George M.
Finance
(214) GO-RELAY / (214) 467-3529
Careers@RelayHumanCloud.com
Ahmedabad, India
SKILLS
- Advanced Excel
- Financial Analysis
- AI Tools
- Equity Markets
- Trading
- Adaptibility
- Critical Thinking
EDUCATION
Bachelor of Commerce
JNVU University (2017)
LICENSES & CERTIFICATIONS
- NISM-Series-VIII (Equity Derivatives) | National Institute of Securities Markets (NISM)
- NISM-Series-VII (SORM) | National Institute of Securities Markets (NISM)
- CFA | CFA Institute | Expected Feb 2026
- Microsoft Office Specialist | Microsoft
- Microsoft Excel Expert | Microsoft
ASSESSMENTS
PERSONALITY
PROFESSIONAL SUMMARY
Financial Analyst with a comprehensive understanding of investment management, financial analysis, and portfolio management, focused on providing strategic insights to drive effective financial decision-making. Strong expertise in revenue recognition, pricing analysis, forecasting, and performance reporting aligned with accounting standards. Adept at collaborating with cross-functional teams to align budgets, financial metrics, and business objectives. Experienced in automating reports and building dynamic dashboards to enhance accuracy, efficiency, and visibility. Demonstrates a strong analytical mindset with a track record of supporting data-backed decisions in fast-paced financial environments.nCurrently preparing for the final level of the CFA program to further enhance expertise and contribute to impactful financial outcomes.
PROFESSIONAL EXPERIENCE
Revenue Analyst
Relay Human Cloud | India | Apr 2025 – Present
- Analyzed financial and revenue performance to identify key trends, variances, and opportunities for growth.
- Delivered monthly and quarterly analytical reports that enhanced management’s strategic decision-making.
- Collaborated with sales, finance, and operations teams to align budgets, forecasts, and performance metrics.
- Ensured accurate revenue recognition in compliance with accounting standards and organizational policies.
- Assessed pricing strategies, discounts, and promotional activities to maximize revenue and profit margins.
- Automated reporting systems and created dynamic dashboards in Microsoft Excel to improve efficiency and accuracy.
- Presented actionable insights and recommendations that strengthened profitability and minimized revenue leakage.
Research Analyst
Prudent Corporate Advisory Services Ltd. | India | Sep 2022 – Feb 2025
- Conducted market research, analyzed financial data, and prepared reports to support strategic planning and enhance operational efficiency.
- Updated market reports with the latest trends using tools such as ICRA, Morningstar, Ace Equity, and Accord, ensuring data accuracy and relevance.
- Reviewed client portfolios and provided actionable suggestions based on current market conditions to optimize investment strategies.
- Developed insights and updated quarterly mutual fund recommendations, contributing to the company’s investment offerings.
Investment Analyst
Arya-Fintrade | India | Mar 2022 – Jul 2022
- Identified, assessed, and mitigated potential risks impacting the organization by analyzing and interpreting data.
- Conducted risk assessments and provided actionable recommendations to management, ensuring the protection of company operations and assets.
Credit Analyst
SM Financial Advisors | India | Jan 2018 – Mar 2020
- Analyzed financial risks by evaluating borrowers' financial history and cash flows, ensuring informed lending decisions.
- Assessed the risk of default and determined the creditworthiness of potential clients, contributing to sound financial decision-making.
- Assessed creditworthiness of individuals and businesses through detailed analysis of financial data.
- Recommended credit approvals, loan terms, and interest rates based on risk evaluation.
- Monitored and analyzed loan performance to identify emerging financial risks.
- Prepared comprehensive reports and documentation to support decision-making and ensure regulatory compliance.
