Financial Analyst Accounting

Preyanshi Bhavin Chokshi

*********.*********@*****.*** Ph: +1-682-***-**** linkedin.com/in/preyanshi-chokshi

Summary

Achievement - driven entry level analyst with good experience in finance, accounting and investment internships. I have hands on knowledge in Accounting analysis, finance analysis, portfolio management, investment management. I am Bloomberg certified to perform finance fixed income and equity analysis.

Education

Master of Science in Quantitative Finance (Aug’19 – May’21)

University of Texas at Arlington GPA – 3.85 Arlington, Texas

PGDM in Financial Management (June’18-May’19)

B.K School of Business Management Score – 99 percentile Gujarat, India

Bachelor of Commerce ( Aug’15- May ’18)

Ahmedabad University GPA – 3.49 Gujarat, India

Specialization – Banking, financial Management.

Major – Finance Minor – Accounting

Professional Experience

Graduate Research Assistant College of Business UTA (Feb’20 -Present)

Extracted, complied, and tracked the database to analyze and compare student’s performance using Web Now and Oracle PeopleSoft. Created the coursework of various in class and online programs. Assisted across departments and reviewed GMAP ( Graduate Maverick Academic Progress report).

Junior Corporate Analysis Intern Hitech Isolutions Pvt. Ltd. India (July’18 – Sept’18)

Shadowed Data Analytics team worked on PowerBi and SQL tool to analyze the company’s Financial Inflow and outflow.

Accounting and Tax Intern Dinesh .R. Shah & Co. India (July’17-May’18)

Conducted Statutory and Internal audit for medium and big size firms like Milacron India Pvt. Ltd and B&R Automation. As a part of tax planning team, we calculated the tax for individual access.

Analysis Intern Sushil Finance Pvt. Ltd. India (Mat’16-Aug’16, May’17-June’17)

Traded on listed stocks of National Stock Exchange and Bombay Stock Exchange, managed portfolio of around 25-30 clients by regularly studying the stocks of various blue-chip companies and maintaining the pattern of fluctuations.

Major Course Work

Graduate School: Investments, Real Options, Accounting Analysis, Financial Modeling, Python Programing, International Finance, financial derivatives, Mathematical Finance

Undergrad: Accounting Analysis, Financial Analysis, Elective : Marketing Analysis

Certifications and skill set.

Certifications: Bloomberg Market Concepts (Sept’19)

Software Skills: Tally ERP 9.0, Advanced Excel Functions ( VBA, Macros), PowerBi, MS office,, R, STATA, SAS

Marketing Tools – Google Analytics, Webmaster

Coding Skills – Python ( Beginner), SQLite ( Beginner)

Academic Projects

Student Managed Investment Fund University of Texas at Arlington (Jan’21- Present)

Acted as a Financial analyst, analyzed stock and sectors on Bloomberg and spider sector and made recommendations for investments to an actual fund of $68000.

Portfolio Management University of Texas at Arlington ( Aug’19 – Nov’19)

Created diversified Portfolio of 13 companies, analyzed data using Bloomberg Terminal & made investment decision.

Web Scrapping using Python and SQLite (Feb’20-April’20)

Wrote a code that crawls through the CNN Money Market website and extracts real time data about various stocks. A csv file is created and simultaneously the data is stored in SQLite.

Accounting Analysis (June’20 – Aug’20)

Analyzed the accounting statement of 2 listed companies using Accounting Ratios and made investment decisions to buy, sell or hold.

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