Financial Analyst Project Management

Moh Kazmi

linkedin.com/in/mohkazmi Email: ************@*****.***

Phone: +1-305-***-****

Summary

MS in Finance graduate from Herbert Business School with expertise in financial analysis, credit risk assessment, predictive modeling, and portfolio management. Proven track record in driving growth through strategic decision-making. Proficient in Bloomberg Terminal, Excel, Python, and other financial tools. Skilled in project management, quantitative analysis, and financial reporting. Focused on data-driven insights and upholding financial integrity, seeking work as a financial analyst to support and drive growth at a dynamic corporation. Education

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Herbert Business School, University of Miami Miami, FL MS in Finance May 2024

Coursework: Python, Financial Modeling, Quantitative Finance, Market Microstructure, Corporate Finance, Fixed Income Securities, Investments, Sustainable Finance, Mergers and Acquisitions, Accounting, Derivatives, Behavioural Finance, Communications

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National PG College, University of Lucknow Lucknow, India Bachelor of Commerce — GPA: 3.7/4.0 December 2020

Coursework: Macro & Microeconomics, Taxation, Insurance, Statistics, Financial Accounting, Cost Accounting, Business Communication, Company Law, Project Management, Auditing, International Trade, Currencies and Foreign Exchange. Work Experience

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Associate Financial Analyst Amvotech Solutions Inc. Chicago, IL Aug 2024 – Present

Conducted financial analysis and market research, improving operational efficiency and enhancing revenue forecasts.

Prepared detailed financial reports and supported budgeting and forecasting, improving accuracy and timeliness.

Streamlined data collection processes, reducing reporting time and ensuring full compliance with regulations, resulting in smooth audits.

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Finance Instructor Department of Finance, University of Miami Miami, FL Oct 2023– May 2024

Collaborated with professors on the development of finance curricula for corporate finance class for undergraduates

Responsible for conducting recitation sessions, grading, and personal instruction

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Financial Analyst Sundaram Finance Ltd.

Lucknow, India Feb 2021 - May 2023

Analyzed financial statements for 25+ clients, improving cash flow by 15% through targeted strategies.

Built credit risk assessment models to improve equitable credit access in India.

Assessed $3M in credit risks, reducing non-performing assets by 10% with effective mitigation plans.

Ensured full compliance with RBI and IFRS standards, achieving zero audit discrepancies. Projects

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TA Associates — Research Analyst Miami, FL

Predictive Modelling of Stock Returns Jan 2024

Developed ARMA models in Stata to predict stock returns for TSLA and XOM, achieving prediction accuracy improvement of 20% for TSLA, exceeding baseline significantly

Conducted comparative analysis of model performance, identifying market sensitivity and sector-specific factors.

Explored alternative ARMA configurations and incorporated lagged market returns (SPY) to enhance predictions

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Thompson Asset Management — Portfolio Analysis Miami, FL Quantitative Analysis Sep 2023

Developed and evaluated custom performance metrics, computing excess returns, Sharpe ratios, and other risk-adjusted measures (3.2% for Pro Index, 1.5% for Pro Value)

Crafted a strategic, data-driven investment proposal for university endowment allocations, improving portfolio diversification by 25%.

Skills

• Python, Stata, Java, Excel (Pivot Tables, Macros, VLOOKUP), VBA, Bloomberg Terminal

• Financial Modeling, Risk Management, Quantitative & Predictive Modeling, Portfolio Management, Credit Risk Assessment, Client Relationship Management

Accolades

• Awarded MHBS Scholar — 60% merit scholarship for outstanding academic and professional accomplishments at Herbert Business School

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