UJJWAL MOGHA
Gurugram,Haryana
Summary
Accomplished Analyst with extensive expertise in the syndication loan domain and a robust foundation in financial modeling. Proficient in executing complex loan processes using WSO and leveraging advanced Excel for comprehensive data analysis and strategic decision-making. Committed to enhancing financial performance, cultivating enduring client relationships, and delivering impactful financial solutions that drive success in dynamic environments.
Overview
2
2
years of professional experience
Work History
MIDDLE MARKET ANALYST
S&P Global
04.2024 - Current
- Execute comprehensive loan rollovers and interest calculations, ensuring compliance with financial regulations and accuracy in reporting.
- Managed PIK interest and trade settlements, optimizing loan terms and conditions to achieve a 15% increase in operational efficiency.
- Coordinated cash ledger management and fee processing, including OID and deferred prepayment premiums, resulting in a 15% reduction in financial discrepancies.
- Facilitated client communications and support through Freshdesk, achieving a 95% client satisfaction rate by resolving inquiries and requests promptly.
- Contributed to backdated restructuring projects, executing with 100% accuracy and ahead of schedule, thereby enhancing loan portfolio performance by 30%.
- Utilized WSO & WSO Web for processing, including bonds payment processing while verifying data on EDI or ICE, and managed notices with Notice Manager, enhancing workflow efficiency and accuracy.
FINANCIAL ANALYST
Zetta Farms
12.2023 - 03.2024
- Developed comprehensive financial models, enhancing forecasting accuracy by 20%.
- Conducted thorough industry analyses and market research, identifying growth opportunities and mitigating risks.
- Analyzed past financial data, improving profit margins by 15% through strategic recommendations.
- Interpreted financial trends, recognizing patterns critical to key performance indicators with 95% accuracy.
- Communicated financial insights to management, addressing business issues and facilitating informed decisions.
FINANCIAL ANALYST
Stellar Fusion Group Ltd
10.2023 - 12.2023
- Spearheaded the development of comprehensive financial and valuation models using 10-K, 10-Q and investor presentations, optimizing efficiency and accuracy by dedicating 65% of time.
- Streamlined processes, ensuring timely updates of existing models post-quarterly earnings reports, contributing to a 15% reduction in turnaround time.
- Conducted rigorous reviews of financial models, meticulously identifying and rectifying 5% of inconsistencies, logic flaws and linking errors, elevating model reliability.
- Produced compelling equity research content for covered companies, integrating insightful analysis of management quarterly results commentary. Contributed to a 10% increase in content engagement.
- Collaborate with teams to streamline workflows, improve interdepartmental communication and cultivate a cohesive work environment.
Education
MBA - DIGITAL FINANCE
O.P. Jindal Global University
01.2023
MASTER OF COMMERCE - undefined
CCSU
01.2022
BACHELOR OF COMMERCE - undefined
CCSU
01.2017
Skills
- Loan Structuring
- Covenant Monitoring
- Portfolio Management
- Restructuring
- Funge & Trade Settlement
- Financial Modeling
- DCF Valuation
- Company Valuation
- Financial Statements Analysis
- Preparing clear and cohesive financial report
- WSO
- WSO Web
- Freshdesk
- Notice Manager
- Microsoft Office Suite
- EDI: Worldwide Fixed Income
- InterContinental Exchange
- Sage Intact
- QuickBooks
- Relationship Management
- Task Management
- Teamwork
- Interpersonal Skills
- Learning & Growth Oriented
- Critical thinking
Websites
Accomplishments
- Improved Client Satisfaction
- Enhanced Operational Efficiency
- Languages: English & Hindi
Financial Skills
- Loan Structuring
- Covenant Monitoring
- Portfolio Management
- Restructuring, Funge & Trade Settlement
- Financial Modeling DCF Valuation and Company Valuation
- Financial Statements Analysis
- Preparing clear and cohesive financial report
Personal Information
Title: MIDDLE MARKET ANALYST
Languages
English
Advanced (C1)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software
WSO
Fresh Desk
EDI
MicroSoft Office
Timeline
MIDDLE MARKET ANALYST
S&P Global
04.2024 - Current
FINANCIAL ANALYST
Zetta Farms
12.2023 - 03.2024
FINANCIAL ANALYST
Stellar Fusion Group Ltd
10.2023 - 12.2023
MBA - DIGITAL FINANCE
O.P. Jindal Global University
MASTER OF COMMERCE - undefined
CCSU
BACHELOR OF COMMERCE - undefined
CCSU