Deepali Jain

Deepali jain

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location of Deepali JainPune, Maharashtra, India
Followers of Deepali Jain285 followers
  • Timeline

  • About me

    Analyst - Customer Value Management at Appzen | Driving Customer Success | Data driven Strategist

  • Education

    • Auxilium convent high school, ahmednagar, maharashtra

      2008 - 2012

      Completed SSC and secured 84.36%

    • Savitribai phule pune university

      2014 - 2017
      Bachelor of commerce - bcom accounting and finance

      Completed Bcom with Cost & works accounting as a special subject

    • The institute of chartered accountants of india

      2014 - 2021
      Ca intermediate accounting and finance

      Completed CA Intermediate with 3 years of Articleship (internship) training.

    • Corporate finance institute® (cfi)

      2021 - 2021
      Financial modeling and valuation analyst (fmva®) financial planning and services

      Completed Financial Modeling and Valuation Analyst (FMVA) certification from Corporate Finance Institute (CFI), Vancouver, Canada, and acquired knowledge in following fields; • Financial Modeling• Advanced Excel skills• Budgeting & Forecasting• Company strategies • Organisational skills

    • Pemraj sarda college, ahmednagar

      2013 - 2014

      Completed HSC and secured 87.54%

    • Savitribai phule pune university

      2017 - 2019
      Master of commerce mcom accounting and finance

      Completed Mcom with Advanced cost accounting and cost system as a special subject.

  • Experience

    • Kanakiya and mehta associates, chartered accountants

      Feb 2017 - Feb 2020
      Articled assistant

      Completed 3 years of CA articleship (internship) with experience in GST, accounting and auditing.

    • Coupa software

      Dec 2021 - Apr 2024
      Ai trainer invoicesmash

      - Trained the AI system on diverse file types, enabling accurate differentiation between invoices and non-invoices.- Implemented proactive invoice mapping, automating future file processing and minimizing manual intervention.- Collaborated with leads to identify system issues, promptly sharing insights with the Engineering team via JIRA cases.- Conducted regular assessments to identify areas for improvement and automation within the AI system.- Efficiently managed workload and fostered collaboration with global team members.- Simplified complex data in Google Sheets using advanced formulas and functions for enhanced interpretation.- Escalated critical issues to supervisors, seeking clarification from senior leadership.- Coordinated cross-functional efforts to resolve operational challenges.- Provided comprehensive training to new team members.- Recognized as a “Star Performer” for two consecutive quarters.- Maintained meticulous documentation of processes and best practices. Show less

    • Appzen

      May 2024 - now
      Analyst - customer value management
  • Licenses & Certifications

    • Accounting principles and standards

      Corporate finance institute® (cfi)
      Mar 2021
      View certificate certificate
    • Business valuation modeling part 2

      Corporate finance institute® (cfi)
      Mar 2021
      View certificate certificate
    • Business valuation modeling part i

      Corporate finance institute® (cfi)
      Mar 2021
      View certificate certificate
    • Aicitss- management and communication skills course

      The institute of chartered accountants of india
      Dec 2018
    • Advanced excel formulas

      Corporate finance institute® (cfi)
      Apr 2021
      View certificate certificate
    • Budgeting and forecasting

      Corporate finance institute® (cfi)
      Mar 2021
      View certificate certificate
    • Professional ethics

      Corporate finance institute® (cfi)
      Mar 2021
      View certificate certificate
    • Financial analysis fundamentals

      Corporate finance institute® (cfi)
      Mar 2021
      View certificate certificate
    • Advanced integrated course on information technology and soft skill- advanced itt

      The institute of chartered accountants of india
      Jan 2019
    • Fp&a monthly cash flow forecasting

      Corporate finance institute® (cfi)
      Mar 2021
      View certificate certificate