Financial Analyst Planning

Shivam Ruparel

408-***-**** ****************@*****.*** LinkedIn

SKILLS

Analytical and Strategic Skills: Financial Planning and Analysis Risk Management Due Diligence Strategic Planning Cost Accounting Financial Modeling Budgeting and Forecasting Financial Statement Preparation US GAAP Compliance Investment Analysis Ad Hoc Analysis P&L Analysis Account Reconciliation Inventory and Cost Management Software and Programming Skills: Python Power BI Tableau SQL SAP Oracle MS Excel Tally ERP Bloomberg Anaplan EDUCATION

University of Cincinnati Carl H. Lindner College of Business Aug 2023 – Apr 2024 Master of Science in Financial Mathematics GPA – 3.7/4.0 Course Work: Equity Analysis, Merger-Acquisitions, Corporate Finance The Institute of Chartered Accountants of India May 2019 – May 2023 Chartered Accountancy - Intermediate

University of Mumbai KJ Somaiya College of Arts and Commerce Aug 2019 – May 2022 Bachelor of Commerce GPA – 3.71/4.0

PROFESSIONAL EXPERIENCE

Financial Analyst

East Freeway Truck Stop Inc. Houston, TX, USA. Sept 2024 - Present

• Extract and analyze financial data from QuickBooks to generate comprehensive monthly and quarterly reports, providing critical insights that support strategic financial decision-making for company portfolio.

• Oversee budgeting processes and perform KPI analysis to optimize financial management, driving business growth and operational efficiency across all locations.

Financial Analyst Apr 2021 – Jul 2023

SVT & Co. Pune, MH, India

• Enhanced forecasting accuracy by 25%, by developing comprehensive FP&A frameworks and dynamic financial models in Excel, thereby optimizing the financial planning and reporting processes.

• Reduced monthly close process time by 30% through automating key accounting workflows, significantly enhancing efficiency and compliance using advanced financial software.

• Led cost reduction initiatives that decreased operating expenses by 10% through strategic analyses and implementation of rigorous cost control measures.

PROJECTS

Capstone Project University of Cincinnati Jan 2024 – Apr 2024

• Utilized both relative and DCF valuation methods to determine intrinsic value of Chemed Corporation, concluding with a hold recommendation based on an estimated slight downside potential.

• Investigated key financial metrics and growth drivers, including revenue growth from diverse business segments, share repurchase impacts, and operational strategies.

• Created detailed financial models forecasting revenue growth, cash flows, and market valuation scenarios, providing insights into future performance and strategic financial planning. Equity Analysis University of Cincinnati Aug 2023 – Dec 2023

• Strategized a merger or acquisition to leverage synergies and strengthen market positions for accelerated growth and competitive advantage.

• Conducted enterprise valuation analyses utilizing DCF, Market Multiples, and Precedent Transactions models to adeptly interpret stock prices.

Cash Flow Management SVT & Co. Nov 2021 – Dec 2021

• Streamlined cash flow management for a retail business, implementing robust sales and expense tracking systems to guide strategic budgeting decisions.

• Leveraged financial analysis to upgrade daily operational reviews, enabling informed decision-making for business expense and revenue planning.

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