SONAL SHARMA
Jaipur
Summary
Finance enthusiast having CFA Level I cleared and a strong analytical mindset, skilled in ethics, reporting, valuation, and quantitative methods. Adept at bridging numbers with strategy to solve financial challenges. Actively transitioning into FP&A, portfolio analysis, and equity research to contribute to high-impact finance teams.
Overview
2
2
years of professional experience
Work History
Associate
Wizikey
01.2023 - 04.2024
- Boosted lead generation by optimizing LinkedIn marketing campaigns, leveraging advanced audience targeting to maximize product visibility and engagement.
- Elevated brand awareness by designing and executing creative content strategies
- Collaborated cross-functionally with design,product and finance teams to align marketing initiatives with branding goals, ensuring consistent messaging across all channels.
Research Analyst
TransFunnel Consulting
01.2022 - 08.2022
- Conducted in-depth market and user research, delivering comprehensive competitive analysis to support strategic decision-making for clients.
- Conducted post-campaign evaluations to measure the effectiveness of strategies, providing actionable insights for client reports and presentations.
Education
CFA Level I -
CFA Institute
07-2025
Master of Commerce - Business Administration And Management
University of Rajasthan
Jaipur, India 04.2001 -
Bachelor of Commerce -
University Of Rajasthan
Jaipur, India 04.2001 -
Skills
Financial Analysis
Quantitative Analysis
Portfolio Management Basics
Equity Valuation
Risk Management
Corporate Finance
Investment Research
Investment Management Basics
Excel & Financial Modeling
Marketing Strategy
Social Media Marketing
CRM & Email Marketing
SEO/SEM
Lead Generation
Websites
Awards
Rising Star (Employee of the Year) at Wizikey: Recognized for driving strategic excellence, achieving a 5x growth in organic impressions, and elevating the brand's digital footprint across social platforms.
INTERNSHIP EXPERIENCE
- Digital Intern at stepbeyondborders (05/2020 - 06/2020): Designed and executed social media content strategies to increase follower count.
- Intern at MyCaptain (04/2020 - 05/2020): Supported content creation for marketing campaigns, assisting in increasing engagement by 25% on targeted platforms.
Timeline
Associate
Wizikey
01.2023 - 04.2024
Research Analyst
TransFunnel Consulting
01.2022 - 08.2022
Master of Commerce - Business Administration And Management
University of Rajasthan
04.2001 -
Bachelor of Commerce -
University Of Rajasthan
04.2001 -
CFA Level I -
CFA Institute
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