Hi, I'm

Shubham Yadav

Financial Analyst | Aspiring Financial Professional

Results-driven financial analyst combining client advisory, analytics, and communication expertise to deliver measurable business and portfolio outcomes.

7+

Years Of Experience

20+

Projects Completed

10+

Financial Dashboards Developed

My Skill Set

Financial Analysis, Client Advisory, and Data-Driven Decision Support

Financial Analysis

Performed financial reporting, forecasting, and portfolio analysis to improve decision-making accuracy and enhance investment strategy alignment across stakeholders.

Client Advisory

Delivered client-focused financial insights and recommendations, simplifying complex financial products to build trust and support long-term relationship growth.

Business Analytics

Developed dashboards, consolidated datasets, and applied analytics techniques to improve reporting accuracy, governance compliance, and performance tracking efficiency.

Why Choose Me

My Experience Area

Financial Modeling (Excel, Google Sheets)
95%
Dashboard Development (Excel, Google Sheets)
90%
Financial Reporting (Forecasting, KPI Tracking)
91%
Stakeholder Communication (Presentations, Reporting)
87%
Data Analysis (SQL, Spreadsheets)
92%
Client Advisory (Retail Banking, Investment Products)
88%
Process Optimization (Workflow Management)
85%
Risk Assessment (Financial Planning, Scenario Analysis)
90%

Projects

My Amazing Works

Experience

Top Talent Bridge

Financial Analyst
August 2025 – Present

Roles & Responsibilities

• Conducted financial reporting and portfolio analytics, improving decision-making accuracy and enhancing client-facing investment strategy alignment across multiple datasets.

• Developed 10+ dashboards using Excel and Google Sheets, increasing conversion tracking accuracy by 25% and improving reporting efficiency.

• Consolidated 150+ datasets into structured repositories, improving governance compliance by 30% and enabling standardized data access across teams.

• Built predictive financial models, increasing forecasting accuracy by 25% and supporting strategic financial planning initiatives for clients.

The West Egg Group

Associate
April 2024 – August 2025

Roles & Responsibilities

• Coordinated operational workflows for 120+ weekly VIP clients, improving resource allocation efficiency and reducing guest wait times by 30%.

• Managed staff allocation and traffic flow across 60+ daily interactions, enhancing operational efficiency and service delivery consistency.

• Resolved front-desk operational issues using structured reporting frameworks, improving communication accuracy and service quality across teams.

MullenLowe Lintas Group

Creative Strategist & Creative Trainee
July 2020 – November 2023

Roles & Responsibilities

• Developed brand positioning strategies across 20+ brands, translating consumer insights into actionable campaigns for B2C and B2B markets.

• Produced 70+ campaign deliverables across print, digital, and TV formats, ensuring consistency and alignment with brand and business objectives.

• Built audience-driven content frameworks across 8 initiatives and contributed to 12+ branded content proposals improving campaign positioning outcomes.

• Presented structured proposals in 15+ pitches, influencing stakeholder decisions and improving approval rates through clear communication strategies.

• Managed digital content and copywriting for major brands, delivering end-to-end campaign messaging aligned with strategic and commercial objectives.

DEGREE

EDUCATION

Graduate Diploma in Information Systems Business Analysis, Business Analytics

January 2025 - August 2025

George Brown College

Post-Graduate Diploma in Business Management

May 2024 - December 2024

Canadore College

Professional Recognition & Feedback

Awesome Service

Shubham consistently translates complex financial data into actionable insights, improving reporting clarity and enabling faster, more confident stakeholder decisions.

Testimonial 1

Manager

Awesome Service

His ability to combine analytics with communication ensures clients clearly understand financial strategies, strengthening trust and improving long-term engagement outcomes.

Testimonial 2

Manager

Phone

+1 705-491-1840

Mail Id

workshubhamyadav1@gmail.com

Address

Ontario, Canada