MS Excel
Saurabh Patel
Former CEO & Financial Analyst
Talod
Summary
Adept at financial and technical analysis, I significantly enhanced cash flow at Umiya Tubes Limited by implementing robust forecasting models and optimizing working capital. My expertise in portfolio management and trading strategies, coupled with a proactive approach to risk management, has consistently driven profit growth and operational efficiency.
Overview
13
13
years of professional experience
3
3
Languages
Work History
Stock Option and Future Trader
Freelance
02.2022 - Current
- Conducted comprehensive market research and economic analysis to identify emerging investment opportunities in equities, derivatives, and fixed income.
- Developed strategic investment models using quantitative analysis, optimizing portfolio performance across diverse market conditions.
- Analyzed macroeconomic trends and market data to inform investment decisions, enhancing long-term portfolio growth.
- Applied advanced statistical techniques to backtest investment strategies, refining predictive models for greater precision.
- In-depth research on option chains, focusing on the impact of Greeks (Delta, Theta, Gamma, Vega) on option pricing.
- Developed multiple option trading strategies, including straddles, strangles, and iron condors, for different market conditions.
CFO & CMD
Umiya Tubes Limited
06.2013 - Current
- Enhanced cash flow management through the development of robust forecasting models, ensuring optimal liquidity for business operations.
- Ensured compliance with all regulatory requirements by staying current on industry developments and implementing necessary controls within the organization.
- Managed relationships with external auditors, ensuring a smooth and efficient annual audit process with minimal findings or issues identified.
- Managed risk effectively through the establishment of a comprehensive risk management framework, safeguarding company assets against potential threats.
- Optimized working capital levels by closely monitoring accounts receivable/payable balances and taking appropriate actions as needed.
- Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
- Spearheaded the implementation of a new financial reporting system, resulting in more accurate and timely data for decision-making purposes.
Manager
Swarg System and Intruments
12.2011 - 01.2013
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Controlled costs to keep business operating within budget and increase profits.
- Improved marketing to attract new customers and promote business.
- Developed and maintained relationships with customers and suppliers through account development.
- Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
Education
Bachelor of Engineering Technology - Electronics And Communications Engineering
Shrinathji Institute of Technology And Engineering
Nathdwara, India 04.2001 -
Skills
Technical Analysis
Financial Analysis
Portfolio Management
Trading strategies
Fundamental Analysis
Options Trading
Equity Trading
Futures Trading
Stock options
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Supervised team of 90 staff members.
Software
ChatGPT
MS Word
Timeline
Stock Option and Future Trader
Freelance
02.2022 - Current
CFO & CMD
Umiya Tubes Limited
06.2013 - Current
Manager
Swarg System and Intruments
12.2011 - 01.2013
Bachelor of Engineering Technology - Electronics And Communications Engineering
Shrinathji Institute of Technology And Engineering
04.2001 -
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