I am a finance professional with extensive experience in financial

analysis, data analysis, auditing, and content quality review. I

worked as a content reviewer at Vaidik Eduservices, where I drove
content accuracy and quality improvement, providing feedback
and fostering collaboration to elevate team performance.

In my previous role as an analyst and subject matter expert with

Trivium Education, I excelled in financial modelling analysis and
report preparation, using tools like Tableau, Python, Xero, SQL, Excel,

Palak Jain and QuickBooks to deliver customized solutions and accurate

financial insights.

Contact These tools also help me collect, clean, and analyse datasets that
support decision-making in business operations and finance. My
Address approach emphasises accuracy, efficiency, and continuous
Chhatarpur, India 471001 improvement.
Phone
+919971813457 Whether it's identifying cost-saving opportunities, monitoring financial
performance, or improving data quality, I'm driven to solve problems
E-mail
through data.
palak.jain140795@gmail.co
m
My earlier work as a finance executive focused on comprehensive
audits, risk management, and internal controls to ensure regulatory
Profile compliance and operational efficiency.

• https://www.linkedin.com With a track record of high-quality performance, adaptability, and

/in/palak-jain-3b361b144/
technical expertise, I seek to make a meaningful impact on
organisational goals.
Skills
• Proficiency in advanced Work History
Excel and other financial
software such as Tableau,
2023-07 - Content Reviewer
2025-02
Python, etc. Vaidik Eduservices Private Limited, India (Remote)
• Checking the content for language, accuracy,
• Financial modelling and
plagiarism, explanation, and other related
analysis skills
parameters
• Proficiency in accounting • Analyzing the work quality submitted by the team
software such as Xero, members
Quickbooks, etc. • Considering the team member's doubts about
helping them in developing excellent quality
• Strong finance and content
accounting knowledge.
• Sharing the performance reports and feedback
with SMEs accordingly
• Interacting with the Manager and making
• Time management and suggestions to improve the performance of the
organization skills team as a whole
• Managed workload effectively through proper
• Excellent communication
organization of assignments according to priority,
skills
deadline or complexity
• Leadership skills • Established strong relationships with cross-
functional teams, collaborating on projects to
improve content visibility, accessibility, and
discoverability across platforms
• Enhanced content quality by reviewing and
editing submissions for grammar, style, and
accuracy.

2019-07 - Subject Matter Expert (Financial & Data

2023-07 Analyst)
Trivium Education, Delhi, Delhi
• Created plagiarism-free and grammatically
error-free academic content for the students.
• Engaged in content creation, solutions
development, and content fixing for textbooks.
• Expert in problem-solving.
• Ability to learn new tasks and concepts quickly.
• Managed complex projects from inception
through completion, delivering high-quality results
within tight deadlines.
• I also worked as a financial and data analyst,
where I prepared financial statements and
analyzed financial statements by using various
software such as Tableau, Python, SQL, etc.
• Developed various financial models based on
budgeting and forecasting techniques and also
customized them as per the client's needs.
• Gather data from various sources such as
databases, spreadsheets, etc. Clean, preprocess,
and validate data to ensure its accuracy and
completeness. Analyze large datasets to extract
financial and business insights.
• Develop comprehensive financial reports and
interactive dashboards using Power BI, Tableau or
Excel.
• Create and deliver clear visualisations (charts,
graphs) to summarise data and make it easy for
non-technical stakeholders to understand.
• Attains a high level of accuracy & attention to
financial records.
 • Moreover, I also worked in all areas of accounts
payable, accounts receivable, and bank
reconciliation section by using accounting
softwares such as Xero, Quickbooks, SAP, etc.

2018-09 - Finance Executive

2019-06
Satish Rita & Co, New Delhi
• Conducted financial audits and reviews,
evaluating internal controls, financial systems,
and processes to ensure compliance with
regulatory requirements and accounting
standards
• Prepared detailed audit reports, documenting
findings, recommendations, and corrective
actions to improve financial performance, risk
management, and operational efficiency
• Assessed risks and identified control weaknesses,
developing strategies to mitigate potential
financial risks and enhance control environments
• Collaborated with cross-functional teams to
gather and analyze financial data, supporting
the audit process and ensuring the accuracy and
completeness of the information
• Conducted interviews with key personnel,
reviewed financial statements, and performed
data analysis to validate financial transactions
and identify irregularities or discrepancies
• Evaluated the effectiveness of financial policies,
procedures, and controls, making
recommendations for improvements to enhance
operational efficiency and risk mitigation
• Verified compliance with legal and regulatory
requirements, including GAAP, IFRS, and other
applicable standards, ensuring accurate
financial reporting
• Participated in the development and
implementation of audit plans, programs, and
methodologies to improve the overall
effectiveness and efficiency of audit activities
• Presented audit findings and recommendations
to management, fostering open communication
and collaboration to address identified issues and
improve internal controls
• Monitored the status of audit recommendations
and followed up on corrective actions taken by
 management to ensure their timely
implementation
• Stayed updated on industry trends, regulatory
changes, and best practices in auditing and
financial reporting, incorporating relevant
knowledge into audit procedures

2017-06 - Intern
2017-07
IDBI Federal Life Insurance, Delhi, Delhi
• Gained valuable experience working within a
specific industry, applying learned concepts
directly into relevant work situations
• Developed organizational skills through
managing multiple tasks simultaneously while
adhering to strict deadlines
• Contributed to a positive team environment by
collaborating with fellow interns on group
projects and presentations
• Improved project outcomes by conducting
thorough market research that informed strategic
marketing decisions

Education

2018-05 MBA: Finance And Marketing

Tecnia Insitute of Advanced Studies - New Delhi

2016-05 Bachelor of Commerce: Commerce

Shri Varsheny College - Aligarh, India

Accomplishments

For the past two years, I have been honoured to

receive the Employee of the Year award, a
testament to my unwavering dedication, hard work,
and impactful contributions to the organization.
Throughout this time, I have consistently exceeded
performance expectations, taken on challenging
projects, and collaborated effectively with my
colleagues to achieve our common goals. This
recognition highlights not only my commitment to
excellence and professional growth but also my
passion for fostering a positive and productive work
environment.