Harsh Jain
Summary
Finance enthusiast having an ability to drive financial success in an organization. Expertise in Equity Research, Financial Modelling, Forecasting and Valuation. Seeking a profile in Equity Research, Investment Banking.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Data Research Analyst
Morningstar Inc
Navi Mumbai
12.2022 - Current
- Authored detailed research reports, documenting methodologies, findings, and recommendations in a clear and accessible manner.
- Kept updated on advancements to the latest information system solutions.
- Expanded and modified systems to strengthen workflow.
- Determined strengths and weaknesses of established processes and practices.
- Conducted research on data sources, collected and analyzed large datasets to identify patterns and trends.
- Participated in brainstorming sessions with cross-functional teams to develop innovative solutions.
- Worked closely with Pitchbook, a Morningstar subsidiary, to enhance data-driven insights and provide comprehensive financial analysis for internal and client-facing projects.
- Leveraged various financial and analytical platforms to gather, analyze, and interpret data, supporting interdepartmental projects and initiatives.
Skills
- Advanced Excel
- Financial Modeling
- Fundamental Analysis
- Forecasting
- Accounting
- Attention to details
- Problem-solving
- Management
- Adaptability
Academic Record
- LLB (Honors), DAVV University, Indore, 2021.
- B.Com, DAVV University, Indore, 2016.
- CA CPT.
- Senior Secondary School Certificate, CBSE, 2013 72.6% (Commerce).
- Secondary School Certificate, CBSE, 2011, 7.4 CGPA.
Certification
- Microsoft Advanced Excel.
- Financial Modeling.
Accomplishments
- Recognized with four "Thank You" cards for outstanding performance within the organization.
- Awarded Employee of the Quarter for Q2 2024.
Key Learnings
➢ Financial Statement Analysis, used a variety of analytical tools including the Common size statement and Financial Ratio Analysis to assess the balance sheet, income statement and cash flow statement of the company.
➢ Understanding of relation between Balance sheet, Income statement and Cash flow statement.
➢ Evaluated annual report with focus on MD&A Report.
➢ DU Pont Analysis and Weighted average cost of capital (WACC) Calculation.
➢ Calculated and applied various valuation methods including absolute methods
Discounted cash flow method (DCF) which includes Dividend discount model (DDM), Free cash flow to Firm
(FCFF), Free cash flow to Equity (FCFE) and Gordon growth model (GGM) and comparable methods which includes Ratios- Price to Earning (P/E), Enterprise Value to its Earnings before interest, tax, depreciation and amortization (EV/EBITDA), Price to Book value (P/B) and relative valuation.
➢ Made Graphs and Charts to analyze the past trends.
➢ Created a financial model in Microsoft Excel.
➢ Projection of future performance of a company.
➢ Used MS Excel to organize company data and budget reports.
➢ Created visually appealing dashboards in Excel using VLOOKUP.
➢ Create Reports on long-term and short-term financial data and business performance, including developing graphs to support forecasting activities.
➢ Research, update, and validate data underlying spreadsheet production; strategically fill gaps.
➢ Compile and generate spreadsheets capturing key data related to company.
Modified spreadsheets to achieve analytical goals.
Timeline
Data Research Analyst
Morningstar Inc
12.2022 - Current