Shrikrishna Waradkar
Mumbai
Summary
Detail-oriented finance expert specializing in financial analysis. Proven track record in delivering actionable insights through comprehensive data interpretation and reporting. Skilled in financial modeling and adept at managing large datasets in dynamic environments. Focused on utilizing quantitative and strategic skills to foster business growth and performance. Analyzed capital markets for mutual funds and equity. Proven ability to leverage Excel and PowerPoint for data analysis and presentations.
Overview
3
3
years of professional experience
1
1
Certification
Work History
1. Key Relationship Manager
ICICI Prudential Life Insurance Pvt. Ltd
06.2024 - 07.2025
- Upselling investment and insurance -products to existing clients
- Portfolio Analysis of clients
- Providing service to clients with respect to their existing portfolios
- Insurance and Investment Planning
2. Fund Accounting Trainee
Adecco India Pvt. Ltd
04.2024 - 06.2024
- Financial Reporting
- Compliance
- Trade Processing & Settlement
- Reconcillation
3. Project Associate
Contexio LLP
05.2022 - 11.2022
- Daily operations (production and process of coverage and validation)
- Conducted Quality Check on daily production
- Data formatting, consolidation and sanitization of data
- Allocated production targets within the team
- Received recognition award in August 2022 for achieving best targets and accuracy
Education
1. Masters of Management Studies - Finance
University Of Mumbai
06-2024
2. Bachelors of Arts - Economics
University Of Mumbai
05-2022
3. 12th HSC -
Maharashtra Board Of Secondary And Higher Secondary Education
06-2018
4. 10th SSC -
Maharashtra Board Of Secondary And Higher Secondary Education
06-2016
Skills
1 Analysis of Financial Statements
2 Financial Modeling
3 Microsoft Excel
4 Analytical skills
5 Multitasking abilities
Projects
1. Financial Statements' Analysis of Dabur India
This project involves analyzing the financial statements of Dabur India Ltd., a leading FMCG company, to assess its financial health, performance trends, and investment potential. The analysis covers key financial reports, including the Balance Sheet, Income Statement, and Cash Flow Statement, along with ratio analysis, trend analysis, and peer comparison.
2. Financial Modeling of Siemens India
This project involves building a comprehensive financial model for Siemens India, a leading technology and engineering company. The model will project the company's financial performance, including revenue, expenses, profitability, and cash flows, using historical data and future assumptions. It will also include valuation techniques like Discounted Cash Flow (DCF) and comparable company analysis (CCA) to estimate the company’s intrinsic value.
Certification
1. NISM Series XV : Research Analyst Certification
- Gained a strong understanding of equity research processes, including industry analysis, company analysis, and financial statement interpretation.
- Learned to apply fundamental and basic technical analysis techniques to evaluate investment opportunities.
- Developed skills in valuation methodologies such as DCF, relative valuation, and ratio-based analysis.
- Understood SEBI regulations, ethics, and compliance requirements applicable to research analysts in Indian capital markets.
2. NISM Series V-B : Mutual Funds Foundation
- Acquired comprehensive knowledge of mutual fund structures, types of schemes, and fund classification in India.
- Learned about NAV calculation, expense ratios, loads, and taxation of mutual fund investments.
- Understood risk–return profiling, asset allocation, and portfolio diversification concepts.
- Gained familiarity with mutual fund distribution channels, investor services, and regulatory framework under SEBI and AMFI.
3. Financial Analyst Certification
- Developed proficiency in financial statement analysis, including profitability, liquidity, solvency, and efficiency ratios.
- Learned to interpret corporate financial performance for decision-making and advisory purposes.
- Gained exposure to budgeting, forecasting, and variance analysis techniques.
- Strengthened understanding of capital markets, financial instruments, and corporate finance fundamentals.
4. Financial Modeling and Valuation
- Built end-to-end financial models in Excel, including integrated income statement, balance sheet, and cash flow models.
- Applied valuation techniques such as Discounted Cash Flow (DCF), Comparable Company Analysis, and Precedent Transactions.
- Learned assumption building, scenario analysis, and sensitivity analysis for informed financial decision-making.
- Developed practical skills in investment analysis, M&A evaluation, and startup valuation.
- Gained a strong understanding of equity research processes, including industry analysis, company analysis, and financial statement interpretation.
- Learned to apply fundamental and basic technical analysis techniques to evaluate investment opportunities.
- Developed skills in valuation methodologies such as DCF, relative valuation, and ratio-based analysis.
- Understood SEBI regulations, ethics, and compliance requirements applicable to research analysts in Indian capital markets.
2. NISM Series V-B : Mutual Funds Foundation
- Acquired comprehensive knowledge of mutual fund structures, types of schemes, and fund classification in India.
- Learned about NAV calculation, expense ratios, loads, and taxation of mutual fund investments.
- Understood risk–return profiling, asset allocation, and portfolio diversification concepts.
- Gained familiarity with mutual fund distribution channels, investor services, and regulatory framework under SEBI and AMFI.
3. Financial Analyst Certification
- Developed proficiency in financial statement analysis, including profitability, liquidity, solvency, and efficiency ratios.
- Learned to interpret corporate financial performance for decision-making and advisory purposes.
- Gained exposure to budgeting, forecasting, and variance analysis techniques.
- Strengthened understanding of capital markets, financial instruments, and corporate finance fundamentals.
4. Financial Modeling and Valuation
- Built end-to-end financial models in Excel, including integrated income statement, balance sheet, and cash flow models.
- Applied valuation techniques such as Discounted Cash Flow (DCF), Comparable Company Analysis, and Precedent Transactions.
- Learned assumption building, scenario analysis, and sensitivity analysis for informed financial decision-making.
- Developed practical skills in investment analysis, M&A evaluation, and startup valuation.
Languages
1. English
2. Marathi
3. Hindi
Timeline
1. Key Relationship Manager
ICICI Prudential Life Insurance Pvt. Ltd
06.2024 - 07.2025
2. Fund Accounting Trainee
Adecco India Pvt. Ltd
04.2024 - 06.2024
3. Project Associate
Contexio LLP
05.2022 - 11.2022
1. Masters of Management Studies - Finance
University Of Mumbai
2. Bachelors of Arts - Economics
University Of Mumbai
3. 12th HSC -
Maharashtra Board Of Secondary And Higher Secondary Education
4. 10th SSC -
Maharashtra Board Of Secondary And Higher Secondary Education