Swati Bhat

I am an aspiring Financial Analyst with a strong focus on financial management, investment research, and taxation. My experience as a Research Intern at Altera Distributors Private Limited and a Tax Intern at RK Pikale & Co Chartered Accountants has equipped me with robust analytical skills and a deep understanding of financial data entry, report preparation, and market research.

During my internship at Altera, I conducted comprehensive investment research and comparative analysis on mutual funds, assessing over 20 equity funds for their risk-return profiles. I tracked and evaluated financial statuses by analyzing actual results against forecasts, which led to optimized investment recommendations and improved analyst efficiency by 12%. My ability to leverage Excel and data visualization tools streamlined analysis processes, reducing data processing time by 30%.

In my role as a Tax Intern, I prepared tax returns and conducted thorough financial analyses for multiple clients, ensuring compliance and accuracy. I collaborated with senior accountants to analyze trial balances and financial statements, providing actionable insights that increased efficiency in tax filing by 15%. I am passionate about contributing to informed decision-making through precise financial analysis and reporting.