Naveen Joshi
CFA (L1 Candidate) ,PGDM | Financial Analyst | Financial Planning & Analysis | FDD | Power bi | Excel
- Role
- Financial Planning and Analysis Manager at Max Lab
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Naveen Joshi
Financial Analyst role involved optimizing pricing strategies, analyzing competitor trends, and contributing to measurable gross margin improvements. Collaborated cross-functionally to enhance operating efficiency and led initiatives to reduce costs across product packaging, logistics, and other strategic areas, driving consistent month-over-month contribution margin growth. With a strong educational foundation from Symbiosis Centre for Distance Learning and certifications in Financial Modeling and Data Science, the focus is on leveraging financial analysis to deliver actionable insights. Motivated by the power of data, the aim is to support organizational success through strategic planning, budget preparation, and profitability enhancements.
Experience
Financial Planning and Analysis Manager
Jul 2025 — Present · Gurugram, IN
Education
Symbiosis Centre for Distance Learning
Postgraduate certification, Finance and Financial Management Services
Delhi University
Bachelor of Commerce - BCom, Accounting and Finance
upGrad.com
Bachelor's degree, Data Science & Analytics
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