Bhavana .. Email & Phone Number

Texas, United States

• Perform in-depth research on companies, industries, and market trends to assess and identify potential investment opportunities and risks.
• Apply quantitative analysis and utilize advanced tools to build models, enabling data-driven trading and investment decision-making.
• Collaborate closely with senior analysts and portfolio managers to formulate comprehensive investment strategies, including asset allocation, risk management, and hedging approaches.
• Contribute to the preparation of pitch books and presentations for client meetings, highlighting Augcap’s expertise and strategic recommendations.
• Develop robust financial models for high-profile transactions, ensuring accurate forecasting and financial planning.

Mumbai, Maharashtra, India

• Sectors covered:- Auto and Auto ancillary, Cement, Metal, and Paints.
• Conducted in-depth analysis of financial statements, industry trends, management quality, and external events to identify and evaluate potential investment opportunities in assigned sectors.
• Developed and maintained financial databases and models, ensuring accurate and up-to-date financial information for investment analysis, which contributed to a 15% improvement in data accuracy and efficiency.
• Analyzed financial statements and other data to identify trends and assess the financial health of companies, resulting in accurate valuation models and investment recommendations that outperformed industry benchmarks.
• Prepared detailed investment reports and presentations for the Investment Committee, ensuring high-quality insights and actionable recommendations.
• Monitored and tracked portfolio companies through quarterly results, earnings calls, management meetings, news articles, and conferences hosted by sell-side firms.

• Analyzed historical financial statements to identify trends and patterns which enabled accurate forecasting of future cash flows with up to 95% accuracy to support investment decisions
• Conducted in-depth analysis of key historical financial ratios in financial reports, identifying trends and patterns for decision-making processes resulting in 15% boost in overall profit.
• Prepared DCF models for B-Grade companies listed on the stock exchange to find various investment avenues that could be undervalued stocks with strong growth potential.

Mumbai, Maharashtra, India

• Analyzed budget vs. actuals for the newly opened and renovated stores, identified discrepancies by calculating and projecting their impact on the month-end and quarterly reports to give a clear financial overview to.
• Evaluated the financial impact of non-moving inventory from previous years, uncovering inefficiencies that led to improved inventory management strategies
• Created a comprehensive fixed asset master database, detailing accurate asset classification, sub-classification, and useful life data for depreciation purposes, enhancing overall financial reporting
• Conducted thorough analysis of security deposit valuation according to INDAS (Indian Accounting Standards) 109 for multiple store locations, resulting in accurate financial reporting and compliance with regulatory.
• Executed physical verification of assets and reconciled discrepancies between actual assets and Fixed Asset Register (FAR) for newly opened stores nationwide, ensuring accurate asset management and preventing potential.
• Assisted in reconciliation of Goods and Service Tax Register (GSTR) – 2A with the books of accounts and discovering missed out credits from GSTR – 2A.

Mumbai, Maharashtra, India

• Assisted in preparing the annual budget using Microsoft excel for the organization and monitoring the same.
• Reviewed, compiled and analyzed financial statements with the previous year's data to seize investment opportunities.
• Reconcile and update financial statements on MS Excel monthly to ensure 100% accuracy and timely dispatch of financial review meetings to minimize discrepancies by 15% while making audit-ready with nil errors.
• Collaborated with the finance team to analyze loan terms and conditions, identifying opportunities to renegotiate terms in interest payments, eliminate prepayment penalties, secure favorable interest rates and.
• Drafted an ageing analysis of vendor payments to handle cash flow, catch discrepancies, and negotiate payment terms.

Master'S Degree, Finance

Activities and Societies: UC Investments Academy, AGSM Programming Club, Women in BusinessRelevant coursework:- International Financial.

Masters Of Commerce (M.Com), Accounting And Auditing, First Class

Relevant coursework - Advance Accountancy, Research Methodology, Economics, Auditing, Taxation

Bachelor Of Commerce - Bcom, Accounting And Finance, Cgpa:- 5.61/7

Activities and Societies: College fest committeeRelevant coursework - Investment analysis and portfolio management, Economics, Financial.