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Roshani Teli

Financial Analyst | Financial Reporting | SEC Filings | Financial Statement Analysis | Open to Opportunities

Navi Mumbai

1+ year of work experience

Accord Fintech Private Limited
Feb 20251 yr 6 mosPresent

On-site

• Reviewed 10-K, 10-Q, and 8-K filings of NASDAQ-listed companies to identify key financial figures and update them in the internal financial database. • Updated company financials in internal software on a regular basis, entering data from annual and quarterly reports as per each company's disclosed accounting standard (GAAP/IFRS). • Analyzed and updated financial data from balance sheets, income statements (P&L), and cash flow statements for listed and unlisted companies, maintaining accurate records in the internal database. • Maintained NAV history and performance data for mutual fund schemes across multiple AMCs, ensuring accuracy for fund research and comparison tools. • Ensured accurate database updates, enhancing data reliability for stockbrokers and AMCs and supporting real-time global investment research.

Education

University of Mumbai

Bachelor of Commerce

University of Mumbai

20213 yrs2024
DY Patil University

Higher Secondary School, Commerce

DY Patil University

20192 yrs2021

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Headline

Financial Analyst | Financial Reporting | SEC Filings | Financial Statement Analysis | Open to Opportunities

Location

Navi Mumbai

Work experience

Financial Analyst at Accord Fintech Private Limited, Feb 2025 - Present · 1 yr 6 mos, On-site, • Reviewed 10-K, 10-Q, and 8-K filings of NASDAQ-listed companies to identify key financial figures and update them in the internal financial database. • Updated company financials in internal software on a regular basis, entering data from annual and quarterly reports as per each company's disclosed accounting standard (GAAP/IFRS). • Analyzed and updated financial data from balance sheets, income statements (P&L), and cash flow statements for listed and unlisted companies, maintaining accurate records in the internal database. • Maintained NAV history and performance data for mutual fund schemes across multiple AMCs, ensuring accuracy for fund research and comparison tools. • Ensured accurate database updates, enhancing data reliability for stockbrokers and AMCs and supporting real-time global investment research.

Education

Bachelor of Commerce, University of Mumbai

Higher Secondary School, Commerce, DY Patil University

Roshani Teli - Financial Analyst in Navi Mumbai | Tal