Prerna

Finance graduate (BBA – Banking & Finance, CGPA 9.12/10) with internship experience supporting financial advisory, portfolio reporting, and data accuracy reviews. Skilled in Advanced Excel, SQL, and Power BI for financial data validation, MIS reporting, and dashboard preparation. Foundation in fintech, digital lending, and regulatory concepts through certified coursework, with strong attention to detail suited to financial governance, risk monitoring, and compliance support.

Seeking to apply analytical rigor and a process-driven mindset to a Finance & Risk Analyst role within the insurance/BFSI domain.

Customer Relation Trainee – Finance Intern at Universe Capital (2025-08 – Present)

• Support financial research and reporting by tracking market trends, financial instruments, and macroeconomic indicators to inform the advisory team's client recommendations.
• Compile and validate client portfolio summaries and performance reports (MIS-style reporting) in Excel, checking data accuracy and consistency ahead of advisor review — building habits directly relevant to financial reconciliations and reporting controls.
• Apply fundamental and technical analysis techniques to evaluate equities and financial instruments, strengthening attention to detail and analytical judgment used in variance and trend analysis.

Finance & Marketing Intern at Agile Capital Services (2025-04 – 2025-07)

• Analyzed client financial data and communicated key findings to advisors, supporting clear reporting to stakeholders and leadership.
• Reviewed financial statements to assess client needs and support fundamental analysis, developing a working understanding of P&L review and financial-record accuracy.

Campus Ambassador at Galgotias University (2024-08 – 2024-11)

• Coordinated logistics, timelines, and stakeholder communication for outreach initiatives, driving measurable student engagement across campus.

Campus Ambassador at Teachnook (2023-07 – 2023-10)

• Represented Teachnook on campus, driving enrollment through outreach events and social media campaigns.

Bachelor of Business Administration (BBA) in Banking & Finance – Galgotias University (2026)

Senior Secondary (Class XII) in Commerce (2022)