Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Generic

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, Maharashtra
06-2017

Bachelor of Commerce - Finance and Economics

Aroma College of Commerce
Ahmedabad, Gujarat
05-2015

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

Follow the works of corporate leaders through social media

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
Tirthesh ShahFinancial Analyst