Jayrajsinh Vaghela
Jayrajsinh Vaghela
MS Finance Graduate | Investment Analyst | Financial Modeling Expert
Results-driven Financial Analyst with 4+ years of experience in financial systems, modeling, and performance reporting. Skilled at collaborating with cross-functional teams to gather system requirements, define user stories, and support UAT processes aligned with AEMP 16 standards. Demonstrated success in building scalable models, performing post-implementation support, and ensuring data integrity. Proficient in SAP, Microsoft Dynamics 365, and Excel, with a strong record of improving forecast accuracy and transparency.
Performance Metrics
About Me
I am a results-driven Financial Analyst with 4+ years of experience in financial systems, modeling, and performance reporting. My expertise lies in collaborating with cross-functional teams to gather system requirements, define user stories, and support UAT processes aligned with AEMP 16 standards. I have demonstrated success in building scalable models, performing post-implementation support, and ensuring data integrity across various financial platforms.
Proficient in SAP ERP, Microsoft Dynamics 365, and Excel, I have a strong record of improving forecast accuracy by 20% and streamlining reconciliation processes. I am committed to leveraging AI tools including Cursor AI, Replit, Node.js, and React to optimize system integration and financial control, currently spearheading the development of QuantX, a personal finance and investment web application.
Strategic Focus
Investment strategy and portfolio optimization
Collaboration
Cross-functional team leadership and stakeholder management
Data-Driven
Advanced analytics and financial modeling expertise
Professional Experience
- Built and maintained Excel-based financial tools that enhanced forecast accuracy by 20%
- Streamlined reconciliation using SAP ERP and Microsoft Dynamics 365, cutting turnaround by 30%
- Collaborated with stakeholders to gather finance system requirements, define user stories, and support user acceptance testing (UAT) in compliance with AEMP 16 controls
- Presented monthly performance insights for a $3M asset portfolio, guiding strategic actions
- Developed project documentation including process, system, and accounting flows; provided post-implementation support and ensured compliance tracking
- Developed dynamic reporting tools in Excel for 15+ portfolios with assets over $2M
- Automated reporting systems to reduce manual errors by 25%
- Supported advisors with tailored financial summaries, improving quarterly delivery
- Assessed cost structures for $3M+ development projects, identifying efficiency gains
- Created reports comparing planned vs. actual spend with 95%+ accuracy
- Assisted in audit readiness and financial control reviews
Capstone Project
Project Overview
Designed and implemented a comprehensive multi-asset portfolio for a foundation client, targeting 6-7% annualized returns while maintaining a Sharpe ratio greater than 1.0. The portfolio combined domestic and international equities, fixed income securities, alternative investments, and sophisticated risk management strategies.
Key Contributions & Analysis
- Conducted comprehensive security selection analysis including DCF modeling for individual equities
- Designed sophisticated risk management framework including gold hedging, currency hedging, and options overlays
- Performed sensitivity analysis and stress testing including USD hyperinflation scenario modeling
- Analyzed alternative investments including private equity, REITs, and hedge fund replication strategies
- Achieved target Sharpe ratio >1.0 over 2-year horizon while exceeding return objectives
- Implemented tactical asset allocation with quarterly rebalancing methodology
Investment Philosophy & Strategy
The portfolio was designed for a perpetuity investor (foundation) with a long-term investment horizon and moderate-to-high risk tolerance. Our strategy emphasized diversification across asset classes, geographies, and risk factors while implementing sophisticated hedging mechanisms to protect against tail risks including hyperinflation, equity market crashes, and currency devaluation. The portfolio successfully demonstrated resilience during adverse market conditions while delivering superior risk-adjusted returns.
Featured Project
Project Overview
Spearheading the development of a comprehensive personal finance and investment web application using modern technologies including React, Node.js, and Replit. The platform integrates Cursor AI to generate dynamic financial insights and enhance user interactivity, providing users with sophisticated tools for financial analysis and investment decision-making.
Innovation & Impact
QuantX represents the intersection of traditional financial analysis and cutting-edge AI technology. By integrating Cursor AI, the platform provides users with intelligent financial insights and recommendations, making sophisticated investment analysis accessible to a broader audience. The application demonstrates my commitment to leveraging emerging technologies to solve real-world financial challenges.
Core Competencies
Education & Certifications
Focus: Financial Statement Analysis, Corporate Finance, Investment Management, Risk Assessment, Portfolio Management, Behavioral Finance, Alternative Investments
Focus: Real Estate Market Analysis, Engineering Economics, Construction Management, Infrastructure Finance
Investment operations, financial risk assessment, and market research expertise
M&A valuation, financial modeling, and due diligence processes
Investment strategies and portfolio optimization techniques
Let's Connect
Ready to discuss investment opportunities or financial strategies? Let's talk.
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