Parth Soni
Ahmedabad
Summary
Impact-driven Associate Consultant delivering Appian-based process automation and GRC-aligned solutions for a leading global financial institution, translating complex business requirements into scalable technology outcomes, with proficiency in JIRA and Agile practices.
Capital markets practitioner and former junior fund manager managing Forex accounts with a trading volume of over $10,000, applying macro analysis and disciplined risk management across equities, derivatives, and FX.
Entrepreneurial founder who scaled a digital brand to over 18,000 followers and executed a partnership campaign with Amazon Prime Video that generated more than 2 million views.
Consulting Focus.
Specializes in bridging business and technology through Appian automation, ensuring governance and compliance, with strong cross-team collaboration and stakeholder communication.
Finance Focus.
Experienced in executing currency trades with disciplined risk management, backed by an MBA in finance and international business.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Associate Consultant
Wipro
Pune
07.2023 - Current
- Functional Consultant: Bridging the gap between business and technological requirements through Appian for one of the world’s largest financial conglomerates.
- Defined project requirements through stakeholder collaboration across multiple departments.
- Analyzed complex financial processes, providing recommendations to enhance efficiency.
- Collaborated with clients and development teams to remediate over 100 end-user computing issues.
- Translated business requirements into Appian solutions in partnership with technical teams.
- Analyzing and documenting business processes within financial institutions to identify automation opportunities while ensuring GRC (Governance, Risk, and Compliance).
- Efficient in JIRA, Appian, and Agile.
Junior Fund Manager
Growth Arrow Company
Bangalore
04.2022 - 06.2022
- Maintained Forex accounts by trading in Forex currency pairs.
- Executed currency trades, identified and evaluated market opportunities, and provided risk assessments.
- Managed forex accounts with a trading volume of over $10,000; evaluated macroeconomic trends and global scenarios to comprehend the market movements.
- Evaluated macroeconomic trends and global scenarios to comprehend the market movements.
Education
MBA - Finance & International Business
Nirma University
Ahmedabad01-2023
BBA - Finance
GLS University
Ahmedabad01-2021
H.S.C -
Hiramani School
Ahmedabad01-2018
Skills
- Client relationship management
- Appian solutions
- Problem solving
- Process improvement strategies
- Consulting methodology
- Financial analysis
- Governance, risk, and compliance
- JIRA, Appian, and Agile methodologies
Affiliations
- Research Paper on Psychology of Investing - Understanding the perception of retail investors toward Indian equity markets, a survey of 100 people from Ahmedabad looked at the factors that influence retail investors' investment decisions.
Coordinator of Volunteers - Blind People's Association, India
- Lead a team of 30 volunteers for the welfare of specially abled children, and raised funds for the NGO
Certification
- Bloomberg Markets Concept - Jul 2022
- Finlatics - Equity Markets Analyst - Jan 2022
- JP Morgan Investment Banking Virtual Experience - Sept 2021
Languages
English
First Language
Hindi
Proficient (C2)
C2
Gujarati
Proficient (C2)
C2
Timeline
Associate Consultant
Wipro
07.2023 - Current
Junior Fund Manager
Growth Arrow Company
04.2022 - 06.2022
MBA - Finance & International Business
Nirma University
BBA - Finance
GLS University
H.S.C -
Hiramani School