Mradul MaheshwariMM
Open to opportunities

Mradul Maheshwari

@mradulm1

Finance professional with experience in data modelling, MIS & data analysis

India
Message

What I'm looking for

Seeking a challenging role in finance that leverages my skills in data analysis, financial planning, and portfolio management to drive business growth and success.

As a seasoned finance professional with a strong background in data modelling and analysis, corporate finance, and portfolio management, I bring a solution-oriented mindset and exceptional relationship management skills to the table. With a keen interest in pursuing a future career in the finance function in corporate, I am confident in my ability to drive business growth and success.

Throughout my career, I have demonstrated expertise in financial planning, wealth management, and data analysis. My experience in leading projects, managing clients, and developing financial models has equipped me with the skills to drive business results. I am committed to staying up-to-date with industry trends and best practices, as evident from my pursuit of an Executive MBA in Finance.

I am a strong believer in the power of data-driven decision-making and am proficient in a range of tools, including MS Office, Power BI, and SQL. I am also comfortable with AI tools and have a beginner's knowledge of financial modelling. My passion for finance, combined with my technical skills and business acumen, makes me an asset to any organization.

Experience

PKF S&S LLP logoPL
Current

Audit Associate

Jun 2022 - Present (2 years)

• Led the Digital Dashboard Project for one of India's leading Mining Company.
• Assisted Business Transformation Team for Technical Analysis (Pareto, Box Plot, Variance Analysis, etc).
• Conducted internal audits at client sites to monitor the performance operational contracts.
• Designing and periodic update of templates for above monitoring as well as preparing dashboards for management.

AL

Finance & Accounts Intern

Asma Traexim Private Limited

Jan 2020 - Feb 2020 (1 month)

Managed documentation pertaining to transactions in cash, credit, fixed assets, accrued expenses and line of credit. Assisted in Stock Audit and Physical Verification.

SLA Finserv logoSF

Relationship Manager

Aug 2020 - Jun 2022 (1 year 10 months)

• Managed 400-plus clients and 50cr plus AUM, executed wealth management strategies based on their financial goals.
• Prepared financial plans and addressed queries in client’s financial journey.
• Conducted asset allocation in portfolios with changing goals and time.
• Developed expertise in Mutual Funds, ETFs, Bonds, Insurance and Tax planning.
• Created financial models in Excel.

Tech stack

Learn about the tools and technologies that Mradul likes to use.

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