Rishi Jain
Client Services Advisor @Silicon Valley Bank
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WORK HISTORY
Client Services Advisor @Silicon Valley Bank
AZ, US
EDUCATION
W. P. Carey School of Business – Arizona State University
Master of Science - MS, Finance
The Institute of Chartered Accountants of India
CA Foundation
Sanatan Dharma College
Bachelor of Commerce - BCom, Accounting
Central Board of Secondary Education
secondary school certificate, High School/Secondary Certificate Programs
Central Board of Secondary Education (CBSE)
secondary school certificate, High School/Secondary Certificate Programs
Kurukshetra University (KUK)
Bachelor of Commerce - BCom
ABOUT RISHI JAIN
Motivated Finance graduate student at Arizona State University’s W. P. Carey School of Business, with 2+ years of hands-on experience in accounting, financial analysis, and customer support. My journey started with Chartered Accountancy in India (CA Inter – ICAI), and I’m now pursuing CPA certification to strengthen my accounting foundation even further.I’ve had the chance to work across different roles—from reconciling 500+ transactions under IFRS and improving cash flow accuracy, to helping customers at GoDaddy and generating $60K+ in sales through upselling and retention strategies. I also enjoyed mentoring 120+ students as an Instructor Aide, where I broke down complex personal finance topics.Recently, I helped design a pension fund portfolio using Bloomberg data, optimizing returns while managing risk a project that really deepened my interest in financial strategy and long-term planning.I like solving problems with data and turning numbers into meaningful decisions. I\'m now actively exploring internships and full-time roles in financial analysis, corporate finance, and accounting, where I can make a real impact.
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