Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Neel Kamatgi

Chicago,IL

Summary

Experienced in Finance bringing expertise in reporting, modeling and analysis. Resourceful, hardworking and dedicated to achieving objectives within all time constraints. Over three years of experience in the finance industry.

Overview

4
4
years of professional experience

Work History

Analyst

Nova Business Solutions.
Chicago , IL
03.2023 - Current
  • Developed financial models to analyze service revenue from the company portfolio
  • Maintained and updated databases with AR and payments made within contracts
  • Created monthly analysis data reports for senior management and investors via Power BI

Financial Analyst

Monroe Capital
Chicago , IL.
01.2022 - 05.2023
  • Utilized financial data through Power BI to create forecasted insights on three tech based funds
  • Monitored and tracked fund performance via monthly evaluations
  • Analyzed financial data to identify trends, patterns and strategies using Power BI

Commercial Banking Analyst

BMO Bank of Montreal
Chicago, IL
08.2020 - 01.2021
  • Forecasted trends by organizing data and creating Excel-based financial models.
  • Conducted performance evaluations, documented outcomes and made recommendations.
  • Coordinated approval or rejection of lines of credit for commercial, real estate, and personal loans.

Education

Bachelor of Science - Finance

University of Illinois At Chicago
Chicago, IL
12.2021

Skills

  • Proficient in Financial Modeling
  • Proficient in Data Analysis
  • Proficient in SQL and Data Authentication
  • Certified Python Programmer
  • Proficient in Power BI
  • Proficient in Excel/Excel Macros
  • Proficient in data visualization
  • Certifications in AWS

Accomplishments

  • Certified in IBM Data Analytics
  • Certified in Python, AWS, and SQL

Timeline

Analyst

Nova Business Solutions.
03.2023 - Current

Financial Analyst

Monroe Capital
01.2022 - 05.2023

Commercial Banking Analyst

BMO Bank of Montreal
08.2020 - 01.2021

Bachelor of Science - Finance

University of Illinois At Chicago

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Neel Kamatgi