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Financial Analyst with less than a year in Finance and Business Analytics with internship experience
MBA candidate specializing in Finance and Business Analytics with strong expertise in financial modeling, budgeting, forecasting, and financial statement analysis, improving data processing and reporting efficiency by 20%+ using Excel, Power BI, and SQL. Proficient in data analysis and financial tools, with internship experience at a CA firm supporting tax computations and financial reporting with high accuracy. Eager to leverage data-driven insights for decision-making in analyst roles.
DBS Global University, Dehradun
Master of Business Administration (MBA)
August 1, 2024 – June 30, 2026
University of Allahabad, Prayagraj
Bachelor of Commerce
August 1, 2021 – June 30, 2024
P D Academy, Deoria
Intermediate
June 1, 2019 – May 31, 2021
St. Paul Public School, Salempur, Deoria
High School
June 1, 2019 – May 31, 2019
Kantan & Associates CA Firm
Finance Intern
June 1, 2025 – August 1, 2025
India
Financial Modeling & Valuation Report on Nestle India
January 1, 2024 – December 31, 2024
Built a financial model in Microsoft Excel using 10 years of historical data (2014–2024) to analyze performance trends. Developed a 3-statement financial model with regression-based forecasting, improving projection accuracy by 20%. Conducted ratio, common-size, and DuPont analysis to evaluate profitability and operational efficiency. Calculated WACC and performed DCF valuation to estimate the company's intrinsic value. Performed relative valuation and Football Field analysis; utilized ROIC and Altman Z-Score to assess growth potential and financial stability.
Fund Fact Sheet for Nuvista Large-Mid Cap Mutual Fund
January 1, 2024 – December 31, 2024
Designed and managed a simulated mutual fund portfolio using 10 lakh in virtual capital on a trading simulation platform. Conducted fundamental analysis, sector allocation, and stock selection based on risk-return evaluation. Built tracking models in Excel, improving performance monitoring efficiency by 30%. Analyzed asset allocation, portfolio diversification, and benchmark comparisons to optimize returns. Evaluated fund performance using key metrics such as return percentage, portfolio weightage, and risk indicators. Implemented data-driven investment strategies, leading the fund to secure 1st place among 50+ participants.
Power BI Coffee Shop Sales Dashboard
Excel Skills for Business
Macquarie University (Coursera)
June 1, 2026 – Present
Financial Forecasting and Reporting
University of Colorado Boulder (Coursera)
June 1, 2026 – Present
Foundation Course in BFSI
NSE Academy
June 1, 2026 – Present
Leadership Skills
IIM Ahmedabad (Coursera)
June 1, 2026 – Present
January 1, 2024 – December 31, 2024
Built a Power BI dashboard analyzing 1,000+ transaction records to track sales, footfall, profit trends, and weekday revenue. Developed DAX measures to calculate Total Sales, Total Profit, and Average Profit Margin, improving insight accuracy by 25%. Designed 10+ interactive visualizations, including KPI cards, charts, and maps, to generate actionable business insights and track performance. Implemented slicers and cross-filtering to enable interactive data exploration, reducing analysis time by 40%. Designed an interactive, multi-page dashboard in Microsoft Power BI to analyze coffee shop footfall and sales performance.
Cultural Fit Analysis
The candidate's academic projects show a strong alignment with the analytical and data-driven aspects of a Financial Analyst role. Their pursuit of an MBA and various certifications (Excel, Financial Forecasting, BFSI) indicates a proactive learning attitude and commitment to the finance domain. The diversity of projects, from corporate valuation to mutual fund management and sales dashboards, suggests adaptability and a broad interest within finance. However, the experience is primarily academic and internship-based, which might require additional mentorship for full integration into a corporate environment.
Soft Skills & Operational Fit
The candidate demonstrates strong analytical and problem-solving skills through their project work, particularly in financial modeling and data interpretation. Their ability to lead a simulated fund to first place suggests a competitive drive and strategic thinking. The internship experience indicates an understanding of compliance and confidentiality, which are critical for financial roles. However, the resume does not provide explicit details on teamwork or communication in a professional setting beyond project descriptions.