Arpan Bhattacharya

CEO

Kolkata, West Bengal, India2 yrs 3 mos experience

AI EnabledAI ML Practitioner

Key Highlights

Head of Finance Club with strong leadership skills.
Expert in financial modeling and data visualization.
Certified in Data Analytics by Google.

Stackforce AI infers this person is a Fintech professional with strong analytical and leadership capabilities.

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Skills

Core Skills

Financial AnalysisData Visualization

Other Skills

AccountingAdvance excelAgency management systemAnalytical SkillsAsset AllocationAttention to DetailBack Office OperationsBig DataBig Data AnalyticsBusiness AcumenBusiness Relationship ManagementClient RelationsCommercial BankingCommunicationComparative Analysis

About

Hello! I am Arpan Bhattacharya , a PGDM student with a solid foundation in accountancy (B.Com, Calcutta University) and hands-on experience in operations (14 months as an Associate) in Insurance Industry. Currently serving as the Head of the Finance Club, I specialize in financial modeling, valuation, and data visualization, leveraging tools like Excel and Power BI to transform raw financial data into strategic insights. Certified in Data Analytics by Google and trained in Leadership by IIM Ahmedabad and Coursera, I blend technical expertise with a leadership mindset. My strength lies in simplifying complex financial data into actionable, performance-enhancing strategies that support informed decision-making. Rooted in integrity, ownership, and continuous learning, I value clarity, discipline, and impact. Whether it’s streamlining operations or leading financial insights, I bring a results-driven and ethical approach to every challenge. My mission is to help organizations make confident, data-informed financial and tax decisions that drive compliance, boost performance, and create long-term value. If you're seeking a finance professional who brings analytical depth, tax insight, and leadership vision, let's connect. Outside of academics, I’m a passionate cricket enthusiast. The sport has instilled in me the values of resilience, teamwork, and strategic thinking under pressure , the qualities I apply to every professional endeavor.

Experience

2 yrs 3 mos

Total Experience

1 yr 1 mo

Average Tenure

Current Experience

Ozara finmart llp

Research Analyst

Apr 2025 – Jun 2025 · 2 mos · Kolkata, West Bengal, India · On-site

As a Finance & Market Research Intern at Ozara Finmart LLP, I supported research-driven client advisory, mutual fund performance analysis, and market outreach strategies aligned to high-net-worth investor needs. My contributions spanned financial modeling, customer segmentation, product communication, and sales enablement.
Built a comprehensive Excel tracker comparing 5+ mutual fund types (Flexi Cap, Large & Mid Cap, Small Cap, Balanced Advantage, Equity Savings) across 12+ investment metrics, including AUM, Alpha, Beta, NAV, and multi-year returns.
Developed a goal-based financial planning tool (iPlan360) automating SIP/FV/shortfall analysis, asset allocation, and KPI dashboards for 6+ financial goals.
Segmented customer base into 5 categories using investment behavior, risk profile, and communication style to support personalized financial advice and upsell strategies.
Conducted market mapping across 10+ corporates to identify investment opportunities and assisted in proposal preparation for fund positioning and conversion.
Participated in investor education sessions and helped present ELSS and tax-saving strategies to retail clients.
Researched and created a detailed gold investment report (SGBs, ETFs, Digital, Physical), supporting a successful client conversion.
Applied prompt engineering to improve financial email content and communication efficiency for advisors using ChatGPT.
Contributed to sectoral earnings analysis and supported thematic investment strategy discussions across 6+ sectors.
Assisted in CRM tagging, documentation, and presentation preparation to streamline advisory operations and client engagement.