VIKAS SEMWAL
New Delhi
Summary
Detail-oriented, analytically driven professional with CFA Level II certification, eager to excel as an Equity Research Analyst. Possesses strong analytical skills and a deep understanding of company revenue and cost dynamics. Proven track record in delivering accurate financial recommendations and driving portfolio performance. Skilled in developing models, automating task, conducting competitor analysis, and providing strategic insights. Adept at building relationships with institutional clients, leading to increased client satisfaction and asset growth
Overview
3
3
years of professional experience
Work History
FP&A Consultant
Aon
Gurugram
09.2023 - Current
- Handling the revenue recognition of $200M+ as extended business partner.
- Conducted risk assessments on financial forecasts and budgets, advising on mitigation strategies for identified risks.
- Variances between actuals and forecasts, identifying trends, and making recommendations for corrective actions.
- Analytical considerations to S&B Spread, lost business, rollover, retention, pricing, and any key risk.
- Monitored and analyzed macroeconomic and industry trends, providing timely market insights to business partners on clients, suggesting revenue drive up by 10-12% and reduced unidentified gap of $10 M.
- Prepared and delivered reports and presentations for CFO, showcasing Revenue, Expenses and investment recommendations with market insights, resulting in 20% increase in client engagement and a 5% improvement in Operating Income and enhanced business portfolio performance.
- Conducting in-depth research to identify growth opportunities aligned with increasing Operating Income.
- Prepares comprehensive research reports and investment recommendations based on thorough analysis of client revenue movements, expsenes and investment incomes.
Analyst
Aon
Gurugram
03.2021 - 09.2022
- Published credit ratings for carriers and consulted the client on its market authorization assisting in client deals for as broking admin in the field of US Insurance.
- Worked on analytical dashboards for carrier capabilities and enhancements.
- Presented analytical findings to stakeholders via Benchmarking using tools to analyze client cost, % Premium and fees.
Education
Chartered Financial Analyst® (CFA®) - Passed Level 2
CFA Institute
05-2024
Chartered Financial Analyst® (CFA®) - Passed Level 1
CFA Institute
08-2022
BBA - Finance, Operations & Marketing
Guru Govind Singh University
10-2020
XIIth - Accounts, Business, Economics
Sanskriti School
New Delhi04-2017
Skills
- Data collection and analysis
- Financial forecasting and Risk Assessment
- Investment analysis, forecasting and financial modelling
- Variance Analysis
- Power BI knowledge
- Conducted DCF valuations for investment decisions Financial Management
- Advance MS- Office
- Due diligence and risk assessment
- Data analysis and reporting
- Client relationship management
- Presentation and communication skills
- Critical thinking and problem-solving
- Time management and multitasking
- Equity Research, Forecasting and Projections
- Valuation Techniques
- Financial Statement Analysis
Timeline
FP&A Consultant
Aon
09.2023 - Current
Analyst
Aon
03.2021 - 09.2022
Chartered Financial Analyst® (CFA®) - Passed Level 2
CFA Institute
Chartered Financial Analyst® (CFA®) - Passed Level 1
CFA Institute
BBA - Finance, Operations & Marketing
Guru Govind Singh University
XIIth - Accounts, Business, Economics
Sanskriti School
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