Deepali Jain

Deepali Jain

Articled Assistant

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

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  • 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