Mansi Bhanushali

Passionate Financial Analyst with over 70 percentile in 8 subjects while qualifying CFA level 1. Achieved Masters in Finance and Law from Queen Mary University of London with utter focus and determination while working on projects like developing forecasting models, researching and forecasting an acquisition, finding the best investment opportunity for imaginary funds through market research, analysis of funding rounds etc. Efficient interpersonal and excel skills enabling better data collection and analysis  while resulting in an improved method of  filing monthly taxes for over 50 clients. Proficiency in deriving to meet the client’s commitments by finding opportunities to save company’s time and effort while introducing standardized financial data collection to all our clients leading to successful business solutions.

      D.B Bhanushali and co.; Associate (Accounting)                                                                                    August 2019- March 2020

• Prepared and wrote appeals, as well as followed-up on the same in regards to refund of GST with Appellate Tribunal and High court under the guidance of senior stakeholder  thus handling multiple projects with competing deadlines by presenting the correct previous accounting  deductions leading to 75% of favorable refund appeals from income tax authorities.
• Generated invoices for over 100 clients while also identifying revenue leakages of nearly 10% due to lack of timesheets that bridged the gap between invoices being raised and actual  revenue collection which was then introduced by me.Overlooked, updated and managed accounting books including profit and loss statement, cash flow statement and balance sheet for over 50 clients for filing of monthly / yearly taxes and auditing. 

Tools: Tally ERP, Microsoft word and Microsoft Excel. 

         Rahul Ratda and Associates; Internship (Accounting)                                                                         November 2018– February 2019

• Shadowed the founder closely to develop entrepreneurial and leadership instincts by being part of the meetings with the senior stakeholders of the client’s company. Analyzed large data sets of nearly 15 companies using advanced excel skills like pivot tables , vlookup techniques etc to look through the accounting entries and run tests for any errors that were made while filing GST  tax returns monthly throughout the year and rectifying them by correct accounting entries as a part of the annual audit.
• Performed bookkeeping, journal entries, ledger management, and tally accounting thereby leading to efficient accounts for annual auditing. Also performed test runs with compulsory checklist, one on one interviews etc on other aspects of companies for annual audits such as for example the employee rules, security rules, fire safety etc for them to be in accordance with stated rules this was handled carefully and with great attention to detail.

Tools: Tally ERP, Microsoft word and Microsoft Excel.

       Legion Group; Associate (Sales and Marketing)                                                                                             April 2017 – January 2018

• Conceptualized and improvised sales pitch and strategy weekly to enhance overall sales of company by at least 20 percent through analysis such as researching right target audience, researching people behavior, proactive communication & providing guidance to all team members.
• Handled a team of 3 from their induction to developing their sales pitch and marketing skills, guiding them through their initial sales pitches, ensuring the overall performance of team while maintaining a good work environment for them. 
• Lead sales meeting once a week to a team of 20 members and shared sales techniques and strategies as one of the youngest  associate with the highest sales in the company to enhance the overall performance of the team. 

Tools: Microsoft PowerPoint

PROJECT EXPERIENCE 

Merger and Acquisitions – Herbalife Nutrition Ltd acquiring NU Skin Enterprises, Inc

• Evaluation of Herbalife’s and NU’s profile, Preliminary calculation through DCF model for the enterprise value , equity value , price per share to determine standalone value of Herbalife and NU skin. Forecasting Revenue growth over the next 5 years to see if the acquisition is feasible. Calculating Revenues after the acquisition with the consideration of synergy and consideration of risks. Calculation of premium and other fees to determine overall result of acquisition. In the end the decision was made to acquire NU Skin Enterprise.

Tools: Microsoft Excel, Microsoft PowerPoint

Fintech – Investment Opportunity – Qonto (Online Banking Institution)

• Researched about various startups and companies in their initial stages through websites like crunchbase , crowdfund etc to understand the initial standing of various companies including the number of round of investing they have already been through and understanding and evaluating their business idea to consider investing own imaginary funds. Chose Qonto which is an online banking institution as online banking is one of the topmost upcoming businesses.

Tools: Research, Microsoft Word.

• Queen Mary University of London: MSc Finance & Law (2:1)                                                          September 2021- January 2023

Relevant coursework: Mergers and Acquisition (D), Financial modeling in excel (P), Valuation (M), Fintech (M)             

• Chartered Financial Analyst Institute: Earned Level 1( April 2021)  and Level 2 candidate, August 2023
• University of Mumbai: Bachelor of commerce (2:1)                                                                                         June 2017 - July 2020

Relevant Coursework: Financial Accountancy (A), Business economics (A+), Operational Research (A)