Ajay Yadav
@ajayyadav7
Data-driven Finance Analyst specializing in financial reporting, reconciliation, and ERP data—driving accurate insights and process efficiency.
IndiaWhat I'm looking for
I’m a data-driven Finance Analyst with experience in financial reporting, reconciliation, and ERP-based data handling across Oracle and CargoWise. I’ve processed and analyzed 60–80 invoices/month, ensured high accuracy in financial data, and supported month-end closing and financial reporting processes with audit-ready records.
I improve process efficiency by optimizing workflows (8–10%) and strengthening data reliability through discrepancy analysis. In internships, I conducted portfolio analysis and PMS comparisons, created client-ready outreach using Power BI/Tableau, and prepared investment reports and presentations to support decision-making.
Experience
Work history, roles, and key accomplishments
Finance Analyst
DBGroupIndia Pvt Ltd
May 2025 - Present (1 year 1 month)
Analyzed 60–80 invoices per month to maintain high-accuracy financial records and support reporting readiness. Handled ERP-based data processing using Oracle and CargoWise to improve data integrity.
Finance & Research Intern
Motilal Oswal Financial Services
May 2024 - Jul 2024 (2 months)
Conducted portfolio analysis and PMS comparisons to support investment evaluation and client investment discussions. Built MIS reports using Excel, Power BI, and Tableau to generate data-driven outreach insights supporting client acquisition and demat onboarding.
Finance Analyst
CargoWise
Performed reconciliation and discrepancy analysis in CargoWise, improving data reliability. Supported month-end closing and maintained audit-ready financial records aligned with internal controls.
Education
Degrees, certifications, and relevant coursework
Thakur Institute of Management Studies and Research
Master’s in Management Studies (Finance), Finance
2023 - 2025
Earned a Master’s in Management Studies (Finance).
Thakur Shyamnarayan Degree College
Bachelor’s in Accounting and Finance, Accounting and Finance
2018 - 2021
Earned a Bachelor’s degree in Accounting and Finance.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
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