Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Utkarsh Srivastava

Gorakhpur

Summary

I seek to apply academic knowledge and analytical skills in financial management, investment analysis, and strategic decision-making to a dynamic role in the finance sector. My goal is to contribute effectively to organizational growth by utilizing the understanding of financial markets, risk management, and business economics. I am eager to work in an environment that fosters continuous learning, allowing me to grow as a finance professional while driving value through financial strategies and solutions.

Overview

1
1
Certification

Work History

Carborundum

Financial Statement Analysis

· Carborundum's financial ratios indicate good performance in profitability, efficiency, and liquidity.

· However, there was a noticeable increase in the operating cycle and cash cycle in September 2023.

· This increase requires further investigation to understand the reasons behind it.

It’s important to assess how these changes might affect the company’s financial health and future performance.

Maruti NEXA

Design Thinking

· NEXA, a premium automotive brand by Maruti, was launched in 2015 to raise the bar in the Indian automotive industry.

· However, there were some issues with the NEXA vehicles and the quality of after-sales service.

· This report aims to identify these problems and suggest ways to improve the NEXA brand.

· The goal is to change traditional views and make NEXA a symbol of premium driving.

· aim to set new standards and make a lasting impact on the automotive industry.

Active VS Passive Investing

Stocks

· Analyzed the differences between active and passive investing.

· Collected historical data of companies to study their performance.

· Created a portfolio by selecting investments based on the analysis.

· Executed corporate actions like stock splits, dividends, etc., in the portfolio.

· Gained expertise in financial tools used for analysis and portfolio management.

Provided insights on how to improve investment strategies based on the findings.

Education

PGDM - Finance

Jagdish Sheth School of Management
Bengaluru
2025

B.Com (Hons.) -

School of Management Sciences
Lucknow
2019

XII -

CISCE, St. Joseph’s School
Gorakhpur
2016

X -

ICSE, St. Joseph’s School
Gorakhpur
2014

Skills

  • Fundamental Analysis
  • Analytical Thinking
  • Communication Skills
  • Technical Analysis
  • Attention to Detail
  • Problem Solving
  • Working in Team Environment

Certification

Commercial Banking & Credit Analyst - Corporate Finance Institute - 2024

Financial Modelling & Valuation Analyst - Corporate Finance Institute - 2024

Capital Markets & Securities Analyst - Corporate Finance Institute - 2024

Financial Planning & Wealth Management Professional - Corporate Finance Institute - 2024

Affiliations

  • JAGSoM, Bengaluru
  • Member - PR & Media Committee 2023-2025
  • Fund Managing Member of the committee
  • Making budget for the events of the committee
  • Event Planning & Coordination

Timeline

Carborundum

Financial Statement Analysis

Maruti NEXA

Design Thinking

Active VS Passive Investing

Stocks

PGDM - Finance

Jagdish Sheth School of Management

B.Com (Hons.) -

School of Management Sciences

XII -

CISCE, St. Joseph’s School

X -

ICSE, St. Joseph’s School
Utkarsh Srivastava