AGRIM JAIN
Summary
A results-oriented professional with a strong ability to manage finance related projects, streamline processes, and drive improvements. Passionate about leveraging AI-driven solutions and automation to enhance efficiency, reduce manual effort, and improve decision-making in finance. Skilled in Financial Modelling, Analytics, and Technology, with proficiency in MS Excel (VBA, Dashboards), KNIME, Python, and Business Intelligence tools. Evidenced good track record in academic and professional spheres, aspiring for CFA Charter.
Overview
1
1
Certification
Work History
Senior Management Trainee (Finance Transformation)
HCL Technologies Limited
- Led two Finance Transformation projects as Project Manager, ensuring seamless execution and alignment with business objectives
- Developed Business Case, Business Requirement Documents, As-is & To-be Process Flows
- Managed and tracked SIT and UAT phases for multiple projects, achieving early closures and mitigating risks, Additionally, prepared presentations for CXO meetings.
- Engaged in continuous communication with internal and external stakeholders, coordinating multiple projects simultaneously
- Time to Bill, Quantity Computation Time & Billing Pattern analysis for 30 major customers of the organisation, presented to Leadership:
- As-is number of days taken for Billing the customer
- Opportunity to improve the days to Bill
- Tracking of realisation of days to Bill
- Initiatives
- Copilot driven SharePoint based Agent Creation for Projects
- Developed Excel VBA macros outside of core responsibilities, automating tasks and saving up to one man day per execution.
- Researched and identified AI-driven software solutions to enhance organizational efficiency
Marketing Intern
Amar Ujala Web Services Pvt. Ltd.
01.2023
Equity Markets Analyst Intern
Finlatics
01.2023
Content Writing Intern
DigitalWikis
01.2022
Project Intern
Outlook Group
01.2022
Social Media Marketing Intern
Aashman Foundation
01.2022
Education
PGDM - Finance (IM) - Marketing
FORE School of Management
01.2024
B.Sc. - Computer Science
Govt. Holkar Science College
01.2021
XII (U.P. Board) - Science
Shri Varni Jain Inter College
01.2018
X (U.P. Board) - undefined
Shri Varni Jain Inter College
01.2016
Skills
- MS-Excel: VBA, Web Queries, Dashboards
- KNIME
- Python, C, C
- IBM SPSS
- ProwessIQ
- SAP Fiori
- Analytical Mindset
- Problem Solving Mindset
- Time Management Ability
- Collaborating Ability
Websites
Certification
- Excel Automation using ChatGPT | Microsoft | 2025
- Google sheets – Advanced | Google Cloud | 2025
- Consumer Neuroscience and Neuro Marketing | Nanyang Technical University, Singapore | 2023
- Financial Markets with Honors | Coursera | 2022
- Cost Accounting | Udemy | 2022
- Investment Banking Virtual Reality Intern Experience | Forage | 2022
- Commercial Banking Virtual Experience | Forage | 2022
- HTML Web Training | SK Computers | 2021
EXTRA CURRICULAR ACTIVITIES
2023: Creator, Excellent: Chanel Based on Finance Concepts & Models, YouTube 2022: Volunteer, NVW Tree Plantation Program, Bhumi Organization 2022: Participation, Marathon, Academy of Indore Marathoner 2021: Outstanding Position, International Creative Writing Contest, Monomousumi
Timeline
Marketing Intern
Amar Ujala Web Services Pvt. Ltd.
01.2023
Equity Markets Analyst Intern
Finlatics
01.2023
Content Writing Intern
DigitalWikis
01.2022
Project Intern
Outlook Group
01.2022
Social Media Marketing Intern
Aashman Foundation
01.2022
Senior Management Trainee (Finance Transformation)
HCL Technologies Limited
B.Sc. - Computer Science
Govt. Holkar Science College
XII (U.P. Board) - Science
Shri Varni Jain Inter College
X (U.P. Board) - undefined
Shri Varni Jain Inter College
PGDM - Finance (IM) - Marketing
FORE School of Management