Data Entry Mechanical Engineering

PUZIL BAPNA

***********@*****.*** • +1-857-***-**** • https://www.linkedin.com/in/puzil-bapna-658730251/ EDUCATION

Master of Science in Finance Graduated – May 2024

Suffolk University, Boston, MA GPA: 3.75/4

Bachelor of Technology in Mechanical Engineering Graduated – Aug 2022 NMIMS MPSTME, MH, India

SKILLS

• Finance: Capital Budgeting, Cash Management, Portfolio Management, Investment Analysis, DCF, NPV Analysis, Financial Reporting and Forecasting, Invoice Management, Invoice Processing, Bookkeeping, Data Entry, ERP

• Softwares: Bloomberg, Microsoft Excel, Citrix, R, Python, QuickBooks, Netsuite, Power BI,

• Certifications: Bloomberg market concepts (BMC), HUD Housing Counselor, Artificial Intelligence Fundamentals

(IBM), Financial Modeling

EXPERIENCE

Audit Associate (Contract)

Boston Financial Investment Management Feb 2025 – Mar 2025

• Managed input of 2023-2024 year-end financial statements for low-income housing tax credit properties, ensuring accuracy and adherence to company standards.

• Contributed to the financial management of a portfolio exceeding $15 billion, encompassing more than 1500 properties, by effectively handling financial data inputs.

• Demonstrated proficiency in efficiently and accurately inputting statements into a proprietary system, ensuring adherence to company mapping standards.

Accounting Analyst (Part Time)

Staples Inc, Boston, MA Dec 2024 – Feb 2025

• Maintained accounts receivable reports and follow up with clients in a timely manner

• Prepared financial statements on a monthly, quarterly, and annual basis

• Evaluated reports and verify discrepancies to resolve client billing issues and finalize client payments

• Organized and control activities in workspace to minimize the effects of risk on earnings Loan Administrator (Contract)

Robert Half, Boston, MA Sep 2024 – Oct 2024

• Gathered financial information and followed program guidelines to advise the client for mortgage qualifications

• Managed detailed financial information, maintaining compliance with policies and procedures to improve financial standing and customer satisfaction

• Demonstrated expertise in analyzing financial records, ensuring all information was accurate for reporting and decision-making

Equity Research Analyst (Part Time)

Suffolk University, Boston, MA Jan 2023 – Apr 2024

• Managed a $200,000 investment portfolio, executing trades and recording transactions accurately in Excel

• Conducted detailed analysis and created reports documenting financial performance, ensuring clarity and accuracy for stakeholders

• Presented a compelling stock pitch on Centene Corporation, Convincing the board to invest in 255 shares and allocate 8.1% stake in the portfolio

PROJECTS

Stock Track Portfolio Management Sep 2023 – Dec 2023

• Managed a $1million portfolio and executed over 100 trades in 3 months, gaining diverse range of hands on experience across several financial instruments including equities, bonds, etc

• Achieved a 4.71% outperformance in portfolio return compared to the benchmark, driven by a positioned investment strategy

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