Summary
Overview
Work History
Education
Skills
Certification
Languages
Websites
Timeline
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Sofiya Varghese

Chennai

Summary

Financial and research professional with over 7 years of experience in financial analysis, secondary research, company profiling, and business intelligence. Skilled in using tools like SAP S/4HANA, Excel, and Thomson Reuters for preparing detailed reports, analysing financial data, and supporting operational decision-making. Proven track record of delivering high-quality analysis for companies across industries including Pharma, IT, Retail, Aerospace, and Financial Services.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Freelance Research Analyst

Sraive
Chennai
01.2025 - 05.2025
  • Created and updated company profiles for FTSE 350 and AIM 50 companies using AGM notices and annual reports.
  • Conducted IPO analysis and maintained accuracy in data profiling systems.
  • Developed internal documentation that improved profiling clarity for a team of 12+ analysts.

Research Analyst

Sraive
Chennai
02.2021 - 01.2024
  • Authored 15+ detailed company profiles weekly for London Stock Exchange–listed firms.
  • Extracted and analyzed insights from 200+ AGMs and regulatory filings with 100% data accuracy.
  • Managed task allocation and client documentation, contributing to workflow efficiency.

Financial Analyst

Novartis International AG
Hyderabad
08.2016 - 08.2018
  • Managed chargeback processing, membership validation, and contract pricing with GPOs.
  • Liaised with wholesalers and internal government pricing teams to resolve rebate and pricing discrepancies.
  • Streamlined rebate validation processes to ensure timely payment releases.

Associate Analyst

Progressive Digital Media Pvt. Ltd.
Hyderabad
04.2014 - 07.2016
  • Delivered 30+ competitive and financial analysis reports per month across sectors.
  • Authored over 20 market intelligence reports monthly using annual report, press releases and financial data.
  • Conducted SWOT and ratio analysis using Thomson Reuters data.
  • Mentored junior analysts and handled custom research projects for clients.

Education

MBA - Finance & Human Resource

Amity Global Business School
Indore
01.2014

Bachelor of Commerce (B.Com) -

St. Aloysius College
Jabalpur
01.2012

Higher Secondary & Secondary Education -

MGM School
Jabalpur
01.2009

Skills

  • Company & Industry Profiling
  • Financial Analysis & Reporting
  • Business & Market Intelligence
  • Data Validation & Documentation
  • SAP S/4HANA Finance Operations
  • SAP S/4HANA Sales Processes
  • Secondary Research & SWOT Analysis
  • Excel (Advanced), PowerPoint, Word
  • IPO Analysis & Regulatory Filing Review
  • Financial Tools: SAP S/4HANA Finance Accounts Payable Receivable General Ledger Asset Management SAP S/4HANA sales processes
  • Office Tools: MS Excel (Advanced) Word PowerPoint
  • Research Tools: Secondary Research SWOT Industry Analysis Financial Ratios

Certification

  • SAP S/4 HANA FICO – End User Certificate
  • SAP Learning Hub – Business Edition
  • Gained proficiency in General Ledger, Accounts Payable, Accounts Receivable, and Asset Management using SAP FICO modules.
  • Supported strategic planning and financial management through practical SAP experience.
  • SAP S/4 HANA Sales – End User Certificate
  • Identified the enterprise structures in SAP S/4HANA Sales.
  • Executed SAP S/4HANA sales processes

Languages

English, Hindi, Malayalam

Timeline

Freelance Research Analyst

Sraive
01.2025 - 05.2025

Research Analyst

Sraive
02.2021 - 01.2024

Financial Analyst

Novartis International AG
08.2016 - 08.2018

Associate Analyst

Progressive Digital Media Pvt. Ltd.
04.2014 - 07.2016

MBA - Finance & Human Resource

Amity Global Business School

Bachelor of Commerce (B.Com) -

St. Aloysius College

Higher Secondary & Secondary Education -

MGM School

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Sofiya Varghese