Aakash Tejani
Operations Research Analyst at In Motion Design, INC
Contact for Summer Hats, Winter Wear, Seasonal, Toys

Chartered Accountant, Analyst, Credit Manager, MBA Finance
Summer Hats, Winter Wear, Seasonal and PPE products (Masks, Thermometers, Oximeters)
Operations analysis, Financial analysis, Credit analysis, Underwriting, Banking, Accounting, Finance, Taxation,  Auditing, Excel (V Lookup, Pivot Tables), MS Office.
In Motion Design, INC
https://www.linkedin.com/company/in-motion-design-inc
• Implemented a system of providing weekly and monthly sales goals using previous years data to the management 
• Identified underperforming products and either strategized a way to revitalize or eliminated in favour of new inventory
• Examine the efficiencies of the 20 sales representatives by studying their monthly sales figures and their overall growth and used this information to make decisions on future territory spread or for possible advancement opportunities
• Study the behaviour of 5000 stores to which the sales are made, created a ranking system for vendors based on unsold returned inventory and eliminated poor selling stores which helped in reducing shipping costs for the company
• Created and maintain a process for handling and recording the inventory of 1000 products in 2 warehouses
• Audit the purchase and sales transactions
California
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Operations Research Analyst
Beach Investment Group (BIG)
https://www.linkedin.com/company/beach-investment-group-big
• Chosen as VP of Momentum analysis team to develop the agenda for the team consisting of 5 portfolio managers and to chair the team’s ongoing activities
• In co-ordination with the screener team, study around 25 stocks every week, by allocating them among the momentum analysis team by sectors of their interest
• Present 5 best stocks every week based on our findings, to other members of management team
• Created Sell Criteria for existing momentum stocks in the portfolio and sold the stocks at profit or at minimum loss
Long Beach, California
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VP of Momentum Analysis Team
Beach Investment Group (BIG)
https://www.linkedin.com/company/beach-investment-group-big
• Part of Value Analysis team managing three real-dollar portfolios with combined assets of more than $700,000 
• Examine various value factors by reading research articles and develop value equity screener on Bloomberg Terminal to locate 50-250 high potential value stocks, which generated better returns as compared to Russell 3000 Value Stocks & S&P500
• Present weekly findings on the financial markets to other members of management team
• Completed the Bloomberg Market Concepts tutorial
Long Beach, California
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Portfolio Manager
California State University-Long Beach - College of Business Administration
https://www.linkedin.com/company/csulbcob
• Assisted Dr. Michael Gibbs in conducting research relating to Accounting and Finance issues using news articles and surveys
• Collected data from the financials of various companies for conducting research on derivatives for Dr. Yoojin Lee
• Managed records for 2 classes having 40 students each for Dr. Yoojin Lee for last 4 semesters
Long Beach, California
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Graduate Student Assistant
Religare Finvest Limited (SME Loans)
https://www.linkedin.com/company/religare-finvest-limited
• Decisioned over 500 business loan applications and visited customers’ factories and offices to understand their business
• Assessed their creditworthiness to finalize the loan amount and tenure by conducting financial and banking analysis, understanding their current and future status of cash flows, growth and repayment capabilities
• Met existing customers to understand their as on date loan requirements and financial positions
• Resolved customers issues and delinquent cases and recommended in collection recovery strategies
• Facilitated trainings on policies and tax updates to over 75 employees in the organization
• Visited 20 Referral Channels to enhance relationship and increase the business and gave trainings to their 150 employees
Mumbai
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Credit Manager for Business Loans
Gonsalves & Associates Chartered Accountants
• Conducted concurrent, information system and special audits for loans and operations of more than 100 bank branches
• Led finalizing financials, filing tax and regulatory returns of a group of 15 companies, with a team of 3 junior assistants
• Conducted Internal, Special and Statutory Audits of 18 manufacturing and service companies
• Organized Fixed Assets Audit of a multi-national company
• Maintained books of accounts for 10 manufacturing & service companies
• Worked on Bank Reconciliation Statements
Accounting & Audit Assistant
Master of Business Administration - MBA
Finance and Financial Management Services
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California State University-Long Beach
https://www.linkedin.com/school/california-state-university-long-beach/
Chartered Accountant
Equivalent to the CPA in the USA
Accounting and Finance
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The Institute of Chartered Accountants of India
https://www.linkedin.com/school/theicai/
Bachelor of Commerce (B.Com.)
Accounting and Finance
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Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics
https://www.linkedin.com/school/mithibai/
- Winner of the Stockfuse Challenge of the Financial Management Association with the highest percentage of returns in the stock trading over a period of 3 months.
Financial Management Association
•	Virtual stocks trading competition winner - Stockfuse
Religare Finvest Limited
Best Credit Manager
This is a State level Scouts & Guides competition certificate
Maharashtra State Scouts & Guides Association
Rajya Puraskar Certificate
Studied stock prices of 4 apparel companies to evaluate the risk and returns of investing in their shares and deciding which company to invest in, based on their computed estimated future growth rates
Investment decision and Analysis of 4 companies
• Analyzed the 10Ks of the companies, understanding the trends of growth of the company over years, share market prices and making a decision, which of the two companies is better to invest in.
Fedex and UPS Financial Analysis
• Learned coding basic Python language codes using an online tutoring website
Python Programming Language
Social Services
Crossroads C.A.C.
https://www.linkedin.com/company/crossroads-c-a-c
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Fundraising Coordinator
Bloomberg LP
Bloomberg Market Concepts
Yoojin Lee
      
          



            
              
        
              
  

    
        I highly recommend Aakash Tejani for a job candidate. Aakash helped me with data collection for my research projects as well as my classes for the past two years. He has not once disappointed me in final outcomes. He takes every job very seriously and delivers with the highest quality work. Aakash is very diligent, quick and mathematically strong. Moreover, he is friendly, affable and easy to work with. From both a technical and personal perspective, Aakash is one of the best candidates I have ever seen as a graduate student. CA Ankur Jain
      
          



            
              
        
              
  

    
        Aakash is a person you MUST have in your team. Smart, intelligent and very hard working. A person on whom you can bank on even in 11th hour and without doubt he'll complete the work. An excellent team player and very fast learner. I'm sure he'll do best whatever he perceives.
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Simplicity & depth are our product differentiators at TROMPAR…
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Understand distribution cost by channel (image credit HRS)…
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Empowering hotels to strategically price, manage & distribute their inventory directly to the end customer. #directbookings #distributionmanagement…
CSULB COB Graduate Programs Students and Alumni
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https://www.linkedin.com/groups/6941944
Fashion Brands, Distributors, Wholesalers, Retailers, Resellers and Agents
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https://www.linkedin.com/groups/7429363
United Association Of Credit Professionals
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https://www.linkedin.com/groups/8840229
LBSU Beach Investment Group
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https://www.linkedin.com/groups/155249
District Managers and Retail Operations
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ICAI United States of America
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https://www.linkedin.com/groups/4464930
Retail Planning and Visual Merchandising Forum
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Fitness Entrepreneurs Group
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https://www.linkedin.com/groups/6521162
Global Association of Risk Professionals (GARP)
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