Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Sarvesh Koli

Summary

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring, and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, project management, and forecasting. Tech-savvy in the use of spreadsheets, accounting, and programming languages

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Analyst

Capgemini
12.2019 - 12.2021
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability , and expense forecasts
  • Reviewed financial reports and streamlined operations to increase productivity and company profits
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
  • Achieved significant cost savings by identifying financial inefficiencies and implementing improved processes.

Sales Executive

Hexaware Technologies
09.2018 - 04.2019
  • Maintained detailed records of sales progress, inventories, and marketing success to better align goals with company priorities
  • Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
  • Capitalized on solutions presented by CRM software to enhance lead prospecting and sales management.
  • Exceeded quarterly targets consistently through diligent prospecting and tailored product presentations.

Sales Executive

V K Venture Pvt Ltd
07.2017 - 07.2018
  • Analyzed past sales data to develop realistic quarterly sales goals
  • Created strategies to develop and expand sales of services to existing customers which increased annual revenue
  • Achieved sales goals and service targets by leveraging interpersonal communication skills and product knowledge to cultivate and secure new customer relationships.

Associate

Sanjay Ruia & Associates CHARTERED ACCOUNTANTS
06.2016 - 07.2017
  • Developed strong client relationships through timely and thorough follow-up on inquiries and concerns.
  • Enhanced team productivity by streamlining communication and implementing efficient project management tools .

Education

Master of Science - Business Analytics

Southern New Hampshire University
Hooksett, NH
04.2024

Bachelor Of Management Studies - Finance

University of Mumbai- KBP College
Vashi, Navi Mumbai

Skills

    Programming Languages: SQL language, R Studio, Python, Pandas, Google Collab , PL/ SQL

    Machine Learning: Representation, Evaluation ( program evaluation) Optimization (finding good models), Liner Models ( Liner Regression and Multiple Liner Regression)

    Data Visualization: Statistical Analysis, General programming, Excel , Tableau , Minitab, Data Collection & Research, Data Mining

    Project Management: Budgeting, Cost Management, Planning and Forecasting

Certification

  • Certified Investment Banking Operations Professional, 2019, Imarticus Learning Pvt. Ltd, Thane
  • Diploma in Multimedia and Animation, 2011, Animatix Computer Education, Vashi
  • Former Charter President at Leo Club of Navi Mumbai APMC, 2018-20 Former Zone Secretary- Zone 5 at Leo District 3231 A2, 2019-20 Present Global Membership Team Co-ordinator at Leo District 3231 A2, 2020-21

Timeline

Financial Analyst

Capgemini
12.2019 - 12.2021

Sales Executive

Hexaware Technologies
09.2018 - 04.2019

Sales Executive

V K Venture Pvt Ltd
07.2017 - 07.2018

Associate

Sanjay Ruia & Associates CHARTERED ACCOUNTANTS
06.2016 - 07.2017

Master of Science - Business Analytics

Southern New Hampshire University

Bachelor Of Management Studies - Finance

University of Mumbai- KBP College

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Sarvesh Koli