SOURABH ROY
Bengaluru
Summary
As a financial analyst, I write report and give recommendations to management based on quantitative and qualitative financial data analysis. Proven expertise in rigorous financial ratio and creditworthiness research. Applying financial best practices across departments to establish a credit rating. Collaborates with management to evaluate and comprehend complicated financial data to achieve lending service performance goals.
Overview
1
1
year of professional experience
Work History
Analyst
Acuity Knowledge Partners
Bengaluru
05.2024 - Current
- Analyzed and managed a portfolio of municipal credits and corporate credits, providing recommendations for appropriate credit ratings based on financial performance.
- Proficient in conducting comprehensive financial statement analysis for large and medium corporate credits to assess the financial health and performance of organizations, including analyzing income statements, balance sheets, and cash flow statements to identify trends, and analyze creditworthiness.
- Skilled in performing ratio analysis to evaluate the financial performance and stability of businesses, utilizing key financial ratios such as liquidity, profitability, solvency, and efficiency ratios to provide insights into the organization's financial health, and aid in decision-making processes.
- Managed the collection and verification of both qualitative and quantitative financial information for business clients, ensuring data accuracy and reliability in the company's system.
- Responsible for obtaining financial statements from clients and performing ad-hoc tasks, including updating the IBM Lotus Notes (CDT) application with the latest client data.
Education
Post Graduate Diploma in Management - Finance
Dr. DY Patil B-school
Pune03-2024
Skills
- Portfolio management
- Financial Statement Analysis
- Credit Rating Assessment
- Teamwork and Collaboration
- Data entry accuracy
- Report writing
Financial Tools
- Moody’s Credit Lens
- Salesforce (nCino)
- IBM Lotus Notes (CDT)
- Aspire
- Cognos
Timeline
Analyst
Acuity Knowledge Partners
05.2024 - Current
Post Graduate Diploma in Management - Finance
Dr. DY Patil B-school
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