
Saloni P
Finance & Operations Intern

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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
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Gujarat University
2017 - 2020Bachelor of Commerce - BCom
GLS University
2020 - 2022Master's degree Accounting and Finance 4.00
Baruch College
2023 - 2025Master of Science - MS Finance, General 3.96
Experience

Katira Advisory Private Limited
Nov 2020 - Apr 2022Finance & 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 2022Tax 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 2023Accountant• 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 - nowCommittee Member for Event Planning
Baruch Graduate Ascend
Oct 2023 - nowCommittee Member at Event Management
Licenses & Certifications
- View certificate
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Introduction to Financial Planning and Wealth Management: Industry and Careers
Corporate Finance Institute® (CFI)Apr 2025 - View certificate
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Asset Classes and Financial Markets
Corporate Finance Institute® (CFI)May 2025 - View certificate
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Financial Planning Principles
Corporate Finance Institute® (CFI)May 2025 
JP Morgan Chase & Co. Excel Skills Virtual Experience Program
ForageJun 2023- View certificate
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Portfolio Management for Retail Clients
Corporate Finance Institute® (CFI)May 2025 - View certificate
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Capital IQ Fundamentals
Corporate Finance Institute® (CFI)Jan 2025 - View certificate
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Math for Finance Professionals
Corporate Finance Institute® (CFI)May 2025 - View certificate
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Introduction to ESG
Corporate Finance Institute® (CFI)Jan 2025 - View certificate
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Banking Products and Services
Corporate Finance Institute® (CFI)May 2025 - View certificate
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Introduction to AI in Finance
Corporate Finance Institute® (CFI)Apr 2025
Volunteer Experience
Event Planner
Issued by Zicklin Finance Club on Oct 2023
Associated with Saloni PCommittee Member at Event Management
Issued by Baruch Graduate Ascend on Oct 2023
Associated with Saloni P
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