Priyanshi Shah, CMA

Senior Associate at Impact Point Co.
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Full professional proficiency
  • Hindi Full professional proficiency
  • Gujarati Native or bilingual proficiency
  • Arabic Elementary proficiency

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Credentials

  • Certified Management Accountant (CMA)
    IMA | Institute of Management Accountants
    Apr, 2021
    - Oct, 2024
  • Passed Chartered Financial Analyst (CFA) Level 1
    CFA Institute
    Aug, 2019
    - Oct, 2024
  • CIMA Diploma in Management Accounting - Awarded GCC Prize Winner for OCS Exam
    CIMA

Experience

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Senior Associate
      • Feb 2023 - Present
    • Consultant Intern
      • Jul 2022 - Aug 2022
    • Equity Analyst
      • Sep 2021 - Jan 2022

      - A student based mutual fund with $1.6 million in assets. - Assessed financial services, consumer staples, real estate and energy and presented one of the largest consumer packaged goods company to the Board of Analysts, resulting in a 57% majority vote of the fund purchasing the stock - Utilized Discounted Cash Flow (DCF), Dividend Discount Model and Historical Price-Earnings model to value various stocks and incorporated sector and industry analysis - A student based mutual fund with $1.6 million in assets. - Assessed financial services, consumer staples, real estate and energy and presented one of the largest consumer packaged goods company to the Board of Analysts, resulting in a 57% majority vote of the fund purchasing the stock - Utilized Discounted Cash Flow (DCF), Dividend Discount Model and Historical Price-Earnings model to value various stocks and incorporated sector and industry analysis

    • United States
    • Accounting
    • 200 - 300 Employee
    • Staff Accountant
      • Apr 2019 - Jul 2021

      - Quantified economic damage losses related to Business Interruption, Contingent Business Interruption, Power Generation, and COVID-19. - Analyzed revenue and cost structure of over 100 firms in order to quantify the loss from an event and drafted approximately 50 page litigation report - Performed company valuations for various industries such as hotel chains, government owned power plants, hospitals to value losses in excess of $500 million, coordinated up to 30 claims at once during the pandemic - Undertaken financial modeling for pro-forma financial statements forecasting for a $600 million 6-month old solar plant - Evaluated macroeconomic trends for estimating business cycles in the Middle East, North Africa, United Kingdom, India and China - Conducted due diligence to pre-screen clients in accordance to Dubai Financial Service Authority (DFSA) rulebook - Executed EBITDA and Cash flow analysis as well as examined financial statements for assessing profitability

    • United Kingdom
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Junior Finance Assistant
      • Dec 2018 - Mar 2019
    • United Arab Emirates
    • Wellness and Fitness Services
    • 700 & Above Employee
    • Finance Intern
      • Jul 2018 - Jul 2018
    • United Arab Emirates
    • Accounting
    • 700 & Above Employee
    • External Audit Trainee
      • Jun 2018 - Jun 2018

Education

  • Northeastern University
    Master of Science - MS, Quantitative Finance
    2021 - 2022
  • University of Wollongong
    Bachelor's of Commerce, Finance Major
    2015 - 2019
  • The Millennium School, Dubai
    High School Diploma, Business/Commerce, General
    2007 - 2015

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