Finance · Analytics · Valuation
Finance enthusiast blending quantitative rigor with a collaborative mindset. I build integrated models, deliver clear valuation insights, and help teams make confident decisions.
Featured Project
A compact summary of my graduate valuation workbook. I rebuilt the multi-tab Excel model in code so stakeholders can toggle base, best, and worst cases online without downloading anything.
UT Arlington · Department of Finance & Real Estate
Aug 2024 – May 2025
Arlington, TX
Boosted Personal Finance Education engagement by 10% through budget optimization and resource allocation.
Delivered Excel-based financial modeling and portfolio optimization labs to deepen real-world understanding.
Led budgeting boot camps alongside banking partners for 100+ students, emphasizing credit and personal finance fundamentals.
State Street HCL Services
Nov 2022 – Jul 2023
Pune, India
Priced 500+ equities, mutual funds, and fixed-income instruments daily using Bloomberg, Refinitiv, and IDC feeds.
Automated workflows via advanced Excel macros, cutting pricing errors and processing time while improving fund close accuracy by 10%.
Delivered 5% uplift in portfolio returns through precise security valuation and adherence to pricing source agreements.
Manohar Sugandhi
Nov 2021 – Oct 2022
Pune, India
Managed accounting, financial, and e-commerce operations, driving a 15% rise in revenue.
Accelerated month-end reporting cycles by 25% by leveraging ERP insights and historical trend analysis.
Oversaw year-end statements and tax documentation, achieving 100% approval compliance.
Aug 2025
Financial Statement Forecast & Valuation ModelBuilt a fully integrated 5-year model with scenario analysis, automated checks, and dynamic operating drivers.
Mar 2025
Portfolio Optimization Lab (Phase II Research)Built an R analytics stack (tidyquant, PortfolioAnalytics) to simulate 5,000 portfolios across a 24-stock universe and benchmark risk-adjusted performance.
Jun 2024
Equity Fund AnalysisValued a $100K equity portfolio using DCF and guideline public comps, blending market trend signals with fundamental data.
M.S. Quantitative Finance · GPA 3.7
Aug 2023 – May 2025
Highlighted Coursework: Financial Modeling, Data Analytics, Financial Derivatives, Python Programming, Investments, Mathematical Finance, Financial Applications.
B.B.A. International Business · GPA 3.7
Jun 2019 – May 2022
Foundation in global business strategy with a focus on finance and operations.
Bloomberg
Refinitiv
Thomson Reuters
IDC
Advanced Excel
Power BI
PowerPoint
Microsoft Access
Enterprise Pricing Workstation (ERP)
Python (Basic)
R (Basic)
SQL (Basic)
Valuation (DCF)
Capital Budgeting (NPV/IRR)
Financial Modeling
Forecasting
Risk Assessment
In Progress
Completed
Completed