Bhumit Sharma

Bhumit Sharma

Financial Analyst

Followers of Bhumit Sharma698 followers
location of Bhumit SharmaSalt Lake City, Utah, United States

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  • Timeline

  • About me

    Senior Associate at Goldman Sachs

  • Education

    • Rutgers University

      2019 - 2020
      Master's degree Masters in Financial Analysis

      STEM DesignatedCourses included Investment Analysis and Management, Fixed Income, Financial Statement Analysis, Real Estate and Alternate Investments and Derivatives among others

    • Somaiya Vidyavihar University

      2014 - 2017
      Bachelors of Commerce (Financial Markets) Finance, General

      Project report on “Scope of Small-Scale Industries and Micro Finance in India”Courses include Financial Accounting, Statistical Applications, Corporate Finance, Security Analysis, Business Law, Tax in Investments, Regulations of Securities Markets, Corporate Governance

  • Experience

    • Polygrow Plastics

      Apr 2016 - Sept 2018
      Financial Analyst

      • Proactively audited processes, practices, and documents to identify weaknesses• Assisted in developing a plan, forming a budget, forecasting sales, and raising capital for new manufacturing unit• Drove up sales by 15% (YOY) by reducing costs and rejections by developing and maintaining quality-check systems

    • ENRICHWISE CONSULTANCY SERVICES PRIVATE LIMITED

      Oct 2018 - Mar 2019
      Research Analyst

      • Involved in Comprehensive financial planning services, including tax advisory and financial regulatory reporting. Assisted leadership and sales team in presenting and explaining investment avenues like mutual funds and equities. • Made the what-if scenarios easy to visualize and understand• Updated 1,200 client holdings periodically and reshuffled portfolios as per current market conditions and fund performances after reviewing and running in-depth analysis• Co-ordinated with AMC's and Registrars for resolving issues related to customer portfolio Show less

    • Citi

      Jul 2020 - Apr 2022
      Business Analyst

      • Key interface between business and technology teams to deliver regulatory projects namely CCAR and Basel• Analyzed, interpreted, and translated regulatory/business requirements for technical solution• Led the functional end of project that increased report generation speed by > 200%• Designed appropriate system architecture and migration plans, interpreted user expectations, demoed product to users, resolved user issues and scheduled and prioritized system enhancements• Documenting SDLC artifacts like BRD/FRD used by Development, Business (Financial Planning and Analysis) and QA teams• Drew up the post-production monitoring plan to assure the program works as planned and as tested. Identifying and fixing post-production issues Show less

    • Goldman Sachs

      Apr 2022 - now
      • Senior Associate - Client Coverage Group

        Apr 2024 - now
      • Senior Associate - Corporate Treasury Operations

        Jan 2024 - Apr 2024
      • Associate - Corporate Treasury Operations

        Apr 2022 - Dec 2023
  • Licenses & Certifications

    • Level 1

      CFA Institute
      Jan 2023
    • Bloomberg Market Concepts

      Bloomberg
      Oct 2019
    • Excel for Corporate Finance Professionals

      LinkedIn
      Feb 2020
      View certificate certificate
    • Excel 2016: Macros in Depth

      LinkedIn
      Apr 2020
      View certificate certificate