Jan 2020 – Apr 2021 · 1 yr 3 mos · Mumbai, Maharashtra, India

Jun 2019 – Dec 2019 · 6 mos · Washington D.C. Metro Area

• Helping upper management to achieve goals by developing innovative ways (using Excel, Tableau and Power BI) to track the budget real-time and increase profitability.
• Assess trends in client and market behavior and modify strategies to optimize financial growth.

Jun 2018 – Aug 2018 · 2 mos · Westlake Village, California

• Worked closely with Managing Partner to create and analyze portfolios involving bonds, stocks, ETFs and MFs
• Constructed and maintained complex earnings models to valuate and forecast earnings estimates, including updating company models or comp spreadsheets
• Part of a team aimed at improving client interface through Orion software and Mobile-based App

Apr 2013 – May 2018 · 5 yrs 1 mo · Mumbai Metropolitan Region

• Researched industry trends and analyzed company financial statements in order to make well informed recommendations
• Constructed financial models to evaluate and forecast operational performance for select companies in the automobile, infrastructure and service sectors
• Utilized financial data platforms to research and build models (Bloomberg, Morningstar and Thomson One)
• Assisted in completing investor presentations which were used for existing and prospective clients
• Developed a “techno-funda strategy” to select stocks, decide position-sizing and generate entry and exit signals (using tools such as SQL, Excel and R)
• Assisted investing and trading teams to select stocks and derivatives (based on techno-funda strategy)

Jan 2010 – Jul 2017 · 7 yrs 6 mos · Ambala, Haryana, India

• Coordinated all new fleet additions and their segmentation into distinct routes based on analytical thinking
• Negotiated contracts with vendors for financing and insuring the fleet, saving company a significant dollar amount
• Worked closely with customer executive leadership to ensure all their transportation needs were met
• Awarded as “Leader in Efficient Trucking” by JK Tyres for increasing mileage of tires by 20 percent

Jul 2007 – Dec 2009 · 2 yrs 5 mos · Ambala, Haryana, India

• Instrumental in doubling the fleet size within a span of two years
• Led installation of GPS in all the trucks to manage fleet in real-time basis and monitor vehicle progress
• Reduced number of vehicles sidelined for repair and maintenance
• Decreased company purchases by $10,000 per month by simplifying on-hands item and managed a budget of $300K for repair parts, tools, equipment and labor

Jun 2006 – Jul 2006 · 1 mo · Faridabad, Haryana, India

•  Collaborated with 5 engineers in the Component plant to optimize assembly flow and process to minimize people per machine per day

Jun 2005 – Jul 2005 · 1 mo · Faridabad, Haryana, India

•  Analyzed capacity utilization in Manufacturing department