Power BI
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
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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