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Devarsh Shah

@devarshshah

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CFA level 1 candidate with expertise in financial analysis and modeling.

India

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What I'm looking for

I seek a dynamic role in finance where I can leverage my analytical skills and contribute to strategic decision-making.

I am a dedicated finance professional currently pursuing my Bachelor of Management Studies, with a strong foundation in financial analysis and data visualization. My experience includes working on significant projects such as the New York CEO Council Financial Analyst simulation, where I played a crucial role in evaluating investment decisions for an investment bank. I presented my findings to senior bankers, which helped them make informed decisions about potential partnerships.

In addition to my analytical skills, I have developed interactive Tableau dashboards that provide valuable insights into customer data for a UK-based bank. My certifications, including the Goldman Sachs Controllers Job Simulation and Deloitte Data Analytics Job Simulation, have further honed my abilities in financial reporting and data analysis. I am proficient in tools like Excel, Tableau, and Power BI, which I utilize to create impactful financial models and visualizations.

Experience

Work history, roles, and key accomplishments

Financial Analyst

New York CEO Council (Forage)

Completed a simulation focused on financial analysis as an Analyst on the technology team at an investment bank. Played a pivotal role in aiding senior bankers to determine the feasibility of establishing a partnership with BigTechCompany.

Financial Analysis Investment Banking Financial Modeling Data Presentation Strategic Planning

Controllers Job Simulation

Goldman Sachs (Forage)

Performed Net Asset Valuation (NAV) calculations and unitized financial data to support accurate investment performance reporting. Utilized Excel for detailed financial analysis, data validation, and trend analysis, leading to accurate financial reporting and reconciliation.

Financial Reporting Excel Data Validation Financial Analysis

Data Analytics Job Simulation

Deloitte (Forage)

Built an interactive Tableau dashboard to analyze equipment telemetry data and identify factory downtime trends across multiple dimensions. Applied Excel functions to classify employee equality scores and assess workplace fairness, producing a structured report with actionable insights.

Tableau Data Analytics Excel Data Visualization

Education

Degrees, certifications, and relevant coursework

K.E.S Shroff College of Art and Commerce

Higher Secondary Certificate, Commerce

Grade: 80%

Completed Higher Secondary Certificate (HSC) in Commerce, achieving an 80% score. This program provided a strong foundation in commercial studies.

Malini Kishor Sanghvi College of Commerce

Bachelor of Management Studies, Management Studies

Grade: 7.15 CGPA

Pursued a Bachelor of Management Studies, focusing on key aspects of business management. Achieved a CGPA of 7.15, demonstrating strong academic performance in the field.