Chartered Accountancy

Preet Kumar

+1-917-***-**** Email: ******@***.********.***

LinkedIn: https://www.linkedin.com/in/preet-kumar-897988224/ EDUCATION

Master of Science in Finance Aug 2021 – Current

University of New Haven, West Haven, CT, USA

Relevant Courses: Selected Stocks valuation, Financial Econometrics, Fixed income analysis, Capital market theory, Equity market valuation and analysis, International Merger & Acquisition, and Finance Capstone Chartered Accountancy 2012-2020

Institute of chartered Accountants of India

Common proficiency Test

Relevant Courses: Accounting, Economics, Quantitative Aptitude, Law Integrated Professional competence course

Relevant course: Accountancy, Financial Management, Cost Management, Company Law, Taxation, Advanced Accounting, Auditing, Information technology and Strategic Management

Bachelor of Commerce (Accounting & Finance) June 2016 – July 2019 Indira Gandhi National University. New Delhi, India Relevant Courses: Economics for Manager, Strategic planning, Business Law, Financial Market, Derivatives Markets, Marketing management CFA level-1 Candidate

Relevant courses: Financial reporting and analysis, corporate finance, Quantitative methods, portfolio management and equity valuation WORK EXPERIENCE

Yogi Associates, New Delhi, India Articled Assistant. (Feb 2017-Dec 2017)

• Worked as an intern in departments namely Finance, Auditing, Accounting and Taxation

• Lead the group for Internal audit of public company (Delhi Transport Corporation, New Delhi, India)

• Actively Participated in workings of the departments and performed everyday finance and accounting tasks

• Helped Statutory and internal audit team in vouching, verification, Internal control and Audit Reporting Analyzed Financial statements of the companies and partnership firms VRP&CO. Internship. (Jan 2018-Apr2020)

• Anticipated Financial statement of the firm

• Identifying trends and variances from the data

• Analysis of interest rate risk and credit risk, fixed income securities, fixed income market and fixed income valuation

• Direct & Indirect tax return filing for individual, partnership firms and companies

• Administrated the Marketing team for publication and advertisement

• Help them in organizing campaigns and customer site visits FINANCIAL PROJECTS

Impact of Covid-19 on Economy and Sectors Research Thesis

• Analyzed how coronavirus impacted different sector and economies all over the world Financial Modelling and Portfolio Management. Personal Project

• Forecasted the valuation of United Spirit Limited using DCF and relative valuation technique and determine the intrinsic value of the firm Transcribed IPO analysis of IRCTC and Noida Toll Bridge Group Project

• IPO analysis using the offer document

Charger Portfolio-2021 Group Project

• Developed the Equity portfolio investment strategy for university using different fundamental and technical analysis Live Trading using technical analysis Individual Trading Personal Project

• Prediction of stock price of public companies using different techniques such as RSI, Bollinger Band, MACD and Stochastic oscillator Examining Caselets (Merger& Acquisition) Individual Project

• Cause, events, aftermath and financials of Flipkart, Deloitte, Jet-Etihad and Volkswagen Valuation Group Project

● valued Walmart and Otis using dividend discount model and free cash flow model techniques ACHIEVEMENTS/CERTIFICATEs

• Information technology training course by Institute of chartered accountants of India

• Orientation Programme by Institute of Chartered Accountants of India

• Advanced Information technology course by institute of chartered accountants of India

• Advanced Integrated course on Information technology and soft skills by Institute of chartered accountants of India

• Actively volunteer for "Entrepreneurship and skills Development Program”, a city-based conference

• Team leader in CFA research challenge organized by CFA society Hartford, CT TECHNICAL SKILLS

• Microsoft Excel, Word, Outlook, PowerPoint, Microsoft 365

• R Studio

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