HARSH AGARWAL
Kolkata
Summary
Financial Analyst with a strong focus on results and expertise in financial modeling and data visualization. Created effective financial models and detailed reports that enhanced organizational decision-making. Skilled in Microsoft Excel and experienced in team collaboration, training delivery, and compliance management in finance-related initiatives.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Analyst
OMDAYAL EDUCATION PVT LTD
04.2024 - Current
- Created financial models (DCF, Comparable Company Analysis, etc.). For international student clients, as part of academic consulting services.
- Prepared and analyzed MIS reports tracking performance, client engagement, and financial forecasting for internal projects.
- Worked closely with international clientele, ensuring academic accuracy, and regional compliance in finance-related projects.
- Delivered training support to new writers and analysts on financial concepts and model building.
- Prepared detailed financial reports for management review and decision-making.
MIS Executive
OMDAYAL EDUCATION PVT LTD
KOLKATA
02.2022 - 02.2024
- Coordinated report generation for management decision-making processes.
- Documented processes and procedures for operational efficiency.
- Collaborated with IT teams to implement software updates and improvements.
- Created tables, pivot reports, and charts for information tracking purposes.
- Created dashboards and visualizations to present data insights in an easy-to-understand format.
Education
Bachelor of Technology - Electronics & Communication Engineering
B.P Poddar Institute of Management & Technology
06-2020
Skills
- Financial modeling
- Microsoft Excel
- Data visualization
- SQL programming
- Python programming basics
- Power BI
Certification
- Chartered Financial Analyst, CFA Level 3 candidate, 02/01/25, present
- Financial Modelling & Valuation- Equivalue Research
- Power BI Dashboards- Office Masters
Projects & Training
- Financial modeling and valuation, Equivalue Research, built a dynamic three-statement model including scenario analysis and different valuation methods, conducted historical analysis, forecast modeling, and cost estimation, delivered a concise, visual summary for stakeholders
- Power BI dashboards, office masters, designed and implemented an interactive AI-powered dashboard using Power BI
Timeline
Financial Analyst
OMDAYAL EDUCATION PVT LTD
04.2024 - Current
MIS Executive
OMDAYAL EDUCATION PVT LTD
02.2022 - 02.2024
Bachelor of Technology - Electronics & Communication Engineering
B.P Poddar Institute of Management & Technology
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