VIVEK GOYAL
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
1
1
Certification
Work History
Management Trainee Intern
ICICI Lombard General Insurance Co
04.2023 - 06.2023
- Boosted customer satisfaction levels by actively addressing concerns and providing prompt resolutions.
- Interviewed, assessed client needs and financials, and pitched relevant company solutions.
- Acquired a comprehensive understanding of company policies, procedures, and best practices by attending orientation programs.
- Called 240+ potential clients to expand company's customer base in span of 2 months.
- Analyzed existing clients' current insurance policies and suggested additions or changes.
- Utilized diverse marketing, provided customized insurance products to outcompete rivals.
Equity Research & Financial Modelling - Analyst
Forevision
03.2023 - 04.2023
- Analyzed Financial Performance of APOLLO tyres and Tyre sector to do projections.
- Undertook Valuation based on DCF and Multiple methods to reach expected stock price.
- Generated reports detailing findings and recommendations.
- Assisted in decision-making processes by presenting accurate, data-driven recommendations to stakeholders.
- Gathered, organized and input information into digital database.
- Supported creation of detailed, technical financial models to value potential acquisition targets.
Technical Analysis & Research - Analyst
Forevision
02.2023 - 03.2023
- Undertook Technical Analysis on 15+ Companies which are part of Nifty200 Index.
- Provided Option Strategies based on Market Structure/ income vs capital gains strategy.
- Conducted in-depth qualitative and quantitative research to identify trends and generate insights.
- Interpreted data and made recommendations from findings.
Education
MBA - Finance
International Management Institute(IMI), New Delhi
New Delhi03.2024
B. Com (Honors) - Finance
University of Delhi
New Delhi, India09.2021
CA Foundation - Accounting And Finance
The Institute of Chartered Accountants of India
India06.2018
High School Diploma -
Ganga International School, Hiran Kudna
New Delhi03.2017
10th -
Ganga International School, Hiran Kudna
New Delhi03.2015
Skills
- Customer Service
- Problem-Solving
- Goal-Oriented
- Time Management
- Financial statement analysis
- Financial Management
- Excel proficiency
- Tableau Expertise
- Cash Flow Management
- Portfolio Management
Awards and Recognitions
- National Finalists of Call for Articles themed “Tourism” organized by Team Samvad – WeSchool, April 2023 Edition.
- Winner of Financial Quizzards Organized by Delhi School of Management, DTU.
- Semi-Finalist of TATA Imagination Challenge 2022 having 2,30,000+ participants.
- Attained 565th International Rank and 37th State Rank in 2015 BSE International Financial Olympiad.
- Qualified twice in a row for the City Finals of BYJU's & Times – NIE Think and Learn Challenge (2014-2015) & (2013-2014).
Certification
- Investment Banking - J.P. Morgan Chase
- Wealth and Personal banking - HSBC
- Bloomberg Markets Concepts - Bloomberg
- Intuit Academy Bookkeeping - Intuit
- Introduction to Blockchain - AICPA & CIMA
Additional Information
- Participated in 30+ Major Competitions over the course of 13 months with companies like Flipkart, TVS, HUL, Reliance, etc.
- Well Versed with MS Word, Excel, PowerPoint, Tableau (Data Visualization), Financial Modelling, and various similar platforms.
- Possess Strong Logical Thinking Ability (Scored 96.54 Percentile in LRDI in CAT 2021) and have Excellent Designing Ability.
- Interests - Trading in Equity, Organizing Events, Accounting, Financial Planning, Listening Music, Badminton, Auditing, etc
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Timeline
Management Trainee Intern
ICICI Lombard General Insurance Co
04.2023 - 06.2023
Equity Research & Financial Modelling - Analyst
Forevision
03.2023 - 04.2023
Technical Analysis & Research - Analyst
Forevision
02.2023 - 03.2023
MBA - Finance
International Management Institute(IMI), New Delhi
B. Com (Honors) - Finance
University of Delhi
CA Foundation - Accounting And Finance
The Institute of Chartered Accountants of India
High School Diploma -
Ganga International School, Hiran Kudna
10th -
Ganga International School, Hiran Kudna
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