Chinmay Neema
Mumbai
Summary
Intend to build a career in the field of Financial Data Research and Analysis and to seek a leading and challenging position in the corporate environment by contributing to the organization to the best of my abilities and to sharpen my own skills in the due course.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
Work History
Process Trainer
Morningstar India Private Limited
12.2022 - Current
- Conducting overall training sessions of financial statements in different templates for new members of the team.
- Conducting various focused refresher sessions, presentations, and quizzes for existing team members based on detailed analysis of quality reports.
- Creating engaging learning experiences by incorporating actual examples and case studies into the sessions.
- Collaborating with cross-functional templates and teams for seamless integration of new updates into the sessions.
- Creation of automated training modules with the aim to reduce the training time and ease the understanding of few topics.
- Creation and updating of multiple documents related to SOPs, refreshers, and methodologies.
- Auditing of practice files of new members to ensure accuracy.
- Generating daily and weekly performance reports to analyze and track the progress of new members and existing members.
Senior Data Research Analyst
Morningstar India Private Limited
09.2021 - 11.2022
- Providing resolution of MVP queries as SPOC in adherence to given timelines
- Preparation of weekly and monthly SPOC report
- Analyzing Financial Statements i.e., extracting data of Balance sheet, Profit and Loss Statement and Cash flow statement of non-UK market
- Mentoring new joiners along with audit feedback for new joiners and help them understand the process flow of their assignments
- Assignments within team – maintenance and analysis of audit data of the team and conducting weekly discussion session which aim to improve the overall defect rate and quality.
Data Research Analyst
Morningstar India Private Limited
09.2019 - 09.2021
- Analyzing Financial Statements i.e., extracting data of Balance sheet, Profit and Loss Statement and Cash flow statement of non-UK market
- Standardizing companies’ financial statement according to IFRS
- Detailed research of company’s business, revenue and key data required to compute financial ratios
- Involvement in Various Key Projects -Resolved Value Sign Historical Errors and Company Level QCs, tested new Vietnam Specific Template and prepared its AOR.
Education
Post Graduate Program in Security Markets -
National Institute of Securities Markets (NISM), SEBI
Mumbai, Maharashtra 07.2018 - 04.2019
Bachelor’s in Accounting and Business Management -
De Montfort University
England, UK 08.2011 - 05.2014
Skills
Quick Learner and Team Player
Focused Approach with Good Concentration
Problem Solving and Critical Thinking
Training Delivery and Feedback Analysis
Financial Statements and Subject matter expertise
Certification
Institute of Career in Financial Market - Certified Financial Market Professional
Accomplishments
- Star of the Quarter, Morningstar (Q3-2020, Q2-2021, Q3-2023)
- Newbie of the Quarter, Morningstar (Q4-2019)
- Various Thank you Cards and Spot Awards, Morningstar
Timeline
Process Trainer
Morningstar India Private Limited
12.2022 - Current
Senior Data Research Analyst
Morningstar India Private Limited
09.2021 - 11.2022
Data Research Analyst
Morningstar India Private Limited
09.2019 - 09.2021
Post Graduate Program in Security Markets -
National Institute of Securities Markets (NISM), SEBI
07.2018 - 04.2019
Bachelor’s in Accounting and Business Management -
De Montfort University
08.2011 - 05.2014
Institute of Career in Financial Market - Certified Financial Market Professional
Bloomberg Market Concepts
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