Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Timeline
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Vasalamarri Advait Bharadwaj

Advanced Analyst
Kerala

Summary

Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.

Overview

6
6
years of professional experience
17
17
years of post-secondary education
3
3
Languages

Work History

Advanced Analyst

Ersnt & Young
05.2022 - Current
  • Assisted in Databook And MD&A construction and converted Databook to EY Formats.
  • Prepared PVM analysis, manual bridges and calculated Adjusted EBITDA, NWC and Net debt.
  • Worked on Oil & Gas and Telecom related engagements.
  • Did consistency checks for reports prepared by clients.
  • Reviewed and critiqued project databooks and reports prepared by engagement team members.
  • Involved in dataroom management and raising management questions.

Financial Analyst

IIT Madras
02.2021 - 12.2021
  • Prepared financial models for the new startup floated by IIT MADRAS.
  • Prepared sales budgets for the startup.

Management Trainee

Nimai Management Consultants
12.2018 - 08.2020
  • Aided in generation of internal research reports containing information of all the funds Developmental Financial Institutions have invested in.
  • Utilized financial data platforms to research and build a database for shareholders of banks in Kenya.
  • Preparing an in depth research document on the amount of remittances from the target countries of the fund.
  • Analyzing a potential company's financial statement to scrutinize whether the private equity fund can invest in the deal.
  • Assisted my investment associate in the valuation of few prospective deals in Africa.
  • Calculated few important ratios of Banks in Kenya & Ghana for internal purpose.
  • Connecting audit firms & investment banks for building a proper deal flow.

Financial Advisory Intern

ARMSTRONG CAPITAL ADVISORY
01.2018 - 05.2018
  • Developing execution plans and allocating the amount of savings of clients to various mutual funds and ensuring there is enough amount of growth in the portfolio.
  • Understanding the mutual fund fact sheet and trying to differentiate each mutual fund with respect to their beta & sortino ratios and understanding the implications of these ratios on the way the investors choose the mutual fund.
  • Developing financial plans and giving clients an idea as to where they stand financially.
  • Making financial plans and giving clients an idea of where they stand
    financially.

Education

High School Diploma -

GEMS MODERN ACADEMY
NAD AL SHEBA
04.2001 - 03.2015

BBA - Finance & Accounts, GPA 7.61/10

Christ University
Bangalore
06.2015 - 06.2018

ACCA
03.2024

Advanced Certification in AI Or Data Science

IIT Madras
Chennai
10.2022

Skills

Microsoft

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Accomplishments

Placed first in two moot court competitions that I participated in.

Participated in eight street plays, placing first in three of them.

Prefect in school



Interests

Watching informational Debates

Timeline

Advanced Analyst

Ersnt & Young
05.2022 - Current

Financial Analyst

IIT Madras
02.2021 - 12.2021

Management Trainee

Nimai Management Consultants
12.2018 - 08.2020

Financial Advisory Intern

ARMSTRONG CAPITAL ADVISORY
01.2018 - 05.2018

BBA - Finance & Accounts, GPA 7.61/10

Christ University
06.2015 - 06.2018

High School Diploma -

GEMS MODERN ACADEMY
04.2001 - 03.2015

ACCA

Advanced Certification in AI Or Data Science

IIT Madras
Vasalamarri Advait BharadwajAdvanced Analyst