Kalyani Deshpande(CSM®)

RFP and proposal development.|Project Research.|Documentation management.

• Interpreted multiple Requests for Proposals (RFPs) to define project scope, functional requirements, evaluation criteria, timelines, and deliverables.
• Translated high-level RFP requirements into structured work breakdown components (WBS) to support project planning and task allocation.
• Coordinated with external partners, consultants, and SMEs to collect technical inputs, align on scope, and finalize budget estimates and work responsibilities.
• Led requirement-gathering and alignment calls to clarify roles, timelines, resource needs, and technical expectations for each proposal.
• Developed complete proposal documentation: project methodology, delivery approach, workplans, implementation frameworks, risk considerations, staffing plans, and evidence-based narratives.
• Conducted sector, thematic, and competitor research to strengthen methodologies and ensure alignment with donor guidelines and industry standards.
• Applied an Agile, iterative review model, incorporating client and stakeholder feedback at each stage to ensure accuracy and reduce rework.
• Managed internal and external communication workflows to track inputs, monitor progress, and maintain transparency throughout the proposal lifecycle.
• Performed quality checks, proofreading, and compliance reviews to ensure error-free, guideline-compliant final submissions.

• Led a team of five analysts in end-to-end financial and ESG data research, reviewing over 2,000 global corporate disclosures (Annual Reports, 10-Ks, Sustainability Reports, Integrated Reports, Financial Statements) across companies in STOXX 1800, MSCI ACWI, and global coverage universes.
• Extracted, validated, and standardized key financial metrics (revenue, segments, capex, risks, operational KPIs), and ESG indicators to support investment databases and rating models.
• Assessed disclosures using global frameworks including EU Taxonomy, GRI, and TCFD, ensuring precise mapping of activities, Impact Ratings business segments, and EU safeguard checks for 500+ companies across multiple sectors.
• Delivered high-quality company-level data profiles and research assessments that strengthened client-facing ESG, and financial products.
• Built SOPs, research guidelines, and standardized workflows, significantly improving data consistency, coverage efficiency, and research turnaround time.
• Executed RCA, 5 Whys, and quality control checks, reducing defect rates from 4.2% to 1%, improving audit readiness, and data reliability.
• Collaborated with methodology, product, tech, and cross-functional teams to interpret updates, resolve complex data issues, and ensure accurate implementation of methodology changes.
• Trained and mentored analysts on financial statement interpretation, sustainability frameworks, data extraction techniques, and quality best practices, strengthening overall team capability.

• Led project scoping activities and partnered with clients, project managers, and cross-functional teams to define equity data requirements and ensure alignment with operational workflows.
• Assisted in updating documentation and preparing training materials to support the rollout of new equity data methodologies and process enhancements.
• Supported end-to-end project execution across the full lifecycle, contributing to streamlined workflows, and achieving a 9% reduction in overall project timelines.
• Executed comprehensive validation of equity datasets by reviewing SEC filings, performing multi-source cross-checks, and resolving discrepancies—strengthening data integrity and improving process efficiency by 20%.
• Managed and tracked client queries using JIRA, ensuring timely resolution, better coordination, and a reduction in turnaround time by three business days.

• Conducted end-to-end financial data research by analysing SEC filings (10-K, 8-K, 20-F) and validating equity datasets, ensuring integrity in corporate action data, and financial reporting.
• Researched and analysed dividends, stock splits, buybacks, and changes to capital structure, ensuring high-quality financial datasets for research teams and clients.
• Supported methodological research and contributed to updates in equity data rules, improving consistency and reliability across datasets.
• Used multi-source verification to enhance data accuracy, contributing to a 20% increase in project efficiency.
• Led research-focused training sessions for analysts on financial reporting interpretation, corporate actions research, and data quality frameworks.