Summary
Overview
Work History
Education
Skills
Certification
Projects
Accomplishments
Timeline
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SURAJ BORSE

Mumbai

Summary

PGDM Finance graduate with expertise in finance and having an internship in an IPO project. Having skills in financial modeling, Power BI, and Excel, which I use to provide useful insights. I'm detail-oriented, adaptable, and focused on helping organizations make better decisions.

Overview

1
1
Certification

Work History

Intern - IPO Project

The Catalyst
Mumbai
05.2024 - 07.2024
  • I studied more than 10 DRHPs to evaluate risk factors, the object clause, and proper Capex allocation for IPOs.
  • Conducted competitor analysis, financial forecasts, and in-depth financial reviews.
  • Maintained and updated financial reports in Excel weekly, ensuring informed decision-making.
  • I analyzed over five years of financial trends and 15+ key ratios from P&L statements, providing insights that supported better decision-making.
  • Resolved 5+ client issues by delivering strategic solutions, developing detailed plans, and creating SOPs for seamless implementation.

Education

P.G.D.M - Finance

Vivekanand Education Society's Business School
Mumbai, Maharashtra
01-2025

B.Com. - Banking and Finance

Savitribai Phule Pune University
Nashik, Maharashtra
01-2022

Skills

  • Financial Analysis
  • Financial modeling
  • Data management and analysis
  • MS Office
  • Securities market
  • Derivatives
  • Research
  • Problem solving
  • Attention to Detail
  • Adaptability
  • Decision Making
  • Analytical

Certification

  • NISM-Series-XV: Research Analyst
  • Microsoft Power BI Desktop for Business Intelligence
  • Company Valuation & Financial Modeling
  • Advanced Excel

Projects

  • Created financial models to facilitate investment decisions, incorporating 5+ years of historical data analysis, peer comparison with companies, key ratio analyses, DCF valuation, relative valuation, and intrinsic growth forecasting Assessed company valuations and provided actionable insights, driving informed trading and investment strategies
  • Analysis of external restructuring of Seek Company, a comprehensive corporate restructuring project for JSPL, analyzing financial distress, operational inefficiencies, and market dynamics to propose strategic solutions for debt reduction, profitability enhancement, and organizational optimization

Accomplishments

  • Secured 1st Runner-Up position out of 50+ participants in the Fin Quest competition organized by VBS in 2023.
  • Awarded the prestigious IDFC First Bank Scholarship for MBA students, given to the top 300 applicants nationwide.

Timeline

Intern - IPO Project

The Catalyst
05.2024 - 07.2024

P.G.D.M - Finance

Vivekanand Education Society's Business School

B.Com. - Banking and Finance

Savitribai Phule Pune University
SURAJ BORSE