
Timeline
About me
Business Valuation@EY | MS in Finance from The University of Texas at Dallas | Financial Research, Consulting and Valuation Professional
Education

The university of texas at dallas
2022 - 2024Masters of science in finance finance
Mithibai college of arts chauhan institute of science and a.j. college of commerce and economics
2018 - 2020Master of commerce (m.com) advanced accounting a+
Mithibai college of arts chauhan institute of science and a.j. college of commerce and economics
2015 - 2018Bachelor of commerce accounting and finance o
Experience

Morgan stanley
Apr 2017 - Jun 2017Intern> Interned with Morgan Stanley's reconciliation team, ensuring the accuracy of final Profit and Loss Account and Balance Sheet figures reported to traders> Identified key break drivers by analyzing reason codes across all processes in a dedicated project

Morgan stanley
Jun 2018 - Sept 2021> Progressed to the role of an Associate in the same department in January 2021. Participated in various P&L and Balance Sheet Control Functions. Performed the following additional duties, along with managing all those performed as an Analyst: * Assisted higher management to supervise the reconciliations performed by the team* Participated in the migration of processes between the Mumbai and Bangalore region in a planning capacity, along with assisting in the smooth execution of the plan prepared Show less > Collaborated with Trader's Assistants and Finance Control Groups to ensure accuracy in trader's profit and loss accounts, communicating daily to verify correct numbers and reconciling daily coupon income on bonds against expected profit and loss accounts> Monitored and addressed systemic errors promptly, brainstorming and implementing ideas for process improvement and reducing break population> Successfully transferred two processes from the Bangalore team in 2019, ensuring a smooth transition and continued operational efficiency Show less
Associate
Jan 2021 - Sept 2021Analyst
Jun 2018 - Jan 2021

73 strings
Sept 2021 - Jun 2022> Suggested and implemented platform improvement ideas, thoroughly tested the platform for bugs and issues, and coordinated with the tech team to ensure timely resolutions. Analyzed client-provided financial models and assisted in accurately replicating them on the platform to meet client specifications> Conducted in-depth research on financial domain features and contributed to their integration into the platform, enhancing its functionality and relevance. Worked collaboratively to ensure the platform's continuous improvement and alignment with industry standards Show less
Associate - Product and Research
Mar 2022 - Jun 2022Research Intern
Sept 2021 - Mar 2022

Ut dallas office of information technology
Oct 2022 - Jan 2023Student worker - technical writer> Updated existing knowledge articles and identified new content needs for M365 applications based on the latest features. Reviewed recent updates, integrated new functionalities into the knowledge base, and ensured articles were current to support effective user guidance

The university of texas at dallas
Jan 2023 - May 2023Teaching assistant> Assisted the professor in grading quizzes and tests for the Mathematical Methods of Finance course, ensuring timely and accurate assessment of student performance. Supported students by addressing their doubts, explaining complex concepts, and providing additional guidance to enhance their understanding of financial mathematics

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Jun 2023 - Aug 2023M&a consulting intern> Assisted with valuations for mergers and acquisitions, management planning, tax reporting, financial reporting, and shareholder disputes> Conducted comprehensive financial analysis for merger and acquisition deals, facilitated shareholder dispute resolutions through detailed valuation assessments, and evaluated company assets and liabilities to support financial reporting and strategic business decisions

The university of texas at dallas
Aug 2023 - Jan 2024Student worker> Worked as a student worker in the Information Technology department at UTD, serving as a customer service representative. Addressed and resolved technical issues and queries from students and staff, providing efficient and effective support to ensure smooth IT operations

Accion
Jan 2024 - May 2024Spring intern> Contributed to preparing valuation models and investment memos for Accion's portfolio companies, employing various valuation techniques> Assisted in conducting geographic research analyses to evaluate potential investments aligned with Accion's investment thesis

Ey
Sept 2024 - nowBusiness valuation professional
Licenses & Certifications
- View certificate

Chartered financial analyst (cfa) - level 1
Cfa instituteDec 2018
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