Surabhi Shinde
Mumbai Suburban
Summary
Financial Research Analyst with 4.9 years of experience in financial research, data validation, and quality control. Skilled in financial data analysis, accuracy, confidentiality, compliance, and maintaining high-quality data in investor-facing environments.
Overview
3
3
Languages
5
5
years of professional experience
Work History
Financial Analyst
Tata consultancy services
Thane
04.2025 - Current
- Conducted in-depth financial and market research using Bloomberg Terminal, public disclosures, and external financial sources to support investment decision-making.
- Extracted, analyzed, and structured key financial metrics, KPIs, and company-level information from multiple sources, creating clear and actionable outputs for stakeholders.
- Verified and validated financial, loan, investment, and capital market data, identifying discrepancies to maintain high data accuracy for client-facing records.
- Collaborated with internal stakeholders to research, reconcile, and organize high-volume financial data while maintaining confidentiality, data quality, governance standards, and process efficiency.
- Created and maintained internal records for renewable energy assets, including Solar, Onshore Wind, Offshore Wind, and Energy Storage projects, based on verified financial and operational information.
Senior Associate
SS&C Technologies
Mumbai Suburban
11.2021 - 03.2025
- Managed legal client data, ensuring accuracy and confidentiality to support compliance and client trust.
- Coordinated seamless client data transfers and accurate documentation.
- Coordinated client data transfers and documentation to facilitate timely information access and enhance operational efficiency.
- Worked as a Quality Analyst, ensuring quality standards and zero SLA breaches.
- Built professional relationships with stakeholders and team members to foster collaboration and support project goals.
- Trained and supported new joiners to ensure smooth team integration and role proficiency.
- Handled software tools including AWD, Citrix Receiver, Fast Present, and BI.
Education
2018-2021
Skills
Team Collaboration
Attention to Detail
Time Management
Root Cause Analysis (RCA)
Process Improvement
Leadership & Mentoring
Personal Details
- Phone : 8928174935
- DOB : 13/04/2001
- Linkedin: https://www.linkedin.com/in/surabhi-shinde-a0aa92215?utm_source=share_via&utm_content=profile&utm_medium=member_ios
Accomplishments
- Awarded with Spot Award for the month of April 2023 for achieving 100% quality and productivity
- Performance Award for month of January, July, August, December 2023 and March and August 2024 for best performance
- Best quarter performer for Q4 2025
- Star performer for month of September 2025
- Star performer for month of February 2026
Languages
English
Beginner
A1
Hindi
Beginner
A1
Marathi
Beginner
A1
Timeline
Financial Analyst
Tata consultancy services
04.2025 - Current
Senior Associate
SS&C Technologies
11.2021 - 03.2025
2018-2021