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Tirthesh Shah
Financial Analyst
Bhayander, Mumbai
Summary
Results-driven financial analyst with a proven track record in business valuation, equity research, and credit underwriting. Expertise in strategic thinking and comprehensive reporting, complemented by a solid foundation in accounting principles. Exceptional interpersonal skills foster strong relationships with clients and stakeholders, ensuring high levels of satisfaction while effectively managing risk exposure. Committed to delivering insightful analysis and actionable recommendations that drive informed decision-making.
Overview
8
8
years of professional experience
4033
4033
years of post-secondary education
1
1
Certification
Work History
Financial Analyst
Arkvega Partners
03.2022 - Current
- Conducted in-depth financial statement analyses and delivered a pitch deck to convey key insights and actionable recommendations.
- Prepared and presented financial reports to senior management.
- Analyzed earnings quality and prepared a one-page summary report.
- Researched and tracked the public and private market transactions alongside tracking financial markets to support investment decisions and strategy development.
- Accountable for monitoring and overseeing the investor database pertaining to family offices, high net worth individuals, private equity, and venture capital, among others, etc.
- Strengthened relationships with external partners through timely communication and collaboration.
Portfolio Manager
ICICI Home Finance Company
08.2021 - 11.2021
- Investigated and evaluated customers for creditworthiness and potential risk factors for home and business loans with ticket sizes up to 1 crore.
- Managed credit transactions, ensuring compliance with bank standards and service level agreements.
- Recovered receivables to sustain revenue flow and resolved delinquencies, short payments, and disputes promptly.
- Handled loan restructuring, foreclosure, and litigation processes.
Branch Credit Manager
Piramal Capital and Housing Finance Limited
01.2018 - 08.2021
- Evaluated and appraised credit applications for home loans in salary and business profiles with ticket sizes up to 50 lakhs.
- During the festive session and property fest, I examined 100+ login files as part of loan sanctions oversight.
- Reconciled branch accounting records and managed maintenance of financial data while efficiently resolving complex customer inquiries within established turnaround times.
- Boosted revenue through strategic cross-selling initiatives involving multiple financial offerings such as insurance, mutual funds, and fixed deposits.
Education
Post Graduate Program in Management - Finance and Marketing
ICFAI Business School
Pune, Maharashtra06-2017
Bachelor of Commerce - Finance and Economics
Aroma College of Commerce
Ahmedabad, Gujarat05-2015
Skills
- Financial Statement Analysis
- Equity Research
- Credit Underwriting
- Data Analysis and Visualization
- Customer Relationship Management
Certification
Certificate in Financial Modeling and Valuations from The WallStreet School, 2022-01.
Interests
Long-term growth investor
Reading management books
Watching TED talks
Timeline
Financial Analyst
Arkvega Partners
03.2022 - Current
Portfolio Manager
ICICI Home Finance Company
08.2021 - 11.2021
Branch Credit Manager
Piramal Capital and Housing Finance Limited
01.2018 - 08.2021
Post Graduate Program in Management - Finance and Marketing
ICFAI Business School
Bachelor of Commerce - Finance and Economics
Aroma College of Commerce
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