Rushank Mehta
Mumbai,MH
Summary
Experienced Financial Analyst with a background in managing and interpreting financial data to support business decision-making. Strong skills in budgeting, forecasting, and financial modeling paired with the ability to communicate complex financial concepts clearly. Notable impact made on previous work through identifying cost-saving opportunities and enhancing operational efficiency.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Investment and Business Analyst
ADITI INC
Woburn, Massachusetts
02.2024 - 06.2024
- Equity Market Analysis: Resolved investment decision challenges by delivering equity stock pitches with thorough analysis and valuation, earning the best presentation accolade
- Investment Research: Addressed growth challenges in the semiconductor sector by developing investment strategies with vintage models, driving 34% portfolio growth through data-driven insights and rigorous financial assessments
- Strategic Allocation : Introduced an additional asset class to the portfolio which involved the reallocation of $25,000 and has shown a return of 20% over 3 months.
Financial Planning Analyst
L.F.C SECURITIES PVT LTD
Mumbai, India
04.2020 - 05.2022
- Budgeting and Variance Analysis: Reduced annual expenses by 15% by proactively identifying cost-saving opportunities, analyzing budget variances, and implementing targeted solutions.
- Financial Transaction Management: Resolved transaction discrepancies by efficiently managing and tracking client fund transfers, wire, and journal transactions, ensuring accuracy and regulatory compliance
- Stakeholder Communication: Generated a 60% increase in attendee interest by delivering engaging presentations that showcased the benefits and strategic applications of the company's financial brokerage services at leading industry events
- Financial Reporting & Analysis: Optimized balance sheet reconciliations and journal entries for over $5M in assets, leveraging advanced QuickBooks and NetSuite functionalities to analyze financial statement trends and enhance accounting accuracy.
Research Intern
MONEY MANAGEMENT INDIA
Mumbai, India
07.2021 - 10.2021
- Research Reports: Executed comprehensive research and compiled dossiers on trends within the Indian Asset Management Industry, supporting high-net-worth and retail investors in decision-making for asset allocation
- Leadership: Led a team of 20 to develop financial models and rank large-cap funds, resolving portfolio inefficiencies and increasing returns by 1012% Financial Analysis: Evaluated top and bottom-line performance of various AMCs by thoroughly analyzing financial statements; discovered trends and anomalies that contributed to a 15% increase in client investment returns
- Financial Modeling: Developed a proprietary investment model using data from Morningstar, resulting in a 25% increase in profitable investment recommendations; documented findings in Word for team collaboration.
Education
M.Sc. in Finance (STEM) -
Babson College
Wellesley, MA12.2023
Skills
- Financial Modeling
- Portfolio Analysis
- Bloomberg Market Concepts
- Factset
- Corporate finance for strategic decision-making
- Risk management for Portfolio analysis
Projects
- GOPRO FINANCIAL MODEL (2023): Developed a financial model using the DCF method for fair stock valuation, including price sensitivity analysis.
- BJ'S WHOLESALE CLUB STOCK PITCH (2022): Developed a DCF valuation model via bottom-up analysis, yielding a 30% annual return.
Certification
- Financial Risk Management (Level 2 Candidate), Global Association of Risk Professionals
- Portfolio Analysis, FactSet
- Financial Markets, Yale University through Coursera
Timeline
Investment and Business Analyst
ADITI INC
02.2024 - 06.2024
Research Intern
MONEY MANAGEMENT INDIA
07.2021 - 10.2021
Financial Planning Analyst
L.F.C SECURITIES PVT LTD
04.2020 - 05.2022
M.Sc. in Finance (STEM) -
Babson College
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