SHANTANU V KHATAL
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
5
5
years of professional experience
13
13
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Financial Analyst
IE CAPITAL
PUNE
07.2021 - Current
- Stared In 2021 as advisory firm by myself.
- 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.
- Orchestrated client-centered financial packages factoring in current market trends.
- Promoted successful investment plans with well-organized and smooth presentations.
- Determined pricing, margins and risk factors for active and proposed projects.
- Analyzed and processed project specifics before capital deployments.
- Presented results of financial analyses to clients verbally and in written form.
Accounting Assistant
Technomax Pvt.Ltd.
Airoli
06.2020 - 06.2022
- Investigated daily variances and corrected errors to resolve discrepancies.
- Used accounting software to prepare weekly and monthly financial reports.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Completed financial reports, providing insight into performance, operations and cash flow.
- Communicated with suppliers to reconcile invoice payments.
Financial Analyst
Deutsche Bank Group Pune
Pune
10.2019 - 05.2020
- Promoted successful investment plans with well-organized and smooth presentations.
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
- Solved financial problems with use of diverse analytical and modeling techniques.
Internship Student
Technomax Pvt.Ltd
Airoli
03.2018 - 06.2019
- Produced high-quality communications for internal and external use.
- Reported back to instructor to receive day-to-day tasks and responsibilities.
- Provided clerical support, addressing routine and special requirements.
- Assisted with projects by applying strong analytical skills and studies.
Education
Pursuing - Investments And Securities
CFA INSTITUTE
India 07.2021 - Current
MBA - Financial Management
JSPM Group of Institute
Pune 08.2018 - 06.2019
Bachelor of Commerce - Entrepreneurship
Symbiosis College Of Arts & Commerce
Pune 07.2014 - 06.2018
High School Diploma -
Symbiosis College Of Arts & Commerce
Pune 08.2012 - 06.2014
Secondary School Certificate -
St.Xaviers School, Mahad
Mahad 06.2006 - 03.2012
Skills
Advanced financial analysis
Certification
PORTFOLIO MANAGEMENT
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Financial Analyst
IE CAPITAL
07.2021 - Current
Pursuing - Investments And Securities
CFA INSTITUTE
07.2021 - Current
Accounting Assistant
Technomax Pvt.Ltd.
06.2020 - 06.2022
Financial Analyst
Deutsche Bank Group Pune
10.2019 - 05.2020
MBA - Financial Management
JSPM Group of Institute
08.2018 - 06.2019
Internship Student
Technomax Pvt.Ltd
03.2018 - 06.2019
Bachelor of Commerce - Entrepreneurship
Symbiosis College Of Arts & Commerce
07.2014 - 06.2018
High School Diploma -
Symbiosis College Of Arts & Commerce
08.2012 - 06.2014
Secondary School Certificate -
St.Xaviers School, Mahad
06.2006 - 03.2012
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