Summary
Overview
Work History
Education
Skills
Websites
Certification
Internship
Timeline
Generic

Shivam Dave

Pune

Summary

Dynamic financial analyst with a proven track record at FORVIS MAZARS, excelling in financial reporting and variance analysis. Adept at enhancing operational efficiency and stakeholder coordination, I drive impactful decision-making through insightful data analysis and strategic budgeting. Passionate about delivering results and fostering collaboration in high-pressure environments.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Analyst – Restructuring & Insolvency Services

FORVIS MAZARS
Pune
02.2025 - Current
  • Analyse financial and operational data to assess business solvency, liquidity issues, and turnaround options.
  • Identified key risks, liquidity pressures, and root causes of financial decline to inform strategic decision-making.
  • Collaborated with management teams to stabilize operations and enhance short-term financial performance.
  • Compiled and delivered monthly MI packs detailing spend trends, headcount-related costs, and key variance highlights for leadership review.
  • Collaborate with partners/managers on budgets; analyze departmental spends to identify overheads and non-essential expenses.
  • Extract and analyze system data for expense tracking; investigate anomalies with cost owners and resolve discrepancies.
  • Prepare and post monthly allocations across teams; reconcile entries to the general ledger and maintain audit trails.
  • Conduct competitor compensation benchmarking to support retention strategies and ensure market-aligned wages.
  • Manage disbursement recharges, expense reports, and documentation; coordinate training and maintain internal content platforms.

Data Processing Analyst – Operations

Nielsen-IQ
Vadodara
01.2023 - 01.2025
  • Validated global supplier and product data for clients such as Sainsbury’s, Woolworths, Loblaws, and Sephora, enhancing data accuracy and completeness.
  • Partnered with cross-functional teams to deliver analytics and reporting outputs on time across international markets.
  • Built and maintained datasets to streamline research workflows, resulting in improved turnaround times.

Senior Officer – Operations

YES Bank Ltd.
Halol
03.2022 - 07.2022
  • Managed daily operations and ensured compliance with banking regulations.
  • Coordinated between departments to streamline processes and enhance service delivery.
  • Supervised team members, providing guidance and support in operational tasks.
  • Monitored transactions for anomalies, strengthening fraud prevention measures.
  • Facilitated cross-selling of banking products, ensuring adherence to KYC and AML compliance.

Education

MBA - Finance

ITM SLS University
Vadodara
01-2022

Bachelor of Commerce -

The Maharaja Sayajirao University of Baroda
01-2019

Skills

  • Financial Reporting
  • Month-End Close
  • Accruals
  • Provisions (MIC)
  • Management reporting
  • Variance Analysis
  • Cost Control
  • Budgeting
  • Excel (Pivot Tables, SUMIFS)
  • Process Improvement
  • Compliance Support
  • Stakeholder Coordination

Certification

  • NISM – Equity & Derivatives, Completed
  • FRM, Pursuing

Internship

Equity Research Intern, Motilal Oswal (Nidhi Investment), Vadodara, Gujarat, 2 months, Performed technical and fundamental analysis using MACD, Bollinger Bands, and candlestick patterns., Analyzed financial statements and ratios; contributed investment insights to client discussions.

Timeline

Analyst – Restructuring & Insolvency Services

FORVIS MAZARS
02.2025 - Current

Data Processing Analyst – Operations

Nielsen-IQ
01.2023 - 01.2025

Senior Officer – Operations

YES Bank Ltd.
03.2022 - 07.2022

MBA - Finance

ITM SLS University

Bachelor of Commerce -

The Maharaja Sayajirao University of Baroda
Shivam Dave