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JL
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Jay Lodha

@jaylodha

I analyze financial data, manage ERP migrations, and automate reporting with Power BI and Excel.

India
Message

What I'm looking for

I'm looking for a challenging role in a reputable organisation where I can extend my learning, knowledge, and skills in data analysis, financial reporting, ERP processes, and research.

I've supported ERP data migration and financial reporting at Paperchase Accountancy India, managing supplier, customer, and chart-of-accounts master data. I clean and reconcile GL, aging, and P2P data, build P&L and balance-sheet templates in Power BI and Excel, and provide technical support to accounting teams.

Previously at S&P Global, I researched private equity, venture capital, investment funds, and portfolio investments, turning financial and non-financial data into reports and insights for stakeholders. I combine primary and secondary research with a focus on data accuracy, process improvement, and market trends.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

GT

Gandhinagar Institute of Technology

Master of Business Administration, Finance

2020 - 2022

Pursued an MBA in Finance from Gandhinagar Institute of Technology, affiliated with Gujarat Technological University.

Tech stack

Software and tools used professionally

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