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Aakash KuleAK
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Aakash Kule

@aakashkule

I build financial analysis and Power BI reporting that turns global market data into decision-ready insights.

India
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What I'm looking for

I'm looking to apply Excel, SQL, Power BI, forecasting, and financial analysis to annual planning and strategic decision-making in a dynamic FP&A role.

At Morningstar India, I analyze global financial reports, corporate capital structures, market capitalization, and competitor performance to provide decision-ready insights for internal stakeholders.

I've built and automated Power BI dashboards for team performance, global IPO trends, and corporate actions, reducing weekly manual reporting by 1–2 hours. I also led comparable-company valuation modelling for more than 3,000 pre-IPO companies and created estimation models for post-listing valuations where public data was unavailable.

I partner with technology and audit teams to resolve data deviations, automate operational review checks, and improve reporting accuracy. As a subject matter expert, I train new analysts on data-quality standards, reporting tools, and review processes.

Earlier at Kilburn Engineering, I supported budgeting, forecasting, cost variance analysis, and profitability reporting. I'm pursuing CMA India Final and bring FMVA, FPAP, BIDA, and AI for Finance credentials to FP&A, forecasting, and strategic decision-making work.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

University of Mumbai logoUM

University of Mumbai

Bachelor of Commerce, Commerce

2016 - 2019

Grade: CGPA: 7.98

Bachelor of Commerce degree from the University of Mumbai, completed with a CGPA of 7.98.

Tech stack

Software and tools used professionally

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