About
I am a Finance and Business Analytics professional with nearly 2 years of experience across Financial Analysis, MIS Reporting, Banking Operations, Credit Assessment, Customer Advisory, and Business Analytics. Most recently, I have been working as an Officer with The Federal Bank Ltd., supporting credit evaluation, portfolio advisory, business reporting, operational monitoring, regulatory compliance, and customer relationship management functions.
My work spans preparing financial and MIS reports, conducting credit assessments, and supporting retail investment advisory services. I have automated Excel-based dashboards using Pivot Tables, Power Query, and VBA to enhance real-time business monitoring and decision-making. I have also developed management presentations and analytical reports using PowerPoint and data visualization techniques, and worked with financial datasets and audit schedules during my internship at Felix Advisory Ltd.
Experience
Officer
The Federal Bank Ltd.
Nov 2024 – Present
‹ Preparing and delivering financial and MIS reports to monitor product penetration, branch revenue, operational performance, and business metrics, enabling management visibility into key performance indicators.
‹ Conducting credit assessments and financial analysis for secured and unsecured lending products while ensuring adherence to RBI regulations, audit requirements, and internal compliance frameworks.
‹ Supporting retail customers with investment and portfolio advisory services by recommending mutual funds, fixed-income products, insurance solutions, and other suitable financial instruments based on risk-return objectives.
‹ Automating and optimizing Excel-based dashboards and reporting mechanisms using Pivot Tables, Power Query, and VBA to support real-time business monitoring and decision-making.
Financial AnalysisPivot TablesPower Query
Events & Operations Manager
ACIC BMU
Oct 2022 – Dec 2024
‹ Prepared Excel-based budgets, forecasts, and performance dashboards to support event planning, financial tracking, and resource allocation.
‹ Developed management presentations and analytical reports using advanced PowerPoint functionalities and data visualization techniques.
‹ Coordinated with multiple stakeholders, vendors, and internal teams to ensure process efficiency, cost control, and KPI tracking for event execution.
ExcelPowerPointData Visualization
Intern
Felix Advisory Ltd.
Mar 2023 – Jul 2023
‹ Reviewed financial statements, compliance documentation, and reconciliations in accordance with Indian Accounting Standards.
‹ Assisted Chartered Accountants in preparing audit schedules, variance analyses, and supporting documentation for clients within the real estate sector.
‹ Worked with large financial datasets to ensure reporting accuracy, consistency, and timely completion of assignments.
Financial StatementsAudit SchedulesVariance Analysis
Education
BML Munjal University
MBA · Finance & Business Analytics
2024
University of Calcutta
B.Com. (Honours)
2022
Certifications
Stock Valuation with Dividend Discount Model
Coursera
Project Valuation and the Capital Budgeting Process
Coursera
Introduction to Valuation with WACC
Coursera
Information Systems Auditing, Controls and Assurance
Coursera
Forensic Accounting and Fraud Examination
Coursera
Statistics for International Business
Coursera
Information Technology Application (CITA) – Government of West Bengal
Government of West Bengal
Digital Learning Certification (Google Certified)
Google
Skills
Stakeholder ManagementPowerPointVBAPivot TablesPower PivotPower QueryMicrosoft ExcelTableauPower BIData AnalyticsProcess ImprovementRisk MonitoringRegulatory ComplianceFinancial ReportingLoan ProcessingCredit AssessmentDashboard AutomationMIS ReportingBusiness AnalyticsFinancial Analysis
Languages
EnglishHindiBengaliOdia
