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Prepare a cover letter based on given achievements.

Resume:
•SKILLS

  • Fluent in English, Hindi, Gujarati, & Spanish
  • Accounting and finance
  • Mathematics?
  • Financial reporting
  • Advance Excel Skills (Advanced Formulas, Tables & Formatting, Conditional Formatting, Pivot Tables, Solver, and VBA)
  • Critical Thinking
  • Analytical Skills

 

•CERTIFICATIONS

  • Bloomberg Essentials Certified
  • CFA Ethical Course Certified

 

AWARDS
One Asia Foundation Scholarship
Awarded by One Asia Foundation to select individuals who presented ideas that would help bring Asia together as one whole economically and strategically.

WORK HISTORY
VP of Operations, 09/2013 to Current

  • Led monthly meetings with directors to analyze spending and provide financial recommendations.
  • Created and maintained precise and accurate models, charts and reports.
  • Created quarterly earning presentations and monthly investor presentations.
  • Monitored organization's performance against competitors.
  • Presented "what if" scenarios for budget assumptions and forecasting strategies.
  • Analyzed key aspects of the business to evaluate the factors driving results and summarized results into presentations

 

PROJECTS
University Portfolio Management

  • Presented different companies the University should invest in utilizing the university portfolio funds.
  • Allocated approximately $25,000.

CFA Institute Research Challenge

  • Conduct company research to create an Investment Analysis Report to compete with other groups.
  • Personal duties included: financial analysis and valuation, recent developments, and creating appendices in the final report.
  • Selected as a finalist in the challenge.

 

CONFERENCES
NAPSLO Symposium
• Focus of the symposium was on the excess & surplus lines segment of the insurance industry.

VOLUNTEERING

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