Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Hobbies and Interests
Languages
Leadership Projects
Websites
Timeline
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Neha Vasani

Mumbai

Summary

Aspiring finance professional and CFA Level I candidate with a strong foundation in financial analysis, accounting, and data reporting. Backed by almost three years of corporate experience and academic excellence, I am seeking a finance role where I can apply my analytical mindset, adaptability, and commitment to continuous learning.

Overview

6
6
years of professional experience
1
1
Certification

Work History

L&D Analyst

KPMG India
Mumbai
09.2022 - Current
  • Managed core LMS functions, including course launching, feedback collection, enrollment tracking, and content updates across business units.
  • Designed and maintained monthly and quarterly dashboards to track training metrics, participation, and feedback trends for leadership review.
  • Created and analyzed MIS reports to support data-driven decision-making and improve learning strategy execution.
  • Provided SOQM audit support by assisting in documentation, compliance checks, and the implementation of quality management procedures.
  • Assisted in streamlining processes and enhancing reporting efficiency by introducing automation and improving data accuracy using MS Excel.

Accounting Manager

Paras Publicity Service
Pune
11.2020 - 08.2022
  • Oversaw daily accounting operations, compliance, and reporting.
  • Generated financial statements and monitored cash flow.
  • Ensured ledger accuracy and reconciliations.

Research & Finance Intern

Airavat Sports (India)
12.2019 - 02.2020
  • Maintained inventory records and assisted in budgeting.
  • Supported financial tracking to optimize operations.

Research & Finance Intern

Intuit Consulting Pvt. Ltd.
05.2019 - 08.2019
  • Conducted financial analysis and governance reporting.
  • Developed company research reports and maintained client databases.

Education

Charted Financial Analyst - CFA Level I Candidate

CFA Institute
08.2025

Bachelor of Commerce - Banking & Insurance

H.R. College of Commerce & Economics
Mumbai, India
10.2020

Skills

  • Financial Analysis
  • Audit support
  • Budgeting & Forecasting
  • MS Excel
  • PowerPoint
  • Office Suite
  • Dashboarding
  • Time Management
  • Communication Skills

Certification

  • NIIT Certified: MS Office
  • SEAL Certified: Corporate Management
  • Certificate of Merit - MUN World India

Accomplishments

  • Outstanding Contribution Award - H.R. College (2020)
  • Organizer of key finance-related collegiate events

Hobbies and Interests

  • Finance
  • Reading
  • Travel
  • Sports

Languages

  • English, Fluent
  • Hindi, Professional
  • Gujarati, Native
  • French, Basic

Leadership Projects

  • H.R. College Investment Club, Core Team, 2017-2020, Co-organized BLAZE (Finance Festival), Bullseye (Mock Stock Exchange)
  • Council of H.R. College, Member, 2018-2020, Supported admission processes and event logistics

Timeline

L&D Analyst

KPMG India
09.2022 - Current

Accounting Manager

Paras Publicity Service
11.2020 - 08.2022

Research & Finance Intern

Airavat Sports (India)
12.2019 - 02.2020

Research & Finance Intern

Intuit Consulting Pvt. Ltd.
05.2019 - 08.2019

Charted Financial Analyst - CFA Level I Candidate

CFA Institute

Bachelor of Commerce - Banking & Insurance

H.R. College of Commerce & Economics
Neha Vasani