Hi all,
I wanted a
profile review-
Education -
Class 10- 10CGPA
Class 12- 72.6% ( Science)
Graduation - BBA- Finance : 8.68 CGPA ( From:- BMCC,Pune )
Work Experience -
Note - Will be completing 2 years this August
Current Role - Data Research Analyst at Morningstar ( From August 2022-Current)
About role-
My role is to analyse financial documents carefully and upload it in a structured format on the Morningstar user platform.
I also work with data consultants of the EMEA region to resolve the discrepancy in data visibility issues using SQL and various other technical tools.
I am required to work with the tech team and various other product teams to resolve issues.
I manage relationships between Morningstar and Insurance companies, Fund companies and AMCs.
Achievements-
1. I have reduced the working hour for a particular profile using Excel VBA as a tool, which has saved a lot of manual processing time.
2. I have worked with the tech team to automate many areas of my process.
3. Collaborated with Data Consultants of EMEA region to resolve multiple issues which clients have faced on multiple days.
4. Found a discrepancy in a flow before it was discovered at the clients end, which saved us from losing our client.
5. I am part of the Financial Literacy group in my company, where I manage and take sessions to increase financial knowledge of employees.
6. I have also been a process trainer for new joiners. I have helped them excel in the process within a very short span.
2. Previous role-
Quality Analyst - FinIQ Consulting Pvt. Ltd. (Pune)
Duration - August 2021- August 2022.
About role-
My role was to creating and validating end to end testcases and testplans UAT, SIT and pre-prod environment.
I was also used to perform regression, financial and conformance testing. I used to check FIX connection, API testing as well as ensure email connectivity among Buyside and Sellside banks.
I used to report any issues in the UAT and SIT stage to developers and configurators and help them resolve the issue. I have a financial understanding of Structured products, Derivatives, Options and Bonds.
Achievements-
1. I was awarded with best performance award for my batch.
2. I have handled multiple projects at times.
3. Was part of the demo team on multiple occasions.
4. Set new standards for test cases and test plans.
5. Tested end to end trade life cycles and built connectivity between trading platforms.
6. Introduced the new UI-UX testing scenarios to check the effectiveness of the platform.
7. Used to test the financial product script by manually calculating the results on Excel.
Key Skills-
Structured Product, leadership,
Automation using various tools, MS office, SQL, client communication, Data analysis,
Internship-
1. Car Udyog - worked with a startup where I was Finance and Accounts Intern. I helped it in pricing and costing methodology. Coordinated with the tech team to set the pricing calculation. I also handled the accounts part of the company. I also forecasted break-even point for the business model.
2. Bayside media- I worked here as an intern. Our main product was an education program. My role was to make calls to graduate students and sell them education products which could help them boost their career.
Extra-curricular -
1. Was part of the college annual event as a volunteer. Got maximum entries in one day.
2. I am a marathon runner and organize small marathon runs on weekends.
Social work-
1. Volunteer at Teach for India.
I teach around 41 underprivileged students Maths and English.
Projects -
Final year project was on Comparative Ratio Analysis of 5 Subsidiaries of Adani. Performed ratio analysis and financial interpretation of Cash flow, Balance sheet and P&L.
Targeting GMAT attempt on August 18.