Akash Taploo
” CFA Level – I Candidate with a strong interest in finance and a talent for data-driven approaches. Equipped with a Master’s degree in Finance and a dedication to numerical analysis, I develop influential solutions that propel business prosperity. Let us collaborate to convert data into practical insights! “
About
Akash Taploo is a finance professional with a strong track record in financial analysis and research. He worked as a Financial Analyst Intern at Solaris Financial, where he analyzed client businesses, leading to better decision-making and lower loan default rates. At Saunders College of Business, he was a Graduate Research Assistant, working on projects related to Mergers and Acquisitions, ESG ratings, and Critical Audit Matters. Akash also served as a Financial Analyst at Airgen Equipment Company in India, helping to increase profitability through careful monitoring of key performance indicators and collaboration across departments. He has experience in developing credit risk models and trading strategies, showing his expertise in statistical analysis and predictive modeling. With a Master of Science in Finance from Rochester Institute of Technology (RIT) and a Bachelor of Business Administration from Narsee Monjee Institute of Management Studies (NMIMS), along with skills in programming languages, financial modeling, and data analytics, Akash is well-prepared to contribute to any team or organization. Currently he is Pursuing his CFA designation as a Level – I candidate enrolled in the CFA Program, CFA Institute. He has also passed the FINRA- Securities industry essentials (SIE) exam.
Work Experience
Financial Analyst Intern – Solaris Financial
2023 – Present
Through meticulous financial analysis of commercial loan applications, I mitigated risks and reduced loan defaults by 15%. Implemented a refined evaluation process for collateral quality which led to a 20% efficiency boost. By computing comprehensive portfolio metrics and generating insightful reports, I enhanced decision-making and optimized portfolio performance by 20%, provided strategic recommendations that increased efficiency by 15%.
Skills : Financial statement analysis, Ratio analysis, Forecasting, Sensitivity analysis & Data Visualization
Finance Research Assistant – RIT
2022-2023
Facilitated the analysis of ESG ratings data for S&P 100 companies, aiding in the discovery of sustainable investing trends and best practices. Additionally, I optimized research efficiency by 15% through proficient utilization of financial databases like Bloomberg Terminal to gather extensive M&A data, contributing to hypothesis development.
Skills : Research, Analytics, RDBMS, Data Visualization, Reporting & Presentation
Financial Analyst – Airgen Equipment Company
2021 – 2022
Through meticulous examination of budget variances, I unearthed inconsistencies and recommended strategic remedies, culminating in a remarkable 10% surge in cost savings. Additionally, by delving into historical financial records, I discerned patterns and trends, crafting dynamic forecasting models that bolstered revenue projections by an impressive 15%.
Skills : Financial analysis, Financial modeling, Ratio analysis, Trend analysis, Sensitivity analysis, Forecasting, Capital budgeting, Financial reporting, Accounting & KPI
Investment Analyst Intern – Finlatics
2020 – 2020
Through meticulous financial analysis utilizing methods such as DCF, comps analysis, and precedent transactions, I uncovered 10 high-yield investment prospects averaging a 15% return. My continuous monitoring of market dynamics, macroeconomics, and regulatory shifts bolstered portfolio performance, culminating in a noteworthy 15% increase.
Skills : Financial analysis, Investment analysis, Market research, Financial modeling, Fundamental and Technical analysis, Ratio analysis, Equity research, Equity analysis, Stock valuation, Risk analysis, Portfolio management & Capital markets
Projects
Financial Modeling in Excel
Explore my portfolio’s financial modeling mastery with Excel. From Three Statement Modeling to DCF analysis, M&A scenarios, Trading Comps, and LBO models. Witness the power of precision and insight in each project, meticulously crafted to elevate your understanding of corporate finance.
Credit Risk Modeling in Python
Dive into the realm of credit risk analysis with my Python project. Leveraging Kaggle loan data of over 400K entries, I engineered a robust credit risk modeling framework. Through meticulous analysis, I developed and compared logistic regression, decision tree, and neural network models, achieving remarkable accuracies of up to 88%. Unveil the power of predictive analytics and risk assessment in this comprehensive project, designed to revolutionize credit risk management.”
Testimonials & Recomendations
Abhishek Sharda – CEO, Solaris Financial
Supervisor
” Akash was directly working under me at Solaris Financial. I highly recommend Akash for his exceptional contributions during his time at our firm. As a financial analyst, Akash displayed an impressive ability to dissect complex financial data, providing valuable insights that greatly informed our decision-making process. His meticulous attention to detail and analytical skills were instrumental in structuring successful loan deals. Akash’s dedication, teamwork, and clear communication made him an invaluable asset to our team. I have no doubt that he will continue to excel in any endeavor he undertakes. “
Gary Shwingel – Principal, Treebrook Ventures
Financial Advisory Board (FAB) mentor
” I was Akash’s mentor during the final year of his graduate program in the Saunders College of Business at RIT. Akash demonstrated a high level of initiative during our interactions. He is a conscientious individual and I am confident he will succeed in his future ventures. “
Skills
Financial Modeling
DCF, LBO, M&A, Trading & Transaction Comps, Three statement
Programing
Python, R, SQL, VBA
Data Analytics and Visualization
Excel, Minitab, Tableau, PowerBI, Microsoft 365
Methodologies
Monte Carlo simulation, Statistical tests, Data tables, Pivot tables, Index matching, Lookups, etc.
Bloomberg Terminal
Soft Skills
Problem solving, Critical thinking, Negotiation, Resilence, Collaboration, Empathy
Certifications
Let’s Connect
Ready to elevate your finance team? With a proven track record in financial analysis and a passion for data-driven solutions, I’m your ideal candidate. Let’s connect and drive success together in full-time roles or forge valuable connections within the finance community!
Akash Taploo Portfolio 