Jatin Lalwani
Agra
Summary
Results-driven Analyst with Acuity Knowledge Partners, skilled in financial statement analysis and credit risk assessment. Proficient in advanced Excel and known for strategic thinking and effective communication, delivering high-quality insights and supporting investment decisions.
Overview
5
5
years of professional experience
Work History
Analyst
Acuity knowledge partners
Gurgaon
02.2025 - Current
- Analyzed 16+ financials daily; prepared accurate financial spreads from audited, reviewed, and interim statements (300+ files/month)
- Worked on 10-K, 10-Q and NPO financials, interpreting notes, MD&A, and auditor remarks
- Performed credit & covenant analysis (leverage, coverage, liquidity, compliance) with early risk flags
- Used Advanced MS Excel for high-volume spreading, validation, and quality control
- Applied Moody’s CreditLens for credit risk assessment and portfolio monitoring under strict
Intern
Bulls and Bears
04.2024 - 06.2024
- Successfully acquired two clients and managed a portfolio valued at $2500, achieving impressive returns of 12% and 15%, surpassing market benchmarks.
- Applied advanced technical analysis techniques, including Smart Money Concepts (SMC) and Dow Theory, to identify high-probability market opportunities and optimize trading strategies.
- Conducted in-depth fundamental analysis to align trading decisions with macroeconomic indicators, ensuring data-driven portfolio management.
- Advisory
Accounting Associate
Neetu Ladies Wear
Agra
05.2021 - 04.2023
- Directed all financial operations, including daily transaction recording, cash flow monitoring, and preparation of financial statements, ensuring compliance with accounting standards.
- Conducted financial analysis to evaluate business profitability and identify cost-saving opportunities, contributing to strategic decision-making.
- Oversaw inventory management processes, implementing effective tracking systems and resolving discrepancies to optimize operational efficiency.
- Key Achievements
- Reduced dead stock from 12% to 7% through effective inventory management strategies, minimizing wastage and improving operational efficiency.
- Streamlined financial processes, resulting in a 20% reduction in reporting time by implementing more efficient transaction recording systems.
- Played a pivotal role in improving cash flow management by optimizing payment schedules and collections, boosting liquidity.
Education
PGDM -
FOSTIIMA Business School
New DelhiB. Com -
St. John's College
AgraXII Standard - CBSE
ESS ESS Convent School
AgraX Standard - CBSE
ESS ESS Convent School
AgraSkills
- Proficient in MS Office
- Advanced Microsoft Excel & MS Office
- Financial Statement Analysis (10-K, 10-Q, Audited, NPO)
- Financial Spreading & Data Validation
- Credit & Covenant Analysis
- Credit Risk Assessment & Portfolio Monitoring
- Moody’s CreditLens
- Ratio & Cash Flow Analysis
- Equity & Portfolio Analysis
- Investment & Credit Decision Support
- Analytical & Strategic Thinking
- High-Volume, High-Accuracy Execution
- Professional Communication & Team Collaboration
Accomplishments
- Math Olympiad - Scored highest marks in class 9th.
- CA foundation - scored 83 marks in Accountancy (Highest in Agra)
- Participated in a finance quiz Organized by Upsurge
- Secured 2nd position out of 500 in a trading competition conducted by Delhi University
Skills And Certifications
Fund Accounting, KPMG, 2024, NISM-certified Mutual fund distributor, 2024, NISM-certified Equity derivatives, 2024, NISM-certified Research Analyst, 2024, Certified expert in MS Excel using AI, OM's Academy, 2024, Proficient in MS Office, Efficient and experienced in the Equity Market, Commodities Market, and Cryptocurrency, with advanced knowledge of Price Action and Elliott Wave Theory, Good knowledge of Advanced Accountancy, Statistics, Company law, Auditing, and Strategic Management as a CA drop out at the intermediate level, Skilled Portfolio Manager with expertise in swing trading portfolios and providing investment/trading guidance, Effective Communicator, Teamwork, Adaptability, Flexible
Extracurricular Activities
Head of the Entrepreneurship development committee, 2020, Badminton states and nationals' champion, Certificate by Scribbled Stories for best write-up of the month., 2nd position in cricket inter-school competition, Represented my school in chess competition and achieved 3rd position, Workshop on Elliott Wave advance theory, Chartking, 2022
Projects
Comparative Financial Statements, Conducted a comparative study of stocks in the textile sector, analyzing financial statements and key performance indicators to identify the best investment opportunities using the tools of Financial Modelling.
Positions Of Responsibility
FOSTIIMA Business School, Active Member of the Entrepreneurship Development Cell.
Personal Information
- Age: 22
- Gender: Male
Languages
Hindi
First Language
English
Proficient
C2
Timeline
Analyst
Acuity knowledge partners
02.2025 - Current
Intern
Bulls and Bears
04.2024 - 06.2024
Accounting Associate
Neetu Ladies Wear
05.2021 - 04.2023
PGDM -
FOSTIIMA Business School
B. Com -
St. John's College
XII Standard - CBSE
ESS ESS Convent School
X Standard - CBSE
ESS ESS Convent School