Simran K C

Financial Analyst at Tag Your Swag
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Experience

    • United States
    • Apparel & Fashion
    • 1 - 100 Employee
    • Financial Analyst
      • Oct 2023 - Present

      United States

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Data Analyst
      • Apr 2023 - Oct 2023

      ▪ Performed Current Expected Credit Loss analysis by creating Weighted Average Remaining Maturity (WARM) reports for banks and credit unions using SQL queries to extract large data sets and analyzing data through pivot and lookup function in Excel to create reports for clients used for making investment decisions. ▪ Extracted and analyzed large banking data sets to study the ongoing condition of deposits and loans of various banks across the US, using data cleaning tools, pivot tables… Show more ▪ Performed Current Expected Credit Loss analysis by creating Weighted Average Remaining Maturity (WARM) reports for banks and credit unions using SQL queries to extract large data sets and analyzing data through pivot and lookup function in Excel to create reports for clients used for making investment decisions. ▪ Extracted and analyzed large banking data sets to study the ongoing condition of deposits and loans of various banks across the US, using data cleaning tools, pivot tables, charts, dashboards, and slicers to analyze the changes in consumer spending, financial products’ preferences, Quantitative Tightening and Quantitative Easing. ▪ Worked on the server-side of QwickAnalytics by managing data to ensure accuracy of financial metrics, performance ratios and other regulatory solutions used by subscribers as a tool to analyze and evaluate bank performance and regulatory compliance. ▪ Conducted financial research projects, developed, and maintained financial dashboards and visualization for easy data interpretation, presented to senior management and relevant stakeholders. ▪ Analyzed SEC financial statements to calculate performance ratios used by investment managers to make investment decisions. Show less

    • United States
    • Higher Education
    • 700 & Above Employee
    • Graduate Research And Teaching Assistant
      • Aug 2021 - May 2023

      Worcester County, Massachusetts, United States ▪ Instructing graduate and undergraduate students and teachers in computer lab technology and various software applications available at the SOM’s computer lab such as Tableau, KNIME, Power-BI, etc., ▪ Developing detail spreadsheets using Excel, Pivot and SQL to assist professors and departments with research experiments, analyzing data, and developing forecasts. ▪ Monitoring students’ and visitors’ activities while on duty in the computer lab for the purpose of maintaining a safe… Show more ▪ Instructing graduate and undergraduate students and teachers in computer lab technology and various software applications available at the SOM’s computer lab such as Tableau, KNIME, Power-BI, etc., ▪ Developing detail spreadsheets using Excel, Pivot and SQL to assist professors and departments with research experiments, analyzing data, and developing forecasts. ▪ Monitoring students’ and visitors’ activities while on duty in the computer lab for the purpose of maintaining a safe environment that is conducive to learning. ▪ Supervising the operation of Carlson Hall, assisting professors and students at SOM and conducting events and information sessions. Show less

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Assistant Securities Analyst
      • Dec 2022 - Apr 2023

      Worcester, Massachusetts, United States ▪ Supporting Senior Research Analyst with company specific research projects, model building, comparison of analyst expectations. ▪ Provide thorough equity and credit research on selected companies and communicate through written and oral presentation. ▪ Aggregate appropriate information for evaluation of new investment ideas in convertible securities, equities, warrants. ▪ Evaluating potential institutional clients and determining if they are appropriate targets, assisting in the… Show more ▪ Supporting Senior Research Analyst with company specific research projects, model building, comparison of analyst expectations. ▪ Provide thorough equity and credit research on selected companies and communicate through written and oral presentation. ▪ Aggregate appropriate information for evaluation of new investment ideas in convertible securities, equities, warrants. ▪ Evaluating potential institutional clients and determining if they are appropriate targets, assisting in the preparation of marketing materials and administrative activities. ▪ Maintain and review industry analysis research for each of the company’s investments, prepare and distribute variety of periodical research summary reports. Show less

    • Nepal
    • IT Services and IT Consulting
    • 100 - 200 Employee
    • Accounts Payables Officer
      • Sep 2018 - Aug 2021

      Kathmandu, Bāgmatī, Nepal ▪ Managed the entire section under accounts payable using company specific software and implemented online data entry system which reduced invoice input time by 55%. ▪ Successfully decreased month-end closing tasks span from 7 days to 3 days with the effective use of the computerized accounting system. ▪ Administered the entire section under accounts payable, successfully increased the yearly accuracy report by 38% within two years. ▪ Led a team of 8 members where we worked together to… Show more ▪ Managed the entire section under accounts payable using company specific software and implemented online data entry system which reduced invoice input time by 55%. ▪ Successfully decreased month-end closing tasks span from 7 days to 3 days with the effective use of the computerized accounting system. ▪ Administered the entire section under accounts payable, successfully increased the yearly accuracy report by 38% within two years. ▪ Led a team of 8 members where we worked together to redesign the accounts payable system, thereby increasing system efficiency by 50% Show less

    • Nepal
    • Banking
    • 300 - 400 Employee
    • Finance Department Intern
      • Jun 2018 - Aug 2018

      Kathmandu, Bāgmatī, Nepal ▪ Assisted with financial modeling, statistical analysis, and other special projects. ▪ Prepared and presented monthly financial analysis reports and data driven recommendations to the finance team. ▪ Involved in the estimation of budget and capital requirements under department managers. ▪ Assisted with day-to-day operations including invoice record and archiving for the yearly tax audit.

Education

  • Clark University
    Master of Science - MS, Finance, General
    2021 - 2023
  • Tribhuvan University Nepal
    Bachelor of Business Administration - BBA, Accounting and Finance
    2014 - 2018

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