Evneet Kaur Wadhwa
Kanpur
Summary
Detail-oriented analyst skilled in financial analysis, data management, and effective communication. Proven ability to generate impactful reports and develop financial models to support strategic decision-making.
Overview
2
2
years of professional experience
Work History
Analyst
Daloopa
Noida
02.2024 - 05.2025
- Analyzed financial data to identify trends and support decision-making processes.
- Prepared detailed reports by collecting, analyzing, and summarizing information for stakeholders, facilitating informed decision-making during management review.
- Generated reports and obtained data to develop analytics on key performance and operational metrics.
- Utilized various software like Capital IQ, BamSEC, AlphaSense, to streamline processes and optimize performance.
- Collaborated with team members to achieve project objectives and meet deadlines, enhancing overall project delivery.
- Conducted quality assurance checks to maintain data integrity across projects.
- Assisted in developing financial models for various projects.
- Utilized Excel and financial software for data management tasks.
- Executed daily responsibilities with precision and efficiency.
Finance Intern
Zielhoch
New Delhi
06.2023 - 08.2023
- Analyzed market trends to guide investment strategies and decision-making processes.
- Managed multiple investment portfolios aligned with client financial objectives.
- Conducted market research to identify potential leads and target audiences for outreach.
- Identified customer needs to improve service delivery.
- Delivered attentive service to customers during face-to-face and phone interactions.
- Addressed customer inquiries and requests to increase satisfaction levels.
Education
MBA - Finance
Prestige Institute of Management And Research
Indore, Madhya Pradesh, India05-2024
B.Com(Hons) - Accounting And Finance
RPL Maheshwari College
Indore, Madhya Pradesh, India04-2022
High School (12th & 10th) -
St. Raphael's Higher Secondary School
Indore, Madhya Pradesh, India04-2019
Skills
- Financial analysis
- Financial statement analysis
- Expense and revenue analysis
- Data visualization
- Report generation
- Financial software
- Data compilation
- Attention to detail
- Effective communication
- Time management
Affiliations
- Volunteer, Youth for Sewa NGO (Indore) - 09/2023
Timeline
Analyst
Daloopa
02.2024 - 05.2025
Finance Intern
Zielhoch
06.2023 - 08.2023
MBA - Finance
Prestige Institute of Management And Research
B.Com(Hons) - Accounting And Finance
RPL Maheshwari College
High School (12th & 10th) -
St. Raphael's Higher Secondary School