Nitika Patil
Financial Analyst
Mumbai
Summary
Professional with strong background in financial analysis, adept at leveraging analytical skills to drive business growth and financial stability. Expertise in data interpretation, financial modeling, and risk assessment, ensuring informed decision-making and strategic planning. Known for collaborative approach and adaptability, consistently meeting team objectives and organizational goals. Proficient in utilizing financial software and tools to streamline processes and enhance accuracy.
Overview
3
3
years of professional experience
3
3
Certifications
Work History
Financial analyst
Keystone Global Advisory Solutions
06.2025 - Current
- Collects and structures financial data to generate comprehensive reports and financial statements.
- Supports creation and modification of financial models to optimize forecasting and budgeting processes.
- Performs variance analysis, contrasting actual outcomes with budgeted figures to identify and elucidate discrepancies.
- Analyzes industry trends, competitor activities, and economic data.
- Project Support: Helps with ad-hoc projects and creates presentations for stakeholders.
Wealth management Intern
Bajaj Capital
03.2023 - 05.2023
- Gained knowledge of investment Management and wealth creation through mutual funds
- Researched and evaluated through different mutual funds option based on suitable mutual horizons potentially aiding future financial planning
Education
FRM -
GARP Part 1
05-2026
PGDM - Finance
JS Kothari Business School
01.2024
B.A. - Psychology
Vikram university
01.2022
12th - undefined
Stanford International School
01.2019
10th - undefined
Stanford International School
01.2017
Skills
- Social Skills: Teamwork Adaptability Time Management Problem Solving Flexibility
Microsoft Excel
Financial statement analysis
Finance
Financial modeling
Data analysis
Certification
Power BI (Udemy)
Interests
Baking, Cycling, Travelling
Accomplishments
- Academic Achievement
- Second Position in the Dean’s Merit List in the 1st semester.
CO-CURRICULAR/EXTRA CURRICULAR ACTIVITIES
POSITIONS OF RESPONSIBILITY Executive Member - FinWiz Organized a Finance debate competition FINIVVAD. Organized an Intra-college financial crossword competition during institute’s annual fest. Organized a stock market Bootcamp for the students in collaboration with Upsurge. Volunteer Volunteered in the event management team of the Annual Alumni Meet “Reflections” Volunteered in the Annual inter-college sports competition “Prakrida” Volunteered in the event management team in the college annual fest “SPANDAN” during graduation.
Events/Competitions
- First position in the Inquisitive quiz competition organized by QCB Club of business school
- One of the top three teams in the Operatopolis Competition organized by the Operations Club in collaboration with Bank of Baroda.
Timeline
Financial analyst
Keystone Global Advisory Solutions
06.2025 - Current
Wealth management Intern
Bajaj Capital
03.2023 - 05.2023
PGDM - Finance
JS Kothari Business School
B.A. - Psychology
Vikram university
12th - undefined
Stanford International School
10th - undefined
Stanford International School
FRM -
GARP Part 1
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