Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Hobbies and Interests
Timeline
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Piyush Jain

H608 Daffodil Society Magarpatta, Hadapsar Pune

Summary

Highly skilled Finance Associate with background in financial analysis, budgeting and forecasting. Profound knowledge of financial modeling, corporate finance principles and strategies. Strong analytical skills paired with ability to make data-driven decisions have consistently improved efficiency and reduced costs.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Management Trainee

AGS
Pune
04.2023 - Current
  • Held a critical role at Aviva Global Services where I was responsible for maintaining and enhancing our operations' quality and compliance standards
  • My primary duties included: Monthly review of Invoice received from the suppliers, tracking actual vs budget
  • Preparation of various reports and trackers for the supporting the management and provide them monthly view of transactions
  • Reviewing contract terms and benefit tracking as per the agreed contract terms with the suppliers
  • Reviewing the documents being shared by the different suppliers and ensuring compliance with the Aviva Global Standards
  • Preparing and posting journals as and when required in preparation of the financials
  • Ensuring compliance with accounting policies and other regulatory compliances
  • Helping team in facing financial and quality audits.

Associate Business Analyst

Udyen Jain & Associates
Pune
04.2022 - 03.2023
  • Researched macroeconomic, industry, and company-specific data for 20 potential investments, enabling data-driven decision making
  • Coordinated with financial advisors to develop long-term investment strategies, increasing portfolio growth by 2% annually
  • Developed financial models to assess potential investments and identify potential risks
  • Assisted in preparation of presentations, data tables and other documents for investor meetings.

Intern

ICICI Bank
Pune
05.2021 - 06.2021
  • Analyze consumer needs, current market trends, and potential partnerships to offer unique and technology-driven solutions
  • Collaborate and coordinate to implement different marketing strategies
  • Formulate sales strategies, tap into cross-selling and upsell opportunities, to ensure maximum customer reach.

Education

PGDM-Finance -

Indira Institute of Management Pune (IIMP)
05.2022

Bachelor of Commerce -

PSGVPM Arts Science and Commerce College
03.2020

Skills

  • Good IT Skills: MS Excel, PowerPoint Presentation, MS Word, Oracle, Tally
  • Trading Platforms: Zerodha, Growl, Coin, Bloomberg Market Concepts (beginner)
  • Client relationship
  • Risk Management
  • Analytical Thinking
  • Problem Solving
  • Statistical Analysis
  • Financial Modeling
  • Communication
  • Decision Making

Certification

  • Financial modeling workshop, IMS pro-school, Pune, 08/01/21
  • Equity Research Experience Project, Quollab, 11/01/21
  • NISM-Series-V-A: Mutual Fund, 03/01/22
  • Investment Banking management, Citi Bank

Accomplishments

    08/01/23, Achieved a 'WOW Award' from a UK-based onshore stakeholder for Quality Audits.

Languages

  • English (Advance)
  • Hindi
  • Marathi
  • Gujarati

Hobbies and Interests

  • Studying and investing in the stock market.
  • Attending professional events and expos (trade, business, startups, technology).
  • Interacting with businessmen, and entrepreneurs and learning new business ideas/concepts from them.
  • Networked with experts and organized training programs on a range of topics including leadership, communication networking, etc.
  • Volunteered in various beach clean-ups and tree planting events.

Timeline

Management Trainee

AGS
04.2023 - Current

Associate Business Analyst

Udyen Jain & Associates
04.2022 - 03.2023

Intern

ICICI Bank
05.2021 - 06.2021

PGDM-Finance -

Indira Institute of Management Pune (IIMP)

Bachelor of Commerce -

PSGVPM Arts Science and Commerce College

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Piyush Jain