Watan Agarwal
Bengaluru
Summary
Confident and teamwork oriented CFA Level III candidate with a proven track record at Amazon , adept in enhancing process efficiency and portfolio analysis. Excelled as a Financial Analyst Intern at PL Pvt Ltd. Showcasing expertise in financial modeling and Ms Excel . Demonstrates strong team leadership and a knack for surpassing performance benchmarks.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Product Compliance Senior Associate
Amazon
Bengaluru
2022.07 - 2023.07
- Reporting violations of rules, regulations, policies, and procedures by evaluating the initiation of investigative and collective procedures.
- Providing ideas for process improvements to enhance process efficiency, quality, and customer experience.
- Responding to stakeholders with guidance, and flagging any updates to the lead manager.
- Won performer of the month award several times.
Financial Analyst Intern
Prabhudas Liladher Pvt Ltd
Bengaluru
2021.06 - 2021.09
- Analyzing and monitoring statistical data trends, and managing the client portfolio.
- Developing financial models for projects and presentations.
- Monitoring the organization's performance against competitors.
- Won Most Sales in a Quarter award.
Education
BBA - Finance
Jain University
Bengaluru, India2022-06
12th - Commerce
B.R D.A.V Public School
Begusarai, India2019-03
10th -
St. Jude's Vidhyalaya
Begusarai,India2017-06
Skills
- Financial management
- Excel
- Financial modeling
- Financial valuation
- Forecasting
- Leadership
- Critical thinking
- Data analysis
- Team leadership
- Asset management
Certification
- CFA level III candidate
- Level IV in Applied Marketing from Chartered Institute of marketing CIM,(Berkshire,Uk)
- Advance in Excel from Udemy
- Financial modeling and valuation from Internshala
- International business from Coursera
- Behavioral Finance from LinkedIn Learning
Timeline
Product Compliance Senior Associate
Amazon
2022.07 - 2023.07
Financial Analyst Intern
Prabhudas Liladher Pvt Ltd
2021.06 - 2021.09
BBA - Finance
Jain University
12th - Commerce
B.R D.A.V Public School
10th -
St. Jude's Vidhyalaya