Financial Analyst Chemical Engineering

Amit Dhaliwal

** *** **** *****, ****** CT ***** ● 203-***-**** ● adjyn9@r.postjobfree.com ● github.com/amitd3445 Education

Lehigh University January 2019

B.S. in Chemical Engineering, GPA: 3.13

CFA L3 candidate, CFA L2 (December 2020), and CFA L1 (June 2019) High School: Hopkins School, New Haven, CT

Work Experience

Encina Capital November 2019-August 2020

Financial Analyst

Used Python to hedge a $250MM portfolio by designing a Monte Carlo simulation model and forecasting a distribution of LIBOR forward curves in order to choose the optimal interest rate cap.

Used VBA to create a database that automated calculating the borrowing base (for Senior Bank debt facility) and forecasting future cash flows of the firm’s loan and lease portfolio

Developed a financial model to measure and forecast liquidity by incorporating cash flows of the existing portfolio, Opex, and new volume

Performed variance analysis of projected cash flows and compiled financial reports using VBA

Supported the CFO on various data analysis for Board presentations and Bank covenant calculations GE Capital Energy Financial Services May-August 2017 FP&A Analyst Intern

Reconciled and compiled financial reports based on forecasted data with Hyperion

Analyzed and manipulated large amounts of forecasted data gathered from portfolio analysts

Analyzed segment SG&A costs of GE EFS and verified for completeness and accuracy

Utilized VBA in order to simplify and automate a time-consuming communication process for updating backlog volume forecast true-ups, saving 10 hours every quarter GSF Management LLC June-August 2015 & 2016

Financial Analyst Intern

Implemented Cash Flow forecasting in Excel using macros and sensitivity analysis

Researched business models of various SaaS companies in terms of company structure, cash flow projections, and relevant KPIs for measuring liquidity and solvency

Provided input into potential portfolio’s acquisition business plans and presented key findings to investors Private Tutoring June–August 2016-2020

Met 2-3 hours a week for a period of 12 weeks

Focused on teaching Algebra 1, Algebra 2, Precalculus, and Calculus Skills and Interests

Skills: Financial Modeling ● Cash Flow Analysis ● Financial Reporting ● Data Analytics ● Data Visualization ● Machine Learning

Programming Languages: Python ● C# ● R ● VBA ● MATLAB ● SQL

Technologies: MongoDB ● SQL Server ● Hyperion ● Excel ● Windows ● Linux

Interests: Following Financial Markets ● Personal Projects with Python ● Running ● Soccer

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