Financial Analyst Inventory Management

Khushi Patodi

Æ 617-***-**** R ****************@*****.*** https://www.linkedin.com/in/khushi-patodi/ Experience

Hike Medical Peoria, IL

Junior Financial Analyst July 2024 – Present

• Developed DCF models in Excel, enabling strategic decisions that secured $250K in funding, while optimizing purchasing strategies, cash flow, and inventory management.

• Analyzed order and invoice data, improving inventory management and reducing material costs by 15% for the 3D print farm.

• Automated financial reporting workflows, enhancing operational efficiency and ensuring timely, accurate decision-making.

Finance Intern June 2023 – August 2023

• Drove a 10% reduction in material costs by preparing monthly financial reports and conducting detailed P&L analysis, directly enhancing decision-making across 6 key performance indicators (KPIs).

• Consolidated and validated financial data for monthly reporting, ensuring accuracy in executive management submissions.

• Collaborated with cross-functional teams to optimize capital spend reporting, resulting in a 15% improvement in procurement strategies.

• Refined processes for headcount & capital allocation, minimizing discrepancies & increasing reporting efficiency by 5%. Mahakali Foods Private Limited Indore, MP

Financial Analyst July 2021 – June 2022

• Reviewed Profit and Loss (P&L) statements and Balance Sheets to drive 16% sales growth and a 1.5% increase in profit margins through strategic financial modeling.

• Led financial consolidation and forecasting activities across 4 business units, improving accuracy by 15% and supporting the financial close process.

• Performed ad-hoc financial analysis for executive leadership, driving process optimization and systems enhancement.

• Negotiated with suppliers to secure a 10% cost reduction, optimizing cash flow and working capital. Education

University of Massachusetts Boston, MA August 2022 – May 2024 Master of Science in Investment Management and Quantitative Finance GPA: 3.6/4.0

Related Courses: Asset Management Practicum, Financial Derivatives, Risk Management, FinTech, and Portfolio Management

M.K.H.S Gujarati Girls College (DAVV) Indore, MP June 2018 – May 2021 Bachelor of Commerce in Accounting and Finance GPA 3.7/4.0

Related Courses: Environmental Accounting and Finance, Macro Economics, Financial Management, and Quantitative Methods

Skills & Interests

Financial Skills: Financial Planning and Analysis, Financial Modeling, Budgeting and Forecasting, Discounted Cash Flow (DCF) Analysis, Risk Management, Investment Analysis, Equity Research, Options Pricing Models (Black-Scholes) Technical Skills: Bloomberg Terminal, SAP, QuickBooks, Tally ERP 9, MS Office, Excel automation (Pivot Tables, Macros, VBA), Python (Pandas, NumPy, Scikit-Learn), SQL, Power BI, Tableau Projects

S&P 500 Outperformance, Optimized Portfolio Management & Risk Strategy

Outperformed the S&P 500 by 3% with effective portfolio strategies and risk optimization. Prepared annual reports to evaluate performance, assess risk, and guide future adjustments. Netflix Equity Valuation: Target Price & Investment Insights

Analyzed Netflix’s equity using DCF, establishing a target price of $460.58 and a ’HOLD’ recommendation. Used Bloomberg Terminal to evaluate financials and market trends, developing an investment thesis that balanced growth potential with associated risks.

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