Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Interests
Timeline
Generic

NAVDHA GOEL

Delhi,

Summary

Finance graduate with experience in derivatives trading, cost analysis, and financial reporting. Eager to grow in equity research, finance research, and reporting, and portfolio analysis roles. Appearing for the CFA Level I in August 2025.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Junior Trader

Ebullient Securities
06.2024 - Current
  • Backtested and deployed 5+ derivatives strategies using technical indicators and statistical models; delivered consistent returns of 2–3%, with a maximum allocated margin of ₹20 Cr.
  • Conducted research and analysis across macroeconomic, technical, and options data to generate actionable insights.

Cost Analysis Trainee

Turner Project Management
08.2023 - 10.2023
  • Designed and automated dynamic Excel templates for cost tracking, performed variance analysis, and flagged budget deviations; reduced manual entry time and errors by approximately 40% across project teams.
  • Developed Power BI visualizations for 10+ project budgets, improving reporting efficiency by 25%.

Finance Intern

Fortis Healthcare
06.2023 - 07.2023
  • Tracked CWIP and capex across departments; streamlined MIS processes to improve monthly closure accuracy.
  • Reviewed the TPA reimbursement flow, identifying process inefficiencies in claim settlements.

Digital Marketing Intern

Delevesight Business Research
02.2023 - 03.2023
  • Increased organic traffic by 20% via SEO optimization and targeted blog content aligned with pharma trends.

Education

Bachelor Of Management Studies - Finance

University Of Delhi
Delhi
01.2024

CBSE (Class XII) -

D. A. V Public School
Delhi
01.2021

CBSE (Class X) -

D. A. V Public School
Delhi
01.2019

Skills

  • POWER BI
  • MS EXCEL
  • Problem-Solving and critical thinking
  • Financial Analysis

Certification

NISM Series 8 - Equity Derivatives Certification | May 2024

Hobbies and Interests

  • Project Head, Enactus Shaheed Rajguru: Led 15-member team; generated revenue from sustainable product initiatives for the underprivileged
  • Medical Assistant Volunteer, Bal Ashram Trust: Supported daily care and documentation for 40+ children and patients.

Timeline

Junior Trader

Ebullient Securities
06.2024 - Current

Cost Analysis Trainee

Turner Project Management
08.2023 - 10.2023

Finance Intern

Fortis Healthcare
06.2023 - 07.2023

Digital Marketing Intern

Delevesight Business Research
02.2023 - 03.2023

Bachelor Of Management Studies - Finance

University Of Delhi

CBSE (Class XII) -

D. A. V Public School

CBSE (Class X) -

D. A. V Public School

Similar Profiles

CREATE PROFILE
NAVDHA GOEL