Stavan Shah, CFA

Stavan Shah, CFA

Staff, Statutory Audit

Followers of Stavan Shah, CFA1000 followers
location of Stavan Shah, CFAIrvine, California, United States

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  • Timeline

  • About me

    Product @ PatientFi

  • Education

    • Narsee Monjee College of Commerce and Economics

      -
      Bachelor's degree (BFM) Financial Markets
    • University of California, Irvine - The Paul Merage School of Business

      -
      Master of Science - MS Business Analytics
  • Experience

    • DH Consultants Pvt. Ltd.

      Jan 2015 - Jan 2016
      Staff, Statutory Audit

      Financial Services - Assisted in statutory audit of mutual fund houses, SBI and Reliance, each having an AUM of over USD 30 Billion.

    • BDO in India

      Jan 2016 - Jan 2018
      Staff, Transaction Advisory Services

      Business Valuations - Determined business valuations using different valuation methods such as discounted cash flow, adjusted book value, evaluating transaction multiples, and analyzing comparable company multiples.

    • MGB

      Jan 2019 - Jan 2019
      Analyst, Corporate Finance

      Due Diligence & Business Valuations - Assessed businesses to identify inherent risks and then showcase findings to buy-side investors, so as to influence and supplement investment decision.

    • Credit Suisse

      Jan 2020 - Jan 2021
      ENO, Brokerage Clearing & Exchange (BC&E)

      BC&E | Operations | Analysis & Efficiency - Performed calculations for accurate fee accruals, derived cost allocations, identified cost efficiencies for BC&E charges of Equity and FX instruments across Asia Pacific markets, amounting to ~USD 150 million annually.

    • PatientFi

      Apr 2022 - now
      • Product Manager

        Sept 2022 - now
      • Data Analyst

        Apr 2022 - Sept 2022
  • Licenses & Certifications

  • Volunteer Experience

    • Committee Member

      Issued by Umang
      UmangAssociated with Stavan Shah, CFA
    • VP of Finance

      Issued by Merage Analytics Club
      Merage Analytics ClubAssociated with Stavan Shah, CFA