Kevin Shah
Summary
Finance professional with a background in equity research, bringing strong expertise in financial modeling, forecasting, and valuation. Skilled in advanced Excel and data analysis, with a proven ability to translate complex financial data into actionable insights. Seeking to leverage analytical and reporting skills in a corporate FP&A role to drive budgeting, forecasting and performance management.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Equity Research Analyst
Seven Islands PMS
12.2023 - 07.2025
- Conducted in-depth analysis of financial statements and market trends to support investment recommendations.
- Developed financial models to forecast company earnings, valuations, and risk assessments for informed decision making.
- Participated in earnings call and investor meetings.
- Collaborated with fund manager to evaluate company fundamentals and industry dynamics.
- Assisted the portfolio manager in managing a portfolio of over 100 clients with assets totaling 200 crore rupees.
- Monitored daily market activities and identified key movements impacting stock prices.
- Conducted in-depth analysis for upcoming Initial public offerings (IPO)
- Prepared one pager company profiles to provide summarized insights.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
Articled Assistant
Chichani and Shah Chartered Accountants, Mumbai
09.2018 - 10.2021
- Preparation of financial statements including balance sheet, income statement, cash flow statement and other notes to accounts.
- Conducted internal audit assignments identifying control weaknesses and providing recommendations for improvement, leading to strengthened financial systems.
- Developed comprehensive financial models to assess business performance and project future growth.
- Assisting with GST registrations and other GST compliances for individuals and corporate and filing GST returns.
Education
Semi Qualified Chartered Accountant -
Institute of Chartered Accountants of India
Bachelors of Commerce - Financial Accounting And Auditing
Narsee Monjee College of Commerce And Economics
Mumbai, India03-2019
Skills
- Advanced Excel (financial modeling, dashboards, VBA automation)
- MS Office Suite (PowerPoint, Word for reports & presentations)
- Financial analysis (DCF,scenario and sensitivity analysis, variance analysis)
- Basics of Budgeting & forecasting
- Data visualization (Excel charts, Basic knowledge of Power BI)
- Strategic thinking & problem-solving
- Communication & presentation skills (explaining financial insights clearly)
Certification
- Advanced Valuation and Financial Modeling- The Valuation School.
- Corporate financial modeling- Bojan Radojicic
- National Institute of Securities Markets (NISM) certified Research Analyst.
Timeline
Equity Research Analyst
Seven Islands PMS
12.2023 - 07.2025
Articled Assistant
Chichani and Shah Chartered Accountants, Mumbai
09.2018 - 10.2021
Semi Qualified Chartered Accountant -
Institute of Chartered Accountants of India
Bachelors of Commerce - Financial Accounting And Auditing
Narsee Monjee College of Commerce And Economics
Similar Profiles
Sudheer YadavSudheer Yadav
Senior Manager - Operations at Cushman & Wakefield PMS India Pvt LtdSenior Manager - Operations at Cushman & Wakefield PMS India Pvt Ltd
Armelle RederArmelle Reder
Infirmière de santé au travail at PMS médicalisation détachée chez GROUPAMAInfirmière de santé au travail at PMS médicalisation détachée chez GROUPAMA
Suyash NaruneSuyash Narune
Intern at PMS Robotics Research CenterIntern at PMS Robotics Research Center
Uppili RamabadranUppili Ramabadran
Head of ESG Research & Equity Research Analyst at Tara Capital Partners Private LimitedHead of ESG Research & Equity Research Analyst at Tara Capital Partners Private Limited
Lalithram TirumalasettyLalithram Tirumalasetty
Quant Analyst/Equity Research Analyst at USFQuant Analyst/Equity Research Analyst at USF