Dhruv Rathod

About Dhruv Rathod

Dhruv wore many hats through the year surrounding portfolio accounting, trading, performance reporting, business analysis, and training…great at adapting to changes and able to quickly change gears and solve new problems…his positive collaborative attitude put him in a position to contribute significantly to success. — ReviewHIGHLY SKILLED IN FINANCIAL ANALYSIS, REPORTING, AND DATA-DRIVEN DECISION-MAKING, leveraging analytics to uncover opportunities for improved efficiency, effectiveness, control, risk mitigation, portfolio optimization, and more.STRONG LEADER AND TALENT DEVELOPER proven to build, lead, and train high-performance teams both domestically and offshore. Share drive and passion for analytics with cross-functional stakeholders to fuel the achievement of shared objectives.ROBUST ACADEMIC BACKGROUND including a BSBA degree with specializations in Finance & Risk Management, as well as an upcoming MBA degree, both from the top-ranked The Ohio State University, Fisher College of Business. Committed to driving continuous performance improvement, throughout each of my roles I have worked tirelessly to contribute value beyond expectations, to identify opportunities to increase efficiency and improve accuracy, and to deliver the analytical reports and forecasts to fuel accurate and timely business decisions.Whether working with a leading national retailer to improve forecasting and sales modeling to unprecedented levels, or consulting with Fortune 500 clients to shed light on asset and audit risks, or building a new private wealth management practice with my current employer, Meeder Investment Management, I strive to serve as a ‘go-to’ resource to improve existing practices and build out new and improved systems.In the past few years, I have proved instrumental in building a Private Wealth line of business, developing and scaling the operation to support growth from a handful to 450+ clients, and creating the tools, skills, and processes to manage an incredible volume of activity with efficiency, accuracy, and effectiveness.Throughout my tenure, I have had the opportunity to develop new business proposals, engage in client relationship management, design investment strategies to reduce financial liabilities for our clients, and train and lead others in the portfolio management functions.

Experience

1. Sr Fp & a Professional

   A10 Networks, Inc

   Jun 2024 — Present · San Jose, CA, US

Education

• The Ohio State University Fisher College of Business

  Bachelor of Science in Business Administration - BSBA, Finance & Risk Management

  2007 — 2011

• The Ohio State University Fisher College of Business

  Master of Business Administration - MBA

  2018 — 2021

Skills

• Microsoft Excel
• Financial Services
• Financial Statements
• Financial Modeling
• Bloomberg Terminal
• Accounting
• Dcf
• Sql Server Reporting Services (Ssrs)
• Sql Server Integration Services (Ssis)
• Factset
• Morningstar Direct
• Account Reconciliation
• Valuation
• Fund Accounting
• Fund of Funds
• Bloomberg
• Hedge Funds
• Alternative Investments
• Financial Reporting
• Axioma
• Financial Analysis
• Financial Accounting
• Microsoft Office