CA Finalist - Equity Research & Valuation Analyst
Resume:
***********@*****.***
www.linkedin.com/in/diyakaswa12
Academic Qualifications
Degree/Examination Board/Institute %/CGPA
CA Final Institute of Chartered Accountants of India 56% (1 exemption) First Attempt CA Intermediate Institute of Chartered Accountants of India 56% (3 exemptions) CA Foundation Institute of Chartered Accountants of India 68% BBA Finance Savitribai Phule Pune University 9.08 CGPA Grade XII (HSC) Brihan Maharashtra College of Commerce, Pune 86% Grade X (SSC) St. Mira's School, Pune 96%
Work experience
Go India Advisors Sep'25-Present
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Manish Bhandari and Associates Sep'23-Aug'25
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V.A.Dudhedia & Co Aug'22-Aug'23
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Skills and Interests
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Academic Achievements
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Conduct deep-dive variance analysis of quarterly results to identify one-offs, non-recurring items, accounting adjustments, and their impact on normalized profitability
Perform peer benchmarking and competitive analysis through review of earnings call transcripts, annual reports, investor presentations, and industry commentary using trading multiples (P/E, EV/EBITDA, EV/Sales) to assess relative valuation positioning and margin differentials
March 2020
March 2018
Conduct research of listed client companies (up to 10,000 crore market cap), perform detailed analysis of revenue composition, margin drivers, EBITDA sustainability, working capital cycles, cash conversion, return ratios and develop a comprehensive understanding of the competitive landscape and relative market positioning Assist in building integrated financial models incorporating DCF-based valuation, earnings quality assessment, sensitivity analysis, and scenario modeling.
Equity Research
CA Diya Kaswa
Year
May 2025
May 2022 - November 2023
April 2020 - 2023
December 2020
Eager to learn and grow in financial markets, investment analysis and emerging digital assets Host and coordinate quarterly earnings conference calls, manage analyst Q&A flow and address financial performance queries from institutional investors and research analysts Assisted in statutory audits, tax audits, limited reviews, and certification engagements for corporate and non-corporate entities across multiple sectors, including components of a listed PSU entity (revenue > 17,000 crore) and a leading defence manufacturing organisation
Performed analytical review procedures, variance analysis, and verification of balance sheet and cash flow items to ensure compliance with Accounting Standards and Schedule III requirements Draft detailed management opening remarks for quarterly earnings calls, articulate financial performance, margin movements, tariff impact, export dynamics, capacity expansion updates, strategic initiatives, and forward-looking growth commentary Monitor shareholding patterns and institutional activity (Benpos analysis) to assess capital flows, ownership concentration, and investor positioning trends
Assisted in preparation of books of accounts and financial statements (including cash flow statements) for corporate entities with turnover ranging between 50-100 crore, ensuring compliance with applicable Accounting Standards and statutory reporting requirements
Assisted in GST advisory and compliance assignments, including preparation and review of returns, reconciliation of input tax credit, and support in refund and payment processes Co-lead institutional investor and analyst site visits and AGM interactions for client companies, coordinate discussions with management and provide operational and financial context during plant walkthroughs Prepared and filed 200+ income tax returns for a diversified client base and supported basic tax planning and computation exercises
Proficient in MS Excel, PowerPoint, Genius Software, Tally ERP 9 & Tally Prime with hands-on experience in accounting, reporting, and financial analysis
Led audit of educational institutions and deemed universities across major cities, reviewing fund utilisation, compliance requirements, and financial reporting accuracy
Develop structured key takeaways (KTAs) from earnings calls, highlighting risks, forward-looking guidance, working capital movements, and operational performance indicators
Contributed to audit planning, risk assessment, testing of internal controls, and substantive procedures, with focused review of revenue recognition, expense validation, working capital balances, and financial statement disclosures Investor Relations
Prepare quarterly earnings presentations, investor decks, and press releases for client companies translating financial results into structured performance narratives highlighting revenue drivers, profitability trends, working capital movements, and forward outlook, in close coordination with Key Managerial Personnel (KMP) Participated in various interschool debates and elocution competitions Secured 22nd rank in Pune in the Maharashtra State Scholarship Examination (7th Standard) Six-time Gold Medalist - Mathematics Olympiad
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