Oct 2023 – Feb 2024 · 4 mos · Houston, Texas, United States · Hybrid

• ● Financial Planning and Analysis: Collaborating with finance and accounting teams to support
• budgeting, forecasting, and financial analysis activities.
• ● Financial Systems Management: Developing, implementing, and maintaining financial systems
• and software applications to support accounting and financial operations.
• ● Data Analysis and Reporting: Analyzing financial data, including transactions, budgets, and
• forecasts, to identify trends, patterns, and discrepancies

Dec 2020 – Jun 2021 · 6 mos

• Subject: Fintech
• Conducted lectures and case studies on the developments in FinTech
• Curated and delivered a mini course on cryptocurrencies

Nov 2017 – Oct 2021 · 3 yrs 11 mos

• Subjects Taught : 1. Private Equity 2. Data Analytics
• Reviewed the syllabus, curated the course and delivered it to the class.
• Encouraged class discussions by building discussions into lessons, actively soliciting input, asking open-ended questions and using techniques to track student participation.
• Used a variety of learning modalities and support materials to facilitate the learning process and accentuate presentations.
• Identified research opportunities for students, assisting with gathering data and drawing conclusions for projects.
• Conducted internal examinations and assessing and grading the students.

Nov 2014 – Oct 2021 · 6 yrs 11 mos · Mumbai, Maharashtra, India · Hybrid

• As a supplement to the business of M/s The MoneyRoller, I started a sub-broker office of Sharekhan
• Daily tasks involved demat account opening, buying and selling shares, trading and providing customer service to 250+ clients.
• Met with clients to discuss assets, understand their risk profile and accordingly advise them on their portfolios.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Setting standard operating processes and monitoring them for buying and selling shares, Mutual Funds, providing individual tax reports to the clients

Apr 2012 – Nov 2022 · 10 yrs 7 mos · Mumbai Area, India · On-site

• The Money Roller, started as a blog in 2012, expanded into a financial advisory and an ed-tech company teaching Financial Markets, Derivatives and Data Analytics to 2000+ students across 162 B-Schools of India.
• Role over 10 years:
• Financial Research:
• ● Carried out in-depth fundamental, derivative and technical research on various asset classes
• (equity, currency and commodity) and built trading strategies, investment ideas/templates for 250+ clients.
• ● Generated investment themes based on macroeconomics and inter-market analysis.
• ● Using technical analysis and quantitative research, backtested several strategies and created
• indicators to trade the Indian equity markets.
• Management:
• ● Drove growth, expanded the network and maintained client relations.
• ● Established foundational processes for business operations.
• ● Setting up and monitoring of accounting and payroll processes with the accounting team.
• ● Recruited, interviewed and hired new staff members and developed training materials for
• employees.
• Training:
• ● Organized and delivered 100+ boot camps, workshops and cohort-based projects in Data Analytics, Financial Statement Analysis and Technical Analysis of Financial Markets in various B-Schools in India
• Product Development:
• ● Financial Tools and Research Dashboards:
• o Developed real time utilities using Python and stock market APIs for intra-day trading such as live Put-Call Ratios (PCR), Put -Call Dynamics, Live Open Interest chart, etc.
• o Created End-of-day market analysis tools including - Stock wise delivery analysis, Historic Volatility, Implied Volatility (IV), Futures OI and PCR
• o Created a 10 year database of stock market data and derivative greeks
• ● Algorithmic Trading Strategies: Created algorithms to enter, monitor and square off trades based on in-house and commonly calculated indicators.
• ● Website -Coordinated with the developing team to build The Money Roller’s business website and android app.

Apr 2012 – Dec 2012 · 8 mos · Mumbai Metropolitan Region

• The job profile was to advice the Entity on hedging their forex risks using various instruments available in the currency derivative market and in the banks against their imported commodity. This included hedging their position across multiple currencies in the exchange and taking a call anywhere between a week and 3 months.
• Advised them on their trading positions in equities, currencies, cross and spread currency and commodity trades based on technical analysis and present a weekly roundup of global events and data and important events over the upcoming week.

Apr 2012 – Dec 2012 · 8 mos · Lower Parel, Mumbai

• Identified, tracked and traded domestic and international currency and commodity markets of industrial metals, precious metals, energy and currency derivatives
• Assessed hourly market conditions to look for hedge and arbitrage opportunities between COMEX, MCX and LME.
• Created and maintained live Excel spreadsheet to provide real-time positions and P&L
• Formulated strategies to search for real-time mathematical indicators and flag trades worth executing.

Dec 2011 – Mar 2012 · 3 mos · Mumbai Metropolitan Region

• Giving daily and positional calls in all market segments
• Making daily and weekly reports
• Developing a house view on various stocks and commodities

Mar 2011 – Dec 2011 · 9 mos · Mumbai Metropolitan Region

• Trading intra-day in Currency and Commodity derivative markets based on Technical Analysis