Financial Management

HIMANI KAUSHIK

***, ******* *****, **********, *** Jersey - 08853

Cell: 215-***-****, E-Mail: acyeuo@r.postjobfree.com Valid EAD holder. No work sponsorship required.

CAREER OBJECTIVE

Ambitious finance professional, with a strong track-record of delivering top performance, looking to obtain a position of responsibilities that utilizes my skills and experience and enrich my knowledge. SUMMARY OF QUALIFICATIONS

Chartered Financial Analyst (CFA) Level II candidate.

Possess large spectrum of experience in financial markets across various asset classes’ viz. debt, equity, derivatives and currency.

Strong analytical skills; support business operations through analysis of KPIs and trends.

Excellent written, communication, inter personal and problem solving skills with the ability to work under pressure and meet deadlines.

Adept at Microsoft Office – Word, Excel, PowerPoint, Outlook. HISTORY OF EXPERTISE IN

Asset Allocation

Risk Profiling

Financial

Modeling &

Valuation

techniques

Client

Relationship

Management

Business

Development

Team Building

Portfolio

Management

Securities Trading

Debt & Equity

Financing

Economic, Financial,

& Technical

Indicators

Market Analysis

Creation of

Financial Models

MS Office

Spreadsheets,

graphs

Executive

presentations

CFA Curriculum:

o Financial

Statement

Analysis

o Corporate

Finance

o Equity

o Fixed Income

o Derivatives

o Alternatives

Investments

o Portfolio

Management

o Quantitative

Methods

o Economics

EDUCATION

CFA Institute, USA 2013-Current

Chartered Financial Analyst-Level 2 Candidate

National Stock Exchange, India

Certification in Financial Modeling 2007-2012

Certification in Mutual Funds

Certification in Financial Derivatives

Certification in Capital Markets

Certification in Securities Market

LBSIM, New Delhi, India 2004-2006

Master of Business Administration in Finance (PGPM) with Distinction (72%) Modern College of Arts, Commerce and Science, Pune, India Bachelor of Computer Science 2000-2003

PROJECTS UNDERTAKEN

Developed complex excel-based financial models for these companies: o Microsoft

o KPIT Cummins

o Tata Consultancy Ltd

Developed tools to assess valuation by forecasting revenues, preparing debt schedule, analyzing competition and using DCF valuation techniques to arrive at conclusion whether the companies were overvalued or undervalued.

EXPERIENCE

Student Dec 2012 – Present

Due to US immigration rules, I was legally not allowed to work till now. I recently received my work permit which entitles me to work for any company in USA. However, I used this time to do study for CFA certification. HDFC Bank, India May 2011 – Aug 2012

HDFC Private Banking Group specializes in financial planning, investment and banking solutions to HNIs and companies.

Developed financial models to analyze and value investments using discounted cash flow.

Formulated asset allocation strategies and developed proprietary investment models for client portfolios.

Identified and developed portfolio solutions including customized investment management and stock options.

Analyzed client statements and examined the suitability for a future relationship.

Analyzed the quarterly reports and performed continued market research in order to monitor the portfolios’ performance.

Worked with key stakeholders to review monthly performance, helping to identify weaknesses and opportunities, as well as solutions.

CITIBANK, India Nov 2008 – May 2011

Citigold Wealth Management provides financial planning and investment solutions to high net worth companies.

Presented tailored financial plans and assisted in understanding and implementing a proposed solution.

Devised and executed strategies for the development of the business by attracting new clients.

Ensured the timely and accurate reporting of key performance indicators (KPI’s) and other business intelligence metrics.

Prepared appropriate presentations and marketing materials for senior management team

Conducted review meetings personally with existing clients to discuss past performance and made recommendations to adjust financial plans and improve future performance.

Managed monthly close process for the areas of responsibility. ALCHEMY CAPITAL MANAGEMENT LTD, India, Nov 2007- Oct 2008

Assisted in the development and preparation of monthly and quarterly reporting and financial forecast packages.

Built relationships with small and mid-cap corporations and offered recommendations for current assets and financial services as well as developed qualified plan solutions.

When required, contributed to the financial and operational due diligence process; conducting on-site due diligence and assessments of acquisition targets.

Handled diverse roles entailing client servicing, relationship management and business development of off shore fund.

Prepared and communicated consolidated financial analysis to senior management on an ongoing basis. KOTAK SECURITIES LTD, India Mar 2006 – Oct 2007

Kotak Financial Planning Group (FPG) caters to various investment needs of high net worth individuals and companies.

Analyzed financial information such as revenues, expenses and other accounts and summarized current and projected financials

Created forecasting tools and metrics

Participated in and reviewed the analysis and current reporting designs, and refined existing KPI metrics criteria to align with changes in the business.

Developed and monitored financial plans for clients in accordance with their investment needs and market forecasts.

Created Ad Hoc analysis.

VYOM SQT LABS PVT LTD. May 2003 – Jun 2004

An organization providing quality testing training to candidates and providing them placements in reputed IT companies.

Successfully opened three branches in Pune in a span of one year.

Established and maintained corporate tie-ups.

Promoted to Asst. BDM from a counselor within 8 months of joining. ACTIVITIES AND HONORS

Awarded the ‘Best New Employee’ [2011] - HDFC Private Banking

Awarded the ‘Silver star’ award and a trip to Kenya [2011] - HDFC Private Banking

Recognized as the employee of the month [Nov'10] and quarter [Jan-Mar’10] - Citibank NA

Top performer across India in ’Net Mobilization of Funds' [2006] - Kotak Securities Ltd

Certificate of Merit and gold medal for outstanding Academic performance from CBSE at national level in 1997.

Silver Medal in Mathematics from Central Institute of General Knowledge Learning (National Talent Search Contest) in 1994.

A1 Grade in Mathematics Aptitude Test at National level in 1996.

First Class in IGSC Scholarship at national level in 1994.

Certificate of Honor & Trophy at State level in 1997.

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