Summary
Work History
Education
Skills
Accomplishments
Affiliations
Languages
Timeline
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Maulie Kapoor

Maulie Kapoor

Mumbai

Summary

Motivated and detail-orientated finance professional and CFA Level 1 candidate with a strong academic background in financial analysis and investment principles. Skilled in data analysis and risk assessment, with practical experience in financial transactions and reporting. Proficient in advanced Excel and financial software, with a strong eagerness to learn and apply analytical and ethical standards in a dynamic operations environment. Committed to contributing to operational excellence and supporting strategic objectives.

Work History

Financial Analyst Intern

Biejer Ref India pvt ltd.
Mumbai
12.2023 - 03.2024
  • Prepared quotations, negotiated terms, and conducted price valuation to support transaction analysis and pricing evaluations for HVAC and refrigeration equipment.
  • Conducted financial analysis and prepared detailed reports on HVAC and refrigeration product lines using Excel and financial software to support data-driven decision-making.
  • Assisted in budgeting and forecasting by analyzing historical data and market trends, leading to accurate financial projections.

Volunteer

NMNSS (NATIONAL SERVICE SCHEME)
Mumbai
08.2022 - 07.2024
  • Volunteered in Umeed, a 7-day residential camp, managing community development initiatives in an adopted village.
  • Directed Meethi Si Door, overseeing the sales of handmade products by disabled children to support their livelihood.
  • Coordinated and executed multiple donation drives, including blood, stem cell, food, and stationery donations.
  • Led environmental efforts, including beach cleanups and tree plantation drives.
  • Delivered sustainable community impact through a range of structured social service activities.

Finance Communications Intern

Inculcation Educational Foundation
Uttar Pradesh
07.2021 - 06.2022
  • Designed and executed social media campaigns encompassing content creation, budget oversight, and forecasting to drive engagement and align with strategic financial objectives.
  • Collaborated with cross-functional teams on various projects related to market analysis.
  • Maintained accurate records of expenses associated with each event.

Education

Bachelor's in Accounting And Finance -

Narsee Monjee College Of Commerce And Economics
04-2025

11th-12th -

Assisi Convent Sr. Secondary School
07-2021

10th -

Assisi Convent School
05-2019

Skills

  • Technical Proficiency: Excel, Python, Power BI, SQL, and Tableau
  • Interpersonal Communication
  • Teamwork and Collaboration
  • Flexible and Adaptable
  • Financial Analysis
  • Experience in leadership
  • Problem-solving abilities
  • Attention to Detail
  • Analytical Thinking
  • Decision-Making
  • Financial Planning
  • Data Interpretation

Accomplishments

  • Project leader - "SPARV" (NMNSS) National Service Scheme (2023-24)

- Directed a year-long poverty eradication project, overseeing planning, execution, and impact assessment.
- Led a volunteer team, managed budgets, secured partnerships, and optimized resources.

  • Head of Department - Hospitality in NMNSS flagship event "AASHAYEIN" (2024)

Affiliations

  • Committee Member of "Planning Forum" Management Cell of NM College (2022–23)
  • Committee Member of "INTENT", Entrepreneurship cell of NM College (2022–23)
  • Regular contributor to college newsletter, reviewing latest financial topics

Languages

Hindi
English
Bilingual or Proficient (C2)

Timeline

Financial Analyst Intern

Biejer Ref India pvt ltd.
12.2023 - 03.2024

Volunteer

NMNSS (NATIONAL SERVICE SCHEME)
08.2022 - 07.2024

Finance Communications Intern

Inculcation Educational Foundation
07.2021 - 06.2022

Bachelor's in Accounting And Finance -

Narsee Monjee College Of Commerce And Economics

11th-12th -

Assisi Convent Sr. Secondary School

10th -

Assisi Convent School
Maulie Kapoor