JEEL SONI
Gandhinagar
Summary
Analytical and detail-oriented Finance & Data Strategy professional with 3+ years of experience in FP&A, financial reporting, private equity operations, and data transformation projects. Skilled at delivering accurate and timely financial insights, KPI monitoring, and process automation to support business performance. Strong communicator with proven ability to partner with cross-functional and global finance teams to streamline reporting, forecasting, and decision-making.
Overview
4
4
years of professional experience
Work History
Senior Research Analyst and Team Leader
Decimal Point Analytics
Gandhinagar
01.2022 - Current
- Company Overview: Worked as a Private Equity operations and data strategy consultant for one of the largest asset management firm of USA
- Led different project teams in designing, automating and executing research projects to identify customer needs and preferences
- Collaborated with cross-functional teams to ensure successful implementation of research initiatives
- Trained junior analysts on the effective use of software applications for data validation, reconciliation and ingestion, ensuring consistent and high-quality data management practices.
- Assisted in investment analysis and modeling by addressing client requests.
- Worked on manipulation of data that are typically very large, structured or unstructured and from multiple sources.
- Spearheaded AI-based automation projects to streamline data processing work flows, improving operational efficiency and reducing manual intervention by 30%
- Oversaw quarterly financial reporting and KPI tracking for 600+ investments, streamlining data across multiple applications and developing performance dashboards to support global and internal reporting needs.
Mutual Fund Research Intern
KGMS Broking & Research
Ahmedabad
07.2021 - 08.2021
- Gathered primary data through surveys, interviews and focus groups to gain insight into customer attitudes towards products or services
- Analyzed large datasets using advanced tools such as SAS and SPSS to uncover meaningful insights
- Generated reports summarizing key findings from research projects completed.
Education
MBA - Finance
SJPI - NICM
Gandhinagar, Gujarat01.2022
Bachelor of Commerce - Accounting
Gujarat University
Godhra, Gujarat01.2018
Skills
- Financial Analysis and Reporting
- Private Equity
- Client Management
- Fund Accounting
- NAV Calculations
- Excel & VBA Macros
- Data Analytics and Visualization
- Power BI
- Leadership
- Communication
- Attention to detail
Certifications And Activities
- Power BI
- Fund Accounting
- SPSS - Statistics
- Excel - Microsoft
- VBA Macros - GoSkills
- DPA AI Champions
- Badminton
Timeline
Senior Research Analyst and Team Leader
Decimal Point Analytics
01.2022 - Current
Mutual Fund Research Intern
KGMS Broking & Research
07.2021 - 08.2021
MBA - Finance
SJPI - NICM
Bachelor of Commerce - Accounting
Gujarat University
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