Pooja Dhumal

Support core monthly and annual planning cycles, maintaining financial models and forecasting cash flow, operating expenses, and burn rates for NSF SBIR Phase 2 grant deliverables. Reconcile cash-basis records into GAAP-compliant accrual financial statements and detailed project cost ledgers to meet federal auditing standards.

Worked as a Teaching Assistant for Digital Technology in Business, supporting over 100 undergraduate students through Lab lectures, tutorials, assessments, and practical sessions. Taught practical applications of Excel, MS Access, SQL, and Python to help students apply digital tools in business contexts.

Prepared and maintained complete books of account for an early-stage startup using QuickBooks, ensuring accurate financial records and compliance. Set up and streamlined accounting processes to support day-to-day operations and financial reporting. Supported the company’s successful grant management and reporting after securing $275K in NSF SBIR Funding.

Served as the primary product owner for the Total Shares Outstanding (TSO) data platform covering 51,000+ global securities, aligning cross-functional roadmap milestones, data governance standards, and delivery priorities across $500B+ AUM. Collaborated directly with investment, research, operations, and technology teams to translate complex investment, portfolio, and corporate action requirements

Scrutinized complex loan and financial documentation for regulatory compliance, identifying discrepancies and performing data audits to ensure complete, high-quality inputs.

Pursuing a Master of Science in Information Systems at the University of Cincinnati, Carl H. Lindner College of Business, expected December 2026.

Completed a Bachelor of Law from the University of Mumbai in October 2020.

Earned a Master of Commerce in Accounting and Finance from the University of Mumbai in October 2020.

Completed a Bachelor of Commerce from the University of Mumbai in April 2016.