Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Mridul Nagpal

Shimla

Summary

Finance undergraduate with strong analytical expertise and a comprehensive understanding of financial markets, corporate finance, and investment analysis. Proficient in fundamental and technical analysis, financial modeling, valuation, risk assessment, and portfolio management. Skilled in interpreting financial statements, conducting market research, and leveraging data-driven insights to support strategic decision-making. Experienced in staying abreast of latest market trends, regulatory changes, and using advanced financial tools and platforms, Simply put, I am not just another finance expert—I am a results-driven force with unwavering dedication and a distinctive approach.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Accountant

VIG GRAPHICS
05.2025 - 07.2025
  • Reviewed expense reports for accuracy, ensuring compliance with company policies and procedures.
  • Prepared comprehensive forecasting reports for senior leadership as necessary.
  • Monitored revenue, risk and capital allocations for financial transparency and balance.
  • Assisted in developing risk management policies, minimizing potential financial losses.

Accounting Intern

Meraki organisation
06.2022 - 07.2022
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
  • Analyzed account information and reconciled financial discrepancies to maintain records integrity and compliance.
  • Quickly and accurately processed payments, credits and other transactions using company software applications.
  • Assisted manager with special projects and ad hoc reporting requests.

Investment Analyst

Angel one broking
06.2021 - 07.2021
  • Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
  • Conducted detailed investment analysis, calculations and reports.
  • Developed and deepened client relationships to cement profitable partnerships.
  • Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
  • Promoted successful investment plans with well-organized and smooth presentations.
  • Analyzed financial information related to payroll, capital projects, operating expenses, professional service contracts and office supplies and equipment to examine budget needs.
  • Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
  • Helped stakeholders make good choices by presenting information on general trends and entire industries.

Education

High School Diploma -

Bishop Cotton School
Shimla
04-2023

Bachelor of Science - Finance

SVKM'S NMIMS
Bengaluru
08-2026

Skills

  • Data analysis
  • Financial statements expertise
  • Market research, forecasting, and analysis
  • Excel proficiency
  • Portfolio management
  • Corporate finance
  • Financial forecasting
  • Financial risk assessment

Certification

  • Bloomberg Finance Fundamentals
  • Bloomberg market Concepts
  • Bloomberg spreadsheet analysis
  • SEBI Investor Certification ( NISM CERTIFIED)
  • NISM series-VIII Equity Derivatives Certification


Timeline

Financial Accountant

VIG GRAPHICS
05.2025 - 07.2025

Accounting Intern

Meraki organisation
06.2022 - 07.2022

Investment Analyst

Angel one broking
06.2021 - 07.2021

High School Diploma -

Bishop Cotton School

Bachelor of Science - Finance

SVKM'S NMIMS
Mridul Nagpal