Rutika Joil

I am a graduate with a BMS degree in Finance, which has provided me with a solid theoretical framework. This educational background, coupled with practical experience gained through an internship and subsequent employment at SITEL India, where I worked with a mutual fund company, has equipped me with invaluable insights and knowledge in finance.

Furthermore, I have augmented my expertise through specialized training in financial modelling and valuation analysis by completing a course with CFI. I have mastered the art of creating various types of financial models, including 3-statement models, operational models, DCF valuation models, and M&A models. Additionally, I have demonstrated proficiency in budgeting and forecasting, essential skills for effective financial management.

My technical proficiency is another asset I bring to the table. I am proficient in a range of tools, including MS Excel, Excel VBA, Macabacus, Power BI, Power Pivot, and Capital IQ. This proficiency allows me to not only analyse complex financial data but also present it in a clear and concise manner, aiding in informed decision-making.

Draft emails & maintain portfolios of NRI & NRE, HNI investors and provide research base advise. • Responsible to keep track of investor’s query on excel and provide timely solution. • Providing timely research base information and share updated data points. • Keep track of investors investment on excel and CRM • Coordinate with other department to solve transaction and investment related issues

• I have mastered Financial Modeling & Valuation Analyst, I can create various types of financial models, such as: • 3-statement models • operational models • DCF valuation models • M&A models Moreover, I have developed skills in budgeting and forecasting.