Khushbu Kashiyani-
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linkedin.com/in/khushbu-kashiyani-585161b5
Summary
Strategic and analytical finance professional with 5 years of experience in analysis, accounting, financial reporting,
and financial modelling. Master's and bachelor’s degree in accounting and finance and currently working on
Financial Modeling and Valuation Analyst certification from Corporate Finance Institute (CFI). I am seeking a
challenging opportunity where my skills, training and experience can be fully utilized.
Core Competencies & Skills
Financial statement analysis
Financial modelling
Trend analysis
Highly proactive and Financial efficiency
Accounting and Company valuation
Effective time management
Account reconciliation
Multitasking
Experience
Accountant
PNK Space Development Private Limited
Mar 2020 - Dec 2020 (10 months)
Analyses, examined, and interpreted account records and reconciliation of financial data.
Process journal entries and perform accounting corrections to ensure accurate records.
Follow up with customer and proactively seek timely feedback to maximize client satisfaction.
Evaluated monthly sales report and present findings to manager for future decision making.
Issuing bills, invoices, and prepared reports on monthly accounts.
Senior Associate
Insync Analytics Pvt. Ltd
Oct 2019 - Feb 2020 (5 months)
Conducting various research activities on company reports and review financial statements and analyze
sales, costs, expenses, tax rates, growth rates to understand the company's financial performance in
particular quarter.
Analyze current and past financial data and performance of a company to prepare reports for the
management team of the organization.
Generate models and ad hoc analysis reports from quantified data.
Worked on developing detailed spreadsheets to identify trends and develop forecasts.
Interacting with US and UK Hedge fund investment managers and sell side brokers were key responsibility.
Value company using different ratios, free cash flow valuation and debt structure.
Provided training and assistance to new junior analysts in their career and help them to work independently.
Associate
Insync Analytics Pvt. Ltd
Oct 2018 - Sep 2019 (1 year)
Conducted quantitative analysis of financial data and KPI's to forecast revenue, identify future trends.
Monitor financial movements of the company and broader financial markets to recommend client on
investment decision.
Worked on financial models and analyzing companies' future strategies to determine its impact on estimated
profits and earnings to produce quantitative reports.
Examine sector specific companies using sell side broker models and reconcile various financial
statements-based US GAAP and NON-GAAP principal.
Financial Analyst
Insync Analytics Pvt. Ltd
Dec 2015 - Sep 2018 (2 years 10 months)
Analyze and examine the prospective investee company's financial statements by calculating growth rates
and profit margins.
Analyzed key performance indicators (KPI) and financial ratios.
Analyzed financial information to produce forecasts of company, Industry, and economic conditions for use
in making investment decisions.
Responsible for maintaining daily deliverables of client and coordinating it with the team members.
Internship
Dena Bank - Basic Banking operation
May 2014 - Jun 2014 (2 months)
Learned about nature of banking operations and importance of customer relationship management in banks.
Build relationship with customers and understand their needs.
Understand customer's financial situation and refer them the right lender.
Education
Thakur Institute of Management Studies and Research
Post-Graduation Diploma, Management Studies; Finance
University of Mumbai
Bachelor's, Management Studies; Finance
Licenses & Certifications
Financial Modeling and Valuation Analyst - Corporate Finance Institute® (CFI) - Present
Understanding financial statements
Building 3 statement financial models
Accounting principles and standards
Business valuation and Budgeting & forecasting
Dashboard and data visualization
Advance Excel
Professional ethics
Scenario and sensitivity analysis in excel
Power BI Essential Training – LinkedIn Learning – (2021)
Power BI dashboards and reports making
Manage workplaces and tools with Power BI
User roles within workplace in Power BI
Changes in Power BI desktop and reports
Equity Market - NNEELL'S INVEST – (2020)
Understanding of equity market
Technical analysis and Trading
Money management
Risk management and reducing losses
Alternative Investment Industry - SS&C GlobeOp – (2015)
Understanding hedge fund market
Technical analysis and equity market
Private equity and fund of fund
OTC Derivatives
