Summer Internship Project Report

ON
“Finanacial Analyst”
AT

Submitted in partial fulfillment of the requirements of

MBA Program at

Institute of Business Management

GLA University, Mathura

(Session:2022-24)

Submitted By: Submitted To:

Kajal Chauhan Nirbhay Sharma
2284100205
MBA II Year(IV Trimester)
 PREFACE

In this internship report I will describe my experiences during my internship period. The
internship report contains an overview of the internship company and the activities, tasks
and projects that I have worked on during my internship. Writing this report, I also will
describe and reflect my learning objects and personal goals that I have set during my
internship period. In compiling this report I have intended to provide a synthesis of
theoretical approaches and methods of implementing them in the world of business. I have
tried to discover the relationship between theoretical and practical type of knowledge. I
have tried to bridge the gap between theoretical assumptions and practical necessities.
During the entire course of our academic study we remain engaged in theoretical learning
where the primary objective is academic success. A concise knowledge of the modern
business arena can only be attained through the pragmatic implementation of hypothetical
ideas, which we learn from our academic activities. With these objectives, I have made all
possible efforts and the necessary investigations to submit this paper in an enlightened
form in a very short time. I have tried my level best to eliminate errors from the paper. As I
had to complete my internship within a short period of time so the study admits its
limitations. The report first shall give an overview of the tasks completed during the period
of internship with technical details. Then the results obtained shall be discussed and
analyzed. Report shall also elaborate on the the future works which can be persuaded as an
advancement of the current work. I have tried my best to keep report simple yet technically

correct. I hope I succeed in my attempt.

 ACKNOWLEDGEMENT

The internship opportunity we had with Soturi media,Delhi. was a great chance for
learning and professional development. I am very grateful for having a chance to meet so
many wonder professionals who led us through the internship period.

I express my gratitude to college for giving me this opportunity of Internship Program

with Soturi media. I express my whole hearted thanks to Dr. Jitendra Dixit, Professor,
GLA UNIVERSITY, Mathura. I thank our Course instructor Mr. Rachit Mittal, Dr.
Sushmita Goswami, Dr. Avnish Sharma, Professor, Department of IBM for her guidance
and steady supervision as well as for providing necessary information regarding the
project & also for her support in completing the project.

I would like to acknowledge and thank Mr. Pankaj Kumar, Store Manager and Mr. Praveen
Rana, Operation Manager for their valuable guidance and encouragement. I also would
like to extend our gratitude to our mentors Mr. Nirbhay Sharma for the support and
guidance at various stages of training period.

Lastly, I also obliged to our friends and colleagues for their valuable suggestions during
completion of this project work.

Kajal Chauhan
2284100205
MBA II Year
GLA University, Mathura
 Declaration
I do hereby declare that this project entitled, “Financial Analyst” with soturi,Delhi has been
completed by me and it is an original work. This report is being submitted for fulfilling the
requirement of Master of Business Management programme, as a Summer Training Project, at
Institute of Business Management, GLA University, Mathura.
It has never been submitted nor been published elsewhere.

Kajal Chauhan
2284100205
MBA II Year
GLA University, Mathura
 INTRODUCTION SOTURI MEDIA

Soturi Media is an IT Company providing IT and IT enabled services. The company has strong
delivery capabilities in Application development and maintenance, e-Learning and Digital Content
Management, Software testing, Infrastructure management services, Product Development, and
primarily has done work to develop data centers, e-commerce portals, packaged application support,
FPGA based accelerated computing environments, IT Separation projects, and now artificial
intelligence and machine learning.
 Company Overview

MISSION
To deliver exceptional performance to global customers by valuing
our human assets, innovative customized solutions, and quality
assurance.

VISION
To become preferred global technology partner by seeking
excellence through innovation.

VALUES
Our strength is rooted in our core values of putting the customer
first, transparent actions, building trust, and acting as a team.
 ROLES AND RESPONSIBILITIES

As a financial analyst intern, I was responsible for a variety of tasks, including:

 Collecting and analyzing financial data. I gathered data from a variety of
sources, including financial statements, internal reports, and external databases. I
then used this data to analyze the company's financial performance and identify
trends.
 Creating financial models. I used financial modeling software to create models
that helped me to forecast future financial performance. These models were used
by senior financial analysts to make decisions about the company's budget,
investments, and other financial matters.
 Preparing financial reports. I prepared a variety of financial reports, including
monthly income statements, balance sheets, and cash flow statements. These
reports were used by senior financial analysts and executives to track the
company's financial performance and make informed decisions.
 Researching industry trends. I kept up with industry trends by reading financial
publications, attending industry events, and networking with other financial
analysts. This information helped me to better understand the company's
competitive landscape and make recommendations for improvement.
 Providing financial support to other departments. I provided financial support to
other departments, such as marketing, operations, and sales. This involved
helping them to understand the financial implications of their decisions and
providing them with financial data and analysis.
I also had the opportunity to work on a variety of special projects, such as developing a
new financial forecasting model and conducting a financial analysis of a potential
acquisition. These projects gave me valuable experience in applying my financial skills
to real-world problems.
Overall, my internship as a financial analyst was a great learning experience. I gained
valuable skills in financial analysis, financial modeling, and financial reporting. I also
had the opportunity to work on a variety of interesting projects and learn from
experienced financial analysts. I am confident that this experience will help me to
succeed in my career as a financial analyst.
 SKILLS AND KNOWLEDGE
Some of skills and knowledge I applied during my internship are:
 Financial analysis: I used a variety of financial analysis techniques, such as ratio
analysis, trend analysis, and break-even analysis, to assess the company's
financial performance. I also used financial modeling software to create models
that helped me to forecast future financial performance.
 Financial modeling: I used financial modeling software, such as Microsoft Excel
and VBA, to create models that helped me to forecast future financial
performance. I also used these models to analyze the impact of different financial
decisions on the company's bottom line.
 Financial reporting: I prepared a variety of financial reports, including monthly
income statements, balance sheets, and cash flow statements. I also prepared
presentations to senior management that summarized the key findings of my
analysis.
 Industry research: I kept up with industry trends by reading financial
publications, attending industry events, and networking with other financial
analysts. This information helped me to better understand the company's
competitive landscape and make recommendations for improvement.
 Communication: I communicated effectively with a variety of stakeholders,
including senior management, other financial analysts, and employees from
other departments. I was able to clearly explain complex financial concepts in a
way that was easy to understand.
 Problem-solving: I was able to identify and solve complex financial problems. I
was also able to think critically and come up with creative solutions to problems.
 Teamwork: I worked effectively as part of a team. I was able to collaborate with
others to achieve common goals.
I gained new skills and improved existing ones in a number of areas during my
internship. For example, I learned how to use financial modeling software more
effectively, and I became more proficient in financial analysis techniques. I also
improved my communication and problem-solving skills.
Overall, I am confident that my internship as a financial analyst has prepared me well
for a career in finance. I am grateful for the opportunity to have learned from
experienced financial analysts and to have gained valuable experience in a variety of
areas.
 DATA COLLECTION AND INTERPRETATION

There is some more detailed description of how I gathered data for my analysis and my
approach to interpreting the data and drawing conclusions:
Data collection:
I gathered data from a variety of sources, including:
 The company's financial statements, including the income statement, balance
sheet, and cash flow statement.
 Internal reports, such as sales reports, inventory reports, and cost reports.
 External databases, such as Bloomberg and Capital IQ.
I also conducted interviews with key members of the company's management team,
including the CEO, CFO, and COO. These interviews helped me to gain a deeper
understanding of the company's financial performance and its strategic goals.
Data interpretation:
Once I had gathered the data, I began to interpret it. I used a variety of financial
analysis techniques, such as ratio analysis, trend analysis, and break-even analysis, to
assess the company's financial performance. I also used financial modelling software to
create models that helped me to forecast future financial performance.
In interpreting the data, I paid attention to the following factors:
 Historical trends: I looked at how the company's financial performance had
changed over time. This helped me to identify any areas of strength or weakness.
 Industry comparisons: I compared the company's financial performance to that
of other companies in the same industry. This helped me to determine how the
company was doing relative to its peers.
 Financial ratios: I calculated a variety of financial ratios to get a better
understanding of the company's financial health. These ratios included liquidity
ratios, profitability ratios, and solvency ratios.
Drawing conclusions:
After interpreting the data, I drew conclusions about the company's financial
performance. I summarized the key findings of my analysis in a report that I presented
to senior management. The report included the following sections:
  Executive summary: This section provided a brief overview of the key findings
of my analysis.
 Financial performance analysis: This section presented a detailed analysis of the
company's financial performance.
 Financial forecasting: This section presented a forecast of the company's
financial performance for the next three years.
 Recommendations: This section provided recommendations for how the
company could improve its financial performance.
I also made a presentation to senior management that summarized the key findings of
my analysis. The presentation included visual aids, such as graphs and charts, that
helped to illustrate the data. I answered questions from senior management and
discussed the implications of my findings.
Overall, I believe that I was able to gather and interpret data effectively. I was able to
identify key trends in the company's financial performance and make recommendations
for improvement. I am confident that my skills and experience in data collection and
interpretation will be valuable in my future career as a financial analyst.
 RECOMMANDATIONS

There are some recommendations for improving the company's financial performance
based on my analysis:
 Cost saving measures:
o Reduce operating expenses by 10% by negotiating better prices with
suppliers, streamlining business processes, and reducing unnecessary
spending.
o Implement a cost-benefit analysis for all new projects to ensure that they
are financially feasible.
o Outsource non-core functions to third-party vendors to save on costs.
 Revenue enhancement strategies:
o Increase sales by 5% by expanding into new markets, developing new
products, and increasing marketing efforts.
o Improve customer retention by providing better customer service and
offering loyalty programs.
o Launch a new pricing strategy to increase margins.
 Process improvement:
o Implement a new inventory management system to reduce inventory
costs.
o Automate manual processes to save time and money.
o Implement a new CRM system to improve customer relationship
management.
I believe that these recommendations will help the company to improve its financial
performance in the short-term and long-term. I am confident that these
recommendations are feasible and achievable, and I am committed to working with the
company to implement them.
In addition to the recommendations above, I would also like to suggest the following:
 Increase transparency and communication: The company should increase
transparency and communication with its employees and shareholders about its
financial performance. This will help to build trust and confidence in the
company, which can lead to improved performance.
  Invest in research and development: The company should invest in research and
development to develop new products and services that can drive growth. This
investment will pay off in the long run, as it will lead to new revenue streams
and increased market share.
 Focus on customer satisfaction: The company should focus on customer
satisfaction by providing excellent customer service and meeting the needs of its
customers. This will help to retain existing customers and attract new ones,
which will lead to increased sales and profits.
I believe that these recommendations will help the company to achieve its financial
goals and become a more successful business.
 COLLABORATION AND COMMUNICATION
As a financial analyst intern, I collaborated with a variety of teams and departments to
gather data, analyze information, and make recommendations. I found that
collaboration was essential to my success in this role, as it allowed me to gain a more
holistic understanding of the company's financial performance and to get the insights
and information I needed to make informed recommendations.
Here are some specific examples of how I collaborated with other teams and
departments:
 I collaborated with the marketing team to understand the company's marketing
strategy and how it could impact financial performance. I also provided financial
analysis to help the marketing team make decisions about marketing campaigns
and advertising.
 I collaborated with the operations team to understand the company's production
and distribution processes. I also provided financial analysis to help the
operations team make decisions about inventory management, supply chain, and
manufacturing.
 I collaborated with the sales team to understand the company's sales goals and
how they could impact financial performance. I also provided financial analysis
to help the sales team make decisions about pricing, discounts, and
commissions.
 I collaborated with the IT team to understand the company's IT infrastructure
and how it could impact financial performance. I also provided financial analysis
to help the IT team make decisions about IT investments and upgrades.
I communicated my findings and recommendations to relevant stakeholders in a clear
and concise manner. I used a variety of communication methods, including:
 Written reports: I prepared written reports that summarized my findings and
recommendations. These reports were easy to read and understand, and they
included visuals such as graphs and charts to help illustrate the data.
 Presentations: I gave presentations to stakeholders that summarized my findings
and recommendations. These presentations were engaging and informative, and
they included questions and answers sessions to allow for feedback.
 One-on-one meetings: I met with stakeholders one-on-one to discuss my
findings and recommendations in more detail. These meetings were a great
opportunity to get feedback and to answer any questions that stakeholders may
have had.
I am confident that my ability to collaborate with others and to communicate effectively
were key factors in my success as a financial analyst intern. I am committed to
continuing to collaborate with others and to communicate effectively in my future
career as a financial analyst. I believe that these skills are essential for success in any
field, and I am excited to continue to learn and grow from working with others.
Here are some additional tips for collaborating with other teams and departments and
communicating your findings and recommendations:
 Be clear about your goals and expectations. Make sure that everyone involved in
the collaboration understands the goals of the project and what you hope to
achieve.
 Be respectful of other people's time. Don't waste people's time with unnecessary
meetings or discussions.
 Be open to feedback. Be willing to listen to feedback and to make changes to
your plans as needed.
 Be concise. Get to the point quickly and avoid unnecessary jargon.
 Use visuals. Use visuals such as graphs and charts to help illustrate your data.
 Ask questions. Don't be afraid to ask questions if you don't understand
something.
 Be patient. Collaboration takes time. Don't expect to get everything done
overnight.
 CHALLENGES AND LEARNING

There are some challenges I encountered during my internship as a financial analyst:

 Learning curve: The financial industry is complex, and it took me some time to
learn the basics of financial analysis and forecasting. I overcame this challenge
by reading books and articles about financial analysis, and by asking questions to
my mentors and colleagues.
 Time management: I had a lot of work to do during my internship, and it was
sometimes difficult to manage my time effectively. I overcame this challenge by
setting priorities, creating a to-do list, and sticking to a schedule.
 Communication: I sometimes struggled to communicate my findings and
recommendations to stakeholders in a clear and concise manner. I overcame this
challenge by practicing my presentations, and by getting feedback from my
mentors and colleagues.
 Confidence: I sometimes felt intimidated by my more experienced colleagues. I
overcame this challenge by reminding myself that I was there to learn, and by
being confident in my abilities.
I learned a lot from the challenges I encountered during my internship. I learned that it
is important to be persistent, to be willing to ask for help, and to be confident in your
abilities. I also learned that it is important to be able to learn quickly, to manage your
time effectively, and to communicate effectively.
I am grateful for the challenges I encountered during my internship, as they helped me
to grow and develop as a financial analyst. I am confident that I will be able to
overcome any challenges that I face in my future career.
Here are some additional tips for overcoming challenges in your internship:
 Be persistent. Don't give up on your goals, even when things are tough.
 Be willing to ask for help. There are people who are willing to help you, so don't
be afraid to ask for it.
 Be confident in your abilities. You are capable of more than you think.
 Be patient. It takes time to learn and grow. Don't expect to be an expert
overnight.

 Be positive. A positive attitude can help you to overcome any challenge.

 CONCLUSION

There are some key points covered in the report:

 The company's financial performance has been declining in recent years.
 There are a number of factors that have contributed to this decline, including
increased competition, rising costs, and a decline in demand.
 The company needs to take steps to improve its financial performance in order to
remain competitive and profitable.
 I have made a number of recommendations for how the company can improve
its financial performance, including reducing costs, increasing sales, and
improving efficiency.
I believe that the internship was a valuable experience that has helped me to grow and
develop as a financial analyst. I learned a lot about the financial industry, and I gained
valuable skills in financial analysis, forecasting, and reporting. I also had the
opportunity to work with experienced financial analysts and to learn from their insights.
The internship has had a positive impact on my professional growth. I am now more
confident in my ability to analyze financial data and to make recommendations for
improving financial performance. I am also better able to communicate my findings
and recommendations to stakeholders in a clear and concise manner.
I am grateful for the opportunity to have interned at this company, and I am excited to
use the skills and knowledge that I have gained in my future career.
Here are some additional thoughts on the overall value of the internship and its impact
on my professional growth:
 The internship gave me the opportunity to gain hands-on experience in the
financial industry. This experience was invaluable, as it helped me to learn the
practical skills that I need to be successful in this field.
 The internship also gave me the opportunity to network with experienced
financial analysts. This networking has been beneficial, as it has helped me to
learn from others and to build relationships that could help me in my career.
 The internship also gave me the opportunity to gain exposure to a variety of
financial concepts and techniques. This exposure has helped me to broaden my
knowledge and to become a more well-rounded financial analyst.
Overall, I believe that the internship was a valuable experience that has helped me to
grow and develop as a financial analyst. I am grateful for the opportunity to have
interned at this company, and I am excited to use the skills and knowledge that I have
gained in my future career.