Ruchir Sheth
Herndon,VA
Summary
Analytical professional with strong background in financial modeling and risk management. Skilled in providing financial solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Sr. Investment Analyst
American Housing LLC
04.2023 - Current
- Conducted detailed investment analysis, calculations and reports.
- Created and maintained precise and accurate models, charts and reports.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Conducted due diligence on potential investments and presented findings to investors.
- Monitored market trends and news to identify emerging opportunities.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
Financial Analyst
World Archives Holding/Storied
08.2021 - 03.2023
- Develop financial models to use as a tool for monthly cost control and speed up accounting process
- Monthly Variance reporting and business reviews with senior leadership to ensure budget and forecast accuracy and make recommendations on profit enhancement
- Analyze and interpret financial data, create financial models to generate both routine and ad-hoc reports, identify key trends and the KPIs that impact financial performance
- Prepare presentation for a quarterly Board meeting
- Partner with accounting team to complete month-end closing activities
- Identify financial risks and opportunities periodically and keep senior leadership aware about the drivers
- Create M&A model to value acquired company and after acquisition
- Support external analyst in 409A valuation
- Been part of the company's start-up and late-stage start-up process and dealt with all aspects of financial and non-financial areas
- The company had only a profit & loss statement forecast model when I joined
- In just 15 days, I learned about the company and made a list to prioritize to build the required models
- I started building a balance sheet and cash flow forecast
- For the company's early stage, it's crucial to have a future picture of the cash flow
- These models helped the CEO make essential spending and revenue decisions
- We started saving a to ensure to not cross the cash limit
- I had an opportunity to handle the whole finance department and strategic discussions with C-level executives and investors, which gave me valuable experience
- My scope of work was broader than just the finance department
- I helped the sales team and marketing team, and IT team by creating key performance indicators like ROI to get the efficiency of employees, ARR calculation for the run-rate, generating a pricing model for the new product, helping with a cost comparison, enabled me to increase the scope of learning and to gain verity of experiences in a short period.
Staff Tax Accountant
VG CPA PC
02.2021 - 08.2021
- Prepared basic and complex federal, state, and local individual tax returns
- Collected all required documents from the client
- Streamlined ongoing processes by automating several reports using macros and excel formulas and reduced weekly process time.
Finance Analyst
QX Ltd
06.2016 - 02.2017
- Performed monthly, quarterly, and annual series of financial reporting and financial data analysis to introduce best practices in Asset Management and serve the clients’ mission at a lower cost
- Monitored KPIs’ to improve financial performance
- Built financial budget, developed forecast, financial data analysis and performed variance analysis to provide decision-making support to the leaders
- Efficiently used Excel and other accounting software (Sage, Irish, Liberty) to create and maintain financial records.
Finance Accountant
Southwark Park Nursing Homes Limited
06.2014 - 01.2016
- Generated cashbook, purchase book, bankbook, and petty cash reconciliation statements to prepare financial statements
- Provided robust modeling and reporting to facilitate executive-level decision making
- Partnered with bank and senior leadership to identify and resolve upcoming short- and long-term financial needs
- Analyzed key performance indicators (KPI’s) and identified areas of opportunities for future financial improvement.
Trainee Accountant
Thakkar Vipul and Associates Chartered Accountants Firm
12.2011 - 02.2013
- Responsible for day-to-day bookkeeping, preparation of financial statements, and audit support
- Input data in the accounting system.
Education
Master of Science (MS - Finance) -
University of New Haven
05.2020
Post-Graduation Diploma - Financial Marketing and Insurance
Gujarat University
05.2011
Bachelor of Commerce (B.COM) - Accounting
Gujarat University
06.2010
Skills
- Financial Statement Analysis
- Proficiency in IFRS and US GAAP
- Financial Modeling
- Business Analysis
- MS Office (Strong MS Excel skills, macros); Excel, Google sheet, Google slides, PowerPoint – to prepare presentation for Board; Data Visualization, Tableau, QuickBooks, Sage
- Sensitivity and Scenario Analysis
Certification
- Association of Chartered Certified Accountant (ACCA)
- Budget and Forecasting
- M&A Financial Modeling
- Financial Modeling & Valuation Analyst (FMVA)
- Sensitivity Analysis
- Python for Finance, R Programming
- FP&A Monthly Cashflow Forecast
- Advance Microsoft Excel and Microsoft PowerPoint
- CFA Candidate
Timeline
Sr. Investment Analyst
American Housing LLC
04.2023 - Current
Financial Analyst
World Archives Holding/Storied
08.2021 - 03.2023
Staff Tax Accountant
VG CPA PC
02.2021 - 08.2021
Finance Analyst
QX Ltd
06.2016 - 02.2017
Finance Accountant
Southwark Park Nursing Homes Limited
06.2014 - 01.2016
Trainee Accountant
Thakkar Vipul and Associates Chartered Accountants Firm
12.2011 - 02.2013
Master of Science (MS - Finance) -
University of New Haven
Post-Graduation Diploma - Financial Marketing and Insurance
Gujarat University
Bachelor of Commerce (B.COM) - Accounting
Gujarat University
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