
Shreya Rao
@shreyarao1
I turn financial data into actionable insights through reporting, modeling, and analysis.
What I'm looking for
I've supported client advisory operations at Naveen Rego Capital Pvt Ltd, preparing financial research, client-facing reports, reconciliations, and documentation that improved data accuracy and audit readiness.
My MBA in Finance & Business Analytics complements hands-on work in financial statement analysis, ratio and trend analysis, budgeting, forecasting, and financial modeling. I use SAP FICO, SQL, Power BI, and Advanced Excel to translate financial data into clear business insights.
Through projects on financial advice effectiveness and listed-company performance, I've applied comparative analysis, regression analysis, risk profiling, and trend-based recommendations to support informed financial decision-making.
Experience
Work history, roles, and key accomplishments
Client Advisory & Operations Intern
Naveen Rego Capital Pvt Ltd
May 2026 - Jun 2026 (1 month)
Supported the client advisory desk by preparing financial research and reports, managed documentation and Excel-based record-keeping, and coordinated client meetings and communications.
Academic Tutor
Independent Tutor
Jan 2023 - Jan 2025 (2 years)
Designed customized lesson plans to improve student engagement and academic performance, and built a structured learning environment to strengthen analytical and problem-solving skills.
Education
Degrees, certifications, and relevant coursework
St Agnes College
Master of Business Administration, Finance and Business Analytics
Grade: CGPA: 7.80
Pursued an MBA in Finance and Business Analytics, achieving a CGPA of 7.80.
Govinda Dasa College
Bachelor of Commerce, Commerce
Grade: CGPA: 8.6
Completed a Bachelor of Commerce with a CGPA of 8.6.
Availability
Location
Authorized to work in
Salary expectations
Job categories
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