Insurance Company

Bhakti Pavani

Email: ************@*****.***, Tel no: 216-***-****, In: http://www.linkedin.com/in/bhaktipavani

Professional Summary

BS- Accounting & Finance, MMS-Finance, MBA-Finance, CFA Level 1 June 2011 Candidate

- Two years of experience in financial analysis, modeling and forecasting

- Created detailed company valuation and industry analysis reports on an ad-hoc basis

- Performed qualitative and quantitative analysis to identify over-valued and under-valued stocks

Education

MBA: Finance- California State University, Fullerton (Major GPA: 3.96/4.0) May 2011

Masters of Management Studies (MMS): Finance- Mumbai University, India May 2006

BS: Accounting & Finance- Mumbai University, India May 2004

Experience

Analyst January 2010-December 2010

Center for Insurance Studies (CIS) - California State University, Fullerton

Conducted in-depth research on Insurance industry, analyzed and communicated industry trends, recent developments clearly and

concisely in the form of reports and presentations

Created template in MS- Excel to gather and analyze financial data of over 500 insurance companies

Analyzed financial statements and performed ratio analysis, market stability and capital adequacy tests to rank the companies

Supervised and managed a team of 35 volunteers responsible for managing one of the biggest career fairs on campus

Research Assistant August 2010-December 2010

Center for Study in Emerging Markets - California State University, Fullerton

Conducted in-depth research on financial markets of the emerging economy of India

Gathered and analyzed macro-economic data, identified financial market indicators and discovered trends that impacted the

structure and processes of financial markets pre and post-recession

Created detailed reports to communicate the analysis and research findings

Financial Analyst June 2006-Oct ober 2008

Dawnay Day AV Analytics- Mumbai, India

Generated $ 500,000 in revenues drafting pilot projects & initiation/detailed company and industry reports that helped the

company in acquiring new business and solidifying clientele

Initiated client interaction to understand clients requirements

Performed in-depth company and industry due-diligence to understand the industry and company’s business model

Created valuation metrics and performed competitor analysis to evaluate company’s performance in the industry and amongst

its peers

Developed and maintained financial models in Excel to forecast financial statements of the company

Performed valuation using discounted cash flow technique, market and income approach and evaluated risk using pure play

method

Analyzed overall performance of the company and gave buy-side and sell-side recommendations to investors

Communicated research and analysis through detailed reports & presentations

Extra-curricular activities

Vice-President of Gamma Iota Sigma (student-club on campus) May 2010-May 2011

Organize and manage the speaker events, socials and office tours for the club

Manage a team of 6 people arranging promotional events

Created a website using advanced HTML for Gamma Iota Sigma that helped in increasing the membership of the club

Yoga Instructor June 2006-December 2007

Learned and taught yoga and breathing techniques (pranayama) that helped people in weight loss and handling stress

Honors & Awards

Recipient of Orange County Risk & Insurance Management Society Scholarship

Awarded “Best Cadet in Military training” amongst 130 girls from Ex-Home Minister of India

Won Gold Medals at Inter-school and College-level Dance competition

Other Information

Strengths: organized, detail-oriented, capability to multi-task

Technical Skills: Proficient in financial databases such as Bloomberg, Thomson Reuters, Lexis Nexis and Factiva

Other Skills: Fluent in English, Hindi, Marathi and Gujarati

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