Urvashi Raikwar
Mumbai
Summary
Dynamic Finance and Data Analysis professional with over three years experience in business planning, data research and forecasting in finance industry. Proven ability to analyze complex data, drive process improvements, and collaborate effectively with cross-functional teams. Committed to continuous growth and driving success in challenging environment.
Overview
3
3
years of professional experience
Work History
Data Research Analyst
Morningstar
02.2023 - Current
- Analyze Investment data and tracking KPIs at product and customer levels, contributing to strategic decision making for managed investment data.
- Collaborate with cross-functional teams to resolve complex data issues, ensuring accuracy and efficiency in reporting and analysis.
- Developed reports and presentations for stakeholders, enabling data-driven decisions planning and implementation on ongoing and new projects.
- Utilize Jira and Salesforce to track project timelines, ensuring timely delivery of reports and automation processes.
- Implemented improvements in data collection methodologies, enhancing the integrity of key financial data and increasing overall process efficiency.
Financial Analyst
Impact Infra Equipment Pvt Ltd
10.2021 - 01.2023
- Conducted in-depth trend analysis of key performance indicators related to sales, expenditure, and profit margins, providing actionable insights to senior management.
- Prepared comprehensive monthly and quarterly reports for management and various departments, facilitating informed decision-making and strategic planning.
- Assisted in the business planning process for new products and market expansion contributing to revenue growth.
- Proactively managed key accounts of the organization, fostering strong relationships and identifying opportunities for growth and expansion.
- Successfully completed a variety of special tasks, including the preparation of professional presentations (PPT), specialized reports, meeting agendas, and financial spreadsheets, contributing to the efficient operation of the finance department.
Deputy Manager
ICICI Bank
03.2021 - 08.2021
- Led retail banking revenue generation efforts by promoting and selling diverse banking products, surpassing monthly targets.
- Drove the growth of NRI banking business and effectively promoted debt products, contributing to the bank's overall profitability and market presence.
- Managed retail banking operations and prioritized exceptional customer service, and ensuring high levels of customer satisfaction and retention. Proficiently operated banking software systems including Finacle Core, CRM, and DMP.
Education
MBA - Marketing Management
Institute of Management Studies
Indore, India06.2021
BBA - Finance
Acropolis Institute of Management Studies
Indore, India06.2018
Skills
- MS Excel and Powerpoint
- SQL
- Power BI
- Jira
- Salesforce
- Data Analysis
- Financial Planning and forecasting
- Cross Functional Collaboration
- Exceptional Communication
Accomplishments
Revenue Forecasting Model for Product Segmentation: Developed a revenue forecasting model based on product, pricing, and tenure segmentation.
Outcome: The model led to more precise revenue forecast and better resource allocation for marketing and sales efforts.
Timeline
Data Research Analyst
Morningstar
02.2023 - Current
Financial Analyst
Impact Infra Equipment Pvt Ltd
10.2021 - 01.2023
Deputy Manager
ICICI Bank
03.2021 - 08.2021
MBA - Marketing Management
Institute of Management Studies
BBA - Finance
Acropolis Institute of Management Studies
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