Akul Wadhawan
Finance Specialist
New Delhi
Summary
Ambitious Financial Advisor Support Analyst at Ameriprise Financial with hands-on experience at Ernst & Young and Urban Company. Graduated with a Bachelor of Business Administration (Honors) from Christ University, recognized with a Merit Scholarship for academic excellence.
Overview
2025
2025
years of professional experience
17
17
years of post-secondary education
4
4
Certifications
Work History
Financial Advisor Support Analyst
Ameriprise Financial Services, LLC
8 2023 - Current
- Support US-based financial advisors in a virtual staffing model, assisting with financial planning for retail clients using tools like NaviPlan and MoneyGuide Pro
- Manage end-to-end financial deliverables, including data gathering, data entry, analysis, recommendations, and delivery of the final plan
- Analyze financial status by comparing actual results with plans and forecasts, conducting probability analysis, net worth assessments, and cash-flow analyses
- Handle post-meeting activities, such as account creation, money movements, and annuity illustrations, ensuring smooth implementation of financial strategies
Summer Intern
Ernst and Young
5 2022 - 10.2022
- Contributed to the People Analytics domain within Ernst & Young's People Advisory Services.
- Developed and maintained data visualization dashboards using Excel and Power BI to provide insights and track performance metrics.
- Collaborated with industry professionals to conduct gap analyses, identifying areas for improvement in processes and workforce analytics.
Business Development Intern
Urban Company
07.2021 - 08.2021
- Assisted in the onboarding process for the newly launched Men's Grooming Royale category.
- Played a key role in interviewing potential associates and managing the entire onboarding process, ensuring smooth integration into the team.
Marketing Intern
The Claim Consultants
05.2021 - 07.2021
- Onboarded insurance agencies, facilitating partnerships to bundle company products with insurance policies.
- Created and managed website content, enhancing the company's online presence and supporting marketing initiatives.
Education
Bachelor of Business Administration Honors - Finance
Christ University
07.2020 - 07.2023
High School Diploma -
Apeejay School
Delhi, India 04.2006 - 03.2020
Skills
Microsoft Excel
IBM SPSS
Microsoft Power BI
Microsoft Word
Microsoft Power Point
Tableau
SQL
CRM
Financial Planning
MoneyGuide Pro
NaviPlan
Certification
The Fundamentals of Digital Marketing - Google
Volunteer Experience
Youth Leadership, Special Olympics Bharat
Timeline
Business Development Intern
Urban Company
07.2021 - 08.2021
Marketing Intern
The Claim Consultants
05.2021 - 07.2021
Bachelor of Business Administration Honors - Finance
Christ University
07.2020 - 07.2023
High School Diploma -
Apeejay School
04.2006 - 03.2020
The Fundamentals of Digital Marketing - Google
Creative Certification Exam - Google
A Complete Introduction to Microsoft Power BI - Udemy
The Business Intelligence Analyst Course - Udemy (Undergoing)
Financial Advisor Support Analyst
Ameriprise Financial Services, LLC
8 2023 - Current
Summer Intern
Ernst and Young
5 2022 - 10.2022
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