Rahul Ranjan

About Rahul Ranjan

I’m a finance and data enthusiast with 3 years of experience at Morningstar, specializing in equity fundamental data analysis, SEC filings, and global market financials. Currently, I serve as a Senior Data Research Analyst, where I collect, analyze, and manage Balance Sheet and Income Statement data for over 500 companies across global markets, ensuring 99%+ data accuracy and SLA-bound delivery for client-specific solutions.I hold a Master of Commerce (M.Com) and Bachelor of Commerce (B.Com) in Accounting and Finance, which provide a strong foundation for my analytical work.I have deep expertise in interpreting SEC filings (10-K, 10-Q, 8-K) and multi-lingual financial reports in fast-paced environments where attention to detail is key. I specialize in extracting key metrics like Revenue, COGS, EPS, and WASO for more than 200 companies, enabling sharper profitability benchmarking and financial insights. I’ve implemented Root Cause Analysis (RCA) using Fishbone diagrams and created weekly quality reports, leading to a 130% improvement in process efficiency while maintaining high data integrity.I’m proud to have achieved 119% productivity and 99.64% accuracy, earning accolades such as ‘Star of the Quarter,’ multiple Spot Awards, and ‘Thank You’ cards.By training and mentoring 10+ new hires on SEC filings, REITs, and Utility sectors, I reduced onboarding time by 30% and ensured over 99% quality compliance.Skills:• Financial Statement Analysis• Financial Modeling & Valuation• Advanced Excel• SQL• Power BI• Python (Basic)• PitchBook• Root-Cause Analysis (RCA)• Client Ticket ResolutionI’m eager to connect with professionals passionate about finance, data, and innovation — and explore new opportunities where I can contribute my analytical expertise and drive for excellence. If you’re interested in discussing finance, data analytics, or potential opportunities, feel free to reach out at r••••••••@gmail.com or connect with me on LinkedIn at linkedin.com/in/rahulranjan1997.

Experience

1. Senior Data Research Analyst

   Morningstar

   Jul 2024 — Present · Mumbai, IN

   Collecting, analyzing and managing equity fundamental data as per client-specific requirement for Global Markets and taking ownership in data quality controls to ensure consistent and high-quality data are manufactured in order to meet product requirements. Part of the Fast Financials Team (FFT), responsible for collecting and analyzing equity fundamental data for high FF priority company\'s Balance Sheet Statements within 5 Hours of their release in the Global Markets, while at the same time adhering to Morningstar\'s set KPIs and KRAs. Thorough understanding of the various filing nomenclature of countries under the coverage of Morningstar across the globe including filings released in the native languages (Eg: Turkish, Arabic, Hebrew, Vietnamese, Polish, Russian, Spanish, Italian, French, Portuguese, Thai, Indonesian, Malaysian, Japanese, etc.) Responsible for preparing Quality reports every week and taking Root-Cause Analysis (RCA) sessions of the team to ensure that the quality is in check with the Morningstar\'s set OKRs. Responsible for training and mentoring newcomers on SEC (US Market), REITs and Utility sector. Also, handling their queries. Specialization: Balance Sheet, SEC filings (US Market): Form 10-K, Form 10-Q, Form 8-K.

Education

• Goenka College of Commerce & Business Administration

  Bachelor of Commerce (Honours), Accounting and Finance

• Central University of South Bihar

  Master of Commerce, Accounting and Finance