Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Vivaan Saini

Summary

I am a BSc Economics student at Symbiosis School of Economics, Pune, with a strong passion for finance, investment banking, and strategic financial planning. Experienced in financial analysis, P&L forecasting, SaaS metrics, and market research, I have successfully secured sponsorships, developed financial dashboards, and conducted competitor analysis to drive business insights. Proficient in Excel and budgeting, I have strong analytical thinking, problem-solving abilities, and teamwork skills, and I am eager to apply my expertise in finance and strategy to create a meaningful impact in the industry.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Intern

Lentra
Pune
12.2024 - 01.2025
  • Conducted financial analysis, including P&L predictions and YTD performance tracking.
  • Designed balanced scorecards to monitor key business metrics.
  • Researched SaaS metrics such as Churn Rate, CLV, and CAC to LTV,etc.
  • Analyzed competitor financials using the MCA portal.
  • Assessed market trends and consumer behaviour impacts on revenue.
  • Developed Excel dashboards with alerts and data visualizations for financial monitoring.
  • Explored the Co-Lending Model and Account Aggregator framework.
  • Evaluated financial ratios and efficiency metrics to assess business performance.
  • Prepared reports and presentations on strategic financial goals.

Intern

The Akshay Patra Foundation
Gurugram
05.2024 - 06.2024
  • Developed fundraising proposals for PSUs (HUDCO, NTPC) and corporate partners (Adobe).
  • Conducted in-depth data research to support fundraising initiatives.
  • Participated in on-field activities with Amazon to understand operational challenges.
  • Designed a strategic growth plan to expand the NGO’s impact and outreach.

Event Head

Symbiosis School of Economics (Cultural Fest)
Pune
10.2023 - 04.2024
  • Secured sponsorships to fund and enhance event quality.
  • Persuaded and engaged participants, increasing event participation.
  • Managed event logistics, coordinating performances and ensuring smooth execution.
  • Led fundraising efforts and built relationships with sponsors for long-term collaboration.
  • Oversaw the overall organization of the theatre event, ensuring a seamless experience for performers and audience members.

Core Finance Team

Symbiosis School of Economics (Econnomist of The Year)
Pune
11.2023 - 03.2024
  • Managed budgeting and reimbursements to ensure efficient financial allocation.
  • Ensured financial accuracy and transparency in fund management for the competition.
  • Assisted in tracking expenses and maintaining financial records.
  • Collaborated with event organizers to optimize cost-effectiveness.

Education

Bachelor of Science - Economics

Symbiosis School of Economics
Pune,India

High School Diploma -

The Khaitan School
Noida,India
03-2023

Skills

Technical & Financial Skills:

  • Financial Analysis
  • Budgeting & Fund Management
  • Profit & Loss (P&L) Forecasting
  • SaaS Metrics (Churn Rate, CLV, CAC to LTV)
  • Financial Ratios & Efficiency Metrics
  • Investment Banking Fundamentals
  • Market Research & Trend Analysis
  • Competitor Analysis
  • Co-Lending & Account Aggregator Framework

Tools and Software

  • Microsoft Excel (Dashboards, Data Visualization)
  • Google Sheets (Financial Tracking & Analysis)
  • PowerPoint (Reports & Presentations)
  • Financial Databases (if applicable)

Soft Skills:

  • Problem-Solving
  • Analytical Thinking
  • Communication & Negotiation
  • Attention to Detail

Certification

  • Yale School of Management - Financial Market
  • Investment Banking Analyst - Coursera

Languages

Hindi
First Language
English
Advanced (C1)
C1

Timeline

Intern

Lentra
12.2024 - 01.2025

Intern

The Akshay Patra Foundation
05.2024 - 06.2024

Core Finance Team

Symbiosis School of Economics (Econnomist of The Year)
11.2023 - 03.2024

Event Head

Symbiosis School of Economics (Cultural Fest)
10.2023 - 04.2024

Bachelor of Science - Economics

Symbiosis School of Economics

High School Diploma -

The Khaitan School

Similar Profiles

CREATE PROFILE
Vivaan Saini