Hello! I'm Durvesh
An MS Finance graduate with expertise in FP&A, portfolio management, and strategic investments. I secured $1.3M in SBA loans, achieved a 24% ROI managing Clark's Endowment Fund, and ranked #16 in North America in the Bloomberg Trading Challenge. I am proficient in Power BI, SQL, and QuickBooks, I excel in financial modeling, market analysis, and investment strategies. Backed by strong business consulting, valuations, and accounting skills, I deliver results through data-driven decision-making.
Durvesh Gurjar
MS Finance | Expertise in FP&A, Due diligence, M&A, Financial Modeling | Skilled in SQL and Python| Ranked in the top 1% in North America in the Bloomberg Global Trading Challenge 2024.
Phone:
508-410-8488
Email:
EXPERIENCE
Analyst
KPMG
Feb 2025- Present
Providence
Rhode Island
Lead Finance Specialist
Small Business Development Center (SBDC)
Sep 2023- Feb 2025
Clark University, MA
Sub-Broker
Angel Broking Ltd
Sep 2020- Aug 2021
Mumbai, India
Financial Analyst Intern
Morning Star Bookstore
Jan 2024- Present
Leominster, MA
Assistant Manager
Kotak Securities Ltd
Sep 2021- Aug 2022
Mumbai, India
Corporate Venture Capital &Business
Analytics Intern
Extern, HP Tech Ventures
Aug 2024- Oct 2024
NY, USA
Equity Derivatives Strategist Intern
Samruddhi Investments
Sep 2019- Aug 2020
Mumbai, India
EDUCATION
Jan 2023- Dec 2024
Master's Of Science in Finance
Clark University, Worcester, MA
Curriculum: Gained expertise through advanced courses such as Derivatives Cases, Cases in Corporate Finance, Investment Strategies, Fixed Income Securities, Corporate Finance, Financial Econometrics, and Foundations of Financial Accounting, providing a well-rounded understanding of financial theory and application. Practical Insights: Applied theoretical concepts to real-world scenarios, leveraging case studies, simulations, and financial tools to develop data-driven decision-making skills and address complex financial challenges effectively. Partnered with Professor Steve Ng to manage the Clark Endowment Fund, focusing on maximizing returns and ensuring strategic portfolio alignment. Achieved a 24% ROI, surpassing benchmarks and adding significant value to the fund through data-driven decisions and market expertise.
Sept 2024- Nov 2024
Coursera- Financial Markets with honors
Yale University, New Haven, CT
This comprehensive course, taught by renowned economist Robert Shiller, provided invaluable insights into: • Behavioral Finance and Economics • CAPM (Capital Asset Pricing Model) • Financial forecasting and pricing • Debt and inflation dynamics • Stocks, bonds, and market fundamentals • Options and bond markets • Investment banking and underwriting processes Professor Robert Shiller's expertise and engaging teaching style made complex concepts accessible and fascinating. I gained a deep understanding of how financial markets function and the factors that influence them. I'm grateful to Coursera Coursera Course Certificates and Yale University Yale School of Management for offering this scholarship opportunity. It was truly an honor to learn from such a prestigious institution and expand my knowledge in finance.
Aug 2019- Jun 2022
Bachelor of Laws (LLB)
Jitendra Chauhan College of Law
Mumbai University
I studied core subjects including Business Law, Company Law, Criminology, and Insurance Law, gaining a deep understanding of legal frameworks and their applications in corporate, criminal, and insurance sectors. Practical Legal Insights: Developed analytical skills through case studies and legal research, equipping me to navigate complex legal scenarios, assess regulatory compliance, and address real-world business and societal challenges.
Jun 2014- Mar 2017
Gonsalo Garcia College
Mumbai University
Bachelor of Commerce and Accounting
I studied core subjects such as Accounting, Finance, Business Management, and Economics, providing a solid understanding of financial systems, business operations, and economic principles. Practical Insights: Gained hands-on experience with financial analysis, budgeting, and organizational strategies, preparing to address real-world challenges in accounting and business decision-making effectively.
EXPERTISE
Financial modelling
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Expertise in financial modeling and FP&A, using advanced Excel to deliver accurate forecasts, valuations, and scenario analyses, boosting client profitability by 10%–12%.
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Deal sourcing and due diligence and developing dynamic models like DCF and EBITDA multiples, optimizing cash flow and enhancing reporting accuracy by 20%.
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Secured $1.3M in SBA loans by creating detailed financial plans and showcasing business viability.
Business Consulting
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Expertise in business consulting and wealth management, providing clients with tailored financial solutions.
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Consulted with over 1,000 clients throughout my career, delivering customized solutions that drive financial success and long-term stability.
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Built and maintained strong client relationships, offering strategic insights and helping them achieve financial goals.
Team Leadership
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Educated over 800 individuals on equity market entry, risk management strategies, and trading techniques, enhancing their investment knowledge.
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Streamlined risk management processes, ensuring compliance and mitigating risks, while boosting trade volumes and client activity ratios.
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Excelled in driving team performance, optimizing risk management processes to achieve business growth and enhanced client satisfaction.
Forage Job Simulations
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Citi's Investment Banking
•Worked as a buyside analyst for a hypothetical client, Big Box Retail, who were looking to acquire a small retail company •Created a company profile for the target •Developed a five-year financial projection using a simple income statement model in Excel •Drafted a comparative company analysis •Synthesized an investor update into an internal summary report
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New York Jobs CEO Council's Financial Analyst
•Completed a Simulation focused on financial analysis as an Analyst on the technology team at an investment bank. •Played a pivotal role in aiding senior bankers to determine the feasibility of establishing a partnership with BigTechCompany. •Demonstrated strong communication skills by articulately presenting findings and opinions to senior bankers.
BCG 's Introduction to Strategy Consulting
•Learned how to think creatively by challenging the assumptions that guide today’s thinking. •Used effective brainstorm strategies to generate ideas to help a fictional luxury clothing company increase sales revenue.
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Fidelity International's Investment Management
•Completed a simulation focused on optimizing a Fidelity International investment portfolio and evaluating potential stock and fixed income opportunities. •Applied analytical skills to optimize a managed investment portfolio and provide actionable suggestions for improvement. •Evaluated publicly listed stocks and fixed income opportunities through SWOT and relative valuation analysis and effectively communicated findings. •Utilized quantitative techniques like Sharpe Ratio and Excel's Solver function for optimal asset allocation. •Translated key market observations into actionable ideas for Sales & Marketing strategies.
