Sanjana Tawari
Surat
Summary
Developed key skills in leadership and active listening within collaborative environment. Excel in identifying individual strengths and tailoring guidance to support personal and professional growth. Seeking to transition into new field where these skills can drive positive outcomes.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Mentor
Claylab Foundation
10.2024
- - Mentored a 10th grade student on stream selection and career options
Accounting Intern
Soni Jhawar & Co.
04.2023
- - Filing of GST returns for clients
- - Tally accounting through TallyPrime software
Fundraising Intern
Muskurahat Foundation
11.2021
- - Raised awareness about Aashman foundation and their campaigns
- - Raised funds for various foundation campaigns
Research and Investment Analyst
TresVista Financial Services Limited
07.2024 - Current
- - Working with a Private Equity client on LP secondaries, assisting in modeling fund interests for live transactions and roll forwards
- - Preparing and updating capital account statements and NAV projections
- - Supporting transaction analysis by structuring LP-level data and integrating it into reports
Education
High School - XII - Commerce
S.D. Jain Modern School
01.2021
Skills
- - Interpersonal skills
- - Leadership
- - Team Player
- - Analytical skills
- - MS Office (Excel, PPT, Word)
- Teamwork and collaboration
- Effective leadership
- Progress monitoring
Certification
- CFA Level I, CFA Institute - November 2023
- CA Foundation, ICAI - July 2021
Co-curricular Activities
HoD of Marketing - NM Planning Forum (2022) Football - Zonal Level, S.D. Jain Modern School (2019)
Timeline
Mentor
Claylab Foundation
10.2024
Research and Investment Analyst
TresVista Financial Services Limited
07.2024 - Current
Accounting Intern
Soni Jhawar & Co.
04.2023
Fundraising Intern
Muskurahat Foundation
11.2021
High School - XII - Commerce
S.D. Jain Modern School
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