Skip to main content
Dinesh TrivediDT
Open to opportunities

Dinesh Trivedi

@dineshtrivedi

Finance and valuation-focused analytics professional delivering data-driven insights through research, reporting, and advisory.

India
Message

What I'm looking for

I’m looking for a role where I can own valuation and financial research, build dashboards and reports with Python/Power BI/SQL, and partner with stakeholders to turn complex data into clear, actionable decisions.

I’m an analytical professional with 2+ years of experience supporting data-driven decision-making across valuation, research, financial analysis, and client advisory functions. I combine strong finance fundamentals with data tools to deliver high-quality, timely insights to stakeholders.

In my freelance role in Financial & Market Research, I support valuation and research engagements across energy and medtech. I conduct primary and secondary research (market sizing, competitor landscaping, and industry trend analysis), benchmark revenue models and margin profiles, and synthesize findings into decision-ready summaries under tight deadlines.

I also bring client-facing execution from my Finance Executive experience, supporting investment analysis and performance reporting for client portfolios exceeding $5M AUM. I deliver financial performance analysis, risk assessments, and macroeconomic sector insights, translating expectations into actionable insights through structured reporting, dashboards, and client presentations.

Experience

Work history, roles, and key accomplishments

IC

Financial & Market Research

Independent Consulting

Nov 2024 - Feb 2026 (1 year 3 months)

Supported valuation and market research engagements across energy and medtech, coordinating deliverables and timelines to deliver decision-ready research summaries under tight deadlines. Built dashboards and client-ready reports using Python and Power BI, translating complex findings into actionable recommendations.

Education

Degrees, certifications, and relevant coursework

CFA Institute logoCI

CFA Institute

CFA Level I, Finance

CFA Level I candidate with CFA Institute.

TS

The Wallstreet School

Financial Modelling & Analytics (Certificate), Investment Banking

Completed a Certified program in Financial Modelling & Analytics (Investment Banking) in September 2023.

Tech stack

Software and tools used professionally

Find your dream job

Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!

Sign up
Himalayas profile for an example user named Frankie Sullivan