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Kumud Purohit

@kumudpurohit

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I build data-driven financial analysis, mutual fund evaluation models, and reporting dashboards.

India

Message

I've built financial analysis models and dashboards for mutual fund evaluation, including a centralized Excel dataset covering 149 funds across eight categories at Avides Learning Solutions LLP. I analyzed returns, AUM, Sharpe Ratio, Alpha, Beta, and Information Ratio, then deployed a Power BI dashboard for structured fund analysis.

I've also supported invoicing, billing, and reconciliation for 200+ EdTech accounts at C2C Mentors. My finance projects include multi-year financial statement, FP&A, variance, profitability, risk, and performance analysis for HDFC Bank and ITC using Excel, Bloomberg, Power BI, and SQL.

Experience

Work history, roles, and key accomplishments

Finance & Business Analyst Intern

Avides Learning Solutions LLP

May 2026 - Aug 2026 (3 months)

Built a centralized Excel master dataset linking returns, AUM and risk data for 149 mutual funds across 8 categories. Analysed funds using risk-adjusted metrics and deployed a Power BI dashboard for structured analysis.

Excel Power BI Mutual Fund Analysis Sharpe Ratio Alpha Beta Ratio Data Analysis

Operations & Finance Associate

C2C Mentors

Jan 2025 - Jun 2025 (5 months)

Managed backend operations for 200+ EdTech accounts, including invoicing, billing records and account reconciliation. Reconciled invoices and transaction records using Excel, identifying discrepancies and supporting resolution.

Excel Reconciliations Invoicing Billing Operations Management Account Management