Tanya Agarwal

Tanya Agarwal

Investment Intern

Followers of Tanya Agarwal935 followers
location of Tanya AgarwalHannover, Lower Saxony, Germany

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  • Timeline

  • About me

    Upvest | WHU

  • Education

    • IFIM Business School

      2018 - 2021
      Bachelor of Business Administration - BBA None
    • Bangalore University

      2018 - 2021
      Bachelor of Business Administration - BBA Finance and Financial Management Services
    • WHU – Otto Beisheim School of Management

      2023 - 2025
      Master of Science - MS Finance
    • NEOMA Business School

      2024 - 2024
      Exchange Semester Banking, Corporate, Finance, and Securities Law
    • Methodist High School

      2016 - 2017
      Intermediate Science (PCB) 90.6%
    • Methodist High School

      2004 - 2015
      High School Diploma HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES 92%
  • Experience

    • SAPOCOM TECHNOLOGIES PRIVATE LIMITED

      May 2020 - Aug 2020
      Investment Intern

      1- Conducted comprehensive market analysis across diverse asset classes, evaluating the advantages and disadvantages of various investment options while maintaining vigilant surveillance of stock market trends to identify potential opportunities.2- Developed a well-rounded investment strategy tailored to the company's risk tolerance and financial objectives.

    • Amelia

      Nov 2021 - Jul 2022
      Accounting Analyst

      1- Facilitated financial operations by meticulously verifying and promptly processing invoices related to merchandise transactions with diverse suppliers and clients, ensuring accurate payments and settlements.2- Orchestrated operational processes for a portfolio of 14 entities, handling a high volume of 10,000 invoices per month, translating to $1 million in revenue. This encompassed adeptly addressing and rectifying any processing delays, addressing customer inquiries, reconciling over-under statements, and managing outstanding payables.3- Developed and delivered weekly reports that exposed operational bottlenecks, subsequently leading to the resolution of extensive backlogs in payments. These initiatives resulted in averting approximately $20,000 in over-payments and preventing premature disbursements, significantly enhancing cash flow management. Show less

    • SAPOCOM TECHNOLOGIES PRIVATE LIMITED

      Aug 2022 - Jul 2023

      1- Oversaw budgeting and negotiation processes for multiple projects based in the Middle East, allocating resources efficiently while managing expenses of up to $200,000 per project.2- Contributed to the comprehensive analysis of financial statements, including in-depth assessments of revenue, cost structures, and profitability, while also generating reports on profit and loss (P&L) statements and gross margin analysis.3- Designed and implemented Excel-based Key Performance Indicator (KPI) Dashboards, resulting in significant error reduction and streamlining the reporting process for financial data. Show less

      • Financial Analyst

        Aug 2022 - Jul 2023
      • Financial Analyst

        Aug 2022 - Jul 2023
    • Upvest

      May 2024 - Aug 2024
      Banking Intern
  • Licenses & Certifications

    • Financial Accounting: Advanced Topics

      University of Illinois at Urbana-Champaign| Coursera
      Aug 2020
      View certificate certificate
    • Marketing in a Digital World (with Honors)

      University of Illinois at Urbana-Champaign| Coursera
      May 2020
      View certificate certificate
    • Corporate Finance Foundations

      LinkedIn
      Jan 2024
      View certificate certificate
    • Excel Skills for Business

      Macquarie University
      Sept 2020
      View certificate certificate
  • Volunteer Experience

    • Volunteer

      Issued by Asha Jeevan on Jul 2019
      Asha JeevanAssociated with Tanya Agarwal