Summary
Overview
Work History
Education
Skills
Certification
Research Projects
Volunteer Experience
Activities
Timeline
Generic

Shreya Singh

Bhopal, Madhya Pradesh

Summary

Finance graduate with a PGDM in Finance (2025) and 2 years of experience in financial data operations and client support. Proficient in Excel, Power BI, and basic SAP, with strong skills in financial analysis, reporting, and process optimization. Backed by research projects and certifications in equity, fundamental, and behavioral finance. Seeking a full-time role in finance to apply analytical expertise and contribute to business decision-making.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Client Support Executive

Teleperformance
Remote
03.2023 - Current
  • Verified monetary data, including issuing payments and collecting debts from multiple insurance providers for medical equipment.
  • Reviewed denial data to retrieve payments within the Timely Filing Limit, addressing errors that led to insurance claim denials.
  • Collaborated with WFM, QA, and FPA departments to analyze and interpret financial data related to specific insurance providers.
  • Planned and managed monthly and quarterly payment data for users within the collections department.
  • Worked as a Subject Matter Expert (SME) and trained new employees during onboarding in the same field.
  • Supported P2P-related payment planning and verification with finance teams.

Education

PGDM - Finance

Dr. DY Patil B-school
Pune, Maharashtra
05-2025

BBA - Finance

Barkatullah University
Bhopal, Madhya Pradesh
05-2023

Skills

  • Advanced Excel
  • Power BI
  • ERP Systems
  • Time management
  • Research Skills
  • Effective Communication
  • Strong Analytical Skills
  • Procure-to-Pay (P2P) Fundamentals

Certification

  • Equity Derivatives by NISM
  • Analyzing Data with Excel by IBM
  • Research Analyst by NISM
  • Fundamental Analyst by NCFM

Research Projects

  • Research Paper: Role of Behavioral Finance in Investment Decision-Making.
  • Passive Index Fund Management with 0.01% Variance.
  • Comparative Analysis of India & Japan’s Human Development Index.

Volunteer Experience

  • Assisted local students with academic tutoring in basic subjects.
  • Supported elderly individuals with errands and digital device use.
  • Organized food and clothing drives for underprivileged communities.

Activities

  • Sports coordinator, Yuva Sports Fest, Dr. D.Y. Patil B-School
  • Editorial head, Busin – College Magazine, Dr. D.Y. Patil B-School
  • 2nd place, Yuva Sports Tournament
  • Winner, Inter-College Dance Competition, Barkatullah University, Bhopal

Timeline

Client Support Executive

Teleperformance
03.2023 - Current

PGDM - Finance

Dr. DY Patil B-school

BBA - Finance

Barkatullah University

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Shreya Singh