Finance Analytics - Investment & Regulatory Reporting to Strategy

SAKSHI AGRAWAL, CA, CFA L*

Aurangabad, Maharashtra *****************@*****.*** 940-***-****

WORK EXPERIENCE

Metvy Venture Capital Fellowship Fellow

Sept 2025 – Nov 2025

-Conducted deal sourcing and prepared investment theses for early-stage startups.

-Conducted market research, sector analysis, and market sizing for potential investments.

-Assessed business models and performed cap table modelling. Goldman Sachs Services Private Limited Associate – Regulatory Reporting Jan 2022 – Jun 2025

-Performed fund reporting for traditional and alternative investment portfolios (mutual funds, private equity, SPVs) submitted to US regulators (FED and BEA).

-Conducted financial analysis, assessed ownership structures, portfolio movements, and valuation drivers to support investment strategy insights.

-Collaborated with global finance teams to evaluate fund performance trends and new investments.

-Presented investment analysis and strategic overviews to senior leadership.

-Led and mentored a team of 5 analysts to streamline data gathering and analysis processes Ashok Patil & Associates Article Assistant

Aug 2018 – Aug 2021

-Conducted financial due diligence and statutory audits for diverse corporate clients.

-Prepared tax audit reports, TDS returns, scrutiny assessment submissions, and GST reconciliations for corporate and individual clients.

-Presented findings to management and contributed to strategic recommendations for client portfolios. EDUCATION & CERTIFICATIONS

-CFA Level II – CFA Institute (Aug 2023)

-Chartered Accountant (CA) – ICAI (Jul 2021, First Attempt)

-Bachelor of Commerce (B.Com) – Marathwada University (Oct 2020) ACHIEVEMENTS & LEADERSHIP

-Winner – iCFO Contest, Controllers Division, Goldman Sachs

-Hosted ICAI National Convention, Hosted events for 500+ participants

-Secured 483rd International Rank – Maths Olympiad, Scholarship Recipient - MTSE SKILLS

-Financial modelling, DCF valuation, comparable valuation, investment analysis, due diligence

-Advanced Excel, Screener, Crunchbase, AI-assisted research and data analysis

-Strong analytical thinking, effective communication, strategic leadership, problem-solving

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