Financial Analyst Service

JOOLY DUDHAT

***********@**.***.*** LinkedIn: www.linkedin.com/in/jd-mscfinance Contact No. +1-469-***-**** EDUCATION:

University of North Texas Aug’19 – May’21

MS in Finance GPA 3.8/4

Veer Narmad South Gujarat University Aug’15- May’18 BS in Commerce GPA 3.85/4

TECHNICAL SKILLS & CERTIFICATION:

Soft Skills: Management, Leadership quality having strong written and Verbal Communication, time oriented and detail-oriented person. Programming Language: SQL, SAS Enterprise, Quick Books, R. Certifications: Bloomberg Terminal, Tableau, Excel sheet for Corporate Finance, Power BI Microsoft Office: Advanced Microsoft Excel, Power Point Presentation, Word, Pivot Table. Course: Financial Management, Model-Based Business Decision, Continues Issues in Finance, International Finance Management, Financial Market & Instrument, Theory of Finance, Investment Analysis & Management. WORK EXPERIENCE:

University of North Texas Jan’20 -Present

Graduate Teaching Assistant for International Financial Management Course: Denton, Texas

• Helped the student to solve their complex problem and equation related to Risk and Insurance, Foreign Currency Exchange, Cash Flow and Pricing Model.

• Directed them towards the usage of investment and financial concept through BMC and how-to analysis the report through Bloomberg Terminal, Morning Star and Yahoo. Finance.

Chartered Accountant S.J. Thakkar and Associate: Sep’18-March’19 Finance Intern Gujarat, India

• Created new payments plans, issued receipts and updated accounts to reflect new balances from General ledger Account and Journal entries.

• Kept records in well-organized manner that can be easily retrieved by other team members (and it was of 30 people).

• Worked with clients to create the financial Plans and Quarterly Schedules. In Auditing work of the client, helped in Good & Service Tax work:

• Statutory Audit of a Trading company which is dealing with Exports, Merchandise exports and imports and construction of Building, Motel, Water park having business of $10,00,000.

• Internal Audit of a company which is engaged in Pharmaceuticals and medical field.

• Tax Audit of a company engaged in manufacturing of air conditioner coils and part, trading, service and construction who have a budget of $100,000.

• Good & Service Tax work such as Auditing of a company who is engaged in software development (5 types of software). Jwel Trading Company: Feb’16- Jan’17

Financial Service Intern Gujarat, India

• Prepared journal and ledger as well as looked after for receipts and payments of the client and employees.

• Helped in managing multiple currencies (15 countries) and cash flow Worked closely with Front-end staff to assist customers.

• Maintained high productivity by efficiently processing cash, credit, debit and voucher program payments by clients.

• Processed documents for assessment before officer’s work for taxation and auditing. ACADEMIC PROJECTS:

Investment Analysis and Management -Tesla: UNT Aug-Dec’20

• Had done a project on how securities perform in the market, security valuation, much more usage of Wall Street Journal to gather relevant information and calculated on Excel sheet using Pivot Table and Power BI.

• Performed the function on Portfolio valuation part, Options and Future Market, prices of the stock. Financial Management Case Study Project- iRobot Company: UNT Jan’20-May’20

• Used Yahoo Finance and Bloomberg to gather relevant data about the company

• Monitored company's 10-k reports to stay aware of the company's rate of return and dividend policy

• Anticipated future sales using discounted cash flow and weighted average cost of capital

• Analyzed company strategies to determine company's growth (13%), cost effective assessment was being done. Data Mining (Telco Customer Churn using SAS Enterprise) -UNT Aug’19-Dec’19

• Worked on data exploration, imputation, data partition, Cluster analysis the histogram to find out the categories of the customers with the network providers to get insight and work on the strategies to minimize the churn.

• Applied the Logistic Regression, Decision Tree, Auto Neural Network to get correct output and thus how the $12000 can be saved by using different techniques.

LEADERSHIP EXPIERENCE:

Professional Leadership Program: Aug’20-Present

• To acquired one individual with leadership, interpersonal communication skills and problem-solving skills.

• Encouraging the student to be integral towards their job role and for future career.

• To find an opportunity for demonstrating the competence and interpersonal communication. Student Investment Group: Financial Analyst, Treasurer Aug’20-Present

• Working as a Financial analyst and executing the techniques, strategies used by the company to get the Equity Value of the firm.

• Dealing with company report 10-Q,10-k and implementation of BMC to manage a portfolio of $1,000,000 of the UNT’s money.

• Researched the company to forecast the future growth rate by using the Balance sheet, cash flow and Profit & Loss Account. Awards and Honors:

• Secured 2nd position in a project of SIG (Financial Analyst). 2020

• Finalist in Competition of Karate and Black belt player. 2019

• Stood 3rd out of 10 players in Badminton Competition. 2019 Eligibility: Eligible to work in the U.S for the internships and for full time employment for up to 36 months (STEM Program) without any sponsorship.

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