Saloni P

Saloni P

Finance & Operations Intern

Followers of Saloni P3000 followers
location of Saloni PNew York, New York, United States

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  • Timeline

  • About me

    Ms in Finance Student (STEM) at CUNY Baruch College, Zicklin School of Business. CFA Level-1 Aspirant

  • Education

    • Institute of Chartered Accountants of India

      -
    • Gujarat University

      2017 - 2020
      Bachelor of Commerce - BCom
    • GLS University

      2020 - 2022
      Master's degree Accounting and Finance 4.00
    • Baruch College

      2023 - 2025
      Master of Science - MS Finance, General 3.96
  • Experience

    • Katira Advisory Private Limited

      Nov 2020 - Apr 2022
      Finance & Operations Intern

      • Conducted financial analysis and modelling to assess the feasibility and profitability of potential projects. This includes creating financial models, performing sensitivity analyses, and evaluating various financial metrics.• Assisted in the preparation of financial reports and presentations for internal and external stakeholders.• Conducted market research to identify potential project opportunities and assess market dynamics. This may involve analysing industry reports, tracking competitor activities, and identifying emerging trends that could impact project outcomes.• Assisted in assessing the financial risks associated with project investments, including market risk, credit risk, and operational risk.• Assisted in conducting due diligence processes for potential projects, including reviewing financial statements, assessing risks, and identifying areas for improvement or mitigation.• Conducted cost-benefit analysis for proposed projects to assess their economic viability and potential return on investment. Help quantify project costs, benefits, and risks to support investment decisions.• Support capital raising efforts for projects by assisting in the preparation of investor presentations, pitch decks, and offering memoranda. Help conduct investor outreach, respond to inquiries, and coordinate due diligence processes. Show less

    • Somabhai Patel & Associates

      May 2022 - Nov 2022
      Tax Assistant

      • Scrutinized financial reports and statements to identify opportunities and capitalized savings through tax planning.• Filed annual returns & filed forms at registrar of companies for statutory compliance of the clients.• Furnished TDS returns of private companies, partnership firms, individuals and proprietorships.• Carried out Goods & Service Tax (India) registrations of individual, firm & companies and engaged in preparation and filing of GST Returns.• Assisted in written submissions in the matter of Income Tax scrutiny assessment and reassessment cases. Show less

    • Jodhani & Associates

      Dec 2022 - Jul 2023
      Accountant

      • Drafting and Finalization of Balance Sheet & Income Statement as per revised Schedule & Accounting Standards.• Part of the team conducting Audits of Manufacturing companies.• Recorded financial transactions, maintained accurate ledgers and reconciled accounts.• Assisted In Indirect Tax Scrutiny Cases and Revision matters.• Filing of Income Tax Returns & Indirect Tax Returns.• Prepared and submit regulatory reports and filings required by government agencies & industry regulators. Show less

    • Zicklin Finance Club

      Oct 2023 - now
      Committee Member for Event Planning
    • Baruch Graduate Ascend

      Oct 2023 - now
      Committee Member at Event Management
  • Licenses & Certifications

    • Introduction to Financial Planning and Wealth Management: Industry and Careers

      Corporate Finance Institute® (CFI)
      Apr 2025
      View certificate certificate
    • Asset Classes and Financial Markets

      Corporate Finance Institute® (CFI)
      May 2025
      View certificate certificate
    • Financial Planning Principles

      Corporate Finance Institute® (CFI)
      May 2025
      View certificate certificate
    • JP Morgan Chase & Co. Excel Skills Virtual Experience Program

      Forage
      Jun 2023
    • Portfolio Management for Retail Clients

      Corporate Finance Institute® (CFI)
      May 2025
      View certificate certificate
    • Capital IQ Fundamentals

      Corporate Finance Institute® (CFI)
      Jan 2025
      View certificate certificate
    • Math for Finance Professionals

      Corporate Finance Institute® (CFI)
      May 2025
      View certificate certificate
    • Introduction to ESG

      Corporate Finance Institute® (CFI)
      Jan 2025
      View certificate certificate
    • Banking Products and Services

      Corporate Finance Institute® (CFI)
      May 2025
      View certificate certificate
    • Introduction to AI in Finance

      Corporate Finance Institute® (CFI)
      Apr 2025
      View certificate certificate
  • Volunteer Experience

    • Event Planner

      Issued by Zicklin Finance Club on Oct 2023
      Zicklin Finance ClubAssociated with Saloni P
    • Committee Member at Event Management

      Issued by Baruch Graduate Ascend on Oct 2023
      Baruch Graduate AscendAssociated with Saloni P