Ayushi Sharma
Cleveland,Ohio
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
12
12
years of professional experience
1
1
Certification
Work History
Financial Analyst
Case Western Reserve University
07.2023 - Current
- Manage financial operations of National Prion Disease Pathology and Surveillance Center, involving grants, contracts, CDC funding, teleneurology, donations, Ilab, CADRC, and CSF-clinical, overseeing portfolio of $10 million
- Conduct invoicing in PeopleSoft for various services, including autopsies vendors and other invoices requiring attention
- Provide projections and budgets to directors of projects, ensuring financial transparency and effective planning
- Engage in communication with laboratories for reconciliation purposes and act as liaison when necessary to facilitate smooth financial processes
- Actively contribute to strategy development and chair committees
- Supervise clinical billing, invoicing, as well as project projections and forecasting
- Align financial goals, optimize resource allocation, and ensure compliance with policies.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
Associate Financial Analyst
JSB Group
05.2016 - 07.2022
- Improved budget management with diligent monitoring of expenses and identifying cost-saving opportunities.
- Increased efficiency in financial reporting, maintaining strict adherence to deadlines and regulatory requirements.
- Strengthened internal controls to mitigate financial risks by conducting periodic audits and recommending process improvements.
- Assisted senior analysts in preparing comprehensive financial models for decision-making purposes.
- Supported finance team during quarterly earnings calls, providing accurate data and insightful analysis to executives.
- Created visually appealing presentations to effectively communicate complex financial concepts to non-financial stakeholders.
- Collaborated with cross-functional teams on projects resulting in improved operational efficiency and reduced costs.
- Optimized cash flow management by tracking daily cash balances and forecasting short-term liquidity needs accurately.
- Created quarterly earning presentations and monthly investor presentations.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
Audit Intern
Kumar Garg Rajeev & Co. Chartered Accountants
04.2012 - 04.2015
- Planned for performing Statutory Audits on various statutory audit assignments
- Analyzed Draft Financial Statements including notes to accounts, ensuring compliances of TDS, applicable accounting standards, inventory valuation as per accounting standards
- Scrutinized of ledgers, debtors & creditors reconciliation, verification of BRS and Bank/Cash balance
- Drafted audit strategy, audit plan & checklist as per firm's audit methodology & nature of client's business environment
Education
Master of Business Administration - Financial Management
Narsee Monjee Institute of Management Studies
Mumbai, India12.2023
Master of Finance - Finance and Financial Big Data Analytics
Weatherhead School of Management
Cleveland, OH05.2023
Bachelor of Law - Business law and Taxation
Rizvi Law College
Mumbai, India10.2020
Bachelor of Commerce - Management Accounting, Financial Accounting, Economics
Dr. B.R. Ambedkar University
Mathura, India12.2012
Skills
- MS Excel, Power BI, SAS, Python, Tableau and Bloomberg Terminal
- Strong analytical skills, Attention to detail, Excellent communication skills
- Financial statement analysis, Financial Management, Financial and operational reporting, Budget support, Analytical research
- Comparative analysis, Financial Modeling, Report Generation
- Portfolio Management, Forecasting trends
- PeopleSoft expert, Problem-Solving, Account Reconciliation,
- Financial Planning, Report Preparation and Presentation
Certification
- Certified Public Accountant (CPA), 12/2024
- Chartered Accountant (INDIA)- Intermediate Level, 05/2018
- SQL, Python, Tableau Certification
Projects
- Fixed Income Hedging of DuPont Bond, Cleveland, OH, 09/2022, 11/2022,
Recommending Optimum hedge for a long position of $10MM in DuPont.
- Analysis and Valuation of Apple (APPL), Cleveland, OH, 09/2022, 10/2022,
Aimed at advising investors whether to buy, hold or sell Apple Inc’s stock.
Timeline
Financial Analyst
Case Western Reserve University
07.2023 - Current
Associate Financial Analyst
JSB Group
05.2016 - 07.2022
Audit Intern
Kumar Garg Rajeev & Co. Chartered Accountants
04.2012 - 04.2015
Master of Business Administration - Financial Management
Narsee Monjee Institute of Management Studies
Master of Finance - Finance and Financial Big Data Analytics
Weatherhead School of Management
Bachelor of Law - Business law and Taxation
Rizvi Law College
Bachelor of Commerce - Management Accounting, Financial Accounting, Economics
Dr. B.R. Ambedkar University