Summary
Overview
Work History
Education
Skills
Languages
Languages
Accomplishments
Websites
Timeline
Shilpy Kumari

Shilpy Kumari

Pune

Summary

Finance Professional | Project Management | Risk Management | Financial Modeling | Process Improvement Experienced finance professional with a master's degree, skilled in leading finance projects with precision and expertise. Strong expertise in project management, risk management, financial modeling, and process improvement.

Overview

6
6
years of professional experience

Work History

Associate Project Lead

XL Dynamics Pvt Ltd
Pune
06.2021 - Current
  • Experienced project manager with a successful track record of leading cross-functional teams and delivering complex projects on time and within budget
  • Proficient in using various financial analysis and modelling techniques, including but not limited to Financial Models, Discounted Cash Flow (DCF), Leveraged Buyout (LBO), and Football field analysis.
  • Proficient in the entire project lifecycle from initiation to closure, including analysis of requirements, design, build, testing, and implementation
  • Excellent communication skills that enable effective interaction with clients and team members, exceptional research skills for conducting thorough secondary research, and ability to create comprehensive financial reports such as pitchbooks, company profiles, information memorandums, sector reports, financial benchmarking, and trading and transaction comps.

Associate Analyst

XL Dynamics Pvt Ltd
Pune
08.2020 - 06.2021
  • Developed financial models to analyze and synthesize historical and projected financial and operational trends, quality of earnings, working capital considerations, and potential liabilities and underlying risks for the target company
  • Compiled comprehensive Financial Due Diligence reports that include Quality of
  • Earnings, Quality of Net Revenue, Debt and Debt-like, Net Working Capital analysis
  • Reviewed the data books prepared in accordance with firm and professional standards, as well as the work performed by the subordinates, and provided coaching
  • Responsible for reviewing loan documents, capturing metadata, and ensuring adherence to business SLA
  • Pledged loans to FRBNY and responded to any queries/requests sent by Business Partners/officers.
  • Developed streamlined task system to provide more effective workflows for both peers and management staff.

Business Development Executive

TimeCraftz
Patna
12.2016 - 04.2018
  • Follow-ups, and email to both existing and new prospects
  • Developed growth plans by identifying key clients, key targets and priority service lines.
  • Facilitated and managed business development plan based on market and industry research.
  • Optimized profitability by developing pipeline of prospects using multiple research, referral and sales strategies.
  • Planned customer visits in accordance with market schedules and conveyed packages and itineraries
  • Created action plans and recommendations for both existing and new leads to resolve complex issues.

Intern

Urban Company
Pune, Maharashtra
06.2019 - 09.2019

Onboarded 130 male service providers in the Men Grooming categories and supported the Category Manager in the screening and onboarding process. Fostered ongoing engagement with both new and existing service providers on the platform. Demonstrated strong problem-solving skills to resolve queries and concerns of service providers through calls or walk-ins on a case-by-case basis.

Intern

CRISIL
Pune, Maharashtra
12.2018 - 03.2019

Data search and aggregation helped the team in handling MIS and data allocation requirements. Validating and removing inconsistencies in data captured from company filings and standardizing as per team requirement

Education

PGDM - Finance

DR. DY Patil B-School
04.2020

BBA - Finance

LN Mishra Institute, Patna
03.2018

Skills

  • Project Management:
  • Jira, Trello
  • Risk Management
  • Financial Modeling
  • Evaluation of Project Performance Metrics
  • Process Improvement
  • MS Excel
  • Project coordination
  • Effective project charter preparation
  • Efficient work breakdown structure
  • Tableau
  • Microsoft Power BI

Languages

  • English
  • Hindi
  • Languages

    Hindi, English
    First Language
    English
    Proficient
    C2

    Accomplishments

    • Promoted from Associate Analyst to Associate Project Lead, in less than 12-months.

    Timeline

    Associate Project Lead - XL Dynamics Pvt Ltd
    06.2021 - Current
    Associate Analyst - XL Dynamics Pvt Ltd
    08.2020 - 06.2021
    Intern - Urban Company
    06.2019 - 09.2019
    Intern - CRISIL
    12.2018 - 03.2019
    Business Development Executive - TimeCraftz
    12.2016 - 04.2018
    DR. DY Patil B-School - PGDM, Finance
    LN Mishra Institute - BBA, Finance
    Shilpy Kumari