JAYANT BOLISETTY
Bridgeport,CT
Overview
4
4
years of professional experience
1
1
Certificate
Summary
Proactive financial analyst with expertise in budgeting, forecasting, and variance analysis. Proficient in Excel, conducting quantitative and qualitative analytics to support strategic decision-making. Collaborative team player with strong attention to detail and a passion for continuous learning.
Work History
Financial Analyst
Onin Corporation Private Limited
05.2020 - 07.2022
- Prepared financial statements for the year-end and conducted in-depth analysis to assess the company's financial performance.
- Prepared monthly, quarterly, and annual financial reports for management review, highlighting key metrics and trends.
- Conducted a Valuation analysis for an investment and provided recommendations based on the analysis to support strategic decision-making.
- Played a key role in the implementation of the ERP software. Collaborated with cross-functional teams to define requirements, configure the system, and ensure a smooth transition.
- Developed complex spreadsheets, charts, and financial and budgeting information tables for actionable insights.
Financial Manager
The Nuts ‘n’ Fruits Firm
02.2019 - 03.2020
- Led the transition of significant finance data, prepared financial statement reports, and conducted meticulous budgeting.
- Managed cash flow operations and introduced POS and CRM software to enhance internal control and customer relations.
- Managed taxation filing and internal audit processes, ensuring accuracy and timely completion of transactions, thereby mitigating financial discrepancies.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Created organizational structures to improve accounting and finance functions.
Financial Accountant Intern
C.A Shreeram Neelakandan SRN Associates
02.2018 - 01.2019
- Maintain accurate accounting records and execute over 500 journal entries monthly, resulting in a 15% reduction in reconciliation discrepancies.
- Processed 400+ daily AR cash transactions in Tally ERP with attention to detail, ensuring cash flow management and improved financial health.
- Worked with clients and staff to verify transactions valued at $200k and Completed research, compiled data, updated spreadsheets, and produced timely reports.
Education
Master of Science - Finance (STEM)
University of Bridgeport
03.2024
Advanced Diploma in Accounting and Business -
ACCA
12.2021
Bachelor’s in Commerce -
National Virtual University For Peace And Education
06.2018
Skills
- Financial Analysis
- Accounting (IFRS and GAAP)
- Power BI
- Risk Management
- SQL
- Knowledge of ERP
- Management
- Interpersonal Communication
- Analytical Thinking
- Problem-Solving
- Detailed Oriented
- Microsoft Excel proficiency
Certification
- Association of Chartered Certified Accountant Affiliate
- Advanced Excel
- Financial Modeling & Valuation Analyst
- Bloomberg Market Concepts
- Bloomberg Finance Fundamentals
- SAS 9.4 Base Programming
Timeline
Financial Analyst
Onin Corporation Private Limited
05.2020 - 07.2022
Financial Manager
The Nuts ‘n’ Fruits Firm
02.2019 - 03.2020
Financial Accountant Intern
C.A Shreeram Neelakandan SRN Associates
02.2018 - 01.2019
Master of Science - Finance (STEM)
University of Bridgeport
Advanced Diploma in Accounting and Business -
ACCA
Bachelor’s in Commerce -
National Virtual University For Peace And Education
Extracurricular Activities
Graduate Assistantship: Handled student registration and assisted international students, leveraging Microsoft 365 tools such as Outlook, Teams, and SharePoint for effective communication and collaboration. I also exhibited competence in administrative and financial tasks to facilitate smooth operations in the academic registration process.
Volunteered with the VITA Tax Assistance Program: At the University of Bridgeport, providing free and personalized non-resident tax counseling and preparation for international students.
Participated in the CME Group University Trading Challenge: a four-week global competition that simulates futures and options trading on the CME Globex platform using CQG software. Our team ranked 18th out of more than 500 teams from various universities.
Projects
Financial Modeling and Valuation Analysis for Tesla: Perform financial modeling of Tesla, forecasting revenues, expenses, and cash flows. Conducted valuation techniques, including DCF, CCA, and SOTP, to determine intrinsic value. Conduct sensitivity analysis to assess the impact of key assumptions and risk assessment.
Research and Analysis Project (RAP): Analyzed Nvidia using SWOT, PESTLE, Key Financial Matrix, Dupont Analysis, Concall analysis, etc., and presented the findings using Tableau. Peer Comparison with AMD to evaluate its outstanding performance.
Acquisition Analysis of HappyHour Co: Worked on an acquisition project of HappyHour Co. by WorldWide Brewing as an investment banking analyst of J.P. Morgan. Created DCF, EBITDA forecast, IRR forecast, NPV, bid price analysis, due diligence analysis, etc.
Client-focused Portfolio Management: Performed comprehensive portfolio analysis, risk assessment, and investment strategy recommendations at J.P. Morgan Asset Management. Utilized quantitative fundamental analysis, calculated Key Performance Indicators, and communicated insights to clients.