Priya  Bansal profile photo 1 on Tal

Priya Bansal

Aspiring Financial Analyst | FP&A & Reporting | Excel, Power BI

India

< 1 year of work experience

Bajaj Allianz Life Insurance @Balic
May 20253 mosJul 2025

• Evaluated 12 listed IT companies with market capitalizations above ₹10,000 Cr using ROCE, EBITDA margins, Net Profit Margin, Current Ratio, and valuation metrics to compare financial performance and sector positioning. • Built Excel-based comparative analysis and ranking models by consolidating multi-company financial data, enabling structured evaluation of profitability, liquidity, and investment potential across large-cap IT firms. • Analyzed RSI, MACD, support/resistance levels, and candlestick patterns to assess market sentiment and short-term price momentum, supporting data-driven interpretation of IT sector stock trends.
Agile Capital Services
Jun 20223 mosAug 2022

Delhi, India

• Engaged with 50+ prospective clients to explain insurance, SIP, and ULIP products, supporting lead generation and client engagement activities. • Conducted customer profiling and financial need analysis to recommend suitable financial products aligned with individual goals and risk preferences. • Maintained lead tracking and follow-up records in Excel, improving coordination, response management, and sales follow-through efficiency.

Education

I Business Institute

Post Graduate Diploma in Management

I Business Institute

20242 yrs2026
Vivekananda Institute of Professional Studies

Bachelor of Business Administration - BBA

Vivekananda Institute of Professional Studies

20203 yrs2023

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Headline

Aspiring Financial Analyst | FP&A & Reporting | Excel, Power BI

About

I’m a finance postgraduate focused on financial analysis, business performance evaluation, and turning data into actionable business insights. What interests me most about finance is not just reading numbers - it’s understanding the business story behind them. During my Finance Internship at Bajaj Allianz Life Insurance, I analyzed 12+ listed IT companies with market caps exceeding ₹10,000 Cr using financial ratios, valuation metrics, and technical indicators including ROE, ROCE, EBITDA margins, RSI, and MACD. I built Excel-based comparative analysis reports to improve screening efficiency and support investment evaluation. Beyond finance internships, I’ve also worked on operational and workforce analytics projects involving datasets of 14,500+ records, where I identified inefficiencies, tracked performance trends, and supported data-driven decision-making. My core strengths include: • Financial Statement Analysis • KPI & Variance Analysis • Business Performance Reporting • Excel Dashboards & MIS Reporting • Power BI Visualization • Financial Modeling Fundamentals I’m particularly interested in Financial Analyst and FP&A roles where I can work closely with business data, forecasting, reporting, and performance analysis to support strategic decisions. Currently strengthening practical skills in: • Financial Modeling • Forecasting & Budgeting • Advanced Excel Automation • Structured Business Analysis Tools: Excel | Power BI | SQL | PowerPoint If you're hiring for finance, FP&A, or business analytics roles, feel free to connect.

Location

India

Work experience

Finance Intern at Bajaj Allianz Life Insurance @Balic, May 2025 - Jul 2025 · 3 mos, • Evaluated 12 listed IT companies with market capitalizations above ₹10,000 Cr using ROCE, EBITDA margins, Net Profit Margin, Current Ratio, and valuation metrics to compare financial performance and sector positioning. • Built Excel-based comparative analysis and ranking models by consolidating multi-company financial data, enabling structured evaluation of profitability, liquidity, and investment potential across large-cap IT firms. • Analyzed RSI, MACD, support/resistance levels, and candlestick patterns to assess market sentiment and short-term price momentum, supporting data-driven interpretation of IT sector stock trends.

Sales And Marketing Intern at Agile Capital Services, Jun 2022 - Aug 2022 · 3 mos, Delhi, India, • Engaged with 50+ prospective clients to explain insurance, SIP, and ULIP products, supporting lead generation and client engagement activities. • Conducted customer profiling and financial need analysis to recommend suitable financial products aligned with individual goals and risk preferences. • Maintained lead tracking and follow-up records in Excel, improving coordination, response management, and sales follow-through efficiency.

Education

Post Graduate Diploma in Management, I Business Institute

Bachelor of Business Administration - BBA, Vivekananda Institute of Professional Studies