Financial Analyst Microsoft Office

GURLEEN KAUR

Edison NJ 929-***-**** ************@*****.***

Associate Financial Analyst with years of experience in flawless building of detailed and complex Excel–based financial models, forecasting key performance drivers, detailed valuations using techniques such as DCF/Enterprise value, tracking/analyzing both micro/macro factors implications on company’s revenue and thereby its future performance, preparing business reports, updating financials as well as bulletins. Possesses working knowledge of Bloomberg with expertise in Microsoft Excel. Looking forward to leverage my knowledge and experience into my role as a Financial Analyst.

PROFESSIONAL EXPERIENCE

ANALEC INFOTECH PRIVATE LIMITED

Associate Financial Analyst, Dec 2011 – April 2015

Sector Covered – OIL & GAS

Job Responsibilities

•Built complex, error-free models with well-defined revenue/cost driver assumptions

•Detailed Valuation using various techniques such as DCF/ DCF/ SOTP DCF/ Relative/ NAV/NPV/Enterprise Value

•Analyzed historical information and gauged company / industry performance on various financial parameters, valuation ratios & corporate events.

•Tracked micro and macro factors/news and analyzed the possible implications on companies’ revenue and thereby its future performance.

•Stress tested the assumptions.

•Created Business reports summarizing business information and the factors effecting its margin and revenue in the current year.

•Updated financials on Quarterly, Interim and Annual basis and created bulletins.

SKILLS AND CERTIFICATIONS

•Pursuing a course in “Oil and Gas Modeling” from wall Street Preparation.

•Passed CFA Level-II in June 2011 from CFA Institute, US

•Passed CFA Level-I in December 2010 from CFA Institute, US

•Financial and Valuation Modeling by “Wall Street Preparation” in Excel 2003/2007 in Year 2011

•Working knowledge of Bloomberg

•Knowledge of Financial Products (Mutual Funds, Fixed deposits, IPO and Bonds)

•Fundamental Analysis

•Microsoft Excel (Pivot tables, Vlookup, Index and Match, Named Ranges, Database functions, Nested Functions

•Microsoft Office

EDUCATION

PUNJABI UNIVERSITY, PATIALA, PUNJAB, INDIA

Masters in Finance

CFA INSTITUE, USA

Passed CFA Level-II in June 2011 from CFA Institute, US

Passed CFA Level-I in December 2010 from CFA Institute, US

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