Summary
Overview
Work History
Education
Skills
Timeline
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Prasham Bafna

Financial Analyst
Pune

Summary

Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.


Overview

3
3
years of post-secondary education

Work History

Financial Analyst

DNA Growth
Punjab
09.2022 - Current
  • My key responsibility here was to make financial model on the business analytics provided by the clients. I had in total worked on 4 projects out of which 3 were about business expansion plan and 1 was for the start-up.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
  • Developed and deepened client relationships to cement profitable partnerships.
  • Promoted successful investment plans with well-organized and smooth presentations.


Education

CFA Level 2 Candidate - Financial Planning And Services

CFA Institute
Pune
06.2021 - 05.2022

Financial Modelling - Accounting And Finance

Fintree Academy
Pune
06.2022 - Current

BBA - Finance

Savitribai Phule Pune University
Pune
06.2019 - 04.2021

Skills

    COMMUNICATION SKILLS

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Timeline

Financial Analyst

DNA Growth
09.2022 - Current

Financial Modelling - Accounting And Finance

Fintree Academy
06.2022 - Current

CFA Level 2 Candidate - Financial Planning And Services

CFA Institute
06.2021 - 05.2022

BBA - Finance

Savitribai Phule Pune University
06.2019 - 04.2021
Prasham BafnaFinancial Analyst