Summary
Overview
Work History
Education
Skills
Certification
Timeline
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ISHIT JAIN

MUMBAI

Summary

Financial Analyst with in-depth knowledge of forecasting models, data analytics, finance and accounting, and corporate financial law. Client-centric finance professional with over 3 years of experience working within renowned institutions as an Analyst. Adept decision-maker, communicator, and collaborator dedicated to protecting organizations profits and revenue to achieve full financial control and sustainability.

Overview

2
2
years of professional experience
9
9
years of post-secondary education
1
1
Certification
2
2
Languages

Work History

Investments & Deals

GetVantage
09.2022 - Current
  • Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation
  • Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals
  • Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.

ANALYST

MGB Advisors Pvt Ltd
12.2021 - 08.2022
  • Investigating of a potential investment to confirm facts that may have a direct impact on a buyer's decision to merge or make a purchase
  • Understanding of a company's obligations, such as their debts, leases, distribution agreements, pending and potential lawsuits, long-term customer agreements, warranties, compensation agreements, employment contracts, and similar business components
  • Conducting research to ensure that all facts pan out before entering into a financial transaction or agreement with another party
  • Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.

INDUSTRIAL TRAINEE

Hindustan Unilever Ltd
03.2020 - 05.2021
  • Handle various assignments consisting analysis of sales and assisted in preparation of projections of sales at product level
  • Responsible for preparation of monthly provisioning of expenses and evaluation of monthly closing stock and identifying the variance
  • Assisted in checking of internal controls in terms of employees and sales agents
  • Preparation of budgets of quarterly expenses related to employees payments and releasing purchase orders

Education

CFA Level 3 (Results Awaited) -

CFAI
12.2019 - Current

CA Finalist (IPCC Cleared) -

ICAI
06.2016 - Current

Skills

    Financial Analysis

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Certification

IELTS 7.5

Timeline

Investments & Deals

GetVantage
09.2022 - Current

ANALYST

MGB Advisors Pvt Ltd
12.2021 - 08.2022

IELTS 7.5

09-2021

INDUSTRIAL TRAINEE

Hindustan Unilever Ltd
03.2020 - 05.2021

CFA Level 3 (Results Awaited) -

CFAI
12.2019 - Current

CA Finalist (IPCC Cleared) -

ICAI
06.2016 - Current

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