Shamal V.
Mid-Level Financial Analyst
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Shamal V. is a finance professional with extensive experience in the financial domain, particularly in research and analysis. Currently pursuing a CFP from FPSB, Shamal has over a year and a half of experience as a Research Trainee in the Mentoring Department at Plan Your World, where he simplifies complex financial concepts, supports mentors, and drafts educational content for financial literacy. With expertise as a Financial Analyst at both ICAN BPO Pvt. Ltd. and Aptara Corporation, Shamal has demonstrated proficiency in financial reporting and data analysis within the context of XBRL and SEC compliance across various industries including banking, real estate, and insurance. His background also includes roles as a Finance Executive and MIS/SFDC Executive at Tata Teleservices, where he managed financial tracking, co-ordinated with internal teams, and supported financial operations. Shamal holds an MBA/PGDBM in Finance from IMEX-Pune and has completed a Financial Modelling course from Edupristine in Andheri, underscoring his robust analytical capabilities and commitment to continuing education in the financial sector.
Experience
Research Trainee
Plan Your World · 2024 — PresentSimplified complex financial concepts for mentees, assisted mentors in conducting sessions, prepared session notes and FAQs, and contributed to designing structured mentoring programs and creating financial literacy awareness materials.Finance Executive
Tata Teleservices LTD · 2017 — 2017Generated reports on payment releases and pending payments, coordinated with the ICOMS Team, performed reviews and analysis of various commission types aligning with the payout policy, and resolved queries related to channel partner payouts.MIS / SFDC Executive
Tata Teleservices LTD · 2015 — 2017Created commission payouts distributed across all regions, maintained various trackers and reports for senior management, coordinated with multiple teams including ICOMS, finance, and product teams, managed opportunity creation in SFDC, and resolved channel partner payout queries.Junior Research Analyst
I-Peritus Solutions & Services Private Ltd · 2013 — 2014Conducted data analysis and valuation for structured product finance, focusing on asset classes such as ABS, RMBS, and CLO, as well as analyzing deal and loan portfolio structures and assessing risk factors like delinquencies and defaults.Financial Analyst
ICAN BPO Pvt. Ltd. · 2012 — 2013Handled financial reporting for SEC-related documents, analyzed annual reports of publicly listed companies focusing on financial statements and footnotes, ensured compliance with US GAAP and IFRS Taxonomy, managed various regulatory filings, and performed analysis and forecasting of financial trends using ratio analysis.Financial Analyst
Aptara Corp. · 2012 — 2012Conducted comprehensive studies of US GAAP to prepare financial statements in XBRL, analyzed various financial statements and notes, prepared interactive data for 10-Q and 10-K filings in compliance with SEC mandates, and reviewed interactive filings in accordance with SEC requirements.Trainee (Apprenticeship)
Janata Sahakari Bank Ltd. · 2003 — 2004Managed withdrawal and deposit counters, processed payments and withdrawals, verified cheques, issued demand drafts, performed back office work including ledger maintenance, and gained a fundamental understanding of the bank's overall operations.
Skills & Expertise
Education
- MBA- FinanceInstitute for Management Excellence and Development, Pune · 2009 — 2011
- Bachelor of CommerceLBS College, Shivaji University · 2004 — 2007
- H.S.C (Vocational Commerce)D.P.Bhosale College, Kolhapur Board · 2001 — 2003
- PGDBM- FinanceInstitute for Management Excellence and Development, Pune
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