Sagar Chavda
Financial Analyst
Mumbai
Summary
DOB: 30-10-1998 :- Strategic-minded Senior Financial Analyst bringing 1 years of experience in financial landscape. Well-versed in variance analysis and forecasting. I would like to add value to the Finance Department of an organisation.
Overview
22
22
years of professional experience
12
12
Certifications
Work History
Senior Financial Analyst
Insync Analytics
Mumbai
07.2022 - Current
- Learnings: Understanding and learning various financial Models , Estimating the financials of US Tickers by taking average of Various financial models of investment Banker such as JP Morgan , IBM , GS etc.
- Conclusion: Learning About GAAP AND NON GAAP Flow , One Ex items , SBC , Importance of Key Metrics of Different sectors.Learning about the Fillings such as 8k , Sec fillings , PPT and CT reported by the company , Learning about various important ratios that a investor look at before investing in a company stocks.
- Analysing and studying financial reports and Guidance that a company provides.
Edelweiss Broking Ltd
05.2001 - 07.2001
- Project Title: To Study Customer Acquisition and Revenue Generation with Respect to Edelweiss
- Learnings: Understanding the importance of capital market, derivative market, basics of mutual funds, basics of insurance, Gold ETF, NCD and Corporate FD and various techniques used by the organisation for brokerage generation
- Conclusion: Learning how systematically the company functions from opening a Demat Account to generating brokerage for the Company4
Education
PGDM - Finance
Kohinoor Business School
01.2020 - 1 2022
BMS - Finance
Sinhgad Institute of Commerce
12th - Commerce
D.J. Doshi Gurukul Junior College of Commerce
06.2014 - 1 2016
10th - undefined
India Education Society High School
Skills
Microsoft Advance Excel, Microsoft Word, Power Point Presentation, Certification in MSCIT
Data Collection & Research
Forecasting trends
Financial and operational reporting
Customer Relationship Management
Expert in customer relations
Flexible team player
GAAP and statutory reporting
Certification
Certificate in Excel Crash Course
Timeline
Senior Financial Analyst
Insync Analytics
07.2022 - Current
PGDM - Finance
Kohinoor Business School
01.2020 - 1 2022
12th - Commerce
D.J. Doshi Gurukul Junior College of Commerce
06.2014 - 1 2016
Edelweiss Broking Ltd
05.2001 - 07.2001
BMS - Finance
Sinhgad Institute of Commerce
10th - undefined
India Education Society High School