Neha Hada
Kota
Summary
CFA Level II candidate with hands-on experience in financial analysis and modeling, gained through internships and independent projects, and strategic research, with a strong ability to translate complex data into actionable insights. Proven team player with effective communication and collaboration skills, contributing to business growth and informed decision-making. Dedicated to leveraging finance expertise and analytical acumen to deliver high-quality results in dynamic environments.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Research Analyst
ScaleCred
Gurgaon
01.2024 - 08.2024
- Worked closely with the leadership team to develop pitch decks and conduct strategic partnership research.
- Handled backend processes for financial data spreading to ensure accuracy and consistency.
- Created product demonstration videos to effectively introduce clients to fin-tech solutions.
- Contributed to the development and mapping of financial models for fin-tech operations.
- Reviewed Risk Factor Assessments (RFAs) to evaluate and determine client creditworthiness.
- Managed LinkedIn content strategy and authored product-related blogs to engage target audiences.
- Conducted detailed research and data analysis on potential partners and competitors to support business development.
Intern
Finlatics
06.2023 - 08.2023
- Gained basic knowledge of Private Equity and Venture capital.
- Understood the investment lifecycle, portfolio management, and exit strategies.
Junior Accountant
KMK & Associates LLP
12.2020 - 04.2021
- Prepared and filed U.S. tax returns in accordance with IRS regulations.
- Verified information from documents, ensuring data accuracy.
- Utilized TaxSlayer software for tax-related details.
- Assisted in clerical duties related to tax documentation and recordkeeping.
Education
CFA Level 2: Candidate -
true
USA08-2025
CFA Level 1: Cleared -
USA
USA05-2023
Bachelor of Business Administration - Indore, India
Indore Institute of Management & Research
Indore, India01.2021
Higher Secondary Examination - Kota
Mittal International Sr. Sec. School
Kota06-2018
Skills
- Financial spreading
- Equity Valuation
- Fundamental Analysis
- Ratio Analysis
- Microsoft Excel
- Data Verification
- Effective Communication
- Blog Writing
Certification
- NISM - Equity Derivatives Certificate
- JPMorgan Virtual Investment Banking Program Participant
- Reading of Financial Statement by CFI
- VITA/TCE - Internal Revenue Service, 05/21
Affiliations
- Member of a finance and investment club, engaged in stock pitch competitions and equity research discussions
- Organized a financial modeling and valuation workshop for peers, promoting collaborative learning
- Awarded a Certificate of Excellence in a financial research project during college, received by the entire team for demonstrating strong analytical and problem-solving skills
Websites
Timeline
Research Analyst
ScaleCred
01.2024 - 08.2024
Intern
Finlatics
06.2023 - 08.2023
Junior Accountant
KMK & Associates LLP
12.2020 - 04.2021
CFA Level 2: Candidate -
true
CFA Level 1: Cleared -
USA
Bachelor of Business Administration - Indore, India
Indore Institute of Management & Research
Higher Secondary Examination - Kota
Mittal International Sr. Sec. School
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