Financial Data Analysis

SHREEDA TRIVEDI

United States 872-***-**** Email LinkedIn

SUMMARY

Finance professional with a strong foundation in financial analysis, forecasting, and investment strategy. Skilled in building financial models, conducting valuation analyses, and applying advanced quantitative techniques to support strategic decision-making. Proficient in tools like Excel, Python, and Bloomberg for data analysis and financial reporting. Seeking to contribute to corporate finance or financial planning roles by delivering data-driven insights that drive business performance and long-term growth. EXPERIENCE

Global Business and Market Analyst October 2021 - December 2022 HSBC Bank

■ Developed a pioneering financial analysis framework for market trend evaluation and competitive intelligence, emphasizing macroeconomic factors. Implemented forecasting models and valuation techniques to enhance strategic decision-making.

■ Accomplished an impressive 92% forecasting accuracy, improved by 11% through risk assessment methodologies and sensitivity analysis, showcasing expertise in financial data optimization and business strategy.

■ Built 2 large-scale financial datasets and conducted 2 market research studies on global economic trends to execute in-depth analyses, extracting valuable insights and patterns for corporate strategy and investment planning. Financial Analyst January 2021 - August 2021

Marwadi Shares and Finance Ltd.

■ Spearheaded development of financial modeling solutions leveraging DCF analysis and valuation frameworks, attaining 98% accuracy in converting unstructured financial data into structured investment reports while ensuring regulatory compliance.

■ Developed financial data extraction pipeline using advanced valuation techniques, achieving 0.93 cosine similarity in forecasting models for accurate extraction of financial data to support investment decisions and optimize capital structure.

■ Performed supervised fine-tuning with financial datasets on valuation models, boosting a 22% improvement in accuracy of cash flow projections and investment returns, driving more reliable financial forecasting and decision-making.

■ Built an intelligent financial analysis tool using cutting-edge valuation techniques and advanced algorithms, integrating it with cloud platforms for seamless real-time portfolio management, risk assessment, and performance optimization. Finance and Business Associate May 2019 - December 2020 Matcut Enterprise

■ Architected and deployed financial modeling and analysis frameworks for market trend forecasting across platforms. Led creation of custom financial datasets for precise training, achieving 95% accuracy in financial projections.

■ Spearheaded research to enhance financial risk detection, achieving a 21% improvement in financial performance metrics. Applied advanced mathematical modeling techniques like sensitivity analysis, improving forecasting and capital allocation.

■ Implemented financial analysis algorithms, including forecasting models, Monte Carlo simulations for investment risk, and scenario planning, succeeding with a 95% accuracy rate in meeting client return requirements.

■ Conducted research on market analysis, utilizing statistical models to improve financial decision-making tasks such as portfolio optimization, valuation, and risk assessment, attaining a 98% accuracy in financial performance forecasting. SKILLS

Languages: Python C MATLAB SQL R VBA.

Tools: Bloomberg Terminal Reuters Eikon Excel

(Advanced) SPSS SAS Strata Google Analytics AWS, Azure, S3, Snowflake.

Frameworks: Scikit-learn Statsmodels QuantLib. Databases: MySQL SQLite PostgreSQL.

Data Visualization: Tableau Power BI MS excel (Adv). Data Analysis & Reporting: Data Cleansing Statistical analysis Trend Analysis Forecasting Performance Tracking. RECENT PROJECTS

Investment Fund Management - Stuart Investment Club

■ Led Managed a $1.3M endowment portfolio, made investment decisions, and presented performance updates to the Board. Conducted training sessions to enhance financial modeling, budgeting, and forecasting techniques among analysts. Financial Planning & Forecasting for Business Performance

■ Discovered key insights through financial reporting and analysis, collaborating with cross-functional teams to develop financial plans and forecasting network costs, revenue, expenses, and profit margins using historical data and market trends. VAT Evaluation for M&A and Venture Capital Investments

■ Refined valuation models using DCF, CCA, and Precedent Transactions to evaluate financial health and strategic fit of acquisition targets; built investment recommendations based on detailed analysis. EDUCATION

Illinois Institute of Technology, Master of Finance. Pandit Deendayal Energy University, Bachelor of Business Administration - Finance & Economics.

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