SHUBHAM JOSHI
Edmonton,Canada
Summary
Finance student at the University of Alberta with internship experience in financial analysis, risk assessment, and digital strategy. Skilled in financial modeling, Excel, Forecast X, SQL, and Power BI, with proven leadership as a Residence Assistant and Director of Finance.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Analyst Intern
KPMG India
Gurugram, India
07.2025 - 08.2025
- Evaluated Airtel’s existing database systems to identify financial inefficiencies and collaborated with KPMG India’s advisory team to drive cost-effective enhancements.
- Conducted financial impact analysis and proposed a new Database Management System (DBMS) aimed at improving data accuracy, reducing operational costs, and supporting revenue growth.
- Advised on strategic implementation of database solutions projected to enhance profit margins and deliver long-term ROI through optimized data utilization and reporting.
Residence Assistant
University Of Alberta
Edmonton, AB, Canada
08.2023 - 05.2025
- Provided guidance and support to over a 1000 residents living the residence of University of Alberta, helping them navigate personal, social and academic challenges
- Managed a budget of 500 dollars for Organizing, planning and executing events
- Acted as the first point of contact in crisis and emergency situations ensuring health and safety of the residents.
- Worked closely with other Residence Assistants, coordinators and campus services to deliver the best possible support for the residents
Finance Intern
RCBK Financial Consultants Pvt. Ltd.
New Delhi, India
05.2024 - 08.2024
- Conducted financial analysis and forecasting to provide data-driven insights that supported client strategies and decision-making.
- Led market research initiatives and performed comprehensive risk assessments to identify trends and inform financial strategies.
- Provided actionable insights and recommendations on financial performance, improving overall client satisfaction and outcomes.
Education
Bachelor of commerce - Finance, Minor in Economics
University of Alberta
Edmonton, ABSkills
- Technical skills- Microsoft office suite, Macros, Financial Modelling, Forecast X, SQL, Power BI
- Other skills- Communication, client facing, Problem solving, Attention to detail, Leadership, Teamwork, adaptability, Soccer (Captained my high school soccer team for 2 years)
Languages
Hindi
Native or Bilingual
Certification
Wall Street Prep Financial Valuation and Modelling (Financial Statement and DCF modelling in Excel), Udemy- Microsoft Excel Beginner to advanced. Udemy- Python for business, Power BI
Interests
- Gym Workouts
- Team Sports
- Volunteer Work
Timeline
Analyst Intern
KPMG India
07.2025 - 08.2025
Finance Intern
RCBK Financial Consultants Pvt. Ltd.
05.2024 - 08.2024
Residence Assistant
University Of Alberta
08.2023 - 05.2025
Bachelor of commerce - Finance, Minor in Economics
University of Alberta