Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

NAVYA SRIVASTAVA

Wagholi

Summary

Financial Analyst with expertise in financial modeling, fund accounting, and investment analysis. Skilled in Python, Power BI, and Excel to deliver insights that support business and portfolio decisions. Experienced in auditing, NAV calculation, and operational efficiency improvements.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Analyst

Northern Trust
09.2024 - Current
  • Analyzed financial data to provide insights into procurement and operational efficiencies.
  • Used tools like Advanced Excel and Fund Master
  • Audited Financial statements for various clients

Operations Analyst

Medi Assist
01.2023 - 05.2023
  • Contributed in launching new business line, promoting products to existing customers, and liaising with hospital partners for value delivery.
  • Developed customer service and operational skills while addressing pre- and post-fulfillment inquiries during internship.

Marketing Intern

Recotap ABM
10.2022 - 01.2023
  • Orchestrated management of 3 corporate social media platforms, driving engagement and brand visibility.
  • Produced compelling market trend content in technology, amplifying industry insights to a wide audience.

Human Resources Intern

Vanilla Kart
06.2022 - 11.2022
  • Focused on digital marketing, and brand promotion contributing to the brand's successful viral outreach.

Human Resource Intern

Aashman Foundation
04.2022 - 06.2022
  • Conducted resume screening, interview scheduling, ad management, and contributed to company events.

Education

Master of science - Economics

Symbiosis International University
04-2025

BBA - Banking And Finance

Manipal Academy of Higher Education
Manipal
07-2024

Skills

  • Python
  • Advanced Excel
  • Credit Analysis
  • Fund Master
  • Power BI
  • Cost Accounting
  • Managerial Accounting
  • Portfolio Management
  • Fund Accounting

Accomplishments

    1.Jan 2025 — Jan 2025 Employee of the Month at Northern Trust

  • Received Service Champion in the month of January 2025

    • 2.Jun 2023 — Jun 2024 President of Electoral literacy club Manipal

  • Spearheaded initiatives to promote voter awareness and civic engagement among students

    • 3.Sep 2021 — Jul 2024 Class representative Manipal

  • Consecutive 3 years of experience in leadership as a representative in Department of Commerce

    • 4.April 2016 Science and Hindi Olympiad

  • Ranked 2nd in Hindi and Science Olympiad in the year 2016

Certification

  • MC Kinsey and Company - Forward Learning Program
  • CIMA - Digital Finance
  • Portfolio Risk And management
  • Business Accounting
  • Excel Skills for Business Specialization
  • Fund Master Specialization
  • Tableau specialization
  • Python Using AI

Timeline

Financial Analyst

Northern Trust
09.2024 - Current

Operations Analyst

Medi Assist
01.2023 - 05.2023

Marketing Intern

Recotap ABM
10.2022 - 01.2023

Human Resources Intern

Vanilla Kart
06.2022 - 11.2022

Human Resource Intern

Aashman Foundation
04.2022 - 06.2022

Master of science - Economics

Symbiosis International University

BBA - Banking And Finance

Manipal Academy of Higher Education

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NAVYA SRIVASTAVA