MBA Finance with experience in banking & finance domain
MBAFinace,Exp2015
1. LOKESH R CHAVAN
# 24,10th
Main,
13 Cross, Maruthi Nagar
Mallesh Pallya Mobile No: 9844305707
Bangalore-560075 Email:lokesh.cvn22@gmail.com
An MBA in Finance with 5 years of experience As a Content Analyst in Fundamental
Team, Analysis of Financial Statements, Knowledge of Accounting Standards, Team
Management, Managing Clients SR updates and Providing Quality checks on Client
request.
Analysis of Financial Statements
Accounting Knowledge on UK,US GAAP & IFRS
Team Management
Excellent Communication Skills
Basic (SQL) - Learning
Company :Thomsonreuters india Pvt Ltd.
Designation : Content Analyst
Duration : October 2010 to till date.
Roles and Responsibilities:
Process data and apply in an accurate manner to the database using technical &
financial knowledge.
Analysis of financial statements- Income Statement, Cash Flow & Balance Sheet of
all GAAP(US,UK & IFRS) & Industrial Sector from their report.
Key Items adjustments: Stock based compensation, Basic and Diluted EPS,
Operating and Capital lease, Pension and other Benefits, Normalized income and
Functional Skills
Work Experience
2. normalized EPS, Dilution Adjustment, effect of Stock Split, Calculation of Free
Float Shares and Consolidation.
Analysis of Revenue, Net Income, Assets, Liabilities and shareholder’s equity.
Calculations of Sales, EBITDA, EBIT and P/E
Analyses of various changes in reporting patterns like currency change, yearend
change, switching from semi-annual to quarterly formats and corporate actions.
Analyzing companies business & geographical segment.
Ensure timely delivery of reports/analysis to the clients.
Adhere to time, accuracy and reliability of processing vital and critical data based on
various defined policies and procedures.
Appropriately building up knowledge of financial regulations & market practices.
Provide support for projects whenever required.
Responsible was the assignment of work to the team in the absence of the Team
Leader.
Research from SEC, Reuters 3000 Extra, Thomson Reuters Knowledge, Eikon,
Yahoo Finance.
Running queries on SQL to catch exceptions to improve the quality.
Ensure documentation of policies, procedures and work processes is up to date.
Funds Processing in Ownership department
Company :Thomsonreuters india Pvt Ltd.
Designation : Market analyst
Duration : March 2009 to October 2010.
Roles and Responsibilities:
Processing the respective companies of securities like equities, fixed income, and
pension funds.
Research for corporate actions like name changes, merger And Search for new
sources from which we can collect current & historical price for security identifiers.
Fixing the shares price of the investors from the IDC (International Data Center),
and check with the current and prior sources of the company’s annual reports.
Manually matching the portfolio securities on the basis of name, price, interest
rate and maturity date.
3. Reward And Recognition
I have awarded as “KITES” In the event of “I BELIVE I CAN FLY” for
giving more financials to the product and clients.
Achieved 110 units production for the first time in the Thomson Reuters
Bangalore.
Recognized as the Outstanding Performer in the Q2, 2013.
Received an award for Outstanding Performance in the month of October
2013.
Awarded Star of the Team for my best delivery of work.
Participation in various CSP Initiatives like ‘Go Green’
Conducted and Participated in quiz competition for the team on monthly
basis
4. Projects Undertaken in Thomson Reuters:-
CT Project:
This project held for showing a book mark by click through to view the source of
reports from 2005 to latest financial update.
HB Project:
History build project has involved for inject the financial data from DoPlus and
Voyager to the new tool TRF.
5. Products:-
• Reuters Knowledge and 3000 XTRA
• Reuters Knowledge Direct
• Reuters Financial Analytics
• Thomson One.com and Thomson Banker
• Eikon
7. Personal Details
Date of Birth: 22nd July 1985
Language known: English, Hindi, Kannada and Marathi
Hobby: Playing Cricket, Table Tennis and indoor games, interested in listening to music’s
Strength: Professional and Self Driven, Good Team Player and Learning Attitude
Declaration
I hereby declare that the above furnished statements are true, compete and correct
to the best of my knowledge and belief.
Place: Bangalore Signature
Date / / LOKESH.R.CHAVAN