Isha Jaiswal

Co-Founder

Mumbai, Maharashtra, India7 yrs 1 mo experience
Most Likely To SwitchAI Enabled

Key Highlights

  • Co-founded two successful startups in finance education and solutions.
  • Trained over 10,000 students in finance and data analysis.
  • Delivered AI-driven financial solutions to 20+ businesses globally.
Stackforce AI infers this person is a Fintech and EdTech professional with expertise in AI-driven financial solutions and training.

Contact

Skills

Core Skills

Financial ModelingArtificial Intelligence (ai)Business ValuationData VisualizationCorporate Training

Other Skills

AutomationDashboardsData AnalysisCoaching & MentoringMicrosoft ExcelStart-up ConsultingCompany IncorporationEnd-to-End ComplianceTax PlanningIT Refund OptimisationMicrosoft OfficeMicrosoft WordMicrosoft PowerPointManagementLeadership

About

I make finance interesting. Or at least I try. 750K+ following along as I turn business chaos into stories worth sharing. Now building Dolfinn. Chartered Accountant. Occasional speaker when someone hands me a mic.

Experience

7 yrs 1 mo
Total Experience
1 yr 6 mos
Average Tenure
2 yrs 8 mos
Current Experience

Dolfinn - a bespoke financial boutique firm

Co-Founder

Jun 2024Present · 1 yr 11 mos · Mumbai, Maharashtra, India · Hybrid

  • Dolfinn empowers teams with AI-driven financial modeling, valuation, and automation solutions.
  • Backed by 8+ years of expertise in automation (RPA), financial modeling, valuations, and M&A-related financial strategies.
  • Delivered advanced financial modeling and AI-integrated valuation solutions to 20+ businesses globally.
  • Optimized financial performance and analytics for 35+ companies through AI-powered dashboards and predictive models.
  • Enabled 15+ startups to raise funds with investor-ready valuation reports and intelligent financial models.
AutomationFinancial ModelingBusiness ValuationArtificial Intelligence (AI)Corporate Training

Grad me up!

Co-Founder

Sep 2023Present · 2 yrs 8 mos · Mumbai, Maharashtra, India · Hybrid

  • Trained 10,000+ students in Finance, Excel, Power BI, and Tableau - equipping them with practical skills to accelerate their careers and manage personal finances effectively.
  • Delivered 1000+ custom solutions for clients across Excel, Power BI, and Tableau, driving significant time savings and operational efficiency.
  • Forged strategic partnerships with educational institutions and corporate organizations to scale training programs and amplify impact.
  • Designed curriculum using real-world case studies and innovative teaching methods to simplify complex financial and data concepts for diverse learners.
DashboardsData VisualizationData AnalysisAutomationCorporate Training

Tata steel

Manager - Investor Relations

Aug 2022Sep 2023 · 1 yr 1 mo · Mumbai, Maharashtra, India · On-site

  • Drove investor relations strategy, financial analysis, and senior leadership communications at Tata Steel.

Tech mahindra

Senior Business Associate

Jun 2021Aug 2022 · 1 yr 2 mos · Pune Division, Maharashtra, India

  • Managed global FP&A reporting and automated MIS dashboards using Power Query and Power BI.

Instagram

Content Creator

May 2021Present · 5 yrs

Grant thornton llp

Senior Audit Consultant

Oct 2020Jun 2021 · 8 mos · Bengaluru, Karnataka, India

  • Led audit teams and drove client acquisition across sectors while executing IFC testing and financial reviews.

Kpmg india

Executive

Apr 2019Oct 2020 · 1 yr 6 mos · Bengaluru, Karnataka, India

  • Led statutory audit engagements, delivering Management Letters and internal controls assessments for key clients.

Education

The Institute of Chartered Accountants of India

Chartered Accountant

Jan 2014Jan 2018

The Institute of Chartered Accountants of India

Diploma in Information System Audit

Jan 2019Jan 2019

The Institute of Chartered Accountants of India

Certified Forensic Auditor — Fraud Audit and Fraud Detection

Jan 2020Jan 2020

The Institute of Company Secretaries of India

CS Executive

Jan 2015Jan 2015

Shri Shikshayatan College

Bachelor's degree — Accounting and Finance

Jan 2014Jan 2017

Calcutta Girls' High School

Commerce

Jan 2000Jan 2014

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