Shweta Mandilia

*** **** ******* ****, **** # ***

San Jose, CA 95134

512-***-****/ acqiog@r.postjobfree.com

Career Objective:

An enthusiast, dedicated, analytical and self-motivated individual who is currently looking for an entry

level finance position in an organization in which I am able to apply my knowledge and skills to better-

ment of the organization as well as own professional growth.

Education:

Masters of Business Administration (Finance) - May 2012

University of Mumbai

Welingkar Institute of Management Development and Research

Bachelors of Engineering (Electronics) - May 2009

University of Mumbai

Sardar Patel Institute of Technology

Continuing Education:

Successfully wrote level I exam of the CFA program and currently registered candidate for the 2015 June

CFA Level II exam.

Relevant Coursework:

Financial Accounting and Management, Economics, International Finance (including U.S. GAAP and

IFRS), Mergers, Acquisitions & Corporate Restructuring, Portfolio Management and Security Analysis,

Banking and Insurance, Fixed Income, Alternative Investments and Business Mathematics.

Professional Experience:

IDBI Bank Limited, Mumbai, India (August 2012 - October 2013)

Assistant Manager (Retail and Corporate Banking)

• Assist customers with checking and savings accounts transactions, interbank funds transfers, stop pay-

ments, inquiries about bank deposit products, debit/credit card usage and limits, salary uploading of

employees of corporate accounts, transfer funds to cover customer overdrafts as directed by bank oper-

ations,

• Research and resolve customer problems by acting as the customer liaison between other bank depart-

ment and filing the necessary paperwork to resolve the same.

• Cross-sell bank products such as insurance and mutual funds based on customer needs in accordance

with the banks’ program standards.

• Balance customer checkbooks, printing statement and check copies. Input, maintain and/ or delete deb-

it/credit cards within system and also contact customers to notify them that check orders and/or debit

cards are ready to pick up at the bank.

• Process lockbox payments, including deposit preparation and daily report.

• Prepare letter of credits, bank guarantees and also analysis of financial statements of corporate clients to

assess their credit limit.

Kotak Wealth Management, Mumbai, India (May 2011 - July 2011)

Summer Intern (International Business)

• Preparation of the Private Placement Memorandum (PPM) for the offshore funds based on the different

fund strategies and objectives.

• Export daily fund reports as Excel or comma separated values (.csv files) and combine them with other

MS Excel based reports to check sector performance of the funds.

• The internship also included doing research about the regulatory requirements and fund management

structure such as the Double Taxation Avoidance Agreements (DTAA) between countries, percentage

cut-off for Foreign Direct Investment (FDI) and Foreign Institutional Investment (FII).

M/s Mazagon Dock Limited, Mumbai, India (January 2011 – February 2011)

Winter Intern (Treasury Department)

• Record keeping of daily cash balances and preparing of cash flow statement, reconciliation of all bank

accounts and investment suggestion of the surplus funds.

• Making a detailed report about the daily responsibilities and functioning of treasury department like

issue of salary by ECS/NEFT payment, custody of bank guarantees received from suppliers, earnest

money deposit (EMD), preparation of bank reconciliation statement (BRS).

Certifications:

• National Stock Exchange of India Certified Market Professional (NCMP) – Level 1.

• National Stock Exchange of India Certified Derivatives Pro (NCDP) Certification.

• Indian Institute of Banking and Finance certified Junior Associate of the Indian Institute of Bankers

(JAIIB) certificate.

• Completed Advanced Excel training program from Corporate Bridge Academy (Mumbai, India).

Academic Projects:

• Sector Analysis of Cement Industry - It included top-down analysis of cement industry. It also in-

cluded fundamental analysis on Ambuja Cements which is one of the biggest cement companies in In-

dia. Financial model was prepared for the company to estimate its intrinsic value.

• Wireless Network Security and Monitoring - The project involved designing a new security system

using WPA-I and WPA-II which will consist of building a Radius server which will allow a person only

if the MAC address is registered in system.

Skills:

Computer skills includes Microsoft Excel, PowerPoint, Outlook and intermediate VBA in spreadsheet

modeling.

Basic programming skills includes C, C++, R languages.

Financial skills includes financial modeling, equity valuation, financial statement and ratio analysis.

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