Suryansh Thakur
FINANCIAL ANALYST
Mumbai
Summary
Finance professional with an MBA and a strong passion for equity research and investment analysis. Adept at financial modeling, forecasting, and company valuation with a keen eye for market trends and data-driven decision-making. A fast learner and critical thinker, committed to contributing actionable insights in high-performing financial teams.
Overview
2026
2026
years of professional experience
7
7
years of post-secondary education
3
3
Certifications
Work History
Financial Modelling
- Current
- Three Statement Model: Developed an integrated three-statement financial model to analyze business performance and forecast future financials.
- Financial Analysis & Dupont analysis: Conducted in-depth financial analysis using DuPont framework to assess profitability, efficiency, and leverage drivers.
- Forcasting: Prepared financial forecasts using historical data and assumptions to project future performance and support strategic planning.
- DCF Modeling: Built detailed Discounted Cash Flow (DCF) models to estimate intrinsic company value based on projected future cash flows.
- Operational Modeling: models integrating key business drivers such as sales volume, pricing, cost structures, and capacity planning to evaluate performance and support strategic decision-making.
- Common Size Statement: expressing each line item as a percentage of total revenue or assets to enable cross-period and cross-company comparison.
- Scenario & Sensitivity Model: Developed scenario and sensitivity models to assess the impact of varying assumptions on financial outcomes, enabling risk analysis and strategic decision-making.
Chief Relationship Officer
ICICI Securities
07.2024 - 10.2024
- Managed a robust client portfolio, driving revenue growth through strategic use of portfolio management tools.
- Spearheaded client engagement efforts, analyzing requirements, and delivering tailored financial solutions.
- Generated revenue by acquiring new clients and strengthening relationships with existing ones, acting as a trusted financial advisor.
- Monitored and optimized client investment portfolios, providing expert advisory services.
- Assessed customer needs and risk profiles, offering suitable financial solutions.
- Successfully cross-sold a range of financial products, including equities, mutual funds, bonds, PMS, and various loans and insurance products.
- Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries.
- Maintained and built close relationships with customers through regular contact and visits.
Education
MBA - Finance
IcfaiUniversity
01.2022 - 01.2024
Bachelor's Degree - B.com
Institute Of Hotel Managment
01.2017 - 01.2020
12th Grade - BoardCBSE
Navy Childern School
01.2016 - 01.2017
10th Grade - BoardCBSE
Navy Childern School
01.2015 - 01.2016
Skills
MS Excel
NISM 8 Equity Derivatives
Reading Financial Statements (CFI)
Fundamentals of Comparable Analysis (CFI)
Technical Analysis (CFI)
Monthly Cash Flow Modelling (CFI)
Portfolio Management Fundamentals (CFI)
Understanding Options (CFI)
Life Cycle Of Trade (CFI)
Certification
Football
Timeline
Chief Relationship Officer
ICICI Securities
07.2024 - 10.2024
MBA - Finance
IcfaiUniversity
01.2022 - 01.2024
Bachelor's Degree - B.com
Institute Of Hotel Managment
01.2017 - 01.2020
12th Grade - BoardCBSE
Navy Childern School
01.2016 - 01.2017
10th Grade - BoardCBSE
Navy Childern School
01.2015 - 01.2016
Financial Modelling
- Current
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