Divisha Thawani
Jaipur
Summary
Analytical and detail-driven finance professional with an MSc in Finance & Management from the University of Exeter and hands-on experience in fund accounting, investment operations, and UK pension fund management. Prospective ACCA candidate, I bring a strong foundation in financial reporting, data analysis, and stakeholder communication. Experienced in working with global teams, I thrive on interpreting financial data to support sound investment decisions and operational efficiency. Eager to contribute to impactful financial analysis and strategy in a dynamic, growth-focused environment.
Overview
4
4
years of professional experience
Work History
Customer Service Representative
Diligenta
03.2024 - 04.2025
- Delivered comprehensive support to clients focusing on pensions, endowments, and investment bonds, ensuring optimal financial outcomes.
- Conducted valuations of pension funds, annuities, and life insurance policies, ensuring accurate financial assessments.
- Streamlined pension calculation processes for the company, reducing turnaround time by 20%.
- Calculated present value of pensions using discounted cash flow (DCF) models and advised clients on lump sum payment options.
- Performed financial analysis on pension structures, ensuring compliance with tax regulations.
- Provided clients with detailed insights on the funds their pensions were invested in, ensuring transparency and informed decision-making.
Retail Assistant
Primark
10.2023 - 01.2024
- Delivered outstanding customer service, ranking 2nd out of 200+ employees based on client feedback and satisfaction scores.
- Managed stock levels, processed transactions, and handled cash operations efficiently.
Portfolio Analyst (Retail & Consumer)
Exeter Student Investment Fund
10.2022 - 06.2023
- Worked closely with the portfolio manager, delivering a 32% return on long positions and 18% return on short positions.
- Conducted in-depth research and valuation on five stocks, preparing detailed investment reports.
- Applied valuation methodologies such as DDM, GGM, DCF, and RIVM to assess investment opportunities.
- Contributed to managing a £7,000 equity portfolio with dynamic asset allocation strategies.
Finance Associate
Mirats Insights
05.2021 - 11.2021
- Managed accounts payable, achieving a 99% payment accuracy rate.
- Conducted variance analyses, leading to a 12% increase in profitability.
- Automated expense management processes, improving efficiency.
- Filed tax returns (Income Tax, GST, TDS) for 12+ clients, ensuring compliance.
Education
Master of Science - Finance and management
University Of Exeter
09-2023
Bachelor's Of Commerce - Finance And Accounting
University of Rajasthan
07-2022
Technical Skills
DCF, DDM, CAPM, Market Multiple Analysis, Discounted Cash Flow, Market Transaction Analysis, Option Pricing, Bloomberg Terminal, S&P Capital IQ, Wharton Research Data Services, Power BI, Orbis, Origo, VBA
Timeline
Customer Service Representative
Diligenta
03.2024 - 04.2025
Retail Assistant
Primark
10.2023 - 01.2024
Portfolio Analyst (Retail & Consumer)
Exeter Student Investment Fund
10.2022 - 06.2023
Finance Associate
Mirats Insights
05.2021 - 11.2021
Master of Science - Finance and management
University Of Exeter
Bachelor's Of Commerce - Finance And Accounting
University of Rajasthan
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