Prathamesh Jadhav
Sr. Financial Analyst
Pune
Summary
Results-driven financial analyst with a proven track record in financial forecasting, budgeting, and data analysis. Demonstrated ability to provide actionable insights and enhance financial performance through collaboration and adaptability. Skilled in financial modeling, strategic planning, and risk management. Recognized for consistent performance and success in fast-paced, ever-changing environments.
Overview
5
5
years of professional experience
2040
2040
years of post-secondary education
3
3
Certifications
Work History
Senior Financial Analyst
State Street
06.2022 - Current
- Conducted reconciliation of multi-currency cash and positions using TLM and MCH tools to ensure financial accuracy.
- Worked closely with finance teams to prepare internal financial reports and dashboards for global stakeholders.
- Supported trade settlement and booking processes across domestic and international markets.
- Drafted SOPs and enhanced documentation standards for internal financial systems and workflows.
- Assisted in troubleshooting system and reconciliation issues related to institutional client accounts.
- Collaborated with business stakeholders to highlight key financial mismatches and risk exposures.
- Generated financial reports and dashboards for internal global teams.
- Supported booking and settlement processes in global markets.
- Contributed to SOP creation and improved documentation for financial operations.
- Gained exposure to trade flow, risk management, and client servicing.
Equity Research Associate
Elara Capital
09.2021 - 03.2022
- Conducted in-depth analysis of small and mid-cap equities, providing actionable investment recommendations.
- Conducted comprehensive research on companies, sectors, and market trends, uncovering lucrative investment opportunities.
- Developed and maintained detailed financial models, conducting valuation analyses to aid decision-making processes.
- Prepared in-depth research reports and presentations for internal investment committees, influencing investment strategies.
- Tracked financial news, market developments, and regulatory updates to inform and adjust ongoing investment strategies.
- Collaborated with portfolio managers and senior analysts to refine and implement high-performing investment strategies.
Finance Intern
IIFL Securities
06.2020 - 09.2020
Education
MBA - Finance
Dr.D.Y.Patil Institute of Management And Research
Pimpri, Pune08-2022
BSc -
Mahavir Mahavidyalay Kolhapur
Kolhapur 04.2001 - 01.2019
Skills
Financial Modelling
Credit Analysis & Research
Equity Research & Sector Analysis
Report Writing & Presentations
Cash flow management
Forecasting techniques
Financial statement analysis
Business valuation
Certification
NISM XV -Research Analyst
Interests
Financial Blogging or Writing, Traveling, Fitness, Driving
PERSONAL STRENGTHS
- Communication and Relationship building skills
- Ability to solve problems
- Ability to work under pressure
- Report Writing & Presentation Skills
- Investment Analysis
- Financial Modeling & Valuation
Software
MS Excel (Advanced: Pivot, VLOOKUP, formulas)
PowerPoint (Presentations, charts)
SAP IBP (basic, self-learning)
Timeline
Senior Financial Analyst
State Street
06.2022 - Current
Equity Research Associate
Elara Capital
09.2021 - 03.2022
Finance Intern
IIFL Securities
06.2020 - 09.2020
BSc -
Mahavir Mahavidyalay Kolhapur
04.2001 - 01.2019
MBA - Finance
Dr.D.Y.Patil Institute of Management And Research