Kunaal Mundhra

Kunaal Mundhra

Accounting & Operations Intern

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location of Kunaal MundhraBengaluru, Karnataka, India

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  • Timeline

  • About me

    Trainee-FinOps @Cargill | Investment Banking | Equity Research |CFA Level 1 Candidate

  • Education

    • Jain (Deemed-to-be University)

      2021 - 2024
      Bachelor of Commerce - BCom Investment banking
  • Experience

    • Corp Attire

      Sept 2022 - Dec 2022
      Accounting & Operations Intern

      Conducted financial analysis and assisted in the preparation ofquarterly financial reports.Collaborated with team members to identify discrepancies in financial records and proposed solutions for resolution.Managed and developed the Operations team, including projectmanagement, planning, sales support, and forecasting.Conducted client meetings and presentations, including first-timebusiness owners and single-office independent agencies.

    • Cargill

      Jun 2024 - now
      Trainee-FinOps

      Executed cash management and treasury operations, includingdaily, weekly, and monthly bank account reconciliations.Processed invoices and identified discrepancies using JDE (JDEdwards) and NIS systems, ensuring accuracy and compliance.Verified accuracy of invoices and financial documents, ensuringproper documentation of detailed business transactions.Assisted in quarterly internal audits, supporting compliance andinternal controls within the organization.Provided support for Invoice To Pay (I2P) activities, maintained records, and contributed to reporting tasks to ensure accuracy and compliance. Show less

    • Equivaluesearch

      Oct 2024 - now
      Equity Research Intern

      During my internship at EquiValueSearch, I gained hands-on experience in equity research and financial analysis. I was responsible for conducting in-depth industry and company analysis, which involved the following:๐—”๐—ป๐—ฎ๐—น๐˜†๐˜‡๐—ฒ๐—ฑ ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฆ๐˜๐—ฎ๐˜๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€: Examined balance sheets, income statements, and cash flow statements to evaluate companies' financial health and performance across various sectors.๐—ฉ๐—ฎ๐—น๐˜‚๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐— ๐—ผ๐—ฑ๐—ฒ๐—น๐˜€: Developed and refined financial models, including DCF and comparable company analysis, to determine the intrinsic value of equities.๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—ฅ๐—ฒ๐˜€๐—ฒ๐—ฎ๐—ฟ๐—ฐ๐—ต: Conducted comprehensive market research to identify key industry trends and competitive dynamics, providing insights into potential investment opportunities.๐—ฅ๐—ฒ๐—ฝ๐—ผ๐—ฟ๐˜ ๐—ช๐—ฟ๐—ถ๐˜๐—ถ๐—ป๐—ด: Drafted detailed equity research reports, presenting findings and investment recommendations to senior analysts and clients.๐——๐—ฎ๐˜๐—ฎ ๐—”๐—ป๐—ฎ๐—น๐˜†๐˜€๐—ถ๐˜€: Utilized advanced Excel skills and financial databases to analyze large datasets, providing accurate and insightful data interpretations.๐—ž๐—ฒ๐˜† ๐—”๐—ฐ๐—ต๐—ถ๐—ฒ๐˜ƒ๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€:Contributed to a team project that identified a high-growth stock, which was subsequently added to the firm's watchlist.Enhanced the existing valuation model template, increasing efficiency and accuracy in financial forecasting.This internship strengthened my analytical skills, deepened my understanding of financial markets, and allowed me to apply academic knowledge in a practical, real-world setting. Show less

  • Licenses & Certifications

    • Nism XV-Research Analyst

      National Institute of Securities Markets (NISM)
      Jan 2025
    • PwC US - Audit Job Simulation

      Forage
      Nov 2023
      View certificate certificate
    • JPMorgan Chase - Investment Banking Job Simulation

      Forage
      Nov 2023
      View certificate certificate