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Jay Lodha

Jay Lodha

Data Analyst

Ahmedabad, Gujarat
84
Profile Score

About

To secure a challenging position in a reputable organisation to extend my learning, knowledge, and skill.

Skills & Expertise (14)

Data analysis skills Advanced
8.1/10
3.5
Years Exp
Advanced Excel Advanced
7.9/10
3.5
Years Exp
Power BI Intermediate
7.5/10
1
Years Exp
MS Office Xero Analysis skills Team Member Iplicit ERP Communication Skills Basic SQL Primary Research Private Equity and venture capital research Power Query secondary research

Work Experience

Data Analyst

S&P Global

Jul 2022 - Jan 2025

Collect and analyze financial and non-financial data related to private equity, venture capital, investment funds, Portfolio investments and PEVC Professionals. Conduct primary and secondary in-depth research. Use various data sources and tools to compile comprehensive reports and presentations that highlight key insights and trends for internal and external stakeholders. Collaborate with other members of the research team to ensure data accuracy and consistency, and develop best practices for data collection and analysis. Build and maintain relationships with industry contacts, including private equity and venture capital firms, investment bankers, and other key stakeholders. Develop and maintain expertise in specific industries or geographies, and provide insights and recommendations based on that knowledge. Communicate research findings and recommendations to internal stakeholders, including senior management, sales teams, and clients. Continuously monitor and evaluate the effectiveness of data collection and analysis processes, and identify opportunities for improvement. Stay up-to-date with industry news and trends, and actively seek out opportunities to enhance knowledge and expertise in the private equity and venture capital space.

Data Analyst

Paperchase Accountancy India

Jan 2025 - Feb 2026

Manage and update critical master data in the new ERP, including Supplier, Customer, and Chart of Accounts (COA) configurations to ensure system accuracy. Collaborate with operations teams to collect GL transactions, Aging reports, and P2P cycle data, utilizing Advanced Excel to clean and standardize datasets for migration. Execute the import of cleansed data into the new ERP and perform rigorous reconciliation against the legacy ERP to verify data integrity and resolve variances. Develop and set up automated templates for Profit & Loss (P&L) and Balance Sheets using Power BI and Excel, streamlining the generation of key financial statements. Serve as the primary support point for the accounting team, resolving day-to-day software queries and troubleshooting technical issues to ensure smooth operational workflows. Implemented controls for ongoing data quality monitoring, facilitating compliance with company and statutory financial reporting standards.

Education

Finance (MBA) - Gandhinagar Institute of Technology (Gujarat Technological University)

2020 - 2022 · India

Commerce (Bachelor's) - Prin.M.C.Shah Commerce College

2017 - 2020 · India

Certifications

Iplicit Partner Pathway Accreditation

· 2025

Xero Advisor

Xero · 2025

S&P Capital IQ Pro 101

· 2023

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Profile Score Breakdown

📷 Photo 10/10
📄 Resume 10/10
💼 Job Title 10/10
✍️ Bio 10/10
🛠️ Skills 19/20
🎓 Education 10/10
⏱️ Experience 5/15
💰 Rate 0/5
🏆 Certs 5/5
Verified 5/5
Total Score 84/100

Profile Overview

Member sinceMar 2026

Skills (14)

Data analysis skills Advanced Excel Power BI MS Office Xero Analysis skills Team Member Iplicit ERP Communication Skills Basic SQL +4 more