Pratham Shah Email & Phone Number

Chicago, Il, Us

Chicago, Il, Us

United States

- Prepare Q2 financial reports to conduct an in-depth analysis against industry benchmarks using OpenView under CFO- Built 3+ 2024 forecast models based on P&L and cash flow statements to optimize operations and reconciled month-end data- Scrutinize customer margin data over a two-year period, identifying revenue and cost trends to develop methodologies for allocating Cost of Goods Sold and software hosting costs by customer for forecasting under CTO- Update customer journey model with actual performance data, analyze marketing expenses to derive average cost

Chicago, Illinois, United States

- Monitored companies in VMQ, dividend, and shadow equity portfolios by compiling relevant news items for 50+ companies and analyzing the new data, enhancing knowledge of financial market trends within research team- Collaborated with analysts to update weekly/monthly financial data related to portfolio stocks to showcase findings to our 200,000+ subscribers, developing skills in publication and using analysis tools to understand overall portfolio performance- Optimized Microsoft Excel to create financial models for potential investment valuations using EBITDA, P/E, etc., analyzed historical data of companies, and created visuals to present financial portfolio insights to senior analysts- https://www.aaii.com/authors/show/pratham-shah

Berkeley, California, United States

- Conducted financial analysis on 30+ Blockchain projects and identified opportunities to increase efficiency for product launch- Leveraged a portfolio of $400,000+ to source strategic marketing partnerships, providing weekly visual performance updates- Presented detailed project insights to 6+ investors to gain traction in market prior to launch of product, improving ability to create compelling investment materials and communicating information effectively through public speaking

Naperville, Illinois, United States

- Demonstrated expertise in assessing customers’ face size, shape, and style preference to guide them in recommending products that best suit their taste, achieving a 94% customer satisfaction rate in the quarterly company survey- Exceeded sales targets by consistently reaching a daily sales quota of $6,500, contributing to an increase in overall revenue- Worked collaboratively with a team to devise strategic sale solutions to exceed department’s weekly and monthly sales goals by an average of 22%, maximizing revenue per customer transaction and driving incremental sales growth

Virtual

The Investrain ESG fund's mission is to aim to demonstrate the ability to balance investing returns with social good by deploying Socially Responsible Investing in ESG (Environmental, Social, Government) classes of companies. - Decided how to leverage our funds through dollar-cost averaging , asset allocation, etc.- Created multiple stock analysis as part of our team's research phase

Illinois, United States

- Taught coding languages such as Java and JavaScript to children ages 8-13- Created over 6 Java game templates for students to replicate themselves - Advised parents about student's performance

Remote

- Managed a group of 15-20 phone bankers during 10-12 hour weeks- Wrote comprehensive policies on issues such as Medicare for All, gun violence, elderly care, DC statehood, immigration, and Coronavirus

Bachelor'S Degree, Bachelor Of Science In Finance, Incoming Senior

Activities and Societies: Financial Services Club, Passive Income Development Club, Indian Student Association, Jain Student Association.

Finance

Education record

Activities and Societies: Business Professionals of America, Indian Student Association, Model United Nations, Robotics Club, Link Leaders