Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Timeline
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VINAYAK SURYAVANSHI

Associate - Financial Planning & Analysis
Navi Mumbai

Summary

An enthusiastic & high energy-driven professional, targeting managerial roles in Financial Research, Risk Management, Credit Analysis preferably in Financial Institutions & Fintech Companies.

Finance professional with an experience of 7+ years across muiltiple functions as Project management , Trade Finance and Financial Planning & Analysis

Overview

8
8
years of professional experience
1
1
Language

Work History

Associate

Emids Technologies Pvt. Ltd
Bangalore
06.2021 - Current
  • Preparation of monthly financial reports for management reporting with Trend Analysis, Variance analysis
  • Supporting in preparation of annual corporate budget
  • Preparation of P&L, analysis and reporting
  • Preparation of monthly deck for board and leadership for corporate finance
  • Supporting in preparation of business units’ ops deck as part of margin improvement initiatives.

Relationship Manager

ICICI Bank
Mumbai
05.2019 - 06.2021
  • Managing Commercial, Trade & Current Account relationships in business banking segment
  • Reviewed trade finance activities, including letters of credit, performance bonds and performance guaranties
  • Executing customer centric operations & ensuring customer satisfaction by regular analysis & upgradation of delivery & service quality norms
  • Attaining, acquiring & retaining New Trade Finance & FOREX clients
  • Analysis of Trade transactions and conducting due diligence on customer & transaction to cater various AML and Regulatory requirements related to Trade transaction.

Project Engineer

HPS Air Systems Pvt. Ltd
Mumbai
12.2012 - 05.2017
  • Analysed the requirements and ensured that the right product was selected for the right customer with technical guidance
  • Coordinated with the customers, suppliers & other vendors to ensure safe delivery of the project as per the scheduled time and the standard cost
  • Prepared & maintained MIS reports & documentations for review by the top management
  • Ensuring all financial records for the Projects are updated.

Junior Consultant

Investosure Pvt. Ltd
Pune
05.2018 - 06.2018
  • Study of Systematic Risk Analysis of Selected Indian Banks
  • Role:
  • Appraised the current state of affairs in the equity segment for determining the rate of ROI & risk levels for various investments
  • Assessed financial & economic environment to ascertain the most profitable investments suitable for sale
  • CORE STRENGTHS /SKILLSETS ACQUIRED
  • Financial statement analysis using various tools like ratios, trends and cash flow
  • Regulatory compliance
  • Documentary credit
  • Team player with proactive engagement towards all the stakeholders
  • Analytical and problem solving.

Education

PGDM - Finance

Prin. L.N. Welingkar Institute of Management Development and Research

B.E - Mechanical

Rajendra Mane College of Engineering & Technology (Mumbai University)

Skills

    Corporate Finance

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Accomplishments

  • Title: Study on the Impact of Capital Structure on Profitability of Selected Indian Companies
  • Institute: Welingkar Institute of Management Development and Research, Bengaluru
  • Role:
  • Studied the factors influencing the capital structure of selected firms and its impact on the profits earning capacity of the organisation
  • Investigated & understood key business issues behind the numbers and provided clear, concise & timely analysis & recommendations
  • Analysed companies from different industries and compare their profitability ratios

Additional Information

  • Address: , 401, Dwarka Sadan, Plot No.11, Sec No. 24 , Khandeshwar , Navi Mumbai 410206

Timeline

Associate

Emids Technologies Pvt. Ltd
06.2021 - Current

Relationship Manager

ICICI Bank
05.2019 - 06.2021

Junior Consultant

Investosure Pvt. Ltd
05.2018 - 06.2018

Project Engineer

HPS Air Systems Pvt. Ltd
12.2012 - 05.2017

PGDM - Finance

Prin. L.N. Welingkar Institute of Management Development and Research

B.E - Mechanical

Rajendra Mane College of Engineering & Technology (Mumbai University)

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VINAYAK SURYAVANSHIAssociate - Financial Planning & Analysis