Workday Financials Financial Consultant

Niki Shah

Mumbai, Maharashtra +91-890******* ************@*****.***

LinkedIn: LinkedIn https://www.linkedin.com/in/niki-shah-6123b31ab ACADEMIC QUALIFICATIONS

Year Qualification Institute CGPA/%

2022 MBA (Finance) Symbiosis Institute of Business Management, Nagpur 7.47/10 2020 B.B. A Amrut Mody School of Management 71.5

2017 XII Divine Buds School 75.47

2015 X Divine Buds School 82.33

WORK EXPERIENCE

Strada Global Workday Senior Specialist May 2022- Present

Successfully led the migration of legacy systems to Workday Financials, streamlining the engagement process for multiple clients and boosting efficiency by 30%.

Collaborated with cross-functional teams to integrate Workday Financials with third-party technology systems, enhancing strategic product alignment and improving customer experience by 20%.

Engaged in 5+ full implementation cycles for Revenue Management, & Customer Account modules within Workday Financials, ensuring seamless transitions and providing post-deployment support for users.

Additionally, provided ongoing support post-implementation, resulting in high client satisfaction. Conducted client training sessions on Workday Financials, leading to increased adoption and proficiency.

Persisted on the latest Workday Financials enhancements and proposed client optimizations, leading to improved system functionality and increased productivity.

SUMMER INTERNSHIP

Insplore Consultants Pvt Ltd Intern Jun – Aug 2021

Gained insights on Gordon's Model, Modigliani-Miller theorem, Cost of equity, Cost of debt, overall cost, pay slip, taxable income, and tax liability.

Collection of desired data from sources. Dealing in the products offered for the company to generate leads.

Doing financial statements analysis with HDFC Bank and conducting online surveys using Google forms to conduct primary research on the same.

Qualified for Early Bird Competition that is held for interns.

Prepare promotional presentations.

Assist with sales responsibilities such as the generation of leads, reaching of targets, recruiting and selection, training and development, etc.

Conducting market research and competition analysis. Growth Arrow Equity Research Analyst Jun -Aug 2021

Roles Assigned: worked as an Equity Analyst.

Department worked: Finance and Advisory

Project Title: Equity Research

Duties Assigned: To learn and analyze the market conditions for investing in stocks.

Apply technical analysis tools like RSI, MACD, etc. to perform analysis on different stocks to invest in.

Performed fundamental analysis of preferred stocks to know about underpricing and overpricing decisions.

Also learnt about trading techniques in FOREX

SNG TAXSERV LLP Winter Intern Nov – Dec 2020

Utilized an e-learning platform for learning and training, engaging in individual project work, digital consultations, and networking sessions with colleagues.

Conducted a SWOT analysis of educational institutions, identifying areas for improvement based on the strengths of SNGC, and conducted data mining to analyze the expansion of National Highways across various states in India. KEY PROJECTS UNDERTAKEN

Finance, Amrut Mody School

of Management

Capstone Project:

Year-long research project and the topic for the same: A Study of Credit Rating Agencies in India.

[2019-

20]

Entrepreneurship, Amrut

Mody School of

Management

Entrepreneurship Project

Prepared a business plan of runner service application, “My Genie”

Created a venture named “Phulkari_Jewellery”, on digital platform.

[2019]

[2018]

Projects, SIBM Use FCFF and FCFE as valuation methods to analyze the value of ITC Ltd. This project is about analyzing the ratios of different companies and analyzing their performance.

SPSS was used for analyzing various products and sectors with discriminant analysis, conjoint analysis, and logistic regression.

Conduct a Fundamental and Technical analysis to decide whether to purchase or sell a stock.

Prepared Three-statement financial model using Excel's scenario manager to create a better analysis.

Built forecasting model for prices of Nifty-50, Natural Gas and Gold, using Gretl and E-views software in Financial Econometrics.

Comparison of the financial statements of Jindal steel & power limited and Maanshan Iron & Steel.

[2020-

22]

POSITIONS OF RESPONSIBILITY

Core Member of Corp-

Connect Committee

Worked towards conducting guest lectures by eminent persona from various areas of the corporate industry.

Played a key role in providing industry level hands-on experience to the peers.

Created avenues for growth by building long-term relationship with companies.

Handling responsibilities of creating all the creative (Posters, Social-Media Posts) of all the events.

[2021]

Volunteer, Finomics Club Working as a permanent volunteer handling social media page of the respected club.

Handling responsibilities of creating all the creative (Posters, Social-Media Posts) of all the events.

[2020]

ACHIEVEMENTS & CERTIFICATIONS

Extracurricular Strategy Developer Analyst: Crafted detailed business proposals for an electric kit manufacturer, leading strategic initiatives, project acceleration, and business refinement through hypothesis testing, while overseeing a diverse team across global time zones to devise strategic product roadmaps and market viable business models, ultimately reducing new product development time by 10%.

Successfully completed project of Product Photography.

Successfully completed basics of Tally. ERP 9

Successfully completed the X-Culture Global Collaboration Course involving theoretical training and two months of practical experience as a member of a Global Virtual Team.

The teams developed a high-quality business plan for a multinational company, working alongside our, 5000 students from 140 universities in over 80 countries on 6 continents.

Attended IIM-A Red Brick Summit

[2022]

[2021]

[2020]

[2019]

[2018]

Certifications “Finance for Everyone: Markets” an online non-credit course authorized by McMaster University and offered through Coursera.

“Excel Skills for Business: Essentials” an online course authorized by Macquarie.

[2020]

[2020]

University and offered through Coursera.

“High-Impact Business Writing” an online course authorized by university of

California, Irvine and offered through Coursera.

“Successful Presentation” an online course authorized by University of Colorado

Boulder and offered through Coursera.

Participated MyCaptain “Finance and stock markets” workshop.

Workday Contracts to Cash Certification

Workday Launch Certification

[2019]

[2019]

[2019]

[2022]

[2023]

SKILLS & INTERESTS

WORKDAY ORDER TO CASH

WORKDAY REPORTING- BEGINER

WORKDAY CONFIGURATION

BUSINESS PROCESS ANALYSIS

END-USER TRAINING

PROJECT MANAGEMENT

TROUBLESHOOTING AND SUPPORT

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