Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Languages
Timeline
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Sonam Chauhan

Pune

Summary

Finance MBA graduate with a strong foundation in financial analysis, reporting, and forecasting. Proven expertise in financial modeling and budgeting, complemented by advanced skills in Excel and data analysis. Notable achievements include consistently improving efficiency and reducing costs through data-driven decision-making. Eager to apply analytical skills and financial acumen to drive strategic initiatives as a Financial Analyst.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Business Development Manager

ICAD
Nagpur
12.2024 - 02.2025
  • Conducted market research for competitive analysis and formulated effective sales strategies.
  • Engineered streamlined business processes within the finance framework, resulting in a 15% faster target achievement.
  • Facilitated auditing processes by collaborating with internal and external auditors.
  • Skilled in planning and marketing campaigns, with deep expertise in sales.
  • Excels in collaborating with diverse groups and working autonomously.

Associate Financial Analyst

Invact Metaversity
Bengaluru
11.2023 - 11.2024
  • Examined financial data to construct models aiding in decision-making, achieving a 25% reduction in costs.
  • Analyzed industry standards extensively to strengthen strategic planning.
  • Utilized comprehensive data interpretation techniques to generate actionable financial recommendations.
  • Managed cost assessments within policy guidelines, leading to a 5% decrease in expenses.
  • Created tools using Excel to manage key performance indicators.
  • Developed thorough financial documentation featuring P&L statements, balance sheets, and cash flow summaries.
  • Examined financial figures including revenue, operating expenses, and budgets to recognize patterns and enhancement opportunities.
  • Contributed to closing activities at month's end and year's end, achieving precise financial statements.

Operations Executive

Vedantu Innovation Pvt. Ltd.
Bengaluru
06.2022 - 09.2023
  • Managed activities in fintech cases, processed refunds and scheduled re-enrollments.
  • Supervised delivery quality of services from both in-house and outsourced providers.
  • Collaborated with top leadership to establish key operational targets.
  • Directed the research process and produced scheduled reports tailored for each department.

Investment Advisor Assistant

CapitalVia Global Research Limited
Mumbai
12.2021 - 03.2022
  • Formulated plans to ensure customer retention through healthy relationship management and service renewals.
  • Specialized in offering bespoke investment strategies aligned with clients' unique needs and aspirations.
  • Fostered strong customer relationships and reduced client churn rate.

Financial Advisor Intern

Sharekhan
Nagpur
06.2021 - 08.2021
  • Conducted thorough technical analysis to inform stock trading decisions.
  • Evaluated multiple mutual fund categories comprehensively.

Education

Master of Business Administration - FINANCE/MARKETING

Shri Ramdeobaba College of Engineering And Management
Nagpur, MH
03-2022

XII - Computer Science

Shri Shivaji Education Society Amravati Science College
Nagpur, MH
07.2015

Skills

  • Financial Software (SAP)
  • Statistical and Analytical Tools (Power BI)
  • Accounting Software (Tally, SAP)
  • Data Analytics (Excel and VBA)
  • ERP and CRM systems, such as Salesforce and Zoho
  • MS PowerPoint
  • Financial Analysis and Reporting
  • Forecasting and budgeting
  • Financial modeling
  • Valuation
  • Risk Management
  • Problem-Solving and Critical Thinking
  • Market research
  • Excellent written and verbal communication

Certification

  • Certified Financial Modeling & Valuation Analyst (FMVA), Udemy - 2025
  • SAP FI CO (Finance and Controlling) Certification Training, Udemy - 2025
  • The Complete Financial Analyst Course 2024, Udemy - 2024

Personal Information

  • Passport Number: S5096329
  • Date of Birth: 08/16/97
  • Gender: Female
  • Nationality: Indian
  • Marital Status: Single

Languages

English
First Language

Timeline

Business Development Manager

ICAD
12.2024 - 02.2025

Associate Financial Analyst

Invact Metaversity
11.2023 - 11.2024

Operations Executive

Vedantu Innovation Pvt. Ltd.
06.2022 - 09.2023

Investment Advisor Assistant

CapitalVia Global Research Limited
12.2021 - 03.2022

Financial Advisor Intern

Sharekhan
06.2021 - 08.2021

Master of Business Administration - FINANCE/MARKETING

Shri Ramdeobaba College of Engineering And Management

XII - Computer Science

Shri Shivaji Education Society Amravati Science College

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