Summary
Overview
Education
Skills
Positions Of Responsibility
Certification
Projects
Personal Information
Timeline
Generic

Charvi Ladha

Summary

With a strong foundation in analytical thinking and problem-solving, eager to expand knowledge and expertise in a professional environment. Possess solid understanding of basic financial principles and data analysis techniques, complemented by proficiency in Microsoft Excel. Embarking on Summer Analyst role, excited to apply and further develop these skills to contribute to team success.

Overview

1
1
Certification

Education

MBA -

T. A. Pai Management Institute
01.2026

BMS - Finance

Thakur College of Science and Commerce
01.2021

HSC -

Birla Balika Vidyapeeth
01.2016

SSC -

Lilavatibai Podar High School
01.2014

Skills

  • Financial Statement Analysis
  • Valuation Research
  • Investment Banking
  • Portfolio Evaluation
  • Teamwork and collaboration
  • Friendly, positive attitude
  • Problem-solving
  • Multitasking Abilities

Positions Of Responsibility

Member- TAPMI Analytical Forum, Workshop Facilitation: Facilitated a Power BI workshop for over 70 participants, leading to a 90% engagement rate and an 85% satisfaction score., Strategic Contributions: Enhanced participant outcomes by 20% and workshop effectiveness by 15% through optimized content delivery strategies., Leadership and Collaboration: Coordinated logistics for the workshop, improving operational efficiency and participant satisfaction ratings by 18%.

Certification

  • Cybersecurity Roles, Processes & Operating System Security, IBM, 06/16/23, Acquired in-depth knowledge of cybersecurity roles and processes, focusing on identifying system vulnerabilities and mitigating data breaches., Developed hands-on skills to implement secure operating system strategies, minimizing potential risks by 25%., Strengthened expertise in safeguarding IT environments, ensuring data integrity and system reliability in simulated scenarios.
  • Cybersecurity Compliance Framework & System Administration, IBM, 06/29/23, Mastered compliance frameworks essential for regulatory adherence in cybersecurity, achieving 100% compliance in case studies., Designed solutions to overcome challenges in system administration, aligning security protocols with organizational goals., Fostered a problem-solving mindset to address real-world compliance issues, improving resolution time by 15%.
  • Fundamentals of Finance, University of California, Irvine, 02/19/24, Gained proficiency in core finance concepts, including the time value of money, capital budgeting, and financial statement analysis., Applied analytical models to evaluate investment scenarios, reducing decision-making errors by 20%., Enhanced strategic planning skills by assessing the financial impact of various business decisions.
  • Introduction to Corporate Finance, University of Pennsylvania, 02/20/24, Built a strong foundation in financial statement analysis, valuation techniques, and risk assessment., Analyzed capital structures to optimize financial performance, increasing accuracy in scenario modelling by 15%., Applied these principles to solve case studies, achieving above-average results in corporate finance simulations.
  • Microsoft 365 Fundamentals Specialization Course, Microsoft, 03/18/24, Achieved expertise in leveraging Microsoft Excel, Word, and PowerPoint for advanced data analysis and reporting., Streamlined team collaboration through tools like Microsoft Teams, improving productivity by 20%., Enhanced project documentation and presentation efficiency, reducing preparation time by 25%.
  • Understanding Financial Markets, University of Geneva, 04/09/24, Acquired a comprehensive understanding of equity, debt, and derivatives markets, focusing on their practical applications., Developed insights into market behavior, enabling improved financial forecasting accuracy by 10%., Applied theoretical knowledge to real-world trading scenarios, enhancing decision-making capabilities.
  • Financial Markets, Yale University, 05/01/24, Learned advanced concepts in behavioral finance, portfolio diversification, and investment strategies., Conducted portfolio evaluations, improving predicted returns by 8% through refined valuation techniques., Applied behavioral finance theories to identify market inefficiencies, enabling better investment decision-making.

Projects

Finlatics Live Project, 08/29/24, 10/27/24, Financial Statement Analysis, Valuation Research, Investment Banking, Portfolio Evaluation, Analyzed over 10 financial statements, identifying performance trends that supported strategic decision-making., Conducted valuation research, optimizing portfolio strategies to increase returns by 12%., Independently evaluated investment portfolios, solving critical allocation challenges.

Personal Information

  • Age: 26
  • Gender: Female

Timeline

BMS - Finance

Thakur College of Science and Commerce

HSC -

Birla Balika Vidyapeeth

SSC -

Lilavatibai Podar High School

MBA -

T. A. Pai Management Institute
Charvi Ladha