Financial Analyst

HELI DESAI

**** *********** ***, **** ** *, Buffalo NY-14221 405-***-**** ********@*******.*** https://www.linkedin.com/in/heli-desai/

EDUCATION

UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK

Masters of Science in Finance - Risk Management track, (STEM)

Graduation February 2018, GPA: 3.72

UNIVERSITY OF MUMBAI, India

Masters of Commerce in Management May 2016, GPA: 3.53

Bachelors of Commerce in Accountancy, March 2014, GPA: 3.11

EXPERIENCE

Winter Project at WISLogix Consulting., Detroit, MA. Sept. 2017- Dec. 2017

Built an application based non-profit model using a technology platform targeting the below average income groups who require short term loans for unexpected expenses

Created financial reports, calculated the retention rate and performed risk analysis to check the creditworthiness of beneficiaries

Spring Project Valuation Team at Jacobs Institute (JI), SUNY University at Buffalo, Jan. 2017- Apr. 2017

Prepared cost estimations, break-even analysis, benefit project reports on the usage of 3D prints for medical purposes enabling the project to be presented to the directors ahead of predicted schedule.

Communicated directly with the executive team on a weekly basis on project execution, performance reporting, analysis, and next steps.

Represented the team in final competitions at Finance Academy, delegated tasks to team members and demonstrated leadership, teamwork, time management, resource allocation and presentation skills successfully.

Account Assistant at C.A. Shital Mutha & Co., Sept. 2013 – Dec. 2015

Prepared financial statements and tax returns for cost savings and securing returns for multiple companies.

Computed quarterly tax payables and performed tax planning for high net-worth individuals and media houses.

Compiled bank reconciliation statements and managed invoices for multiple companies.

Managed and supervised accounts for medium and small-scale trading and media companies.

Provided services and support on tax regulations to clients.

CORE STRENGTHS

Budgeting

Analytical & Financial Model

Capacity Management

SQL

Reporting

Client Management

Tracking financial metrics

Forecasting

Project Management

COMPUTER SKILLS

MS Office: Advanced skills in Excel and PowerPoint, Tally.ERP, E-Commerce

R Programming and Financial Modelling

Java Programming, SQL, SAS

Amazon Web Services Basics

Bloomberg Market Concepts

SERVICE AND INTEREST

Volunteer Work: Taught English and Mathematics at Spark-a-Change NGO (2016),

Worked as an examination supervisor while working towards Masters in 2015-16

Club Membership: Financial Management Association, UB Women in Management

Other Interests: Drawing, Music, Reading

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