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Financial Analyst

Location:
Los Angeles, CA
Posted:
September 26, 2014

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Resume:

Vishesh Babaria

** ******* **** ? BUENA PARK, CA 90621 ? 949-***-**** ?

*******.*******@*****.***

Education

University of california riverside - Riverside, ca

September 2008 - March 2012

Bachelor of Science in Business Finance

Major GPA: 3.3/4.0

Tattwajnan Vidhyapeeth Aug 2012 - May 2014

Maharashtra, India

. Studied at a value based residential education institution engaged in a

detailed comparative study of Indian and Western Philosophy and also

World Religions

. The institution stresses the importance of Character, Culture, and

Competence; all three qualities are a major component to become an asset

for an employer. The curriculum propelled me to study and think

critically and analytically

. Aim is to provide a life-oriented education to graduate students and

emphasize holistic self-development focusing on both body and mind

Experience

Universal Plastics - Ontario, CA Aug 2008 - May 2012, June

2014 -

Finance/Accounting Analyst

. Analyze monthly financial statements and reports to predict future

growth, prepare charts and graphs for financial forecasting and a 5 year

plan.

. Responsible for creating invoices and bills for clients and vendors, and

review Accounts Receivable and Accounts Payable to determine monthly

expense.

. Input financial data in Excel to assist with cost analyst and pricing

history of products.

. Provide ad hoc analysis by extracting Profit/Loss statements as well as

financial statements in a timely manner

. Accountable for providing weekly, monthly, and quarterly reports for

website performance through Google Analytics; act as the liaison from the

Marketing President/Sales Manager with the Manufacturing Manager.

. Recognize investment dilemmas when they existed and assisting with any

growth and development with purchasable assets.

. Responsible for sales outlook and shipping details in order to ensure

proper shipments as well as scheduled orders.

. Provided technical and operational support/assistance to accounting

department as well as the manufacturing department.

Merrill Lynch - Riverside, CA Jan 2011 - Jul

2011

Research Analyst - Wealth Management

. Provided project and resource guidance, data interpretation, and

recommendations based on critical research and current trends in

financial and derivative markets to the portfolio manager

. Utilized Blackrock Investments to analyze short and long-term stock and

mutual fund performance in order to provide the proper

strategy for future clients

. Maintained excellent relationships with our clients through clear and

concise communication

. Functioned as a liaison between portfolio manager and the financial

service representation, assisting in day-to-day challenges in

achieving balanced resource utilization

. Presented business analysis for portfolio assisting with investment

strategies for current and new clients. Conducted

detailed financial reports in order to help the portfolio manager

prepare plans to recruit new clients

Leadership

Housing Services - Riverside, CA Aug 2009 - June 2012

Resident Advisor- Aberdeen Inverness Residential Halls

. Responsible for upholding the Housing Services philosophy while providing

students a safe and comfortable living and learning environment.

. Directed many college programs for residents to network with campus

resources as well as different clubs and organizations.

. Developed leadership and effective communication skills through community

building exercises, successful variety of programs, and through conflict

mediation between hall mates and roommates.

Other

. Languages: Hindi and Gujurati

. Interests: Playing Intramural Basketball, Travelling in India,

Hiking/Camping, Swimming, Studying Indian History



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