Summary
Overview
Work History
Education
Skills
Certification
Projects
Languages
Timeline
SoftwareEngineer
Rohan Bansal

Rohan Bansal

Vancouver,BC

Summary

Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Service Representative

CIBC Bank
07.2022 - Current
  • Provide investment recommendations, prepare financial plans and performance reports for clients
  • Maintain knowledge about capital market, investment opportunities
  • Help onboard new clients and fulfilling immediate financial gaps in their portfolio, Managed over 50 customer calls per day and Increased sales by 10%.
  • Prepare scenario analysis financial models and reports for clients to make investment decisions
  • Maintain relationships with assigned clients and ensure effective implementation of all services and products
  • Skills: Portfolio management, financial statement analysis, investment analysis, financial models, market research

Insurance Advisor and Processor

Special Risk Insurance
09.2021 - 07.2022
  • Coordinated Underwriters' team, Brokers & Dealers to ensure insurance policy / standards, bordereau, reports are written with high quality, accuracy and meeting legal requirements & compliance needs
  • Lowered loss ratio by 5% by identifying and managing high-risk policies
  • Maintained relationships with clients, brokers and internal teams, informed them of important policy changes and solved requests to alternating business and project goals
  • Ensure all account documentation and actions taken meet with compliance requirements of company.

Financial Analyst

Angel One Capital Ltd
10.2018 - 11.2019
  • Developed and implemented financial models to analyze complex information and assess health of organization
  • Collect financial Statements, 10k and 10Qs, cleaning for useful data in all available reports from SEC filings on EDGAR and Bloomberg
  • Analyzed portfolios comprising corporate & government bonds, preferred shares, GIC's and depository notes for retail and corporate clients
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts
  • Reviewed and analyzed project spending throughout project life cycle
  • Skills: Financial modeling, DCF Discounted cashflow, LBO, Comparable analysis, credit analysis, strong ethics

Junior Financial Analyst

IBM India Pvt
08.2017 - 09.2018
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts
  • Created and maintained precise and accurate models, charts and reports
  • Conducted market research, resulting in more accurate revenue forecasts that were within 3% of actual results
  • Determined relative valuation leveraging ratios such as un-levered, levered beta and WACC
  • Skills: Equity research, financial model, Microsoft excel, Team player, Valuation, capital market analysis

Education

Post Baccalaureate Diploma in Financial Technology - Finance

Douglas College
Vancouver, BC
08.2021

Bachelor of Commerce - Business And Economics

University of Delhi
Delhi, India
09.2017

Skills

  • Fluent in English
  • Calm Under Pressure
  • Multitasking Abilities
  • Decision-Making
  • Microsoft Office
  • SQL, excel software Proficiency
  • Attention to Detail
  • Organization and Time Management
  • Networking

Certification

  • Canadian Securities Course | Passed
  • Chartered Financial Analyst (CFA) Level 1 | Passed
  • Financial Modeling Course | Passed
  • Advanced Excel Certificate | Passed
  • Python and SQL Certification | In progress

Projects

Financial Plan Development Project, Douglas College, Developed a financial plan using appropriate guidance tools for clients that best protects their assets., Ensured compliance with all regulatory, legal and ethical requirements; Exercised judgments to create best approach in all aspects (benefit plans, retirement plans, insurance and investment packages / additional solutions)., Chartered Financial Analyst CFA, Portfolio management, securities analysis, risk management Stocktrak Portfolio Simulation Project, Douglas College, Actively managed a $500,000 investment portfolio on a simulation platform that involves trading of stocks, options/ futures, and cryptocurrency, and other securities and financial products., Generated well-above market average return of 5.45% in 3 months and portfolio value of $527,250., Discounted cash flow DCF, Equity research, company valuation, diversification

Languages

English
Native or Bilingual
French
Limited Working
Punjabi
Native or Bilingual
Hindi
Native or Bilingual

Timeline

Financial Service Representative

CIBC Bank
07.2022 - Current

Insurance Advisor and Processor

Special Risk Insurance
09.2021 - 07.2022

Financial Analyst

Angel One Capital Ltd
10.2018 - 11.2019

Junior Financial Analyst

IBM India Pvt
08.2017 - 09.2018

Post Baccalaureate Diploma in Financial Technology - Finance

Douglas College

Bachelor of Commerce - Business And Economics

University of Delhi

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