UPDATING

Currently rewriting my CV.
Track my progress here:

NAMAN Pasricha

Management Trainee @ TCS | Power BI & Financial Reporting | I tell finance teams where the numbers are heading, and why

Based in India
Experience 2+ Years
Projects 10+
Publications 30+
Naman Pasricha Profile
Financial Planning & Analysis Financial Modeling Bloomberg Terminal Forecasting & Budgeting Variance Analysis Power BI Tableau MIS Reporting Valuation Portfolio Risk Analysis

What I Do Best

01

Financial Statement Analysis & FP&A Fundamentals

Interpret income statements, balance sheets, and cash flow statements to assess financial health and support planning decisions. Grounded in formal coursework on financial statement structure and applied through hands-on financial dashboard projects.

Financial StatementsRatio AnalysisAccounting FundamentalsFP&A
02

Financial Modeling & Valuation

Build valuation frameworks using WACC, DCF, and equity valuation methods to assess company worth and investment attractiveness. Applied across S&P 500 market research covering P/E ratios, market cap, and risk-return profiles.

WACCDCF ValuationFinancial ModelingExcel
03

Budgeting, Forecasting & Variance Analysis

Translate revenue targets and cost structures into budget frameworks, track actuals against plan, and surface variance drivers for management review. Demonstrated through a strategic alignment dashboard tracking goal completion and budget allocation.

Budget vs ActualForecastingRevenue AnalysisVariance Reporting
04

Bloomberg Terminal & Market Data Analysis

Navigate the Bloomberg Terminal for market data, pull structured datasets using Bloomberg Query Language, and apply ESG data in investment screening. Certified across Bloomberg Finance Fundamentals, BQL, Market Concepts, and ESG.

Bloomberg TerminalBQLMarket DataESG Analysis
05

MIS Reporting & Business Analytics

Convert financial and operational data into decision-ready dashboards using Power BI and Tableau, applying statistical methods to identify trends management can act on. Built across five end-to-end dashboard projects spanning finance, market research, and HR.

Power BITableauMIS ReportingStatistical Analysis
06

Process Optimization & Financial Controls

Apply structured process-improvement methodology to streamline reporting cycles, reduce errors, and strengthen control checkpoints in recurring workflows. Certified in Six Sigma Yellow Belt; applied while coordinating a 5-person production workflow at Skill91.

Six SigmaProcess ImprovementFinancial ControlsWorkflow Design
07

Capital Markets Fundamentals

Understand trading mechanics, market structure, and mutual fund distribution regulations relevant to financial services clients. Certified in Trading Basics (Interactive Brokers) and NISM Series V-A (Mutual Fund Distributors).

Capital MarketsTrading FundamentalsMutual FundsRegulatory Awareness
08

Python & SQL for Data Analysis

Write clean, efficient code in Python and query databases with SQL to perform data manipulation, statistical analysis, and automate workflows. Applied to build robust analytics pipelines and prepare datasets for visualization.

PythonSQLPandasQuery OptimizationData Pipelines

Experience

Jul 2026 — Present

Management Trainee

Tata Consultancy Services (TCS) · Noida, India

Management Trainee role applying finance and BI skills in a live business environment, following an MBA in Finance & Business Analytics.

Financial Analyst Business Intelligence Power BI Process Optimization
May 2025 — July 2025

Business Development Associate and Consultant

AfterThought Feedback Services (ATFS) · Hyderabad

Drove client acquisition through strategic outreach and data-backed BD initiatives. Conducted market research to refine product positioning and created customised proposals and pitch decks aligned with client objectives. Collaborated cross-functionally to communicate value propositions of AI-driven solutions.

BD Strategy Market Research Proposal Writing Pitch Decks
Jul 2023 — Dec 2023

Content Creator & Writer

Skill91 · New Delhi

Led a team of 5 to execute Excel-based content and data projects. Produced 50+ educational video modules, designed 10+ LinkedIn carousels, created 100+ quiz questions, developed 5+ learning booklets, and coordinated 30+ podcast collaborations.

Excel Content Creation Team Coordination Storytelling

Projects

Investment Behavior Analysis
Power BI

Investment Behavior Analysis

A Financial Survey Dashboard

View Project →
HR Attrition Board
Power BI

HR Attrition Board

A dashboard to show the demographics within a workspace

View Project →
S&P 500 Market Analysis
Power BI

S&P 500 Market Analysis

A dashboard showing market overview and risk analysis of the US market

View Project →
Financial Strategic Alignment Dashboard
Tableau

Financial Strategic Alignment Dashboard

Dashboard showing goal completion from a revenue point of view and budget allocation

View Project →
Financial Statement Dashboard
Tableau

Financial Statement Dashboard

A dashboard showing Income vs Expenditure and Balance Sheet analysis

View Project →

CERTIFICATIONS

Bloomberg Finance Fundamentals certificate
VIEW
Bloomberg

Bloomberg Finance Fundamentals (BFF)

Bloomberg for Education
Bloomberg Query Language certificate
VIEW
Bloomberg

Bloomberg Query Language (BQL)

Bloomberg for Education
Bloomberg Market Concepts certificate
VIEW
Bloomberg

Bloomberg Market Concepts (BMC)

Bloomberg for Education
Bloomberg Environmental, Social and Governance certificate
VIEW
Bloomberg

Bloomberg Environmental, Social & Governance (ESG)

Bloomberg for Education
NISM Series V-A Mutual Fund Distributors certificate
VIEW
Finance

NISM Series V-A: Mutual Fund Distributors

National Institute of Securities Markets
Google Crash Course on Python certificate
VIEW
Analytics

Crash Course on Python

Google
University of Melbourne Cost of Capital certificate
VIEW
Finance

Cost of Capital (WACC)

University of Melbourne
Six Sigma Yellow Belt certificate
VIEW
Business

Six Sigma Yellow Belt

University System of Georgia
Interactive Brokers Trading Basics certificate
VIEW
Finance

Trading Basics

Interactive Brokers
IIM Ahmedabad Statistics for Business certificate
VIEW
Analytics

Statistics for Business

IIM Ahmedabad
365 Data Science certificate
VIEW
Business

365 Data Science Certificate

365 Data Science
University of Melbourne Language and Tools of Financial Analysis certificate
VIEW
Finance

Language and Tools of Financial Analysis

University of Melbourne
University of Melbourne Stock Valuation certificate
VIEW
Finance

Stock Valuation

University of Melbourne
Rice University Investment Portfolio Management certificate
VIEW
Finance

Investment Portfolio Management

Rice University
Duke University Behavioural Finance certificate
VIEW
Finance

Behavioural Finance

Duke University

Publications

Vodafone Tax Dispute
Telecom & Law

Vodafone's Tax Dispute: A Legal Odyssey in the Telecom Sector

A detailed look at Vodafone's prolonged tax battle with Indian authorities and its impact on the telecom industry.

Read More →
70-20-10 Rule
Learning & Growth

The 70-20-10 Rule: Balancing Learning for Professional Growth

Explains how experiential, social, and formal learning combine to drive effective professional development.

Read More →
Work Culture
Work Culture

Narayana Murthy's Call to Rethink Work Culture and Work-Life Balance

Analyzes the debate around long working hours versus maintaining a healthy work-life balance.

Read More →
Leonard v PepsiCo
Business Law

Betting on Beverages: Leonard v. PepsiCo — The Unconventional Contract Case

Explores a famous legal case highlighting the limits of advertising as a binding contract.

Read More →
Starbucks Fintech
Fintech

Starbucks: From Coffee Giant to Fintech Innovator

Examines how Starbucks leveraged its app and loyalty ecosystem to evolve into a fintech player.

Read More →
Remote Work
Management — Research Paper

Adapting to Remote Work: Best Practices for Managing Virtual Teams

Provides strategies to enhance communication, productivity, and collaboration in remote work environments.

Read More →
Ready to build? Namanpasricha22@gmail.com

Let's Talk

✱Let's work together ✱ ✱Let's work together ✱ ✱Let's work together ✱ ✱Let's work together ✱ ✱Let's work together ✱ ✱Let's work together ✱