PARTH PATEL

• Conducted in-depth analysis for upcoming offerings.
• Developed reports for clients outlining statistical data points.
• Spearheaded comprehensive presentations for management and audiences of 20 individuals.
• Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
• Reviewed weekly and monthly budget performance reports, ensuring all departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies.

• Improved brand awareness by creating statement templates for use by outside sales counselors.
• Pitched plans and investment strategies to potential partners to raise capital.
• Improved bottom-line profitability by growing customer base and capitalizing on upsell opportunities.
• Managed needs of more than 3 customers at once using strong prioritization and multitasking abilities.
• Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands.
• Devised, deployed and monitored processes to boost long-term business success and increase profit levels.

During my internship period of 8 weeks, I was deeply involved in financial research of companies from power and textile sectors. I also conducted valuation of companies viz. Fino Paytech and Hero Fin. Services. Based on the previous performances and analyzing the annual reports, I prepared the reports regarding future potential of the company and how it will perform in terms of growth, market share, stock price, etc. Provided investors with detailed ratings based on overall earnings performance. Utilized screening tool to identify bottom-up stock idea identification.