Pragya Rathi
Investment Associate at Recur Club- Claim this Profile
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Bio
Ilissa Webb, CPA
I have had the privilege of working with Pragya on the Party City engagement at Ernst & Young. Throughout my time working with Pragya I have admired her ability to keep a positive attitude even through the harsh busy season conditions. Pragya has displayed a drive and willingness to learn through her thought provoking questions and attention to detail. The work produced by Pragya has always exceeded expectations and has allowed the team to trust and rely on her in demanding areas. Pragya works efficiently to get tasks done by the deadline and always communicates progress throughout the task. Overall, Pragya has been a pleasure to work with and I hope to continue working with her in the future!
Palka Chhillar
I connected with Pragya as I needed a young mind to talk to my first-year MBA students. I was looking for someone who can understand their challenges and provide them with guidance about how to sail through those corporate challenges. Pragya agreed to my request and delivered a very relevant and engaging session in a very short period of time. And this was only an opportunity to interact with young minds for her and she has nothing tangible to gain from this talk. The precise and concise pointers that she discussed with the learners were nothing less than mentoring from a corporate person with several years of experience. I am confident that with this clarity of thoughts and knowledge she would definitely reach greater heights.
Neha Singh
Pragya has been one of those individuals you meet and you remember for life. Her work ethic and dedication to serving the organization she is a part of are commendable. She is been extremely hardworking and honest. Her leadership skills vouch for itself and she is a great fit for any team she joins.
Ilissa Webb, CPA
I have had the privilege of working with Pragya on the Party City engagement at Ernst & Young. Throughout my time working with Pragya I have admired her ability to keep a positive attitude even through the harsh busy season conditions. Pragya has displayed a drive and willingness to learn through her thought provoking questions and attention to detail. The work produced by Pragya has always exceeded expectations and has allowed the team to trust and rely on her in demanding areas. Pragya works efficiently to get tasks done by the deadline and always communicates progress throughout the task. Overall, Pragya has been a pleasure to work with and I hope to continue working with her in the future!
Palka Chhillar
I connected with Pragya as I needed a young mind to talk to my first-year MBA students. I was looking for someone who can understand their challenges and provide them with guidance about how to sail through those corporate challenges. Pragya agreed to my request and delivered a very relevant and engaging session in a very short period of time. And this was only an opportunity to interact with young minds for her and she has nothing tangible to gain from this talk. The precise and concise pointers that she discussed with the learners were nothing less than mentoring from a corporate person with several years of experience. I am confident that with this clarity of thoughts and knowledge she would definitely reach greater heights.
Neha Singh
Pragya has been one of those individuals you meet and you remember for life. Her work ethic and dedication to serving the organization she is a part of are commendable. She is been extremely hardworking and honest. Her leadership skills vouch for itself and she is a great fit for any team she joins.
Ilissa Webb, CPA
I have had the privilege of working with Pragya on the Party City engagement at Ernst & Young. Throughout my time working with Pragya I have admired her ability to keep a positive attitude even through the harsh busy season conditions. Pragya has displayed a drive and willingness to learn through her thought provoking questions and attention to detail. The work produced by Pragya has always exceeded expectations and has allowed the team to trust and rely on her in demanding areas. Pragya works efficiently to get tasks done by the deadline and always communicates progress throughout the task. Overall, Pragya has been a pleasure to work with and I hope to continue working with her in the future!
Palka Chhillar
I connected with Pragya as I needed a young mind to talk to my first-year MBA students. I was looking for someone who can understand their challenges and provide them with guidance about how to sail through those corporate challenges. Pragya agreed to my request and delivered a very relevant and engaging session in a very short period of time. And this was only an opportunity to interact with young minds for her and she has nothing tangible to gain from this talk. The precise and concise pointers that she discussed with the learners were nothing less than mentoring from a corporate person with several years of experience. I am confident that with this clarity of thoughts and knowledge she would definitely reach greater heights.
Neha Singh
Pragya has been one of those individuals you meet and you remember for life. Her work ethic and dedication to serving the organization she is a part of are commendable. She is been extremely hardworking and honest. Her leadership skills vouch for itself and she is a great fit for any team she joins.
Ilissa Webb, CPA
I have had the privilege of working with Pragya on the Party City engagement at Ernst & Young. Throughout my time working with Pragya I have admired her ability to keep a positive attitude even through the harsh busy season conditions. Pragya has displayed a drive and willingness to learn through her thought provoking questions and attention to detail. The work produced by Pragya has always exceeded expectations and has allowed the team to trust and rely on her in demanding areas. Pragya works efficiently to get tasks done by the deadline and always communicates progress throughout the task. Overall, Pragya has been a pleasure to work with and I hope to continue working with her in the future!
Palka Chhillar
I connected with Pragya as I needed a young mind to talk to my first-year MBA students. I was looking for someone who can understand their challenges and provide them with guidance about how to sail through those corporate challenges. Pragya agreed to my request and delivered a very relevant and engaging session in a very short period of time. And this was only an opportunity to interact with young minds for her and she has nothing tangible to gain from this talk. The precise and concise pointers that she discussed with the learners were nothing less than mentoring from a corporate person with several years of experience. I am confident that with this clarity of thoughts and knowledge she would definitely reach greater heights.
Neha Singh
Pragya has been one of those individuals you meet and you remember for life. Her work ethic and dedication to serving the organization she is a part of are commendable. She is been extremely hardworking and honest. Her leadership skills vouch for itself and she is a great fit for any team she joins.
Credentials
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Financial Modelling And DCF valuation
FinlaticsMar, 2022- Nov, 2024 -
Corporate Finance Fundamentals
Corporate Finance Institute® (CFI)Feb, 2022- Nov, 2024 -
Financial Modelling: DCF Valuation
UdemyFeb, 2022- Nov, 2024 -
Accounting Fundamentals
Corporate Finance Institute® (CFI)Jan, 2022- Nov, 2024 -
Reading Financial Statements
Corporate Finance Institute® (CFI)Jan, 2022- Nov, 2024 -
Compare Stock Returns with Google Sheets
CourseraJun, 2021- Nov, 2024 -
Excel Skills for Business: Intermediate I
CourseraJul, 2020- Nov, 2024 -
Project Management: The Basics for Success
CourseraJul, 2020- Nov, 2024 -
Excel Skills for Business: Intermediate II
Coursera
Experience
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Recur Club
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India
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Financial Services
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1 - 100 Employee
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Investment Associate
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Aug 2023 - Present
Working with smartest minds, to increase financial inclusiveness of our country. Working with smartest minds, to increase financial inclusiveness of our country.
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Ernst & Young Global Consulting Services
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Bahamas
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Business Consulting and Services
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700 & Above Employee
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Advanced Associate
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Sep 2022 - Jul 2023
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Associate
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Aug 2021 - Sep 2022
- Assisting in working on quartely & year-end audits of about 50+ SEC & Private US Companies, majorly New York Based clients, with annual turnover like of approx $750 Million, by performing Substantive Procedures. (Cash, AR, AP, PP&E, Revenue etc.) - Mentored Advanced & Assurance Associates, aiding them to become aware with EY based applications and software. - Built strong community of finance driven people, who supported & encouraged unique intiatives. - Setting up meetings… Show more - Assisting in working on quartely & year-end audits of about 50+ SEC & Private US Companies, majorly New York Based clients, with annual turnover like of approx $750 Million, by performing Substantive Procedures. (Cash, AR, AP, PP&E, Revenue etc.) - Mentored Advanced & Assurance Associates, aiding them to become aware with EY based applications and software. - Built strong community of finance driven people, who supported & encouraged unique intiatives. - Setting up meetings between pertinent decision makers & collaborating for well advocated solution.
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Guest Speaker
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Oct 2022 - Jan 2023
Delivered sessions to group of 80+ people on Finance & its potential, learnings of my corporate journey through engaging, articulate ice-breaking sessions. Delivered sessions to group of 80+ people on Finance & its potential, learnings of my corporate journey through engaging, articulate ice-breaking sessions.
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Equities & Derivatives Trader
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Jun 2021 - Jul 2022
Advised friends and family on 50+ trending stocks from 10+ industries of investments worth 5 lakhs , based on my risk-return assessment and standardized reports to understand real-time performance. Discovered undervalued & unique investments for long term sustainable growth of their portfolios, based on individual client needs. Advised friends and family on 50+ trending stocks from 10+ industries of investments worth 5 lakhs , based on my risk-return assessment and standardized reports to understand real-time performance. Discovered undervalued & unique investments for long term sustainable growth of their portfolios, based on individual client needs.
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Integra Profit
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India
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Financial Services
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1 - 100 Employee
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Finance & Strategy Intern
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Jan 2021 - Feb 2021
- Analyzed emerging trends of 2.5 lakhs key value accounts in 3+ industries using Excel via identifying their consolidated financials and managing their portfolio. - Prepared Consolidated portfolio statement for 10+ clients, assisted their investment queries and looked after client engagement, to increase customer satisfaction with record response time under 15 minutes. - Analyzed emerging trends of 2.5 lakhs key value accounts in 3+ industries using Excel via identifying their consolidated financials and managing their portfolio. - Prepared Consolidated portfolio statement for 10+ clients, assisted their investment queries and looked after client engagement, to increase customer satisfaction with record response time under 15 minutes.
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Nestlé
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Switzerland
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Food and Beverage Services
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700 & Above Employee
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Financial Research Intern
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Oct 2020 - Nov 2020
- Formulated Research Report on ‘The Changing face of hospitals-‘Yesterday, Today & Tomorrow’ which assisted in company’s decision making, business strategy, product pricing & policy making. - Formulated Research Report on ‘The Changing face of hospitals-‘Yesterday, Today & Tomorrow’ which assisted in company’s decision making, business strategy, product pricing & policy making.
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AIESEC
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Canada
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Non-profit Organizations
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700 & Above Employee
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Project Head/ Global Volunteering Coordinator
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Aug 2018 - Jan 2020
-Coordinated 3 Project Portfolios, delivered 20+ sessions on Team Standards & Coaching youth. -Employed advanced deal analysis, end user support including hands-on negotiations with 13 potential investors ethically. -Coordinated 3 Project Portfolios, delivered 20+ sessions on Team Standards & Coaching youth. -Employed advanced deal analysis, end user support including hands-on negotiations with 13 potential investors ethically.
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Education
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2022 -
CFA Institute
CFA level 1 cleared, Finance and Financial Management Services -
2022 - 2023
Masters' Union
Mastercamp In Applied Finance, Finance and Financial Management Services -
2018 - 2021
Indraprastha College For Women
Bachelor of Commerce - Bcom Honours, International Business/Trade/Commerce -
2006 - 2018
Amity International School, Vasundhara
Class XII, Commerce
Community
