Shivani Dave
King of Prussia,PA
Summary
Dedicated finance professional specializing in portfolio management, valuation, and financial analysis, with expertise in risk analysis. Pursuing a Master's in Financial Analysis at Fox School of Business, gaining comprehensive understanding of advanced financial concepts, market dynamics, and data science. Proven track record in analytical modeling and teamwork. Committed to professional development and enhancing capabilities to contribute meaningfully to the financial sector.
Overview
1
1
year of professional experience
Work History
Executive Internal Auditor
K.C. Mehta & Co.
Vadodara, Gujarat - India
03.2019 - 06.2020
- Directed comprehensive financial and operational audits for 10+ companies in engineering, real estate, and pharmaceutical sectors.
- Pioneered post-audit initiatives for enterprise-wide risk alignment and compliance.
- Developed deep expertise in P&L statements, Balance Sheets, expense analysis, and organizational business models.
- Trained Executive Internal Audit team members in pre-audit, stock audit, and internal audit report processes.
- Collaborated seamlessly with independent auditors, ensuring smooth coordination for annual financial statement audits.
Education
Master of Science - Financial Anlysis
Fox School of Business, Temple University
Philadelphia, PA05-2024
Masters of Commerce - Accounting and Finance
THE MAHARAJA SAYAJIRAO UNIVERSITY
Vadodara, Gujarat - India07-2018
Bachelor of Commerce - Accounting and Finance
THE MAHARAJA SAYAJIRAO UNIVERSITY
Vadodara, Gujarat - India07-2016
Skills
- Financial Modeling
- Auditing
- Comparative Analysis
- Investment Analysis
- Data Analysis
- Credit Analysis
- Customer Communication
- Portfolio Management
- Microsoft Excel
- Pivot Tables
- Microsoft Powerpoint
- SAP
- SQL Understanding
- Tableau
- R Studio
- Python
Timeline
Executive Internal Auditor
K.C. Mehta & Co.
03.2019 - 06.2020
Master of Science - Financial Anlysis
Fox School of Business, Temple University
Masters of Commerce - Accounting and Finance
THE MAHARAJA SAYAJIRAO UNIVERSITY
Bachelor of Commerce - Accounting and Finance
THE MAHARAJA SAYAJIRAO UNIVERSITY
Projects
Global Equity Strategy
- Conducted a comprehensive analysis of major Global Equity Indices, including those from the United States, Mexico, Brazil, Germany, India, the United Kingdom, China, and Hong Kong. Utilized key metrics such as PE Ratio, Forward PE, PEG, and EPS to evaluate the performance of Global Equity Indices over the past five years. The objective was to provide insights into potential FX movements for USD investors.
Nike Stock Analysis
- Executed an in-depth analysis of Nike, encompassing thorough examination of financial statements, valuation ratios, and technical analysis. Delved into the evaluation of financial statements, researched ongoing activities, management transitions, and relevant events. This project not only facilitated the acquisition of expertise in comprehending company financials but also honed skills in conducting detailed analyses and computing company valuations
Projects
Global Equity Strategy
- Conducted a comprehensive analysis of major Global Equity Indices, including those from the United States, Mexico, Brazil, Germany, India, the United Kingdom, China, and Hong Kong. Utilized key metrics such as PE Ratio, Forward PE, PEG, and EPS to evaluate the performance of Global Equity Indices over the past five years. The objective was to provide insights into potential FX movements for USD investors.
Nike Stock Analysis
- Executed an in-depth analysis of Nike, encompassing thorough examination of financial statements, valuation ratios, and technical analysis. Delved into the evaluation of financial statements, researched ongoing activities, management transitions, and relevant events. This project not only facilitated the acquisition of expertise in comprehending company financials but also honed skills in conducting detailed analyses and computing company valuations
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