Vaishwik Waghela
Mumbai
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
1
1
year of professional experience
Work History
Financial Analyst
InSync Analytcs India Pvt. Ltd
01.2023 - Current
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Financial Planner
Monetonics, Financial Services
05.2022 - 06.2022
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established and deepened existing client relationships through complex financial planning.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
Education
MBA - Finance
SASMIRA Business School
Mumbai06.2023
Bachelor of Commerce - Commerce
KES Shroff College
Mumbai06.2021
HSC -
KES Shroff College
Mumbai07.2018
SSC (Secondary Examination) -
St. George High School
Mumbai06.2016
Skills
- MS Office
- Financial Modelling
Timeline
Financial Analyst
InSync Analytcs India Pvt. Ltd
01.2023 - Current
Financial Planner
Monetonics, Financial Services
05.2022 - 06.2022
MBA - Finance
SASMIRA Business School
Bachelor of Commerce - Commerce
KES Shroff College
HSC -
KES Shroff College
SSC (Secondary Examination) -
St. George High School
Similar Profiles
Rupali D GoleRupali D Gole
Research Associate (Band 5) at Insync Analytics Pvt. Ltd.Research Associate (Band 5) at Insync Analytics Pvt. Ltd.
Durgesh LathkarDurgesh Lathkar
Financial Analyst at Insync Analytics India Private LimitedFinancial Analyst at Insync Analytics India Private Limited
Durgesh LathkarDurgesh Lathkar
Financial Analyst at Insync Analytics India Private LimitedFinancial Analyst at Insync Analytics India Private Limited
Bhoomi KumbhaniBhoomi Kumbhani
Clinical Physiotherapist at Umiya Physiotherapy ClinicClinical Physiotherapist at Umiya Physiotherapy Clinic
Diksha SinghDiksha Singh
Key Account (Project Management Office) at Brandola Marketing Solutions Pvt. Ltd.Key Account (Project Management Office) at Brandola Marketing Solutions Pvt. Ltd.