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Naveen V

Naveen V

Finance professional

80
Profile Score

About

Finance professional with an MBA and over four years of experience across equity research and global financial operations. Demonstrated expertise in financial modeling, DCF and comparable valuation, forecasting, and preparation of detailed equity research reports on Indian listed companies. Proven track record of delivering high-accuracy outputs, process improvements, and regulatory compliance while supporting US-based stakeholders.

Skills & Expertise (22)

Financial Modeling Advanced
8.1/10
4
Years Exp
Advanced Excel & Data Analysis Advanced
8.1/10
4
Years Exp
Equity Valuation & Investment Analysis Advanced
7.8/10
4
Years Exp
Financial Forecasting & Projections Advanced
7.8/10
4
Years Exp
Industry, Market & Company Research Advanced
7.8/10
4
Years Exp
Process Improvement & Automation Advanced
7.8/10
4
Years Exp
DCF Advanced
7.5/10
4
Years Exp
Kaizen Advanced
7.5/10
4
Years Exp
Entry & Exit Strategy Analysis Advanced
7.5/10
4
Years Exp
Sensitivity & Scenario Analysis Advanced
7.5/10
4
Years Exp
Stock Price & Trend Analysis Advanced
7.5/10
4
Years Exp
Equity Research Report Writing Advanced
7.5/10
4
Years Exp
Comparable Valuation Advanced
7.5/10
4
Years Exp
Merger & Acquisition Intermediate
6.5/10
2
Years Exp
Analytical Thinking Attention to Detail Time management Effective Communication Stakeholder & Client Management Cross-Functional Collaboration Problem Solving Quality & Accuracy Orientation

Work Experience

Research Intern

Procapitas

Jul 2025 - Dec 2025

Developed financial models for Indian listed companies using DCF and Comparable Valuation methods. Conducted in-depth industry and market research to identify trends, risks, and investment opportunities. Analyzed stock price movements to recommend optimal entry/exit points for investment strategies. Updated models regularly to reflect market and company performance changes. Authored equity research reports including forecasts, valuations, and actionable investment recommendations.

Process Executive

Gallagher Center of Excellence

Feb 2020 - Oct 2024

Managed end-to-end policy administration in EPIC, maintaining accurate coverage, premium, and claims data while supporting error-free risk management deliverables. Drove process improvements through Kaizen initiatives and Excel-based automation, reducing manual effort, improving turnaround time, and enhancing efficiency. Recognized with quarterly performance awards for zero-error delivery and service-level adherence; collaborated with US-based clients and supported quality checks for new team members.

Education

Master of Business Administration (MBA) - CMR Institute of Technology

2017 - 2019 · Afghanistan

Bachelor’s Degree of Commerce (B. Com) - NES Institute of Advance Studies

2014 - 2017 · Afghanistan

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Profile Score Breakdown

📷 Photo 10/10
📄 Resume 10/10
💼 Job Title 10/10
✍️ Bio 10/10
🛠️ Skills 20/20
🎓 Education 10/10
⏱️ Experience 5/15
💰 Rate 0/5
🏆 Certs 0/5
Verified 5/5
Total Score 80/100

Profile Overview

Member sinceMar 2026

Skills (22)

Financial Modeling Advanced Excel & Data Analysis Equity Valuation & Investment Analysis Financial Forecasting & Projections Industry, Market & Company Research Process Improvement & Automation DCF Kaizen Entry & Exit Strategy Analysis Sensitivity & Scenario Analysis +12 more