Siddharth Sagar
Mumbai
Summary
Recent graduate with excellent research, technical, and problem-solving skills. Detail-oriented and able to learn new concepts quickly.
Overview
1
1
year of professional experience
Work History
Compliance and Taxation Intern
Nilesh Dave and Associates
Mumbai
05.2023 - 07.2023
- Filing of IT and GST return for HNIs
- Analysis of financial statements.
Intern
Volcano Foundation
05.2022 - 07.2022
- Worked alongside a talented team of volunteers and helped underprivileged people with the application process of the ‘Pradhan Mantri Awas Yojana’.
Education
Bachelor of Business Administration - Finance
NMIMS (ASMSOC)
Mumbai05-2024
CFA Level 1 (cleared 1st attempt)
CFA Institute
08-2023
CA Inter (Group 1 )
ICAI
01-2022
Class XII -
Mithibai College
Mumbai01-2021
Class X -
Delhi Public School
Rajkot01-2019
Skills
- Advanced Excel and Microsoft office skills
- Financial Statement Analysis
- Financial Modeling skills
- Advanced Jamovi
- Equity Valuation
- Financial Accounting skills
Academic projects
- Research report : State Finance – A risk analysis
- Research Paper on personal finance management of various types of investors
- Published Research Paper with DOI – Abenomics vs Modinomics
- Published Research Paper with DOI – Cold storage optimization for pharmaceuticals and produce: A systematic literature review
Co curricular activities
- Organized two Navratri events for college students (Pre-Navratri) and generated an ROI of 100% and 140% respectively.
- Senior Member - Vaayu Fest Security Team
- Member - Vaayu Fest Finance Team
- Finisher – Tata 10k Marathon
Languages
- English
- Hindi
- Gujarati
Timeline
Compliance and Taxation Intern
Nilesh Dave and Associates
05.2023 - 07.2023
Intern
Volcano Foundation
05.2022 - 07.2022
Bachelor of Business Administration - Finance
NMIMS (ASMSOC)
CFA Level 1 (cleared 1st attempt)
CFA Institute
CA Inter (Group 1 )
ICAI
Class XII -
Mithibai College
Class X -
Delhi Public School
Similar Profiles
Amberly CourtneyAmberly Courtney
Personal Home Care Aide at Dave Watson AssociatesPersonal Home Care Aide at Dave Watson Associates
Hauk HaysHauk Hays
Landscape Groundskeeper at Dave Kallas & AssociatesLandscape Groundskeeper at Dave Kallas & Associates
Max Daniel IVMax Daniel IV
Real Estate Agent at Dave Perry-miller & AssociatesReal Estate Agent at Dave Perry-miller & Associates
Shubham PatilShubham Patil
SAP Associate Consultant at Inteliwaves Technologies Pvt LtdSAP Associate Consultant at Inteliwaves Technologies Pvt Ltd
Aniket TatkareAniket Tatkare
Manager at Thyrocare TechnologiesManager at Thyrocare Technologies