Headline

🎓 CFA Level I Cleared| 📘 Extracting and Interpreting Financial Statements with Accuracy | 📊 Converting Financial Data into Strategic Narratives |🧾 Early-Stage Investment Analyst

About

👋 Hello everyone! I am Akshitha Bandam, an emerging finance professional based in Hyderabad, Telangana, India, specializing in financial analysis, research and valuation. As a CFA Level I candidate and current Research Analyst at FactSet, I bring a data-driven mindset, attention to detail and a passion for uncovering insights through numbers. With a foundation in financial modeling and a hands-on understanding of U.S. GAAP-compliant data from SEC filings, I am building a career rooted in integrity, accuracy and forward-thinking analysis. 📈 Core Finance Expertise: 📊 Financial Research & Data Accuracy: Extracting and analyzing financial statements from U.S. SEC filings (10-K, 10-Q, 8-K) to deliver reliable data to institutional clients, with strict adherence to U.S. GAAP standards. 💼 Valuation & Financial Modeling: Built Excel-based valuation models including Discounted Cash Flow (DCF), relative valuation as part of hands-on projects for Just Dial and Britannia Industries. 📈 Equity Research & Investment Readiness: Applied financial theory to real-world simulations through J.P. Morgan, Goldman Sachs and Citi Forage programs -strengthening skills in M&A evaluation, forecasting and business storytelling. 🚀 Career Highlights: 📊 Strategic Modeling Projects: Designed end-to-end financial models including forecasting, valuation and KPI performance dashboards for two publicly listed companies. 📚 CFA Candidate Commitment: Pursuing the Chartered Financial Analyst (CFA) credential to deepen my capability in portfolio management and ethical investing. 🌟 Let’s Connect: Feel free to connect here on LinkedIn or reach out at akshithabandam.ab@gmail.com 🌟 CORE COMPETENCIES 👉 FINANCIAL ANALYSIS & RESEARCH: ✅ Financial Statement Analysis (P&L, Balance Sheet, Cash Flow) ✅ Ratio Analysis, Vertical & Horizontal Analysis ✅ Equity & Sector Research 👉 VALUATION & MODELING: ✅ DCF & Relative Valuation Techniques ✅ Forecasting & Sensitivity Modeling ✅ KPI Dashboards & Data Interpretation 👉 TOOLS & TECHNICAL SKILLS: ✅ Advanced Excel (Macros, Dashboards, Automation) ✅ Microsoft PowerPoint for Business Storytelling ✅ SEC Filings & U.S. GAAP Compliance 👉 PROFESSIONAL DEVELOPMENT & TEAM SKILLS: ✅ CFA Level I Candidate ✅ Collaborative & Client-Oriented Work Ethic ✅ Continuous Learning & Analytical Thinking

Location

Hyderabad

Work experience

Equity Research Analyst at FactSet, Nov 2024 - Present · 1 yr 8 mos, Hyderabad, Telangana, India, ✅Extracted Financial Data from Regulatory Filings: Collected and interpreted financial data from United States Securities and Exchange Commission (SEC) filings, including Form 10-K (annual reports), Form 10-Q (quarterly reports), and Form 8-K (current reports), ensuring complete and accurate data capture. ✅Analyzed Core Financial Metrics for Investment Insights: Reviewed financial statements to calculate and interpret key metrics such as revenue, earnings before interest, taxes, depreciation, and amortization (EBITDA), earnings per share (EPS), debt-to-equity ratio, and free cash flow, enabling sector trend analysis and investment evaluations. ✅Populated Financial Models with Backend Inputs: Entered key financial inputs into internal workflow systems to support real-time financial modeling and portfolio analysis tools. ✅Ensured Compliance with U.S. Generally Accepted Accounting Principles (GAAP): Validated extracted data against U.S. GAAP standards and internal normalization policies to maintain reporting consistency and compliance. ✅Standardized Financial Line Items Across Companies: Mapped and reformatted raw data into standardized line items to ensure cross-company and cross-industry comparability within the database. ✅Performed Quality Assurance and Data Validation: Conducted regular reviews to identify and resolve data discrepancies, ensuring the final datasets met internal quality benchmarks and client expectations. ✅Expanded Coverage to Underserved Public Companies: Added newly listed or mid-sized public companies to the coverage portfolio, broadening the scope and utility of the research database. ✅Updated Data Based on Amendments and Restatements: Monitored SEC updates and promptly adjusted company financials in response to amended filings or restated results. ✅Incorporated Client Feedback into Dataset Improvements: Worked with the content management team to refine data models and improve product accuracy based on client use cases.

Education

Bachelor of Business Administration - BBA, Finance, Badruka College Of Commerce

M. E. C., Mathematics. Economics. Commerce, Tapasya Junior College