Banking Analyst Financial

Anshul Mantri

857-***-**** ● Boston, MA ● **********@*****.*** ● linkedin.com/in/anshmantri16

EXPERIENCE

Financial Literacy Instructor Jan 2022 - Present

University of Massachusetts Boston, MA

! Teaching online and in-person financial education and guidance to 100+ graduate and undergraduate students.

! Developed and curated the course curriculum that would enable students to better understand Personal financial instruments incl. budgeting and forecasting.

! Assessing students work and progress towards learning goals. Providing counseling and mentoring regarding financial health. Financial Analyst July 2018 - July 2021

Jagdish Patidar And Associates Indore, India

! Conducted financial analysis including DCF, trading comparable, precedent transactions, LBO, and accretion/dilution drafting pitch material and CIM, creating data rooms, attending client meetings, and M&A transactions.

! Analyzed and managed client accounting records and financial statements to manage a budget of $1MM and increasing accuracy of forecasted revenue projections by 10%.

! Recorded earnings call transcripts of various companies to evaluate the financial performance during the last quarter, resulting in an increase in profit of 20% higher than previous quarters.

! Advised management on investment decisions based on market research by performing multiple valuation methods, industry analysis from numerous research sources, building financial models. Manager April 2017 - July 2018

Mantri Catering MP, India

! Coordinated and managed catering events and ensured that all the operations is done in a timely and proper manner.

! Hired and efficiently managed a team of 50+ employees and agencies.

! Implemented a dynamic staff scheduling system that reduced scheduling problems by 50%.

! Boosted earnings by 48% by implementing core catering services marketing plans to meet the varying needs of clients. Audit Assistant Mar. 2014 – Mar. 2017

Baldwa Garima and Company Indore, India

! Administered 250+ tax reports maintaining accuracy and carried out detailed financial, compliance and internal audits.

! Prepared extensive revenue and valuation modeling in Excel along with detailed scenario analysis using the DCF and comparable valuation methodologies and provided research based on various industry related operating metrics.

! Monitored and Analyzed client portfolios, researching and mitigating risk, building financial models, advising clients on customized, effective wealth management strategies. SKILLS

Technical Skills : Advanced Excel (VBA, Macros, VLookUp, Pivot Tables) MS Office (Word, Access, Teams, Powerpoint, Outlook) QuickBooks Bloomberg Python for algorithmic trading Stata MySQL Algo and Derivatives Trader Financial Statement Analysis Portfolio Management Accounting Auditing US GAAP EDUCATION

University Of Massachusetts at Boston Master of Science in Finance [STEM] Sep. 2021 - Dec. 2022 Specialization : Investment Management and Quantitative Finance [GPA: 4.0] Boston, MA Relevant Coursework : Financial Modeling, Derivatives, Risk Management, Portfolio Analysis, Fixed Income Securities Devi Ahilya University Bachelor of Commerce June 2012 - May 2015 Relevant Coursework : Financial & Cost Accounting, Macro-Micro Economics, Business Law, Taxation, Auditing, Statistics CERTIFICATIONS

The Institute of Chartered Accountants of India Chartered Accountancy Nov. 2013 Integrated Professional Competence Course [Level-II] Chartered Financial Analyst Candidate Level-1

Appearing CFA Level-1 examination in May 2022

Contact this candidate