Himanshu Patel
Financial Analyst (CFA Level 2 Candidate)
469/243, Jagdamba Colony, Vijay Nagar, Jabalpur,Madhya Pradesh
Summary
Practical Associate Consultant with expertise in managing priorities so that deadlines are met in a high-quality outcome. Committed to establishing credibility and developing relationships with associates and managers. Strong conceptual thinking skills and an excellent ability to learn new concepts quickly.
Overview
2
2
Certifications
6
6
years of post-secondary education
3
3
years of professional experience
Work History
Relationship Manager
Natwest Group
, Delhi
03.2021 - 06.2021
- Working on onboarding clients and ensuring all the ongoing deals and processes are being monitored on a regular basis.
- Support clients with their queries and working with internal teams while shouldering tasks delegated with multi stakeholder management
Associate Consultant
Churchgate Advisory
Gurgaon, Haryana
02.2020 - 02.2021
- Dexterously delivering investor relation and corporate finance advisory to Indian companies.
- Handling ad hoc client requests, providing guidance and solutions to clients.
- Shouldering with the overall accountability of creating, updating and maintaining various excel spreadsheets and reports tracking stock price performance, valuations & different financial metrics.
- Developing company presentation, share price analysis, industry reports and perform peer analysis.
- Analyzing, interpreting and summarizing financial and other information for management reports.
- Leading & guiding member finance team, ensuring that they are motivated to carry out their responsibilities to the required standard.
Senior Analyst
Cians Analytics Pvt. Ltd.
Gurgaon, Haryana
11.2018 - 01.2021
- Shouldered with the overall responsibility of developing, forecasting
financial models, performing projections based on past trends and
critical revenue drivers to the future direction of the company. - Played a stellar role and offering working knowledge of financial
modelling, cash flow, and sensitivity analysis utilizing NPV & IRR.
Education
Master of Business Administration - Finance
Symbiosis Insititute of Business Management
Hyderabad 06.2016 - 06.2018
Bachelor of Technology - Mechanical Engineering
Sharda University
Greater Noida 04.2012 - 06.2016
Skills
Consultancy and advisory
Mathematics proficiency
Mastery of PowerPoint
Presenting information
Analysis & Evaluation
Client Relationships
Strategic Planning
Team Leadership & Development
Certification
[Business Analytics] , [Analytix Labs]
Timeline
[Vedic Maths], [Skillsonbiz]
06-2021
Relationship Manager
Natwest Group
03.2021 - 06.2021
[Business Analytics] , [Analytix Labs]
12-2020
Associate Consultant
Churchgate Advisory
02.2020 - 02.2021
Senior Analyst
Cians Analytics Pvt. Ltd.
11.2018 - 01.2021
Master of Business Administration - Finance
Symbiosis Insititute of Business Management
06.2016 - 06.2018
Bachelor of Technology - Mechanical Engineering
Sharda University
04.2012 - 06.2016