Parth Resume
SUMMARY
Diligent finance major eager to gain financial skills and knowledge, dedicated to make a difference. Enthusiastic about investments, portfolios, credit research and multiple investment strategies. Recognized as a dependable, valued team member.
EDUCATION
MBA in Finance | expected December 2021 | Fairleigh Dickinson University, Teaneck, New Jersey | GPA 3.83
BComm in Marketing/Management | May 2017 | Maharaja Sayajirao University, Vadodara, India | GPA 3.5
CERTIFICATE AND LICENSES
Udemy - Investment Analysis and Portfolio Management Core Finance - Issued 2019
GRADUATE FINANCE PROJECTS
Portfolio Management Project - Built a portfolio of 15 stocks via fundamental and technical approach to reach an average of 6% monthly return on client’s risk and requirement, using Excel Solver Tool and Google Finance.
Valuation Case Project, Aldiam Hyundai - Analyzed the feasibility of Aldiam investments for each dealership, presented financial report to the board of the company offering alternatives and final recommendations.
FINANCE EXPERIENCE
Spring 2020 Tax Intern | February 2020 to present | AWS & Company LLC, Cedar Grove, New Jersey
Assisting tax manager in preparing Federal and State/local tax returns, including 1040 individual, 1065 partnership, 1120 corporate and 990 non profit via Lacerte and ProConnet.
Communicating with more than 100 clients to collect tax support documents and regarding economy developments in tax and financial accounting.
Assisted clients with IRS and state notice in order to file their returns using MS office tools.
Proactively researching technical tax regulations on local, state and federal laws related to consulting projects.
Web Service Representative | 09/2018 to 12/2019 | Barney’s New York, Lyndhurst, New Jersey
Maximize product recognition on company’s website to increase sales. Work in close liaison with the finance department to analyze profitability and pricing of orders.
Maintain financial accounts, billing, returns, and internationals orders from Japan, China, Korea, UK and more via Borderfree.
Actively involved in problem-solving related to purchases to improvise customer satisfaction which led to a 15% increase in seasonal sales.
Utilized Mi9 to respond to customer’s style inquiries and pre-orders by coordinating with 30+ vendors daily regarding cost price, SKU inquiries and product procurement to facilitate monthly sales target.
Financial Assistant Intern | July to August 2017 | Aura Laser and Cosmetic Clinic, Vadodara, India
Evaluated market trends for financial manager to identify cosmetics manufacturer for various supplies. Incorporated new and unique cosmetic services like laser hair removal treatment, skin tightening and skin-glow treatments. Created PowerPoint presentations for managing director to facilitate capital planning and investments.
Coordinated and attended meetings with financial consultants about company policies and created cost analysis ratio to determine profitability for the clinic which led to the expansion of the clinic from 400 to 650 customers weekly. Processed invoices from vendors for the clinic’s equipment. Followed up with accounts payable regarding trade discounts of all the supplies.
Communicated and resolved interdepartmental claims by actively working with human resource department to maintain efficient flow of information.
Financial Marketing Intern | July to August 2017 | Aldiam Hyundai Pvt Limited, Vadodara, India
Finalized balance sheet reconciliations for statutory audit for financial manager.
Corresponded with sales associates to evaluate strategies for the most monthly sales, led to sales growth of approximately 22% for the following month.
Delivered analysis report on financial benefits provided by each dealership to sales manager to improvise benefits, offerings and discounts.
OTHER EXPERIENCE
Assistant Buyer, August 2017 to August 2018 | Universal Merchandising, Vadodara, India
Effectively coordinated and computed export for ceramic tiles, granites and other materials for African region
Established stronger relationships, client acquisition and potential knowledge on growth development
Negotiated contracts, costing, delivery and cooperative contributions with vendors and suppliers
Participated in brand development and market trends as appropriate to supplement needs
Created and maintained detailed sell-through, buy summary, accounts payable and receiving documentation
ADDITIONAL INFORMATION
Volunteerism: International Sergeant at Rotaract Club/Rotary International
Technical Skills: Advanced Excel, Word, PowerPoint, Knowledge of General Accepted Accounting Principal (GAAP), Lacerte, Proconnect, Adobe Acrobat, Mi9, Salesforce, Oracle, QuickBooks and ERP
Interests: Researching the financial markets via Yahoo Finance, Google Finance, Bloomberg. Passionate about tennis, travel and cooking.
SUMMARY
Diligent finance major eager to gain financial skills and knowledge, dedicated to make a difference. Enthusiastic about investments, portfolios, credit research and multiple investment strategies. Recognized as a dependable, valued team member.
EDUCATION
MBA in Finance | expected December 2021 | Fairleigh Dickinson University, Teaneck, New Jersey | GPA 3.83
BComm in Marketing/Management | May 2017 | Maharaja Sayajirao University, Vadodara, India | GPA 3.5
CERTIFICATE AND LICENSES
Udemy - Investment Analysis and Portfolio Management Core Finance - Issued 2019
GRADUATE FINANCE PROJECTS
Portfolio Management Project - Built a portfolio of 15 stocks via fundamental and technical approach to reach an average of 6% monthly return on client’s risk and requirement, using Excel Solver Tool and Google Finance.
Valuation Case Project, Aldiam Hyundai - Analyzed the feasibility of Aldiam investments for each dealership, presented financial report to the board of the company offering alternatives and final recommendations.
FINANCE EXPERIENCE
Spring 2020 Tax Intern | February 2020 to present | AWS & Company LLC, Cedar Grove, New Jersey
Assisting tax manager in preparing Federal and State/local tax returns, including 1040 individual, 1065 partnership, 1120 corporate and 990 non profit via Lacerte and ProConnet.
Communicating with more than 100 clients to collect tax support documents and regarding economy developments in tax and financial accounting.
Assisted clients with IRS and state notice in order to file their returns using MS office tools.
Proactively researching technical tax regulations on local, state and federal laws related to consulting projects.
Web Service Representative | 09/2018 to 12/2019 | Barney’s New York, Lyndhurst, New Jersey
Maximize product recognition on company’s website to increase sales. Work in close liaison with the finance department to analyze profitability and pricing of orders.
Maintain financial accounts, billing, returns, and internationals orders from Japan, China, Korea, UK and more via Borderfree.
Actively involved in problem-solving related to purchases to improvise customer satisfaction which led to a 15% increase in seasonal sales.
Utilized Mi9 to respond to customer’s style inquiries and pre-orders by coordinating with 30+ vendors daily regarding cost price, SKU inquiries and product procurement to facilitate monthly sales target.
Financial Assistant Intern | July to August 2017 | Aura Laser and Cosmetic Clinic, Vadodara, India
Evaluated market trends for financial manager to identify cosmetics manufacturer for various supplies. Incorporated new and unique cosmetic services like laser hair removal treatment, skin tightening and skin-glow treatments. Created PowerPoint presentations for managing director to facilitate capital planning and investments.
Coordinated and attended meetings with financial consultants about company policies and created cost analysis ratio to determine profitability for the clinic which led to the expansion of the clinic from 400 to 650 customers weekly. Processed invoices from vendors for the clinic’s equipment. Followed up with accounts payable regarding trade discounts of all the supplies.
Communicated and resolved interdepartmental claims by actively working with human resource department to maintain efficient flow of information.
Financial Marketing Intern | July to August 2017 | Aldiam Hyundai Pvt Limited, Vadodara, India
Finalized balance sheet reconciliations for statutory audit for financial manager.
Corresponded with sales associates to evaluate strategies for the most monthly sales, led to sales growth of approximately 22% for the following month.
Delivered analysis report on financial benefits provided by each dealership to sales manager to improvise benefits, offerings and discounts.
OTHER EXPERIENCE
Assistant Buyer, August 2017 to August 2018 | Universal Merchandising, Vadodara, India
Effectively coordinated and computed export for ceramic tiles, granites and other materials for African region
Established stronger relationships, client acquisition and potential knowledge on growth development
Negotiated contracts, costing, delivery and cooperative contributions with vendors and suppliers
Participated in brand development and market trends as appropriate to supplement needs
Created and maintained detailed sell-through, buy summary, accounts payable and receiving documentation
ADDITIONAL INFORMATION
Volunteerism: International Sergeant at Rotaract Club/Rotary International
Technical Skills: Advanced Excel, Word, PowerPoint, Knowledge of General Accepted Accounting Principal (GAAP), Lacerte, Proconnect, Adobe Acrobat, Mi9, Salesforce, Oracle, QuickBooks and ERP
Interests: Researching the financial markets via Yahoo Finance, Google Finance, Bloomberg. Passionate about tennis, travel and cooking.