Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Timeline
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Vikram Bhatia

Ulhasnagar

Summary

Experienced Financial Analyst with a proven track record in delivering data-driven financial recommendations through meticulous data collection, performance monitoring, and strategic business planning. Demonstrated expertise in financial analysis and reporting, contract management, and forecasting. Known for maintaining high standards in quality and issue resolution through effective financial planning. Adept at leveraging strong communication skills to build and sustain long-term professional relationships.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Analyst

Insync Analytics Pvt. Ltd.
Mumbai
05.2023 - Current
  • Conducting in-depth analysis of financial statements and historical trends to derive actionable insights that support strategic planning, investment evaluation, and business decision-making.
  • Identifying and evaluating key revenue drivers by closely examining business segments, pricing models, market dynamics, and volume trends, and developing robust, consensus-based financial models to project future performance.
  • Maintaining and updating financial models with the latest quarterly results, incorporating forward-looking guidance from company management, historical performance patterns, and assumptions informed by industry benchmarks and sell-side analyst models.
  • Utilizing advanced financial tools and analytics platforms to deliver insights that enhance operational efficiency, improve forecasting accuracy, and support data-driven decision-making.
  • Performing scenario and sensitivity analyses to assess the potential financial impact of various strategic initiatives, regulatory changes, or market conditions, enabling proactive risk mitigation and opportunity identification.
  • Collaborating with cross-functional teams such as strategy, operations, and investor relations to align financial analysis with broader business objectives and ensure consistency in financial narratives and projections.
  • Monitoring macroeconomic indicators, industry trends, and competitor performance to provide context for company performance and support more informed forecasting and benchmarking.
  • Preparing detailed reports and dashboards for senior leadership, translating complex financial data into clear, concise, and actionable recommendations.

Equity Data Analyst (Internship)

N Neel's Invest
Mumbai
05.2022 - 06.2022
  • Gained practical experience in conducting fundamental equity research, including qualitative and quantitative analysis of companies across various sectors to assess their financial health, strategic positioning, and long-term growth potential.
  • Developed and authored comprehensive equity research reports that included detailed company overviews and industry analysis.
  • Presented research findings and actionable insights in a clear, structured format, tailored to the needs of internal stakeholders or external clients, facilitating informed investment decisions.

Education

Post Graduate Diploma in Management - Finance

Vivekanand Educations Society's Business School
Mumbai
05.2023

Bachelor of Management Studies - Finance

C.H.M. College
Mumbai
04.2020

Skills

  • Financial analysis
  • Portfolio management
  • Advanced Excel
  • Data analysis
  • Financial modeling
  • Valuation
  • Strategic thinking
  • Cross-functional collaboration
  • Quality assurance
  • Client relationship management

Certification

  • NISM - Series XV: Research Analyst Certification
  • Diploma in GS5- App
  • BSE International Finance Olympiad

Personal Information

  • Date of Birth: 24/11/1999
  • Nationality: Indian
  • Marital Status: Single

Timeline

Financial Analyst

Insync Analytics Pvt. Ltd.
05.2023 - Current

Equity Data Analyst (Internship)

N Neel's Invest
05.2022 - 06.2022

Post Graduate Diploma in Management - Finance

Vivekanand Educations Society's Business School

Bachelor of Management Studies - Finance

C.H.M. College

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Vikram Bhatia