Summary
Overview
Work History
Education
Skills
Internship
Certification
Timeline
Generic

Bhoomika Bhat

Mumbai

Summary

A detail oriented Financial Analyst with experience in developing and maintaining comprehensive financial models. Proficient in analyzing income statements, balance sheets, and cash flow statements to ensure accurate financial reporting. Skilled in performing comparable company analysis and market research to facilitate informed investment decisions. Adept at utilizing Microsoft Excel for compiling and analyzing detailed company models.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Financial Analyst

InSync Analytics
03.2023 - Current
  • Analyzing financial & operating information/ statements of the clients relating to different sectors.
  • Compile and analyze detailed company models, including income statements, balance sheets, cash flow statements and revenue drivers.
  • Preparing consensus/financial models for US/UK clients which involves analyzing and linking the data from the company's filings & sell side models.
  • Assist with reviewing financial performance
  • Possess strong knowledge of both GAAP and non-GAAP income statements
  • Develop investor write ups by analyzing company provided PDFs and assessing company financials
  • Conducting Comparable Company Analysis, examining similar companies to analyze financial data, market position and performance.
  • Train and guide new team members

Education

Master of Business Administration (Finance) -

Lala Lajpat Rai Institute of Management
Mumbai
2023

Bachelor of Commerce -

KJ Somaiya College of Commerce
Mumbai
2021

HSC -

Tolani College of Commerce
Mumbai
2018

SSC -

St Jude's High School
Mumbai
2016

Skills

  • Financial Modeling
  • Financial Analysis
  • Risk Analysis
  • Comparable Company Analyisis
  • Communication Skills
  • Market research
  • Leadership
  • Microsoft Excel

Internship

Finobility - Equity Research and Portfolio Management 


Project -Fundamental Analysis of FMCG sector

  • Conducted comprehensive risk profile analysis to identify and mitigate potential financial risks.
  • Participated in several projects to get a thorough understanding of financial markets and trends.
  • Strategically selected and optimized asset allocations for clients portfolios to maximize returns and align with their investment goals.

Certification

  • Financial Modeling, IMS Proschool - 2022
  • Stock Market and Finance, My Captian - 2021
  • Business Communication, My Captian - 2021
  • Microsoft Excel, Udemy - 2021

Timeline

Financial Analyst

InSync Analytics
03.2023 - Current

Master of Business Administration (Finance) -

Lala Lajpat Rai Institute of Management

Bachelor of Commerce -

KJ Somaiya College of Commerce

HSC -

Tolani College of Commerce

SSC -

St Jude's High School

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Bhoomika Bhat