Priya Joshi
Bengaluru
Summary
Driven by a results-focused approach, I leveraged my analytical thinking and workflow analysis skills at Broadridge Financial Services to spearhead process improvements, enhancing team efficiency significantly. My tenure as an Equity Research Intern at Growth Arrow further honed my financial modeling expertise and collaborative abilities, driving impactful investment strategies.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Process Analyst
Broadridge Financial Services
Bengaluru
02.2024 - Current
- Analyzed and documented company processes for executive leadership and suggested areas for improvement.
- Liaised with staff managers to collaboratively design process change implementation plans.
- Increased efficiency and team performance by implementing actionable process improvements.
- Led workshops aimed at fostering a culture of continuous improvement among team members.
- Improved process efficiency by analyzing workflows and identifying areas for optimization.
Equity Research Intern
Growth Arrow
Bengaluru (Remote)
09.2021 - 10.2021
- Collaborated with fellow interns on various projects, fostering a supportive and productive work environment.
- Strengthened the team''s investment thesis by conducting rigorous sensitivity analyses, allowing for better risk assessment and portfolio management.
- Leveraged excellent communication skills to present complex information clearly both verbally and in writing while collaborating with colleagues across departments effectively.
- Demonstrated strong attention to detail when analyzing financial statements, identifying key trends that influenced investment recommendations.
Education
MBA - Accounting And Finance
ISBR Business School
Bengaluru, India11.2023
Bachelor of Science - Mathematics
L.B.S Govt. Degree College
Uttarakhand08.2020
Skills
- Process Documentation
- Reporting skills
- Workflow Analysis
- Microsoft Excel
- Financial Management
- Financial statement analysis
- MS Office Suite
- Financial Modeling
- Annual Financial Statement
- Mergers and Acquisitions
- Analytical Thinking
- GAAP and statutory reporting
Certification
- Bloomberg Market Concepts, BMC - 2022
- Behavioral and Personal Finance, NPTEL - 2022
- Financial Modelling, ISBR College - 2023
- Introduction to corporate Finance, Corporate Finance Institute - 2021
- Basics of Taxation, Bhagwati Education Institute - 2023
- Finance Foundations, LinkedIn Learning - 2024
Languages
Hindi
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
Timeline
Process Analyst
Broadridge Financial Services
02.2024 - Current
Equity Research Intern
Growth Arrow
09.2021 - 10.2021
MBA - Accounting And Finance
ISBR Business School
Bachelor of Science - Mathematics
L.B.S Govt. Degree College