Sudhanshu Upadhyay
Mumbai
Summary
Finance professional with comprehensive experience in consultancy and advisory roles within financial services. Specialisms in delivering strategic financial solutions and optimizing client portfolios through in-depth analysis and tailored recommendations. Capable of driving business growth by leveraging market insights and fostering strong client relationships.
Overview
5
5
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work History
Gym Trainer
Figure factory
Mumbai
11.2025 - Current
- Crafted personalized fitness programs addressing individual client goals and preferences.
- Facilitated group training sessions to boost client motivation and foster community engagement.
Finance service consultant
Unity fin-care private lmt.
Mumbai
04.2022 - Current
Gym Trainer
Adiyash gym
Mumbai
04.2025 - 10.2025
- Designed personalized fitness programs for diverse client needs.
- Led group training sessions to enhance client engagement and motivation.
- Instructed clients on proper exercise techniques and safety protocols.
Event manager
Mahalaxmi Decorations pvt lmt.
Mumbai
10.2020 - 02.2022
- Spearheaded implementation of new software systems for streamlined operations.
- Delivered insightful presentations to board members for informed decision making.
- Assisted in merger and acquisition activities to ensure favorable outcomes.
- Developed comprehensive business plans for enhancing profitability.
- Ensured accurate reporting by meticulous maintenance of financial records.
- Ensured regulatory compliance, mitigating potential legal issues.
- Devised effective debt recovery strategies leading to improved cash flow.
- Optimized financial performance with thorough risk assessments and mitigation strategies.
- Advised on tax planning strategies whilst considering latest legislation changes.
- Facilitated client understanding with clear communication of complex financial concepts.
- Orchestrated entertainment line-ups, enhancing overall event atmosphere.
- Negotiated contracts with suppliers, securing best value for money.
- Oversaw guest registration process ensuring a warm welcome for all attendees.
- Handled client queries promptly delivering superior customer service.
- Hired temporary event staff based on budgets, event size and specialized skills required.
- Obtained client feedback to determine improvements for future events.
- Managed large-scale events from initial planning to successful completion.
- Negotiated costs with suppliers to meet client event budgets.
Education
Certification Of Fitness Trainer - Fitness Trainer
IFSI
02.2025 - 06.2025
Gurukul Collage -
Digital Marketing
01.2022 - 05.2023
Bachelor of commerce - Accounting and Finance
University of Mumbai
Mumbai, Maharashtra, IndiaSkills
- Adaptable to market changes
- Knowledge of accounting principles
- Economic trend analysis
- Business valuation methods
- Project management aptitude
- Client event hosting
- Understanding tax law
- Investment counseling
- Team Leadership
- Strategic planning
- Risk Management
Certification
- Computer Awareness and Applications
- Advanced Excel and Tally & Goods and Service Tax
- Digital Marketing Analysts
- Certified Book Reviewer
Languages
English, Advanced
Languages
Hindi
First Language
English
Proficient
C2
Timeline
Gym Trainer
Figure factory
11.2025 - Current
Gym Trainer
Adiyash gym
04.2025 - 10.2025
Certification Of Fitness Trainer - Fitness Trainer
IFSI
02.2025 - 06.2025
Finance service consultant
Unity fin-care private lmt.
04.2022 - Current
Gurukul Collage -
Digital Marketing
01.2022 - 05.2023
Event manager
Mahalaxmi Decorations pvt lmt.
10.2020 - 02.2022
Bachelor of commerce - Accounting and Finance
University of Mumbai