Deepa Madhushri
Bengaluru
Summary
Tech-enabled finance professional with a strong interest in auditing and assurance, skilled in financial data handling, documentation accuracy, and process optimization. Experienced in data visualization and reporting using tools like Excel and Power BI, with a hands-on approach to workflow improvement. Eager to contribute to KPMG assurance success with Sharpe execution and learning mindset.
Overview
1
1
year of professional experience
Work History
Kotak Securities Ltd
09.2024 - 12.2024
- Assisted in categorizing client portfolios based on investment objectives.
- Supported in designing customized investment strategies.
- Managed account activations and deactivations.
- Conducted market research and maintained survey reports for process improvement.
- Facilitated client meetings with financial managers.
Star Fing Private Limited
11.2023 - 12.2023
- Conducted fundamental and technical analysis of the currency market.
- Monitored key economic indicators and their impact on currency values.
- Assisted in trade execution and portfolio management.
- Handled client interactions and meetings.
- Gained experience with financial software and trading platforms like Meta Trader.
Education
Bachelor of Education (B.Ed.) -
St. Xavier College of Education
Master of Science (M.Sc.) - Chemistry
Banasthali Vidyapith
Bachelor of Science (B.Sc.) - Chemistry
Patna Women's College
Post Graduate Diploma in Management - Finance, Business Analytics
International Institute of Business Study
05.2025
Skills
- Auditing and Accounting
- GAAP
- IFRS
- Microsoft Excel
- Data Analysis
- Power BI
- Diploma in Computer Applications
- Data collection and management
- Data Visualization
- Reporting
- Communication skill
- Problem Solving skill
- Attention to detail
- Team Management
- Adaptability
- Quick Learning
Accomplishments
- Research Paper Presentation under UGC 'Green Synthesis of Gold Nanoparticles and its use in Medicinal Chemistry.'
- Recognized for leadership and teamwork skills in academic and professional settings
Languages
English
Hindi
Personal Information
Hobbies: Creative Art: 'Trash to Treasure' Crafting, Swimming & Fitness
Timeline
Kotak Securities Ltd
09.2024 - 12.2024
Star Fing Private Limited
11.2023 - 12.2023
Master of Science (M.Sc.) - Chemistry
Banasthali Vidyapith
Bachelor of Science (B.Sc.) - Chemistry
Patna Women's College
Bachelor of Education (B.Ed.) -
St. Xavier College of Education
Post Graduate Diploma in Management - Finance, Business Analytics
International Institute of Business Study
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