Vinayak Goyal
SIRSAGANJ, FIROZABAD
Summary
An inquisitive finance professional with strong foundation in investment banking, credit analysis, valuation, and financial consulting. Passed all three levels of the CFA program (Level III in 2024) and a CA Finalist. Adept at financial modeling, portfolio management, M&A, and corporate finance, with a keen ability to translate complex data into actionable strategies. Skilled in risk assessment, due diligence, and financial statement analysis.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Analyst
RBL Bank
05.2023 - 11.2023
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Strengthened relationships with external partners through timely communication and collaboration.
- Initiated process improvements that increased the efficiency of budgeting cycles while maintaining accuracy standards.
- Enhanced forecasting accuracy through the development of sophisticated financial models and tools.
Article Assistant
Lochan and Co.
04.2019 - 03.2020
- Conducted internal audit assignments identifying control weaknesses and providing recommendations for improvement, leading to strengthened financial systems.
- Prepared reports and materials to assist with audits.
- Managed multiple client accounts, maintaining positive relationships and delivering exceptional service.
- Prepared detailed journal entries to accurately record transactions, improving internal controls and transparency.
- Reconciled statements to resolve discrepancies.
Education
CFA Program - CFA Level 3
CFA Institute
2024
CFA Program - CFA Level 2
CFA Institute
2022
CFA Program - CFA Level 1(90th percentile)
CFA Institute
2022
ICAI - CA Finalist
The Institute of Chartered Accountants of India
Bachelor of Commerce (B.Com) -
University of Delhi
08.2021
Skills
- Options Strategies: Techniques like straddles, strangles, and spreads used to leverage different market scenarios through options contracts
- Financial Modeling: Skilled in constructing structured financial models to forecast performance and support strategic decision-making
- Advanced Portfolio Construction and Risk Management: Applied multi-factor models and risk management frameworks to construct portfolios that aim for optimal risk-adjusted returns
- Investment Management: Experienced in portfolio construction, asset allocation, and performance measurement to optimize investment outcomes
Certification
- NISM-Series-VIII: Equity Derivatives Certification
- ICAI Intermediate Examination Certificate
- ICAI Integrated Course on Information Technology
- ICAI Integrated Course on Soft Skills
Languages
English
Hindi
Extracurricular Activities
Member, Delhi One Toastmasters, 05/01/21 - 10/31/21- Enhanced confidence in public speaking, sharpened communication and active listening skills, developed leadership, honed speech structuring and delivery techniques, improved time management, and fostered valuable networking connections.
Merger Study: Vodafone & Idea, 2022, Led a team to analyze the Vodafone-Idea merger; recognized as Best Presenter.
Timeline
Financial Analyst
RBL Bank
05.2023 - 11.2023
Article Assistant
Lochan and Co.
04.2019 - 03.2020
CFA Program - CFA Level 1(90th percentile)
CFA Institute
Bachelor of Commerce (B.Com) -
University of Delhi
CFA Program - CFA Level 3
CFA Institute
CFA Program - CFA Level 2
CFA Institute
ICAI - CA Finalist
The Institute of Chartered Accountants of India
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