbai
03.2008 - 11.2008
- Delivered quantitative and qualitative financial data to Hedge funds in the U.S. for companies across various sectors on U.S. stock exchanges, including NYSE and NASDAQ.
- Transformed collected data from various origins into relevant formats for analysis and featured on dashboard
Trainee-Transactional Banking
HDFC Bank
Mumbai
01.2007 - 05.2007
- Processed cash transactions ensuring regulatory compliance
- Executed inward clearing of cheques and import-export challans.
- Acted as a teller while completing a training program in basic banking principles.
Education
Certification in Data Analytics -
Tutedude
Online12-2026
Intermediate Certificate -
Institute Company Secretary
Mumbai06-2009
Masters of Commerce (M.com) -
University of Mumbai
Mumbai06-2006
Bachelor of Commerce (B.Com.) -
University of Mumbai
Mumbai06-2004
Skills
- Financial modeling
- GAAP – Non-GAAP analysis
- Data analysis
- Financial analysis
- Client deliverables
- Sell side estimates
- Consensus building
- Leadership and team management
Accomplishments
- Key contributor to pilot projects and product development initiatives.
- Successful onboarding of new clients.
Timeline
Joint Vertical Manager
FOA Research Private Limited
11.2008 - Current
Junior Research Associate
Gridstone Associate
03.2008 - 11.2008
Trainee-Transactional Banking
HDFC Bank
01.2007 - 05.2007
Certification in Data Analytics -
Tutedude
Intermediate Certificate -
Institute Company Secretary
Masters of Commerce (M.com) -
University of Mumbai
Bachelor of Commerce (B.Com.) -
University of Mumbai
Language
- Marathi (Mother Tounge)
- English
- Hindi
Tools
- Microsoft Office (Advance Excel, Word, Power point)
- Microsoft SQL (Beginner)