Suhas Patwardhan

Driven Finance Professional with a robust four-year track record and a Master's in Finance degree. Specialized in cutting-edge areas including financial modeling, data visualization, financial reporting, investment planning and management. Actively seeking opportunities in the finance sector while actively pursuing the CFA License.

• Data Viz - Dashboard for KPI - Visualized KPI’s using Tableau for tracking ROI, ROA, DSO, Capex. Present insights by tracking KPIs & sales processes. Collected raw data from financial reports- clean data as per requirement- select required data set & conduct the various ratio analysis in Excel- integrate the .xls file into Tableau for dynamic dashboard creation leading to a 6% decrease in operating overheads.
• Audit & Evaluation - Led a cross cultural team of 11 in examining internal controls, financial statements & compliance process. Utilized data analytics tools to identify anomalies and assess the effectiveness of financial controls. Prepared audit reports with 100% compliance with industry regulations.
• Portfolio Capital allocation (R) and visualizing (Python) - Engineered a robust investment portfolio tailored for moderate risk-averse investors by constructing a diversified mix of equity, debt, and commodities. Achieved a targeted correlation of 0.6 among portfolio assets, employing Modern Portfolio Theory (MPT) principles & Integrated Python for sophisticated data analysis, capital allocation, and compelling data visualizations using Matplotlib / Seaborn.
• Investment Management - Equity Research Report - Authored 6 equity research report with Buy-Hold-Sell recommendation using DCF, DDM models & industry-standard multiples. Built assumption by collecting data from 10K & 10Q - forecast the 3 statement model - calculate the free cash flow, WACC, IRR, terminal value,intrensic value - analyzed the impact on value using the sensitivity analysis and Monte Carlo simulation - achieved 75% accuracy in the valuation.