Financial Forecasting & Analysis, SQL, Tableau, R-programming, Python

Kruti Nilesh Shah

Santa Clara, CA *****

adgziq@r.postjobfree.com, 415-***-****, linkedin.com/in/krutinileshshah EDUCATION

Santa Clara University, Leavey School of Business Santa Clara, CA Master of Science in Finance and Analytics Graduation – December 2020

● GPA – 3.767 Co-President of Finance Club

● Relevant coursework: Investments, Financial Forecasting and Analysis, Econometrics, Corporate Finance, SQL American Institute of Certified Public Accountants Certified Public Accountant February 2018

● Relevant Coursework: Financial Accounting and Reporting, Business Environments and Concepts Institute of Chartered Accountant of India (equivalent to US CPA) Mumbai, India Chartered Accountant June 2015

● Relevant Coursework: Financial Reporting, Strategic Financial Management, Advanced Management Accounting University of Mumbai Mumbai, India

Bachelor of Commerce June 2014

● Relevant Coursework: Accounting and Financial Management, Business Economics and Communication TECHNICAL SKILLS

● SQL, Tableau, R-programming, Python, Jupyter Notebook (numpy, pandas, seaborn, scikit learn), Machine Learning

(Clustering, Classification, Visualization), Microsoft Excel, Microsoft PowerPoint, Statistical analysis EXPERIENCE (6 years)

PricewaterhouseCoopers Private Limited (PwC) Mumbai, India Assistant Manager 2015-2018

● Assisted 7-8 clients in making critical business decisions supported by financial planning, modelling and, costs and benefit analysis e.g., manufacture in-house v/s outsource, supply chain modification

● Analyzed large data sets, collaborated with IT team and accounting team to create an end-to-end strategy through 16 presentations and 22 Microsoft Excel worksheets facilitating a smooth transition to the new tax law

● Performed detailed analysis of financial statements to evaluate the impact of new tax law; provided high value impact to 5-6 clients by forecasting cash flow benefit of 10%-30%

● Created 20 presentations supported by workings in Microsoft Excel and its functions (Pivot tables, VLOOKUP) on complex domain issues; proactively lead and conducted internal trainings, client trainings and seminars

● Researched large and complex data sets consisting of bare Acts, Rules, case laws and commentaries, advised 10-15 regular clients, resolved their day-to-day tax queries, and drafted opinions and memos on ambiguous laws through written, visual, and verbal communication; worked together with mergers and acquisition teams to conduct due diligence over 15-17 clients reporting the risks and value-enhancement potential of the deals

● Awarded with ‘PwC Experience –Individual Award for demonstrating PwC core values and enhancing PwC experience behaviors’ for successfully leading a team of 3, managing client expectations and multiple projects simultaneously S.B. Gabhawalla & Co. Mumbai, India

Intern 2012-2015

● Carried out tax compliance for 20-25 companies including registration, filing of returns, computation of taxes, and audit

● Prepared a formula using MS Excel to simplify a complex interest computation that was used by the internal team ACADEMIC PROJECTS

● Sapiat - an asset management company

Practicum project to match macro-economic trends with asset allocation strategy February 2020–ongoing

Collated and cleaned data for different asset classes and macro-economic factors from multiple data sources

Created a linear regression model to predict the change in relation between different assets (covariance) in a portfolio driven by macro-economic factors-based market regimes

Analyzed the asset time-series analysis, created dot py files, worked extensively on Jupyter, presented stage-wise project results to the client through Google Slides and MS PowerPoint presentations

● Cold Stone analysis– Created a database of orders placed by customers at Cold Stone. Converted the raw data to third normalization form. Queried the data using SQL and presented the results using Tableau

● Portfolio Analysis – Collaborated with a team of four for modeling an optimum stock investment portfolio from scratch out of 3 portfolios consisting of 10 different stocks each, used MPT and Black Litterman Model

● Airbnb - Analysed Airbnb’s database to determine if it disrupts the housing landscape in San Francisco and to evaluate important characters of a listing and how do they influence price, using Python and Machine Learning Algorithms

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