Finance Associate Accounting Technician

HIMANSHU JAIN

New York, NY, USA 212-***-**** ******@*******.*** www.linkedin.com/in/mba-himanshu TECHNICAL SKILLS

• Knowledge of Generally Accepted Accounting Principles (GAAP), Accounting ERP (Tally) and Business Intelligence software (VMP)

• Proficient in data modeling, analyzing and reporting using MS Office including Excel pivot tables

• Trained in programming languages Python and R and experienced in data extraction and data mapping using various tools

• Effective use of Bloomberg, Factiva, Reuters, QlikView to collate and examine financial data EDUCATION

FORDHAM UNIVERSITY, GABELLI SCHOOL OF BUSINESS New York, NY MBA, Finance and Management, Dean's Scholarship, STEM Certified (GPA:3.89) 2021-Present

• Relevant Coursework: Mergers and Acquisitions, Venture Capital Financing, FinTech Lending and Payments INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA Mumbai, India IPCC (Accounting Technician), 1st Attempt 2011-2014

• Relevant Coursework: Corporate Accounting, Financial Management, Market Operations, Financial Market Analysis UNIVERSITY OF MUMBAI, R.A. PODAR COLLEGE OF COMMERCE & ECON Mumbai, India Bachelor of Commerce, (1st CLASS) 2010-2013

• Relevant Coursework: Cost Management and Computer Systems PROFESSIONAL EXPERIENCE

CRAFTED CAPITAL LLC New York, NY

Crafted capital is a Houston-based boutique Middle Market investment banking firm Investment Banking Extern 2022-2022

• Researched middle market transactions with enterprise values of $50 to $200Mn and led phases of acquisition including financial, valuation and industry analysis to execute deals

BIMAWALA GROUP Mumbai, India

Bimawala Group is a provider of financial intermediary services encompassing Insurance, Mutual Funds, Equity, and Loan Processing to corporates & households. (500+ Employees, 2000+ Channel Partners, ~$120M Revenue Managing Head (Finance & Strategy) 2018-2021

• Secured $8.2 million in global investments for endowment plans in Dubai and Qatar, served five C-suite executives of prominent companies

• Conceptualized and restructured operational systems and processes, thereby decreasing ‘new business processing time’ to 3 days from 10 days and

‘claim processing time’ to 24 hours from 5 days

• Acquired corporate clients KNS Bank and RNA builders and received tender for Group medi-claim premium of $25M

• Orchestrated negotiations to acquire ‘Jemsure Brokers’ resulting in second largest market share in Jewelry Insurance in Mumbai city by raising funds from private equity and debt financing

• Negotiated with insurance companies for higher payouts and took special approval from general insurance companies to eradicate slab-rate payments based on premiums, thereby increasing gross revenue by 37%

• Launched accounting services vertical to maintain statutory books of accounts and year-end financial statements, handled 500+ files yearly Manager (Finance & Strategy) 2015-2018

• Spearheaded synergistic partnership with 'Turtlemint Insurance Brokers' to give value-added services to consumers seeking vehicle insurance, thereby diversifying the business into two more verticals

• Motivated and teamed with 10 employees to seek new business thereby boosting general insurance revenue by 28% and life insurance revenue by 23%. Focused on top quality post sales service, thereby improving client retention ratio by 50%

• Penetrated niche segment of intermediary services in Jewelers-Block insurance policies, resulting in 5% increase in gross revenue

• Bargained terms with Sanlam Ltd. (South Africa) while representing Shriram General Insurance, reducing insurance premium offering by 8%

• Conducted training/team-building sessions to place equal importance on client retention and client acquisition Finance Associate 2013-2015

• Prepared purchase price allocation models for goodwill accounting and allocation of purchase consideration for businesses worth $10M

• Analyzed financial statements of companies for accurate project finance, trend analysis, and budget forecasting for 20+ clients PROJECTS

GO DIGITAL 2014-2019

Implementation of customer engagement software solution for a 60 year old traditional firm digitizing business processes

• Contracted with a third party software developer ‘DataComp WebTech’ to purchase package software ‘WealthMagic’ for internal management and mobile application ‘MyWealth’ for retail clients

• Implemented MIS(VMPro) for internal management reducing cost by 40% and ensuring timely servicing of 10000+ clients ADDITIONAL

• Conveyed a speech in a training program at Indo-American Society in 2011 to foster India-America relationship

• In 2014, represented Lions Club of India for a month-long youth exchange program to understand cultural diversities across 20 nations

• Started a social awareness program near residence to provide basic education on risk management and monetary savings in 2018

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