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YASHVI VYAS

@yashvivyas

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Back Office Executive focused on accurate financial research, due diligence, and confidential data analysis.

India

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What I'm looking for

I’m looking for a role where I can support clients with accurate research, financial data analysis, and confidential due diligence—while continuing to learn and grow. I value ethical practices, time management, and clear reporting that helps decisions.

I’m a recent B.com graduate and a CFA Level 1 candidate, committed to finance with “ethical practices.” In my current role as a Back Office Executive at Integrity Data Services Pvt. Ltd., I conduct detailed web-based and database research, perform due diligence by analyzing company ownership structures, financial data, and regulatory filings, and extract/validate/consolidate data with 100% accuracy while maintaining strict confidentiality.

Previously, I worked as a Sales Coordinator at Royal Orchid Hotels Ltd., where I maintained and analyzed MIS reports and strengthened my Excel skills using advanced functions and Pivot Tables for daily pick-up, incentive, budget, and forecast reporting. Earlier, as a part-time Bookkeeper at Vapi Mangalore transport, I recorded daily financial transactions, assisted with payroll and invoicing, processed employee expense reports, and supported customer question-handling to keep communications smooth and professional.

Experience

Work history, roles, and key accomplishments

Current

Back Office Executive

Current

Integrity Data Services Pvt. Ltd.

Dec 2025 - Present (6 months)

Conducted web- and database-based research to produce structured industry and company reports, performing due diligence on ownership, financials, and regulatory filings. Extracted and validated data from public sources with strict confidentiality, ensuring 100% accuracy for client decision-making.

Due Diligence financial data analysis Regulatory Filings Data Extraction Data Validation Confidentiality

Sales Coordinator

Royal Orchid Hotels Ltd.

Jun 2025 - Dec 2025 (6 months)

Maintained and analyzed MIS reports to improve data accuracy and efficiency, supporting sales budgeting and forecasting. Prepared daily pickup, incentive, budget, and forecast reports in Microsoft Excel and coordinated client follow-ups to drive customer satisfaction.

Microsoft Excel Pivot Tables Budgeting Forecasting Sales Reporting

Part-Time Bookkeeper

Vapi Mangalore Transport Co

Jan 2019 - Mar 2022 (3 years 2 months)

Recorded and maintained daily financial transactions, supporting payroll and invoice generation. Processed employee expense reports, identified management control weaknesses, and handled customer inquiries via phone and in person to maintain smooth communications.

Bookkeeping Transaction recording Payroll Support Invoice Processing Expense Reporting Customer Support Data Processing