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Dwit Bhavsar: Financial Analyst Portfolio

Dwit Bhavsar is an entry-level financial analyst with a background in financial forecasting and data analysis, currently pursuing a PG in Business Analytics at Humber College. He has experience as an intern and financial analyst at various companies, where he contributed to financial reporting, analysis, and process improvements. Dwit has received accolades such as being on the Dean's Honors List and achieving 100% client satisfaction at S&P Global.

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sahilkazi320
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0% found this document useful (0 votes)
2 views13 pages

Dwit Bhavsar: Financial Analyst Portfolio

Dwit Bhavsar is an entry-level financial analyst with a background in financial forecasting and data analysis, currently pursuing a PG in Business Analytics at Humber College. He has experience as an intern and financial analyst at various companies, where he contributed to financial reporting, analysis, and process improvements. Dwit has received accolades such as being on the Dean's Honors List and achieving 100% client satisfaction at S&P Global.

Uploaded by

sahilkazi320
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Presented by Dwit Bhavsar

Email Address dwitbhavsar@[Link]


Mobile Number +1(647)-575-2304
Page 02

ABOUT ME
Dwit Bhavsar
I'm an enthusiastic entry-level financial analyst with profound skills in
financial forecasting and data analytical tools. Eager to deliver
profitable insights to productive organizations. As a Post Graduate
Student at Humber College learning various project tools which would
further guide me to deliver insights through varied data projects.
Page 03

EDUCATION HISTORY
2017-2020 | Nirma University
Ahmedabad, Gujarat, India
Bachelor of Commerce (Hons.)

2021-2023 | Humber College


Toronto, Ontario, Canada
PG in Business Analytics
Page 04

Professional Experience
KMS (Khandar CPL Biologicals Standard and Tenecom
Mehta and Shah) Pvt. Ltd. Poor’s Solutions

Accounting Intern Associate Intern Financial Analyst Financial Analyst


May 2018 – June 2018 May 2019 – July 2019 Aug 2020 – Aug 2021 May 2023 – Oct 2023
Page 05

Responsibilities at Tenecom Solutions


 Assisted in creating aging reports and collections reports for customers.
 Analyzed the payment methods of various customers and researched agreements,
if any.
 Analyzed the customer behavior and payment trends.
 Provided variance analysis for credit card collections.
Page 06

Responsibilities at S&P Global


 Processed quarterly and annual financial reports in tools like CTS and Extractor.
 Conducted comprehensive financial analysis using sumifs, xlookups, etc. in
Excel for various clients.
 Created dashboards in Excel and explained it to stakeholders.
 Worked cross-functionally to streamline financial Processes.
Page 07

ACHIEVEMENTS
Deans Honors List Awarded as Rising
throughout the Star of the Quarter
Business Analytics at S&P Global
Program

International 100% Client


Student Satisfaction with
Ambassador in providing timely
Humber and accurate
financial data
Page 08
Software Skills
Page 09

Clients
Page 10
My Projects
Dashboards on Microsoft Power BI
Page 11
My Projects
Dashboards on Microsoft Power BI
Page 12
My Projects
PROCESS IMPROVEMENT FOR AN ONGOING PROBLEM
Challenges
• In April 2021, when I was working on monthly reports of our company where by I came
across with an ongoing problem I was facing while budgeting about the company’s old
template where vlookup was implemented.
• The issue was templates were working very slowly while handling large datasets. Also, they
were not dynamic as any addition or deletion in a column in the table it will show us the
error and was only showing the lookup array towards the left.
Strategy
• Collaborate with my senior analyst Vishal and the automation team to explain the
challenges.
• Explained the benefits of using xlookup which was recently introduced in 2019 and its
dynamicity and ability to handle large datasets also no errors will appear if we add or delete
the columns.
Result
• Increased efficiency while working on those templates and saved manual rectification
process time from 5 hours to 3 hours on average while working on the template.
• Collaboration with the automation team and attention to detail resulted in the automation
and improvement of the process
Presented by Dwit Bhavsar
Email Address dwitbhavsar@[Link]
Mobile Number +1(647)-575-2304
LinkedIn Profile [Link]

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