Sayali Joshi
Dallas,TX
Summary
Results-driven Financial Analyst with 7+ years of experience in financial modeling, data analysis, and strategic planning. Skilled in using advanced tools to generate insights, develop forecasts, and streamline reporting. Strong communicator with a proven ability to collaborate across teams to drive business objectives and enhance performance.
Overview
11
11
years of professional experience
1
1
Certification
Work History
High Net Worth Associate
Fidelity Investments
Westlake, TX
08.2024 - Current
- Leveraging analytical skills to assist clients with international and precious metal trades while providing education and support across all fidelity research tools
- collaborating with multiple business units to resolve complex scenarios, developing client focused solutions through critical thinking with 5.97 clients per hour
Customer Relationship Advocate
Fidelity Investments
Salt Lake City, Utah
01.2023 - 08.2024
- Executing transactions in interest rate products, credit, currencies, and commodities, leveraging deep market and risk understanding
- Aiding investors in managing account balances, executing mutual fund trade, and ensuring precision in equity trade at 100% trade accuracy.
Corporate Finance Intern (FP&A)
Compass Group–Chartwells
Salt Lake City, Utah
08.2022 - 12.2022
- Utilized top-tier risk management frameworks to identify and assess financial, operational, and reputational risks, supporting strategic goals
- Developed financial models using Excel, Tableau, and Micros, driving an 8% profitability increase in 3 months.
Consultant U.S. Tax
Basiz Fund Services
Bangalore, India
04.2021 - 12.2021
- Prepared and submitted over 600 corporate tax forms (1065 and 1120) accurately and on time, independently reviewing financial records.
Financial and Legal Consultant
EKK Eagle Products India
Pune, India
04.2014 - 12.2017
- Collaborated with marketing to evaluate sales strategies, assess corporate risk, and develop mitigation plans, driving a 20% increase in revenue
- Finalized financial statements with 100% accuracy as an authorized company signatory
- Led inventory management, optimizing product flow and reducing carrying costs by 30%, resulting in 95% efficient working capital management
- Enhanced FEMA compliance for securities issuance and ECB by a foreign company, saving 70 hours of monthly manpower
- Drafted and managed legal agreements for mergers, acquisitions, credit risk, and joint ventures from inception to completion.
Education
Master’s in finance -
David Eccles School of Business, University of Utah
01.2022
Post Graduate Diploma in International Business -
The Savitribai Phule Pune University
01.2018
Corporate Chartered consultant - Equivalent to USA CPA -
Institute of Company Secretaries of India
01.2014
Bachelor of Commerce- specialization in Corporate Accounting -
The Savitribai Phule Pune University
01.2010
Skills
- Advanced Excel-Lookups
- Pivot Table
- TABLEAU
- Power BI
- PowerPoint
- Research abilities
Websites
Certification
- FINRA SIE
- FINRA Series 7
- NASAA Series 63
Personal Information
Title: Finance
Accomplishments
Achieved Visharad (Master's) Degree in Indian Classical Dance
Timeline
High Net Worth Associate
Fidelity Investments
08.2024 - Current
Customer Relationship Advocate
Fidelity Investments
01.2023 - 08.2024
Corporate Finance Intern (FP&A)
Compass Group–Chartwells
08.2022 - 12.2022
Consultant U.S. Tax
Basiz Fund Services
04.2021 - 12.2021
Financial and Legal Consultant
EKK Eagle Products India
04.2014 - 12.2017
Master’s in finance -
David Eccles School of Business, University of Utah
Post Graduate Diploma in International Business -
The Savitribai Phule Pune University
Corporate Chartered consultant - Equivalent to USA CPA -
Institute of Company Secretaries of India
Bachelor of Commerce- specialization in Corporate Accounting -
The Savitribai Phule Pune University
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