Summary
Overview
Work History
Education
Skills
Awards
Software
Timeline
Generic
PRAJWALIT DALAI

PRAJWALIT DALAI

Financial Planning Analyst

Summary

I am a dynamic Financial Planning Analyst with a proven track record at Ameriprise Financial, excelling in strategic financial planning and client relationship management. I am adept at utilizing advanced Excel and analytical thinking to deliver personalized financial insights, driving client success and achieving long-term goals. I am committed to accuracy and effective communication in all my endeavors

Overview

5
5
years of professional experience
4
4
Languages

Work History

Financial Planning Analyst

Ameriprise Financials
10.2024 - 06.2025
  • Financial Planning Analyst role focusing on strategic financial planning and client relationship management
  • Built and maintained financial models for budgeting and forecasting
  • Analyzed variances between actuals and forecasts to identify trends
  • Created financial reports and dashboards for leadership review
  • Collaborated with teams to align financial goals and strategy
  • Supported cost analysis, scenario planning, and investment decisions.

Social Media Manager (Freelancing)

SK IMPEX
06.2020 - 03.2024
  • Freelance Social Media Manager
  • Improved product sales by 12% and achieved 130% growth of online business

Finance Intern

Encore ARC
06.2023 - 07.2023
  • Finance Intern
  • Successfully calculated 5 years projection of the company and recommended various strategies

Education

MBA - Finance

Amity University
Noida, India
08/2022 - 06/2024

Bachelor of Business Administration - Marketing

Amity University
Raipur, India
08/2019 - 06/2022

Skills

Financial Planning

Awards

PowerPoint Presentation CII, 2023, Secured 1st Position in PowerPoint Presentation at CII, 2023, PowerPoint Presentation CII, 2024, Secured 2nd position in PowerPoint Presentation at CII, 2024

Software

Power BI

SQL

Navi Plan

Money Guide

Timeline

Financial Planning Analyst

Ameriprise Financials
10.2024 - 06.2025

Finance Intern

Encore ARC
06.2023 - 07.2023

Social Media Manager (Freelancing)

SK IMPEX
06.2020 - 03.2024

MBA - Finance

Amity University
08/2022 - 06/2024

Bachelor of Business Administration - Marketing

Amity University
08/2019 - 06/2022

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PRAJWALIT DALAIFinancial Planning Analyst