Aruna S

MBA Finance graduate with experience in wealth management, investment advisory, and financial analysis

Chennai, Chennai districtMember since November 24, 2025

Financial Statement AnalysisAccount ReconciliationAccounting PrinciplesMS ExcelData analysisReportingStakeholder management

About

MBA Finance graduate with experience in wealth management, investment advisory, and financial analysis. Strong understanding of accounting principles, financial reporting, account reconciliations, banking operations, and financial statement analysis. Skilled in MS Excel, data analysis, reporting, and stakeholder management.

Possess strong analytical and problem-solving abilities with a keen eye for accuracy and process compliance. Seeking opportunities in the Accounting and Finance domain to leverage my financial knowledge, analytical skills, and business acumen while contributing to organizational growth.

Experience

Finance Intern - NJ Wealth

(2024-06 - 2024-08)

Prepared and validated financial reports and MIS dashboards using Excel.
Performed data reconciliation and accuracy checks for business reporting.
Analysed investment and financial product performance metrics.
Maintained documentation and ensured compliance with operational procedures.
Coordinated with internal stakeholders to resolve transaction and reporting issues.

Business Trainee - Bajaj FinServ Asset Management Limited

(2025-06 - 2026-01)

Assisted customers in identifying suitable financial products based on their financial goals and requirements.
Conducted financial needs analysis and supported relationship managers in customer acquisition and portfolio servicing
Prepared MIS reports, sales performance reports, and business analytics reports using MS Excel.
Coordinated with cross-functional teams to ensure timely processing of financial products and customer requests.
Analyzed customer financial data and generated insights to support business decision-making
Monitored business performance metrics and contributed to achieving branch targets.
Developed knowledge of financial services, lending products, investment products, and operational processes.
Strengthened analytical, communication, stakeholder management, and problem-solving skills through client interactions and business operations.