Equity Research Intern

• May 2023 - Present

Graduate Assistant

• Jan 2023 - Present

CIO Intern

• Jan 2023 - Present

Financial Planning & Analyst

• Jun 2021 - Jun 2022

• Examined financial statements, over 10 key performance indicators (KPIs), and other financial data to identify trends and provide actionable management insights • Collaborated with Sales and Marketing to provide financial support for new business opportunities, including pricing, channel analysis, and input cost understanding, resulting in a 10% increase in profitability for new product launches • Partnered with Sales to create and managed a weekly customer scorecard, including volume, fulfillment, and weekly sales ranks, leading to a 10% increase in customer satisfaction and retention • Coordinated with cross functional teams to streamline business operations improved efficiency by 20% within one year • Led the development and implementation of internal reporting processes, using pivot table and charts in Excel and executive level dashboards, enhancing reporting efficiency by 20% Show less

Finance Intern

• Jan 2021 - Mar 2021

• Managed Tax fillings related to Direct and Indirect Tax { GST & Income Tax} ,Prepare monthly/quarterly financial analysis packets for management,Carrying tasks of data entry and Credit checks of the Company Efficiently. • Maintained corporate general ledger through account reconciliations, journal entries, project re-classifications, and daily banking inquiries. • Participated in estimating short-term and long-term solvency, profitability, and development ability of a project 3. • Revamped financial data of 50+ clients to ensure compliance with IFRS framework; analyzed data related to assests , liabilities, Equity, Pension and other expenses and prepared annual Income Tax Return Statements. Show less