VIDISHA MANJREKAR
Mumbai,India
Summary
Dedicated Chartered Financial Analyst (CFA) Level I candidate with a strong academic background in accounting and finance. Skilled in data analysis, financial modeling, and corporate finance, demonstrating analytical thinking and attention to detail. Proven track record of success in client-focused roles in fast-paced environments, ready to contribute to financial strategy, equity research, and deal execution.
Overview
1
1
Certification
Work History
Customer Representative Management Intern
Kalpataru Limited
05.2024 - 06.2024
- Analyzed customer data for collections and maintained receivables schedule.
- Monitored and updated financial data using SAP and Salesforce CRM.
- Drafted financial documents such as demand letters and follow-up notices.
- Worked with the finance team to support credit control and customer reconciliation.
- Improved reporting accuracy and process efficiency by automating tracker updates.
Education
Bachelor - Accounting & Finance
Vidyalankar School of Information And Technology
Mumbai01.2025
H.S.C -
R. A. Podar College
Mumbai01.2022
S.S.C -
St. Paul’s Convent High School
Mumbai01.2020
Skills
- Financial Reporting & Analysis
- Financial Statement Review
- Investment Banking Fundamentals
- Advanced Excel Data Analysis
- Communication & Client Handling
- Salesforce CRM SAP/DMS
- Analytical Thinking & Business Acumen
- Time Management Team Collaboration
Certification
- Power BI & Tableau – Data visualization and BI tools
- Power Excel – Advanced Excel certification
- MSCIT – MS Word, Excel, and PowerPoint proficiency
- French A2 – Basic French proficiency
Languages
English – Proficient
Native or Bilingual
Hindi – Proficient
Native or Bilingual
Marathi – Native
Native or Bilingual
French – Intermediate
Full Professional
Timeline
Customer Representative Management Intern
Kalpataru Limited
05.2024 - 06.2024
Bachelor - Accounting & Finance
Vidyalankar School of Information And Technology
H.S.C -
R. A. Podar College
S.S.C -
St. Paul’s Convent High School
Similar Profiles
Gautami AcharyaGautami Acharya
Project Coordinator at Kalpataru LimitedProject Coordinator at Kalpataru Limited
Pooja SoniPooja Soni
Company Secretary at Kalpataru LimitedCompany Secretary at Kalpataru Limited
Sulekha RaneSulekha Rane
AVP - Contracts at Kalpataru LimitedAVP - Contracts at Kalpataru Limited
Imran KhanImran Khan
Assistant Manager - Warehouse at Tata Unistore Limited (E-Commerce - Tata CLiQ)Assistant Manager - Warehouse at Tata Unistore Limited (E-Commerce - Tata CLiQ)
SEJAL DERESEJAL DERE
Cabin Crew Member at Air India Pvt LtdCabin Crew Member at Air India Pvt Ltd