Shubham Khaitan
Kolkata
Summary
Dedicated professional with 7+ years of experience working in multiple roles of doing financial modelling, research, keeping accounts, and currently managing procurement. Experienced in reviewing financial documents and digital records. Effective at directing, monitoring, and inspiring team members to complete accurate and timely investigations and reports. Talented in training employees, solving complex problems, and making sound decisions. Committed to retaining clients for the long term by delivering services with an improved level of excellence in a timely manner.
Overview
8
8
years of professional experience
1
1
Certification
3
3
years of post-secondary education
Work History
Assistant Purchase Manager
M/s Bharuka Enterprises, Civil Engineers & Contractors
02.2021 - Current
- Conducted re-negotiations with vendors on rejections, disposition, and adjustment of purchased materials not meeting specifications.
- Negotiated contract terms with vendors to balance cash flow against possible price savings with technical and operational input from stakeholders and colleagues.
- Collaborated with key stakeholders to facilitate delivery and compliance with purchasing strategy.
- Adjusted procedures to maximize department effectiveness.
- Implemented policies to reduce costs and eliminate waste.
Purchase Executive
M/s M.P. Khaitan, Civil Engineers & Contractors
10.2019 - 01.2021
- Fulfilling material requirements at sites in operation in a manner
- Doing a comparative analysis of quotations from suppliers on the pari-pasu level
- Negotiating for the best price for desired quality.
- Tracked movement of raw materials and subcontracted goods and reconciled inventory.
Market Research Executive
Aakash Engineering
06.2019 - 09.2019
- Conducting market research for various factors affecting venture into projects
- Applying for government tenders post final rate analysis for various items
- Preparing periodic MIS reports and coordinating with consultancy firms for concerned matters.
Research Analyst
Cresco Research Solutions Pvt. Ltd
10.2017 - 02.2019
- Financial Modelling: Worked on financial models as well as structured customized models as per client needs in Retail, Gaming, and Medical Insurance companies
- Served clients with debt analysis of companies in the aviation and semiconductor industries.
- Analyzed large volumes of data to identify patterns, trends, and correlations.
- Conducted in-depth qualitative and quantitative research to identify trends and generate insights.
Accounts Executive
Shree Shyam Enterprises
03.2016 - 09.2017
- Maintaining books of accounts, coordinating with suppliers, inventory management, preparing periodic MIS reports, and coordinating with CA firm for concerned matters.
- Analyzed accounts for delinquencies and other ongoing issues.
Trainee
Tata Consultancy Services
07.2015 - 02.2016
- Handling consumer complaints & queries related to their accounts and company services
- Awarded champ recognition for above-and-beyond performance
- Learned new materials, processes, and programs quickly.
Education
CFA Level I Cleared - Finance
CFA Institute
United States 01.2016 - 08.2016
BBA - Finance
St. Xavier's College
Kolkata01.2016
Class XII - Commerce
Shree Jain Vidyalaya
Kolkata 2010 - 2012
Class X - Commerce
Shree Jain Vidyalaya
Kolkata 2009 - 2010
Skills
- Strong Analytical Skills
- Equities Research (Projection, DCF Valuation)
- Debt Analysis (Altman Z-Score, Analyzing Capital Structure)
- Managing Pilot Projects for Client Acquisition
- MIS Reporting
- Financial Acumen
- Exercise Administration
- Supplier Relations
- Microsoft Excel
- Bloomberg Professional Proficiency
Certification
- Completed Power BI: Dashboards for Beginners from LinkedIn Learning in 2023.
- Data Analytics for Business Professionals from International Institute of Business Analysis (IIBA) in 2023.
- Completed Capital Market (Dealers) Module of the NCFM in 2017.
- Brilliant Performance Award in National Accounting Talent Search 2014-15 examination organized by Indian Accounting Association.
- Diploma in Software Application (M.S. Office, Windows XP, Outlook, Tally etc.) from Hitech Computer Centre in 2012.
Hobbies
Playing chess, listening to music, traveling and reading
Timeline
Assistant Purchase Manager
M/s Bharuka Enterprises, Civil Engineers & Contractors
02.2021 - Current
Purchase Executive
M/s M.P. Khaitan, Civil Engineers & Contractors
10.2019 - 01.2021
Market Research Executive
Aakash Engineering
06.2019 - 09.2019
Research Analyst
Cresco Research Solutions Pvt. Ltd
10.2017 - 02.2019
Accounts Executive
Shree Shyam Enterprises
03.2016 - 09.2017
CFA Level I Cleared - Finance
CFA Institute
01.2016 - 08.2016
Trainee
Tata Consultancy Services
07.2015 - 02.2016
Class XII - Commerce
Shree Jain Vidyalaya
2010 - 2012
Class X - Commerce
Shree Jain Vidyalaya
2009 - 2010
BBA - Finance
St. Xavier's College
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