Sales Financial Analyst

CHHAVI SHARMA

Mountain View, CA ● +1-858-***-**** ● ******-******@*******.***

A motivated and detail-oriented MBA with experience in financial services industry (at a private investment bank) & all three levels of CFA program cleared. Keenly interested in corporate finance, financial modeling or analytical role. As a freelance Financial Analyst, I use my advanced Excel & analytical skills to design financial models (projecting free cash flows) and write valuation reports based on fundamental analysis. SKILLSET

• Balance Sheet, Profit & Loss statement and Cash Flow statement analysis

• Financial Modeling (Projecting Free Cash Flows)

• Discounted Cash flow, Dividend Discount Model and Relative Valuation

• MS excel (Solver, Pivot table, Vlookup, Data Table), MS PowerPoint, MS Word EXPERIENCE

Contributor – Seeking Alpha, USA Since Aug’17

Freelance Financial Analyst – Amigobulls Inc, USA May’15-Sep’16

• Analyzing Balance Sheet, Profit & Loss statement and Cash Flow statement of the companies

• Projecting free cash flow and using time value of money to evaluate by Discounted Cash Flow (DCF) method

• Financial ratios and peer firm analysis for relative valuation method

• Published articles and reports based on fundamental analysis

• Designed financial models for valuation using my CFA program coursework

• Published articles and reports based on fundamental analysis and valuation (*Links below) Associate, Sales & Advisory – Darashaw & Co. Pvt. Ltd., India June’10-Aug’12

• Worked on excel models for accurate bond portfolio valuation of clients and sales qualified leads

• Developed bi-annual portfolio analysis presentations and portfolio vs. market performance summary reports for advisory clients

• Facilitated trustee workshop for clients to outlay company strategies for effective asset management, networking and deepening client relationship

• Designed excel simulation models to demonstrate risk-reward trade-off for riskier securities thus optimizing portfolio return.

• Pitched Darashaw’s core-competencies to close deals with new clients, bringing in annual inflows of ~ $1 million

• Single-handedly added a portfolio of ~ $4 million contributing 7% to the yearly target for Asset Under Advisory, North-India zone in 2011-2012

• Achieved yearly target return of 9% for advisory clients within the regulatory framework against the 8.5% interest rate for Employees’ Provident Fund Organization (EPFO) subscribers Intern, Foreign Exchange (Trade services) – Axis Bank, India May’09-Jun’09

• Developed understanding of Foreign trade services provided by Axis Bank including Forward contract, FDI, Inward and Outward remittance, Risk management and suggested measures to gain an edge over competitors

• Performed SWOT analysis to help monetize additional streams of revenue by finding new clientele (importers, exporters and NRIs) and using push strategy rather than pull strategy of marketing. Executive, Resume Writer – Naukri.com, India May’07 – May’08

• Developed and revised content for over 100 resumes/month for the professionally diverse set of customers to help represent a holistic candidacy for their desired career path EDUCATION

Cleared all levels of CFA Program CFA Institute, USA 2014 MBA, Finance Institute for Financial Management & Research (IFMR), India 2010 B.A. (Hons.), Mathematics Delhi University, India 2007 LINKS

• https://seekingalpha.com/author/chhavi-sharma/articles#regular_articles

• https://amigobulls.com/articles/author/sharma-chhavi

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