Nikunj Jain

Immediate Joiner
CFA

About Candidate

Location

Education

C
Chartered Financial Analyst (CFA) 2019
CFA Institute USA

Cleared all 3 levels in the first attempt. Awarded CFA charter in February 2023.

C
CA IPCC (CA-Inter) 2013
The Institute of Chartered Accountants of India

Cleared both groups of CA-Inter in the first attempt with exemption scores in 2 subjects.

B
BCom (Honours) 2015
University of Calcutta

Passed with Honours and placed in First Class category.

Work & Experience

R
Research Analyst November 2022
Zion Research Group

• Building and analyzing financial models, using consensus estimates and
internal opinions of the businesses for bespoke projects.
• Performing historical analysis of key ratios and pragmatic statement
rationalization, depicting fair financial position of companies.
• Validating financial models for the operating working capital block.
• Writing reports based on findings from the financial model and statements.

A
Assistant Manager Treasury October 2019 - November 2022
Tata Consumer Products Ltd.

• Urgent implementation of a robust financial model for monitoring daily
liquidity levels across regions during COVID period.
• Cash flow analysis across regions to ascertain variance drivers, critiquing
quantum of unusual movements, covering Days Sales Outstanding analysis for
Working Capital.
• Preparation and circulation of monthly Treasury MIS reports covering variance
analysis within stringent deadlines including analysis for Provident Fund,
Superannuation and Gratuity funds.
• Treasury budget and cash forecasts involving liaison across functions.
• Analysis and reporting of surplus cash deployment on SLR (Safety, Liquidity
and Return) basis.
• Foreign exchange exposure reporting including scenario and trend analysis
and rates achieved coupled with market outlook.
• Process improvements and streamlining of various reports including Treasury
master dashboard.

Skills

Financial Analysis
85%
Treasury Analysis
90%
Thomson Reuters (Eikon)
80%
SAP-BPC
80%
Financial Modelling
75%
S&P Capital IQ
70%
Financial Reporting
80%
Sentieo
80%
Microsoft Excel
85%
Microsoft PowerPoint
75%
Cash Management
80%
Working Capital Management
80%
Cash Forecasting
80%
Treasury Budgeting
80%
Peer Company Analysis
85%
Foreign Exchange Reporting
85%
Trend Analysis
80%

Awards

I
Ideathon 2021 2021

Winner at Tata Consumer Products Ltd

B
Brilliant Performance Award 2015

Awarded in the National Accounting Talent Search conducted by Indian Accounting Institute.

T
True Sparkle 2022

Awarded at Tata Consumer Products Ltd for exemplary performance.

G
Great Job Cafe 2021

Awarded at Tata Consumer Products Ltd for optimising the Treasury Dashboard and building a robust financial model to capture financial position across Indian and International entities during COVID.