Ancilla Joe

Financial Analyst | CFA Level I | CIMA Affiliate

B.Com graduate from Christ University with CIMA Affiliate status and CFA Level I, with a strong foundation in financial analysis, business processes, and data interpretation. Developed analytical and communication skills through academic work and internship experience, with exposure to financial data analysis and structured reporting. Demonstrates strong analytical ability, attention to detail, and adaptability in fast-paced professional environments.

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Skills
Experience
Finance Intern
Glonur
Mar, 2024 — Apr, 2024Kochi, Kerala
  • Analyzed financial data using Excel (Pivot Tables, VLOOKUP) to identify trends and support reporting and analysis.
  • Assisted in preparing structured summaries and presentations of financial information.
  • Supported organization and validation of data to improve clarity and usability.
Projects UNDERTAKEN
Research Report on “Impact of the 2019 Corporate Tax Cut (India)"

Analyzed firm-level financial data to assess impact on capex, output, and employment across listed companies. Interpreted financial statements and macroeconomic indicators to derive insights. Presented findings in a structured and analytical format

Organizational Study on the company "Indiqube"

Evaluated business operations and financial structure. Identified key factors influencing organizational performance.

Skills
Excel & Data AnalysisData Interpretation & ReportingFinancial AnalysisCommunication & PresentationMicrosoft OfficeTableau & Power BIProblem SolvingAttention to Detail
Education
B.com Professional, Finance and Accountancy
Christ University, Bangalore
2022 — 20253.42 / 4.0
CertificatIONS
CFA Level 1 Cleared
CFA Institute
March 2026
CIMA Affiliate
Chartered Institute of Management Accountants, UK
October 2024
Licentiate
Insurance Institute of India
March 2023
Project Management
IIT Roorkee
April 2024
McKinsey Forward Program (Focused on problem-solving, communication, and business thinking)
McKinsey & Company
LANGUAGES
English (Fluent), German & Arabic (Basic)
Leadership & Activities
Finance Investment Cell (FIC), Christ University
Core Member; Participated in discussions on financial markets, accounting concepts, and business analysis. Engaged in collaborative learning and analytical discussions