Mehak Garg

Experience

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  Valenta

  Jun 2020 - Sept 2021

  Financial Planning Analyst - AU

  • Preparing comprehensive Statements/Records of Advice (SoA/RoA) that range from simple to complex strategies• Experience in utilising financial planning software for construction of SoA/RoA including financial modelling and projections• Adept at Platform Plus, Advice OS and XPlan Modules (Wealthsolver, Risk Researcher and XTools+)

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  Symbiosis School of Banking and Finance Pune (Official)

  Jun 2022 - May 2024

  Placement Assistance Committee

  • Collaborated with a dedicated team to enhance placement opportunities for students by organizing mock interviews, resume building workshops, and networking events.• Facilitated connections between students and potential employers, contributing to a high placement rate and successful career outcomes.• Leveraged industry contacts and strategic planning to support the career development of peers and strengthen the institution's industry partnerships.

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  CRISIL Limited

  Apr 2023 - Jun 2023

  Global Analytical Centre

  • Analyzed financial statements, industry trends, and market data to evaluate comprehensive credit risk assessments along with peer analysis.• Conducted independent research on a European bank by identifying key risk factors and evaluating potential credit rating adjustments.• Compiled credit rating report on banking sector to assess their creditworthiness.

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  KPMG India

  Apr 2024 - now

  Consultant

  • Serve as a liaison between clients and technical teams to gather and document business requirements, ensuring alignment with system feasibility.• Design and test requirements using SQL to validate data integrity and availability.• Oversee the development and delivery of end-to-end reports, including LCR, NSFR, BLR, and other regulatory and internal metrics.• Provide ongoing client support by analyzing issues, offering solutions, and facilitating timely resolutions to meet project goals and enhance system performance. Show less