Snehesh Talukdar
Financial Consultant
Kolkata
Summary
- Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
4
4
years of professional experience
8
8
years of post-secondary education
3
3
Certificates
4
4
Languages
Work History
Financial Analyst
WallStreetMojo
Mumbai
04.2023 - Current
- Determined pricing, margins and risk factors for active and proposed projects.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Financial Consultant
L&D Enterprises LLP
West Bengal
07.2020 - Current
- Managed Trade Finance Operations for 8 quarters in a row on key commodity accounts to depict Contract costs and identify capital raising scenarios
- Managed Solvency and related capital restructuring leading to a lower cost of capital of around 2.3% from 13.85% to 11.55% over the course of 3 quarters.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Completed AES filings for U.S. Customs exports requirements, prepared letters of credit and put together export declarations.
- Followed SOPs with all customer account actions and data management to keep consistent service levels.
- Aided with reporting internally and externally to satisfy required metrics.
Intern
GE Renewables India
Gurgaon
04.2019 - 06.2019
- Designed and presented financial models to depict financial growth
- Developed and updated tracking spreadsheets for process monitoring and reporting.
- Effectively consulted with clients to identify financial growth and financial impairment factors.
- Completed research, compiled data, updated spreadsheets, and produced timely reports.
Education
Ph.D. - Economics
University of North Bengal
04.2021 - Current
MBA - Finance
Indian Institute of Foreign Trade (IIFT)
Delhi 06.2018 - 04.2020
Bachelor of Science - Material Science
Indian Institute of Science (IISc)
Bengaluru 08.2014 - 05.2018
Skills
Financial analysis
undefinedCertification
Bloomberg Market Concepts
Accomplishments
UGC NET-Commerce,2020- 99.19 percentile
KVPY FELLOWSHIP-Department of Science & Technology, GoI (2014-2018)
Chief Minister’s Award for securing 3rd Rank in Board Exam, WBCHSE
(2014)
Timeline
Financial Analyst
WallStreetMojo
04.2023 - Current
NISM Series VIII
04-2023
Ph.D. - Economics
University of North Bengal
04.2021 - Current
Financial Consultant
L&D Enterprises LLP
07.2020 - Current
R and Tableau
10-2019
Intern
GE Renewables India
04.2019 - 06.2019
Bloomberg Market Concepts
11-2018
MBA - Finance
Indian Institute of Foreign Trade (IIFT)
06.2018 - 04.2020
Bachelor of Science - Material Science
Indian Institute of Science (IISc)
08.2014 - 05.2018
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