Alankrit Sachdeva
Toronto,Ontario
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring, and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, Financial Modelling and forecasting. Tech-savvy in the use of spreadsheets, accounting, and financial management software.
Overview
3
3
years of professional experience
Work History
Internship-Tax Advisor
IGNITE Tax Clinic
02.2024 - 04.2024
- Impacted the financial outcomes and compliance of over 100 clients through personalized assistance with taxation and finances
- Managed client accounts by delivering customized financial solutions that prioritized proactive financial management and provided high-quality client service.
- Ensured adherence to regulatory standards by managing documentation and compliance tasks for all client interactions.
Financial Analyst | Private Equity
S&P Global
08.2021 - 08.2023
- Conducted comprehensive research on 1,000+ private equity and venture capital firms along with analyzing over 24,000 PE/VC funds
- Ensured accurate completion of SEC Form D filings while retrieving essential financial information for client reports and analysis.
- Managed several client projects, delivering precise information and strategic analysis to support key business decisions, with a primary focus on financial outcomes and market dynamics.
- Engaged in cross-functional collaboration to offer clients dependable and enlightening data
- Collaborated with cross-functional teams to ensure timely and accurate updates on bank loan information during a high-profile merger between S&P Global and IHS Markit
- Developed expertise in financial tools such as Bloomberg and S&P Capital IQ Pro, supporting comprehensive financial reporting and analysis.
- Consistently achieved and maintained productivity level over 100% and quality level at 100% throughout tenure
- Recognized with Shining Star award for undertaking major responsibilities of delivering multiple projects.
Investment Banking Intern
Opulence Business Solution
- 11.2020
- Supported the team in preparing detailed financial analyses for clients, contributing to their investment decisions
- Assisted in managing client relationships, ensuring clear communication of financial products and services
- Provided administrative support, including the preparation and management of client documentation, ensuring compliance and accuracy.
Education
Post Graduate Diploma - Financial Planning
Humber College
Toronto, ON07.2024
BBA - Banking And Finance
Guru Gobind Singh Indraprastha University
Delhi, India07.2021
Skills
- Financial Analysis & Modelling
- Financial Products Knowledge
- Credit & Risk Assessment
- Collaboration
- Client Relationship Management
- Initiative-Taking
- Time Management & Prioritization
- Advance Excel Proficiency
Certificates/Courses
- CPA Canada
- Investment Banking, Udemy.com
- Financial Markets, Yale University, Coursera.org
- Introduction to NFTs, LinkedIn Learning
Extracurricular Activities
President, Wealth Management Dept., Guru Gobind Singh Indraprastha University, 2021
Member, Arihanti Economics Society, Guru Gobind Singh Indraprastha University, 2021
Hobbies and Interests
Golf
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Internship-Tax Advisor
IGNITE Tax Clinic
02.2024 - 04.2024
Financial Analyst | Private Equity
S&P Global
08.2021 - 08.2023
Investment Banking Intern
Opulence Business Solution
- 11.2020
Post Graduate Diploma - Financial Planning
Humber College
BBA - Banking And Finance
Guru Gobind Singh Indraprastha University
Similar Profiles
Franco Machado FlebbeFranco Machado Flebbe
Income Tax Assistant at IGNITE Tax ClinicIncome Tax Assistant at IGNITE Tax Clinic
NHAN HUU LE (JACK)NHAN HUU LE (JACK)
Volunteer Tax Preparer at BCIT Tax ClinicVolunteer Tax Preparer at BCIT Tax Clinic
Princessa KwangPrincessa Kwang
Student Advisor at University of Newcastle - Tax ClinicStudent Advisor at University of Newcastle - Tax Clinic