Samyak Jain
Delhi, India | +91 9891477032 | sjain1360@gmail.com | https://www.linkedin.com/in/samyakjain07
PROFILE
At the forefront of Bank of America’s strategic initiatives, my role fuses the rigorous financial training with hands-on analytics applications. I am a finance professional with
expertise in financial analysis, modelling, and strategic planning, driving profitability and operational efficiency, proven track record in delivering actionable insights, compliance,
and enhancing portfolio management.
PROFESSIONAL EXPERIENCE AND INTERNSHIP
Bank of America Team Leader Jul’23- Present
Led budgeting and forecasting processes and provided strategic insights that helped reduce risk by 18%. Collaborated with Treasury team to manage portfolios and trade
settlements, improved cash flow forecasting accuracy by 17% and reduced settlement risk by 15%.
Designed and implemented strategies to streamline internal financial processes, improving efficiency and reducing turnaround times by developing financial models which included
P&L analysis, balance sheet analysis, ratio analysis which led to improved decision making.
Liaised with auditors and supporting Legal Entity Controllers in control audit and supporting senior management at onshore location in documentation and Due
Diligence. Developed and maintained financial models for variance analysis and ensured accuracy in projections.
Ensured timely and accurate reporting of monthly and quarterly KPIs by analyzing key variances and delivering actionable insights
Presented actionable business insights to stakeholders using charts, tables, and advanced data visualization techniques and a pplied financial modeling like DCF , Valuation
techniques to solve complex business problems and improve decision-making accuracy.
Engaged in MIS, reporting of operational, financial and trading exposures to management and Maintained compliance and operational risk controls and regulatory standards,
policies and practices.
Prepared capital hedge report to assist the traders and treasury team to take the trade and hedge the positions on time for the bank and clients keeping in mind market volatility.
HDFC Bank Strategy Analyst May’22 to July’22
Transformed high level requests into focused and specific analysis by deep dive analysis.
Contributed in Conducting financial research analysis to analyze opportunities for HDFC in Used Car Industry in India and Abroad
Development of excel workflow model which assisted in grading the potential companies based on variables such as Financial Rations, Credit ratings, Growth prospects and
many more factors.
Organized on meetings with Senior RM to the potential clients to understand their requirements and closing out the deals with favorable rates.
Assisted the team members in their departmental work such as preparation of Credit monitoring report, AML compliance reports and data resource management. Also gain
the understanding of Bank products such as Letter of Credit (LC), Bank Guarantee (BG) and Corporate FDs.
EDUCATIONAL QUALIFICATION
MBA FORE School of Management, New Delhi 7.23/10 2023
B.A.(H) ECO Delhi Technological University, Delhi 8.67/10 2021
SKILLS
Tools: MS Excel, MS PowerPoint, MS Word
Business Analytics & Insights, Financial Analysis/ Planning, Reporting, Project Management, Corporate Strategy, Quick learner, Problem Solving, Team Oriented, Risk Mitigation
CERTIFICATIONS & LIVE PROJECTS
Credit Risk Management- Corporate Banking, National University of Singapore 2022
Certification in Equity Valuation & Financial Statement Analysis 2021
Certification in Financial Modelling: Building a complete DCF Valuation Model 2021
Certification in Investment Analysis & Portfolio management 2020
Certification in Advanced Excel, SGGSCC, University of Delhi 2019
POSITIONS HELD & ACHIEVEMENTS
Rotaract club July’20 to May’21
Elected as the District Director of Community Services of district 3012, Served as the head of Project Saahas, handling communications of 5000+
individuals & 100+clubs.
Orchestrated, Evaluated and Chaired various cultural, and informative events throughout the year.
Served as the head of Project Saahas, handling communications of 5000+ individuals & 100+clubs.
Responsibilities Conducted 37 sessions for Shiksha& 8 sessions for NSS for Govt Schools for 2000+students.
Placement Coordinator July ‘19- May ‘20
As Placement Coordinator by the faculty coordinators, and, aligned multiple events for the students.
Conducted sessions to make students prepare for the Placements. Regulated and evaluated the annual internship fair having footfall of 1300+
EXTRA-CURRICULAR
Organized flags ape event TEDx and curated speakers’ content 2021
Awards Winner, Bollyquest organized by College of Vocational Studies, Delhi University which had 30+ teams. 2020
Awarded as Most Enthusiastic member by Rotaract Club, USME, DTU 2019
Winner, Debate organized by Crescita-The HR Club which saw participation of 25+ students 2018
Winner, Young Volunteer Award in Project Aaina-Initiative on educating youth 2018
Volunteer and Social Selected as a CYLyouth delegate and interacted with Ambassador of Bulgaria to India 2021
Impact Selected as a special Coordinator by NDTV for Lok Sabha elections 2019
Selected as the volunteer for Positive Conclave by Brain Behavior Foundation of India 2019
