Devanshi Mukheja
Indore
Summary
Dynamic financial professional with extensive experience at S&P Global, excelling in financial modeling and data analysis. Proven track record in automating reporting processes, enhancing efficiency, and delivering impactful client insights. Adept in VBA programming and fostering collaboration across teams, driving successful outcomes through innovative solutions and strong client engagement.
Overview
7
7
years of professional experience
Work History
Senior Application Associate, Financial Modeling
S&P GLOBAL
Ahmedabad
04.2021 - Current
- Designed and maintained Financial statements and valuation models to support internal analysis and external client deliverables.
- Automated repetitive financial reporting tasks using VBA and Power Query, improving efficiency and reducing errors.
- Conducted deep-dive data analysis using SNL/S&P Capital IQ to support client presentations, benchmarking, and industry insights.
- Collaborated with cross-functional teams to refine financial tools and ensure alignment with evolving business needs.
- Provided ongoing Excel and financial model training to internal teams and clients, enhancing adoption and user competence.
- Troubleshot complex Excel model issues in real-time, delivering quick-turn solutions to minimize disruption to client deliverables.
- Streamlined monthly and quarterly reporting processes by building reusable templates and automating data pulls.
- Contributed to the development and enhancement of Excel-based tools for forecasting, scenario analysis, and budgeting.
- Engaged with customers to better understand needs and deliver excellent service.
Deputy Manager
ICICI BANK
Indore
09.2019 - 06.2020
- Assessed budget plans and present costs to forecast trends and recommend changes.
- Reviewed Customer portfolios as per their needs to promote efficiency and accuracy.
Summer Intern
KARVY Stock Broking
Indore
06.2018 - 07.2018
- To research, investigate and update client on available investment opportunities/financial market trend to determine whether they fit into client's portfolios by understanding client's needs & requirements.
Winter Intern
Bajaj Finserv
Indore
01.2018 - 02.2018
- Client interaction at the sales office to recommending the latest Bajaj Policies.
Education
MBA - Finance, Marketing
Prestige Institute Of Management And Research
Indore, Madhya Pradesh06.2019
Bachelor of Commerce - Taxation
R.P.L.Maheshwari College
Indore, Madhya Pradesh05.2017
High School Diploma -
Choithram School
Indore, Madhya Pradesh05.2014
High School Diploma -
Choithram School
Indore, Madhya Pradesh05.2012
Skills
- Financial modeling and reporting
- Data analysis and visualization
- VBA programming and automation
- Excel proficiency and training
- Scenario analysis techniques
Accomplishments
- Certification in National Institute of Securities Market (NISM)
- Certification in Insurance Regulatory and Development Authority (IRDA)
- Certification in MSExcel
- Completion of task which led to Revenue Generation.
- Five-times Winner of Honors Board for outstanding monthly performance and metrics.
- Winner in Wall of Fame appreciation program for being a part of crucial & time sensitive projects.
Additional Information
Orientation Program., Information technology training course, Participant of Spardha, Coordinator of Spardha chess team, Member of Game committee in manthan, Member of jabazokejabazo in manthan, Certificate of excellence for revenue generation, Certificate of excellence for target completion
Hobbies and Interests
- Swimming
- Listening to music
- Watching movie
Additional Proficiencies And Certifications
- Financial Modeling, Finoptions Institute of Financial studies pvt. Ltd, Indore, Madhya Pradesh, 07/2020, 03/2021
- Proficient in MS-office Applications- Advance EXCEL
Timeline
Senior Application Associate, Financial Modeling
S&P GLOBAL
04.2021 - Current
Deputy Manager
ICICI BANK
09.2019 - 06.2020
Summer Intern
KARVY Stock Broking
06.2018 - 07.2018
Winter Intern
Bajaj Finserv
01.2018 - 02.2018
MBA - Finance, Marketing
Prestige Institute Of Management And Research
Bachelor of Commerce - Taxation
R.P.L.Maheshwari College
High School Diploma -
Choithram School
High School Diploma -
Choithram School
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