Resume

Sign in

Financial Analyst Sales

Location:
Concord, MA
Posted:
October 25, 2018

Contact this candidate

Resume:

CHANDANI DESAI

*** ******* ******, ******** ** **741 USA 978-***-**** ac7h3g@r.postjobfree.com US Citizen

A result-oriented financial analyst with several years of experience in isolating key drivers, quantifying impacts, and conducting forecasts to improve the financial status of a business. Seeking to work in a challenging environment that provides opportunity to utilize my business development and management skills

Areas of Strength and Expertise

Strategy Development

Risk Management

Corporate Finance

Performance Optimization

Financial Planning & Analysis

Pricing Analyst

Concept Implementation

Forecasting

Professional Experience

EDELWEISS FINANCIAL SERVICES LTD. Sep’10-Apr’12

Assistant Vice President- Investment Management and Advisory

Significantly contributed in handling assets valued over $ 5M across multiple asset classes including derivatives, FX and structured products; increased group assets by 20%

Developed detailed spreadsheets to identify trends and develop forecasts. Consolidated and analyzed monthly results and budgets. Created and delivered presentations, providing recommendations on short- and long-range ROI

Effectively monitored and maintained risk/reward goals of investor base; formulated best execution and exit trade strategies

Facilitated and liaised with internal partners across business units thereby establishing common group objectives and profitability

Played a key role in establishing a platform for new recruits in the team fostering growth and career aspirations of the team members; lowering attrition rates by 10%

Executed investment ideas whilst adhering to stringent controls and risk management practices

STATE STREET CORPORATION, Boston, MA Jan’08 Dec’08

Senior Manager

Played a stellar role as a Subject Matter Expert in providing FX institutional clients with macro and micro economic trends and currency flows; thereby increased client retention by 3 folds

Successfully completed business projects involving Transition Management and Real Estate Derivatives

CITIZENS FINANCIAL GROUP, Natick, MA, USA Jan’03 – Mar’07

Business Banking Analyst

Reviewed financial statements and analyzed sales revenues, costs, expenses, and tax rates for all small to medium size businesses leading to a 10% increase in loan disbursement.

Analyzed trends in key performance indicators including all areas of expenses and capital expenditures and tied it back to revenue, cost of sales and highlighted unexpected variance

Established large deposit growth accounts for business & individuals amounting to over $15M

Consistently exceeded sales goals by 20% and ranked in the top three teams in New England

Education

Candidate for CFA level II June 2019

CFA Institute, USA

M.S., Master of Science in Finance, 2007

Bentley University, Mc Callum Graduate School of Business, Massachusetts, USA

M.B.A., Concentration in Entrepreneurship & Business Management, 2004

University of Massachusetts, Lowell, Massachusetts, USA

B.A. with Distinction, Concentration in Business Management & Financial Accounting, 2001

H.R College of Commerce and Economics, Mumbai, India

Other Skills

MS Office, Bloomberg, Hyperion Essbase, SQL, MS Project, Thomson and Fact Set



Contact this candidate