Bhumika Ahuja
@bhumikaahuja1
Data Analyst at Morningstar classifying companies and validating financial datasets with standardized industry frameworks.
IndiaWhat I'm looking for
At Morningstar, I analyze and classify companies using standardized industry classification frameworks. I research business activities and validate financial datasets, using Microsoft Excel for analysis, quality tracking, and reporting.
Previously, I recorded transactions, reconciled party accounts, and maintained GST records as an Accountant. I’m NISM Series V-A certified and have experience with Tally ERP, Advanced Excel, and financial reporting.
Experience
Work history, roles, and key accomplishments
Analyze and classify companies using standardized industry classification frameworks. Conduct company research and perform data validation to ensure accuracy of financial datasets.
Accountant
Finance & Accounts Department
Feb 2023 - Jan 2026 (2 years 11 months)
Recorded daily debit and credit transactions and prepared payment and receipt vouchers. Managed party-wise reconciliation and maintained Excel-based records for GST returns and monthly adjustments.
Telecaller – Insurance Sales
Insurance Sales & Customer Relations
Jul 2021 - Jan 2023 (1 year 6 months)
Explained insurance products and policy terms to prospective clients and recommended suitable policies. Converted leads into sales and handled customer queries and escalations.
Education
Degrees, certifications, and relevant coursework
Chandibhai Himathmal Mansukhani (CHM) College
Bachelor of Management Studies, Finance
2023 -
Pursuing Bachelor of Management Studies with a focus on Finance, expected to complete in 2026.
CHM College
Higher Secondary Certificate, General Studies
2022 - 2023
Grade: 89%
Completed Higher Secondary Certificate with 89%.
Swami Shanti Prakash High School
Secondary School Certificate, General Studies
2020 - 2021
Grade: 86%
Completed Secondary School Certificate with 86%.
National Institute of Securities Markets
NISM Series V-A Certification, Mutual Fund Distribution
Certified in NISM Series V-A: Mutual Fund Distributors.
Tally ERP
Tally ERP Certification, Accounting Software
Certified in accounting and inventory management software.
Advanced Microsoft Excel
Advanced Microsoft Excel Certification, Data Management
Certified in data management, formulas, and financial reporting.
Microsoft Word
Microsoft Word Certification, Document Processing
Certified in document creation and formatting.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Social media
Job categories
Interested in hiring Bhumika ?
You can contact Bhumika and 90k+ other talented remote workers on Himalayas.
Message BhumikaGet matched with your dream remote job
Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!
