Shubhangi Tagde
Ahmedabad
Summary
Strategic and results-oriented finance leader with over 5 years of progressive experience in financial operations, investment data management, and cross-functional team leadership. Proven track record in managing complex MIS infrastructures, ensuring enhanced financial reporting accuracy, and driving process optimization within high-growth financial institutions. Skilled at integrating analytical insight with business strategy to effectively influence key decisions, improve operational efficiency, and strengthen governance frameworks. Well-regarded for leading diverse teams, mentoring talent, and maintaining strong relationships with stakeholders and clients.
Overview
7
7
years of professional experience
Work History
Senior Operations & MIS Executive
Prudent Corporate Advisory Services Ltd.
03.2023 - Current
- Spearhead daily Portfolio Management Services (PMS) operations, ensuring seamless data extraction, transformation, and integration from multiple financial platforms.
- Lead a high-performing team in executing advanced MIS reporting, AIF data management, and client-driven analytics.
- Drive automation and standardization initiatives to streamline portfolio reporting and enhance operational accuracy.
- Serve as a key liaison between Relationship Managers and technical teams to ensure client satisfaction and data transparency.
- Oversee compliance of manual entries for Fixed Deposits, Bonds, Non-Convertible Debentures (NCDs), and Sovereign Gold Bonds (SGBs).
Associate Consultant - Finance Operations
Lendingkart Finance Ltd.
01.2019 - 01.2023
- Directed the development of MIS frameworks for disbursement tracking, insurer sourcing, and real-time financial dashboards.
- Engineered SQL-based data extraction models to support strategic partnerships with leading insurers (ICICI, HDFC).
- Managed a dynamic operations team, ensuring timely documentation and resolution of high-volume client queries.
- Led insurance claim processing and compliance alignment with cross-functional teams across multiple partners.
Associate Consultant - Talent Acquisition & Operations
Switcher Solutions
04.2018 - 01.2019
- Orchestrated large-scale talent acquisition strategies for premier clients such as TCS and Sciformix, ensuring alignment with organizational goals.
- Championed initiatives to enhance candidate experience, stakeholder communication, and time-to-hire metrics.
- Mentored a team of recruiters, fostering collaboration and performance improvement.
HR Recruiter
Avid Placement
05.2018 - 11.2018
- Cultivated business relationships and expanded the recruitment client base through consultative selling and follow-through.
- Established structured hiring processes and ensured client satisfaction through ongoing engagement and feedback.
Education
Bachelor of Business Administration - Management
Devi Ahilya Vishwavidyalaya (DAVV)
Master of Business Administration - Finance & Human Resources
Devi Ahilya Vishwavidyalaya (DAVV)
04.2016
Senior Secondary Education - undefined
M.P. Board
01.2011
Skills
- Financial Operations & MIS Management
- Strategic Leadership & Team Development
- Investment Analytics & Risk Management
- Project management and data governance
- SQL
- Advanced Excel
- Financial management portals
- Stakeholder Collaboration & Client Service Excellence
- Process Optimization & Quality Assurance
- MS Office Suite
- SQL Programming
- Data Extraction
- Wealth Spectrum Platforms
- Diverse platform management
- Windows OS
- Management information systems proficiency
Languages
Hindi
English
Marathi
Gujarati
Certifications And Awards
Hall of Fame Award - Twice recognized for outstanding performance and excellence in operations
Hobbies
Naturebound
Singing
Dancing
Cooking
Timeline
Senior Operations & MIS Executive
Prudent Corporate Advisory Services Ltd.
03.2023 - Current
Associate Consultant - Finance Operations
Lendingkart Finance Ltd.
01.2019 - 01.2023
HR Recruiter
Avid Placement
05.2018 - 11.2018
Associate Consultant - Talent Acquisition & Operations
Switcher Solutions
04.2018 - 01.2019
Senior Secondary Education - undefined
M.P. Board
Bachelor of Business Administration - Management
Devi Ahilya Vishwavidyalaya (DAVV)
Master of Business Administration - Finance & Human Resources
Devi Ahilya Vishwavidyalaya (DAVV)
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