Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Extracurricular Activities
Timeline
Generic
KRISHNA SHASTRI

KRISHNA SHASTRI

Aspiring Finance Professional
Pune

Summary

Finance professional with comprehensive knowledge in financial analysis, keen attention to detail, and commitment to high standards. Proven ability to support financial operations and assist in budgeting while maintaining strong focus on collaboration and adaptability. Reliable and results-driven team player with skills in financial reporting and data analysis.

Overview

1
1
year of professional experience
15
15
years of post-secondary education
5
5
Certifications
3
3
Languages

Work History

Management and Finance Trainee

Automatic Electric Ltd
08.2023 - 07.2024
  • Prepared journals for month-end and year-end processes.
  • Examined financial risks and benefits of projects by looking at cash flows, debt coverage and rates of return.
  • Supported senior finance professionals in analyzing investment opportunities and assessing potential risks.
  • Verified financial journals for clarity and completion under supervisor direction.
  • Monitored financial performance indicators, identifying trends and providing recommendations for improvement.
  • Tracked and documented expenses to support budget administration.

Internship:- Business Development

Truefunds
04.2023 - 06.2023
  • Conducted competitive analysis to assess market trends and firm positioning.
  • Managed and analyzed client investment portfolios, formulating tailored investment plans.
  • Researched and analyzed mutual fund performance for investment recommendations.
  • Worked on the BSE Star MF backend system, executing MFD operations efficiently.
  • Facilitated the dematerialization process of shares for clients.
  • Participated in financial education sessions for underprivileged women, promoting financial literacy.

Education

Bachelors of commerce -

Marathwada Mitra Mandal's College of Commerce
01.2020 - 01.2023

Higher Secondary School certificate -

Loyola High School And Junior College
01.2018 - 01.2020

Secondary School Certificate -

Loyola High School And Junior College
01.2008 - 01.2018

Skills

  • Financial Research & Analysis

  • Portfolio Management

  • Financial Modeling (Basic)

  • Investment Banking Operations (Trade Life Cycle, Securities, Derivatives)

  • MS Office (Excel, PowerPoint, Word)

  • Canvas (Presentation & Design Tools)

  • Strong Communication (Written & Verbal)

  • Public Speaking & Leadership

  • Hardworking & Punctual

  • Adaptability & Problem-Solving

Certification

Certified Investment Banking Operations Professional

Accomplishments

  • Best Speaker & Debater - Inter-college debate competition
  • 2nd Place in Biz-Trivia Quiz - College of Engineering Pune (COEP), 2022
  • Head Boy - Led school and junior college student body

Extracurricular Activities

  • District-Level Badminton Player
  • Zonal-Level Discus Throw Athlete
  • Drummer in Junior College Band

Timeline

Certified Investment Banking Operations Professional
03-2025
CFA Level 1 Practical skill Financial modelling (Basics)
08-2024

Management and Finance Trainee

Automatic Electric Ltd
08.2023 - 07.2024
Options Trading - Basics (Udemy)
05-2023
Complete MS Excel Course (Udemy)
05-2023
Investment Banking Fundamentals (Udemy)
05-2023

Internship:- Business Development

Truefunds
04.2023 - 06.2023

Bachelors of commerce -

Marathwada Mitra Mandal's College of Commerce
01.2020 - 01.2023

Higher Secondary School certificate -

Loyola High School And Junior College
01.2018 - 01.2020

Secondary School Certificate -

Loyola High School And Junior College
01.2008 - 01.2018

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KRISHNA SHASTRIAspiring Finance Professional