Fintelligents

Podcast Host

SCR Mentor 

FRM Mentor 

CFA Mentor 

• Achieved a commendable 60% pass rate for our rigorous exams.
• Recognized as a GARP Approved Education Provider for FRM and SCR courses.
• Boasts an esteemed faculty with a minimum of 8 years of experience in the field.
• Distinguished for offering 4+ specialized finance courses, including CFA and FRM.
• Fosters a global alumni network spanning 20+ countries.
• Maintains an impressive 95% student satisfaction rating.
• Provides flexible learning options with 24/7 access to resources.
• Successfully trained over 8,000 students to date.

Founder

Nomura

Associate - Risk Management

Morgan Stanley

•	Assessed the Business Environment and Internal Control Factors through the Risk and Control Self Assessment (RCSA).
•	Monitor and assess effectiveness of controls through independent assessments.
•	Incident Mapping - Analyzing Technology Incidents, Operational Loss data, Audit/regulatory issues, Info security incidents, and Privacy incidents.
•	Create RCSA unit structure within RCSA tool (Forcast) following a prescribed process.
•	Executed RCSA controls testing and consolidation of controls testing utilizing Excel spreadsheet template.
•	Development and Maintained of Operational loss Database.
•	Collated & investigated Operational loss data.			
•	Instrumental in creating reporting Matrix for governance Committee .

Operations Risk Manager

Kotak Life Insurance

•	Creating Risk Management Framework for each department in the organization.
•	Gathering risk-related data from internal resources and further analyzing it.
•	Investigated events related to operational loss.
•	Managing internal controls by reviewing operational procedures and guidelines.
•	Served as Member of a team authorized to support ISO Certification for the organization. 
•	Carried out Scheme and Incentive audit.

Manager - Process Assurance & Risk Management

Enarr Capital

Was working on Project "Low Cost/Affordable Housing in India - A Feasibility Study".
•	Analysing the financial attractiveness of Low Cost /Affordable housing Sector in India.
•	Identifying the risk-reward  profiles of various micro-markets, and key factors affecting investment returns
•	Government regulations and policies for the sector, and their impact on investor risks

Summer Intern

Real Estate Intelligence

•	Understanding the Private Equity Landscape in the Real Estate sector, including investment and regulatory challenges
•	Successfully managed relationships with PE fund managers by  assisting them in their investment strategies
•	Worked closely with the research teams to generate research products to aid PE investors for real estate investments 
•	Effectively managed a team of five sales trainees to expand the firms market-share in the PE research space

Manager - Business Development

𝗘𝗹𝗲𝘃𝗮𝘁𝗲 𝗬𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗖𝗮𝗿𝗲𝗲𝗿 𝘄𝗶𝘁𝗵 𝗚𝗮𝗻𝗲𝘀𝗵 𝗡𝗮𝘆𝗮𝗸 

→ Trainer for CFA® and FRM® Program Candidates with a proven track record of guiding 5,000+ students to ace their CFA®, SCR® and FRM® tests

→ Over 𝟭𝟬+ 𝘆𝗲𝗮𝗿𝘀 of hands-on finance experience specializing in Financial Analysis, Corporate Finance & Risk Management

→ A seasoned professional who has previously contributed to the success of renowned brands like 𝗡𝗼𝗺𝘂𝗿𝗮, 𝗠𝗼𝗿𝗴𝗮𝗻 𝗦𝘁𝗮𝗻𝗹𝗲𝘆 & 𝗞𝗼𝘁𝗮𝗸 etc.

→ Creator of a successful course designed to provide candidates with a solid understanding of 𝗖𝗙𝗔® 𝗮𝗻𝗱 𝗙𝗥𝗠® exam topics.

→ Empowering students with the skills needed not only to secure their desired jobs but also to 𝗯𝘂𝗶𝗹𝗱 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗰𝗮𝗿𝗲𝗲𝗿𝘀 in the dynamic world of 𝗙𝗶𝗻𝗮𝗻𝗰𝗲.

We independently support candidates pursuing global certifications like CFA® and CAIA®, without any affiliation to the respective institutes

Fintelligents is an official Education Provider for GARP (FRM® and SCR®). We independently support candidates pursuing other global certifications like CFA® and CAIA®, without any affiliation to the respective institutes

Ganesh Nayak

Top FP&A (Financial Planning & Analysis) Interview Questions. 

[1] Tell me about the difference between a balance sheet, a cash flow statement and an income statement.
[2] What is the difference between short-form and long-term cash flow?
[3] How can you reflect an inventory write-down on financial statements?
[4] How do you document liquidity?
[5] How do you prepare an important report for interested parties?
[6] What makes an effective financial planning spreadsheet?
[7] Define working capital.

[8] What does the net present value (NPV) mean?
[9] Tell me about where you get your financial news.
[10] Explain some valuation techniques.
[11] How do an organisation's long-term financial goals influence planning?
[12] Explain how you visualise financial data.
[13] What is a variance?
[14] What does EBITDA stand for?

[15] What is free cash flow?
[16] What is a long-term liability and why is it important?
[17] Explain what the DuPont model is.
[18] How often do you prepare each financial statement?
[19] If management asks you for a quick summary of the company's financial status, where would you look first?
[20] Have you managed rolling budgets before?
[21] Have you ever worked with negative working capital?


Ready to elevate your CFA | FRM | FP&A | SCR | ESG | CAIA journey? Fintelligents and me are just a tap away 💡

I help people build a career in Finance. Book a Call now. 📞 (https://lnkd.in/dhX5KC2H)

#interview #job #finance #big4

Ganesh Nayak, FRM®, SCR®

Unlocking Finance: Specializing in CFA & FRM Exam Prep • Founder: Fintelligents • 10,000+ Students Mentored • Ex Nomura • Ex Morgan Stanley • Ex Kotak

If you would have invested ₹10 lakh in stock A in 2014 then it would have turned to ₹100 crore by now. 

But it doesn't happen that way.

Honestly saying - more than 90% of the retail investors would have sold it just after doubling their money or even at a 40-50% profit.

It's very easy to say words like patience, conviction, long-term etc. on social media but extremely hard to follow in real life.

Mutual funds are way better than direct stocks for retailers who don't have time to understand and track a company.

It's the mentality of many people to see stocks as gambling but not mutual funds as funds don't move by 20% in a day (but some stocks do).

So instead of worrying about finding that stock which can turn your ₹10 lakh to ₹100 crore - stick to mutual funds. (Ofc if you can't do investing full time)

Or take services of any experienced advisory firm for direct stocks.

#finance #shares #investing #stockmarket

ICICI Bank

Deputy Manager II

Marquee Equity

Evaluating the financial aspects of the startup, crafting presentation materials, and maintaining communication with investors. Conducting market analysis, executing careful research, and managing administrative responsibilities.

Investment Banking Fellow

PredictRAM

Client Engagement through Data Insights, Non-traditional Data & Emotion Analytics, Corporate Leadership Summit, Management of Varied Asset Categories, Data Insight Techniques, Genuine Client Asset Management, Sustainability Analysis, Adherence to Regulations.

Risk Management and Asset Management Trainee

Financial Analyst

Knowledge Resource Group KRG Consultants 

During my tenure as an Equity Analyst Intern at KRG Consultants Pvt. Ltd., I delved deep into the financial world, utilizing data-driven insights to bolster investment recommendations and strategy formations.

📊 Financial Analysis: Undertook rigorous financial evaluations of companies to identify market trends, driving actionable insights for strategic investment choices.

📉 Ratio Analysis: Employed various financial ratios to assess the health, performance, and profitability of companies. This rigorous approach enabled a clearer understanding of a company's position relative to its industry peers.

📝 Minutes of Meeting: Efficiently documented pivotal discussions and decisions from important meetings, ensuring seamless communication and tracking of key action items.

📈 Data Collection: Led initiatives to gather pertinent financial and market data, forming the backbone of our in-depth analyses.

🔍Comparative Analysis: Engaged in meticulous comparisons of financial metrics across different companies in similar sectors to pinpoint leaders, underperformers, and lucrative investment opportunities.

📄 Annual Reports: Combed through company annual reports, deriving critical performance indicators, executive insights, and future projections that influenced both our immediate and long-range investment tactics.

🔗 Interpretation & Strategy: Integrated all sourced data to craft coherent interpretations, which were instrumental in shaping our investment recommendations and advisory roles.

🌱 Final Report on Seed Industry: Took the lead in crafting a comprehensive report on the financial analysis of the seed industry, synthesizing data, insights, and forecasts that served as a beacon for stakeholders in the sector.

👥 Team Captain: Spearheaded a dynamic team of 12 members, fostering collaboration, streamlining workflows, and ensuring that we consistently delivered top-tier results.

Equity Analyst

RK Advisory & Training

-Creating and maintaining financial models
-Analysing different companies in the sector
-Tracking companies on day-to-day basis 
-Making sector report 
-Making Quarterly Result Update Report
-Making initiating coverage report & sector report
- Valuing a company by using different valuation techniques such as Discounting Cash Flows (DCF), 
  Relative Multiple Valuations (P/E,EV/EBITDA,P/S,P/BV) and Sum of the Parts (SOTP)
-Analysing historical management interviews/ conference calls to get overview of future
-Coming up with buy or sell recommendations with a proper report which will include EIC approach (Economy,Industry,Company research) and document it with help of model.

Equity Research Intern

I am a self-driven and articulate professional with a dynamic, multidisciplinary skill set. My vision-oriented approach allows me to tackle challenges effectively while meeting deadlines. I am a keen learner with a passion for continuous growth and exploration of new ideas.

With a strong emphasis on a humanitarian perspective, I strive to make a positive impact in all my endeavors. My disciplined and enthusiastic attitude, combined with solid management skills, enables me to collaborate effectively and lead teams towards success.

I am always eager to connect with like-minded professionals and explore opportunities for collaboration and growth.

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Ganesh Nayak

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Vedant Saxena

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