Back to Developers
hansika upadhyay

hansika upadhyay

Finance professional

Nagpur, India 2+ yrs exp 84 · Excellent

About

Finance professional with 2+ years of experience at Morningstar within the Fundamentals team specializing in balance sheet analysis and financial data validation. Skilled in financial modelling, financial statement analysis, and valuation techniques including Discounted Cash Flow (DCF). Seeking opportunities in Financial Analysis, Equity Research, Valuation, or Investment Banking.

Skills & Expertise (9)

Advanced Excel Advanced
7.6/10
2
Years Exp
Financial Statement Analysis Advanced
7.2/10
2
Years Exp
VLOOKUP Advanced
7.2/10
2
Years Exp
Pivot Tables Advanced
7.2/10
2
Years Exp
Financial data analysis Advanced
7.2/10
2
Years Exp
Equity research Intermediate
6.8/10
2
Years Exp
Industry Research Intermediate
6.8/10
2
Years Exp
Financial Modelling Intermediate
6.4/10
2
Years Exp
DCF Valuation Intermediate
6.2/10
2
Years Exp

Work Experience

Data Research Analyst – Fundamentals Team (Balance Sheet Coverage)

Morningstar

Jan 2023 - Apr 2025

Analysed financial statements including balance sheet data (assets, liabilities, equity, and debt structures) from company filings and corporate disclosures. Extracted and validated financial data from annual reports, regulatory filings, and corporate disclosures using Morningstar’s research methodology. Built and maintained financial profiles of global companies including sector classification, management structure, and entity relationships. Supported projects involving funding rounds, private equity activity, and debt round analysis using Pitchbook. Conducted shareholder and corporate structure research using financial databases and public filings. Maintained high data accuracy standards while meeting production and quality KPIs.

Financial Research Analyst

Trade With Jazz

Jun 2022 - Jul 2022

Conducted equity market research and analysed financial datasets to identify patterns and trends in stock market activity. Produced analytical insights to support market research and financial decision-making.

Education

Post Graduate Diploma in Management (Finance) - iFEEL Institute for Future Education Entrepreneurship and Leadership

- · Afghanistan

Bachelor of Commerce - City Premier College, Nagpur

- · Afghanistan

Certifications

Financial Modelling & Valuations

Jobaaj Learnings · 2026

Equity Research Report Writing

Jobaaj Learnings · 2026

Investment Banking Overview

Jobaaj Learnings · 2026

Excel Mastery

Jobaaj Learnings · 2026

Communication Skills

Jobaaj Learnings · 2026

Generative AI

Jobaaj Learnings · 2026

Interested in this developer?

Profile Score Breakdown

📷 Photo 10/10
📄 Resume 10/10
💼 Job Title 10/10
✍️ Bio 10/10
🛠️ Skills 14/20
🎓 Education 10/10
⏱️ Experience 10/15
💰 Rate 0/5
🏆 Certs 5/5
Verified 5/5
Total Score 84/100

Profile Overview

Member sinceMay 2026