MEENAL GUPTA
Jaipur
Summary
Analytical and detail-oriented MBA Finance student with hands-on experience in financial reporting, tax filing. investment analysis, and business intelligence tools like Fathom, Reach Reporting, Power BI, Excel, and R Studio. Proven ability to transform raw data into actionable insights through interactive dashboards and financial models. Adept at supporting client-focused solutions in taxation, bookkeeping, and performance reporting. I also channel my creativity into cartoon sketching and doodling, which inspires my innovative approach to challenges outside of finance.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Associate
Singhal Nitin & Associates
Jaipur
06.2025 - Current
- Analysed financial data to support business decision-making processes.
- Collaborated with cross-functional teams to gather insights for financial planning.
- Developed strategies to improve the efficiency of business operations and reduce costs.
- Developed financial models to forecast company revenue and expense trends.
- Utilised financial software and advanced Excel functions to streamline data analysis and reporting processes.
Finance Intern
Financial Friend
Jaipur
06.2024 - 08.2024
- Assisted in executing the Income Tax Return (ITR) 2024 for existing as well as new clients.
- Assisted with financial data analysis using Excel and accounting software.
- Supported budgeting processes by gathering and organising financial information.
- Conducted research on market trends to inform financial decision-making.
- Developed spreadsheets to track expenses and potential cost savings initiatives.
- Assisted in the preparation of audit documents, such as reconciliations and journal entries.
Education
Master of Business Administration - Finance
IIS (deemed To Be University)
Jaipur, RajasthanBachelor of Commerce - Commerce
University of Rajasthan
Jaipur, RajasthanSenior Secondary - Commerce (Maths)
Maheshwar Girls Public School
Jaipur, RajasthanSecondary -
Maheshwari Girls Public School
Jaipur, RajasthanSkills
- Fathom
- Reach Reporting
- QuickBooks
- Tableau
- SPSS
- Power BI
- Multitasking
- Data analysis
- Financial Analysis
- Market Research
- Microsoft Excel proficiency
- Managed projects
- Conflict Resolution
- Presentation
- Time Management
- Active Listening
- Conflict Management
- Research skills
- Critical thinking
Certification
- Fathom Advisor Certificate, Fathom, 2025
- Certificate in Business Environment, SWAYAM, 2024
- Certificate in EBSCO Training on EBSCO host-General, EBSCO Information Services, 2024
- Certificate in Digital Marketing and E-commerce, COURSERA, 2023
- Certified NISM-V-A Mutual Fund Distributor, NISM, 2023
- Certificate in Investment Risk Management, COURSERA, 2023
- Certificate in MS Excel Beginner, COURSERA, 2023
- Certificate in Integrated Course on Information Technology And Soft Skills (ICITSS)-Orientation Course, ICAI, 2021
- Certificate in Integrated Course on Information Technology And Soft Skills (ICITSS)-Information Technology, ICAI, 2021
Projects
- Financial analysis and trading strategies, 2025, Assisted in bookkeeping and account reconciliation tasks. Assisted with the preparation and filing of 2024 income tax returns for clients. Contributed to investment proposals aligned with client goals and risk profiles.
- Impact of FinTech on Personal Banking Experiences among Generation Z and Millennials, 2024-25, Compare FinTech adoption, preferences, and financial behaviours of Gen Z and Millennials.
- Financial Literacy Among Students, 2023, Examined key factors shaping student financial decisions.
- Portfolio management: A literature review, 2023, Analysed major factors influencing investment choices.
Timeline
Associate
Singhal Nitin & Associates
06.2025 - Current
Finance Intern
Financial Friend
06.2024 - 08.2024
Master of Business Administration - Finance
IIS (deemed To Be University)
Bachelor of Commerce - Commerce
University of Rajasthan
Senior Secondary - Commerce (Maths)
Maheshwar Girls Public School
Secondary -
Maheshwari Girls Public School