Shelja CFA's Email Addresses & Phone Numbers

📖 Summary

Analyst - Investments @ From May 2015 to Present (6 months) Independence, OhioTeaching Assistant- Individual, Team & Career development @ • Assisting Professor Bonnie Richley in helping graduate students develop a good understanding of the 4 Learning Styles- Converging, Diverging, Assimilating and Accommodating • Training a group of students on how to use the knowledge of Learning styles while working in Teams in order to avoid unnecessary conflicts • Guiding students in building their brand and in developing key learning goals in alignment with their vision and brand From October 2013 to December 2013 (3 months) Cleveland/Akron, Ohio AreaTeaching Assistant - Financial Modeling @ • Hands-on teaching experience with graduate and undergraduate students to help them learn & understand the Financial Modeling course material through individual/group sessions. • Teaching assistant and grader for Professor Christa Bouwman's class of 60 students comprising of first year MBA students & MSM Finance students, covering topics such as Financial Modelling using excel tools, NPV analysis, Capital Budgeting techniques, Project Evaluation, Company Valuation. From August 2013 to December 2013 (5 months) Cleveland/Akron, Ohio AreaFinance & Investment Intern @ - Assisting in preparation of a cash flow forecast for a portfolio of Real estate funds. - Participating in meetings with various fund managers and real estate funds to assist in management of Cleveland Clinic’s endowment fund of more than $5 billion. - Performed ROI analysis of new patient lending programs & assessed the impact of changes in Healthcare Industry due to new healthcare reforms requiring more transparency. - Assisted in preparation of MD&A and forecasts of revenues & cost savings for the 3rd quarter, 2013 From June 2013 to December 2013 (7 months) Cleveland/Akron, Ohio AreaAnalyst @ - Conducted industry research and cost/benefit project evaluations. - Performed financial statement audits of various banks such as Axis Bank, subject to fair value accounting. - Provided consultation and statutory compliance regarding procedures of various Indian government agencies and statutory bodies. From September 2011 to June 2012 (10 months) New Delhi Area, IndiaAudit Analyst @ - Conducted financial statement analysis and audit of Rolls Royce in 7 week- period, which resulted in cost savings of $0.1million; received the award for Star Performer in the team. - Trained in International Financial Reporting Standards and passed the basic module of the IFRS course. - Assisted in the recruitment of new analysts; responsible for their training, supervision and performance management. From June 2010 to August 2011 (1 year 3 months) Gurgaon, IndiaFinance Intern @ Prepared a research report on the Trailers industry and performed the valuation of the company. This included a trend analysis of company sales and profitability during the 7 year period from 2003-2009 in line with five competitive forces of Michael Porter’s model. Inferred a Buy recommendation on the company’s stock. From May 2009 to July 2009 (3 months) New Delhi Area, IndiaManager-Accounts & Finance @ - Researched extensively on the viability of a new project (label machinery unit from Germany) worth $0.5million and analyzed the potential revenues and costs. - Oversaw the preparation of final reports and approved budgets; ensured that expenditures for budgets were monitored and that reports were prepared to maintain balanced accounts. - Responsible for managing the working capital of the organization and helped improve the cash conversion cycle by 7 days thereby freeing funds for other priorities. From August 2006 to July 2008 (2 years) Ludhiana Area, IndiaMarketing Intern @ Worked on a project which required an analysis of the Marketing Mix of the organization in terms of the 4 P’s of Marketing ( Product, Price , People and Place ) in general, followed by their application and extensive study in the context of the Organization From May 2006 to July 2006 (3 months) Ludhiana Area, IndiaBachelors in Commerce, Commerce @ Panjab University From 2012 to 2014 Masters of Science in Management(Finance), Finance and Financial Management Services @ Case Western Reserve University - Weatherhead School of Management From 2012 to 2013 Bachelors in Business Studies(Finance), Finance, General @ Shaheed Sukhdev College of Business Studies,Delhi UniversityCFA Institute Shelja CFA is skilled in: NSE Certified Market..., Certified in Tally..., Proficient in MS..., SPSS, Operating Systems, C++, HTML, Networking, DBMS, SAS programming, Financial Modeling, Analysis, Business Valuation, Auditing, Equity Research, Financial Analysis, Corporate Finance, Data Analysis, DCF, Valuation, Economics, Financial Statement..., Bloomberg, Financial Accounting, Derivatives, VBA, Portfolio Management, Investment Banking, Private Equity, Financial Reporting, Risk Management, Equity Valuation, Fixed Income, Due Diligence, Equities, Capital Markets, Investments, Quantitative Analytics, Strategic Financial..., Hedge Funds, Eviews, Econometrics, Project Finance, Competitive Analysis, Mergers & Acquisitions, Investment Management, Accounting, Financial Markets, Team Leadership, Problem Solving