Financial Assistant

Divya Maheshwari

adhyex@r.postjobfree.com +1-832-***-**** www.linkedin.com/in/divya1412

ASSETS & EXPERTISE

● Certificates: Chartered Accountant, India; CFA Level I Pass

● Expertise: Financial modeling, analysis, market research, valuation

● Tableau, Bloomberg, Thomson Reuters, MS Office (Advanced Excel), G Suite, R, SQL, Qualtrics, QuickBooks

● An effective team-leader, excellent executioner with problem solving and negotiation skills EXPERIENCE

Malloy Consulting Group, University of San Francisco Finance & Strategy Consultant - Research, Analysis, Strategic Decisions Sep 2019 - Apr 2020

● Applied Design Thinking consulting methodology to accomplish goals, convert client needs into user stories with weekly status update and a final detailed report for US based companies

● Fidelity Investments: Advised strategies to democratize investing and increase user engagement of their product suite across various income levels and demographics

Researched and developed Fin-Tech solutions including financial program for teachers with cost-benefit analysis to develop and implement these programs

● Hitch - Talent Mobility Platform: Led a multidisciplinary team to analyze the factors contributing to talent mobility and developed an excel model to measure financial impact of mobility in the organization Regular communication with client, coordinating among team members and presenting final product were key highlights Religare Finvest Limited

Credit Risk Analyst - Underwriting (loans), Analyzing & Appraising Apr 2015 – Feb 2018

● Analyzed, underwrote and responsible for lending portfolio (mortgage, working capital and inventory funding) of $15 million

● In-depth business and risk analysis, perform due diligence and sensitivity analysis through financial modeling to forecast future cash flows meet the minimum debt coverage ratio

● Strategic collaborator on Go-To-Market initiative across region by identifying & analyzing potential industries

● Analyzed and curtailed the criticized credit of more than $1 million in collaboration with recovery team

● Created excel based dashboards on key operational metrics used to drive business efficiency, thereby reducing turnaround time for appraising and disbursing loan proposals

Mahesh C Solanki & Co

Finance Intern - Due Diligence, Financial Modeling & Projections Aug 2011 - Aug 2014

● Assisted in financial Due Diligence of approx. $50 million for a sell side client

● Prepared and presented pitch decks, presentations & discussion material to superiors and investors for raising funds

● Prepared financial models, project report for syndication of term loans and working capital loans OTHER EXPERIENCE

University of San Francisco

Teaching Assistant - Corporate Finance, Capital Market, Economics Aug 2020 - Present

● Assist faculty members in preparation of teaching curriculum, exams and conduct out of classroom sessions for students to further analyze concepts including excel training

CFA Institute Research Challenge 2020, CFA Institute Research Analyst - Financial Modeling, Forecasting & Valuation Nov 2019 - Feb 2020

● Researched and integrated US based technology gaming company and competitors’ financial data to build financial models to forecasted the company’s financial performance and determined the value of its equity

● Recommended stock decision based on company’s equity value using discounted cash flows and relative valuation approach

● Created equity research report and presented the recommendation to the bay area investment professionals. ACHIEVEMENTS

● Received scholarship recommendation from Mark Fredenburg, CFA BTR Capital, CFA Institute Challenge Mentor

● Star Performer of the Month, 2016 at Religare Finvest Limited to appraise maximum loans, lowest time and least criticized loans EDUCATION

University Of San Francisco, School of Management (STEM Certified) San Francisco MSc. in Financial Analysis CFA Institute Affiliated Focus: Financial modeling, Analysis GPA 3.74 Dec 2020 Devi Ahilya Vishwavidyalaya Indore India

Bachelor of Commerce Focus: Finance and Accounts Jun 2013 Institute of Chartered Accountants of India (CPA Equivalent) India Chartered Accountant Focus: Finance, Accounts, Taxation, Audit Jun 2015

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