Aanchal Goel, Finance Expert in Gurugram, Haryana, India
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Aanchal Goel

Verified Expert  in Finance

Finance Expert

Location
Gurugram, Haryana, India
Toptal Member Since
August 30, 2022

Aanchal is a seasoned management consultant and chartered financial analyst specializing in creating business plans, growth strategies, market and competitive intelligence reports, scaling-up strategies, GTM strategies, and sustainability strategies. She has worked for companies such as Bain & Company and S&P Global and served more than 250 clients around the world. Aanchal's guiding values are excellence, clear communication, and time commitment.

Market SizingBusiness Plan ConsultingGrowth StrategyGrowth Strategy ConsultantsManagement ConsultingMarket SegmentationMarket Research AnalystBusiness TransformationPitch Deck ConsultantBusiness DevelopmentFinancial ModelingEquity ResearchValuationMarket ResearchRevenue & Expense ProjectionsClient Presentations

Career Highlights

Management Consultant
Brainworks
Freelance Consultant
PepsiCo
Senior Project Leader
Bain & Company

Education Highlights

Master of Business Administration (MBA)
Jaypee Institute of Information Technology
Bachelor's Degree
Jaypee Institute of Information Technology

Certification Highlights

International English Language Testing System (IELTS) | Band 8
British Council
Chartered Financial Analyst (CFA)
CFA institute
Investment Analysis and Portfolio Management
National Stock Exchange of India

Case Studies

Work Experience

Advisory Board Member

2020 - PRESENT
Lakewood University
  • Served as an advisory board member for Lakewood University, which included participating in the quarterly board meetings to make key decisions on the university's strategic growth.
  • Created an extensive career assessment platform for Lakewood's existing and prospective students to initiate admission counseling and increase sales.
  • Created the standard operating procedures for all departments of Lakewood based on stakeholder interviews and industry best practices.
  • Created several coursebooks and quizzes for Lakewood's educational programs to enable experiential learning for students.
  • Facilitated and maintained an internal and an external chatbot for the students of Lakewood to get quick results of any query without the need to wait for an executive.
Focus areas: Strategy, Sales Strategy, Curriculum Design, Marketing, Training & Training Content Development, Stakeholder Engagement, Curriculum Development, Market Opportunity Analysis, Workshop Facilitation, Workshops, Edtech Design, Communication, People Management, Presentations, Executive Presentations, Client Presentations, Reporting, United States, Human Resources (HR), HR Tools, Business Consulting, Brand Strategy, New Business Development, Stakeholder Analysis, Stakeholder Mapping, Product Benchmarking

Management Consultant

2020 - PRESENT
Brainworks
  • Founded a management consulting startup and created a team of over 50 consultants to work on problem-solving cases for global clients.
  • Led projects for more than 150 global clients as an independent consultant, involving market and competitive intelligence, pricing and monetization models, business plans, pitch decks, and financial advisory.
  • Planned and implemented the initiatives for over 20 clients to achieve sustainability and strategic diversity, equity, and inclusion (DE&I).
  • Created more than 50 training programs, some of which had more than 50,000 enrolments on Udemy.
  • Developed informed strategies working with diverse government agencies and organizations such as the Australian Taxation Office, the UAE Green Energy Initiative, and the Ministry of Human Resources and Social Development of Saudi Arabia.
Focus areas: Business Strategy, Growth Strategy, Growth Strategy Consultants, Analysis, Management Consulting, Business Analysis, Business Cases, Data Analysis, Wellness, Health & Wellness, Competition Research, Market Segmentation, Market Research Analyst, Total Addressable Market (TAM), Industry Analysis, Fundraising, Series A, Startups, Venture Capital, Early-stage Startups, Startup Funding, Business Models, Sales Strategy, eCommerce, Product Strategy, Financial Planning & Analysis (FP&A), Investment Briefs, Curriculum Development, Pricing Plans, Valuation, Market Opportunity Analysis, Market Insights, Go-to-market Strategy, Revenue & Expense Projections, Curriculum Design, Stakeholder Engagement, Marketing Research & Analysis, Competitor Analysis & Profiling, Marketplaces, Workshop Facilitation, Workshops, Real Estate, Hospitality, Logistics, Product Growth, Futures & Options, Finance, Edtech Design, Stock Trading, Monetization Models, Marketing Strategy, Pricing, Guidelines, Training, SaaS, Pitch Decks, Policy, Public Sector, Equity Research, Business Plan Consulting, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Financial Analysis, Quantitative Modeling, Quantitative Analysis, Technology Trends, Technical Research, User Research, Financial Training, Technical Writing, DCF Valuation, Digital Strategy, Singapore, Asia-Pacific (APAC), Digital Marketing Strategy, Business Intelligence (BI), Music, Change Management, Consumer Products, Communication, People Management, Luxury Goods, Business Transformation, Presentations, Product Development, Executive Presentations, Knowledge Management, Strategic Planning, Solar, Opportunity Identification, Product-market Fit, Pricing Strategy, Go-to-market Plans, Retail & Wholesale, Direct to Consumer (D2C), ESG, Three-statement Modeling, Carbon, Client Presentations, Loyalty Programs, Reporting, Loyalty Management, Price Positioning, United States, Market Sizing, Software, Human Resources (HR), HR Tools, Company Strategy, Excel 365, Business Consulting, Consumer Insights, Consumer Packaged Goods (CPG), Beauty Products, Health, Competitive Analysis, Pricing Models, Pitch Deck Consultant, Debt Raises, Storytelling, Pitch Presentations, Equity, Debt, Data Visualization, Healthcare, Pharmaceuticals, Brand Strategy, Branding, Consumer Health, Business Services, Consulting, Revenue Analysis, Business Modeling, Marketing Communications (MarCom), Business Model Strategy, Organizational Design, Sales, Technology, Marketing Mix, Artificial Intelligence as a Service (AIaaS), B2B Lead Generation, B2B, Tech Sales, Chief Operations Officer (COO), Operations, Business Operations, Business Development, Enterprise, Task Automation, Marketing Automation, Investment Ideas, Value Proposition, Fundraising Strategy, Growth, Nutrition & Supplements, Apps, B2B Partnerships, Sales Growth, Partnerships, New Business Development, Retail, Stakeholder Analysis, Fundraising Consultant, Stakeholder Mapping, Climate Change, Product Benchmarking, CFO, Personal Care, Hygiene & Personal Care, Digital Health, Product Design, New Products, Supply Chain, Supply Chain Optimization, Key Performance Indicators (KPIs), Market Entry, Market Research & Analysis, Target Profiles

Freelance Consultant

2022 - 2022
PepsiCo
  • Conducted extensive research on 100+ competitors for a new product launched by PepsiCo.
  • Created a country-wise analysis of the key target markets for PepsiCo's new product to advise on the strategy to be followed for its launch.
  • Evaluated each competitor on its features, pricing model, and technology. It involved extensive primary and secondary research on all products.
Focus areas: Benchmarking, Competition Research, Competitor Analysis & Profiling, Product Strategy, Marketing Research & Analysis, Pricing Plans, Market Opportunity Analysis, Market Insights, Go-to-market Strategy, Product Growth, Monetization Models, Marketing Strategy, Pricing, Business Plan Consulting, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Financial Analysis, Technology Trends, Technical Research, User Research, Business Intelligence (BI), Consumer Products, Communication, Presentations, Executive Presentations, Strategic Planning, Product-market Fit, Pricing Strategy, Go-to-market Plans, Retail & Wholesale, Direct to Consumer (D2C), Client Presentations, Data Analysis, Reporting, Price Positioning, United States, Company Strategy, Business Consulting, Consumer Insights, Consumer Packaged Goods (CPG), Competitive Analysis, Storytelling, Brand Strategy, Business Services, Consulting, Business Modeling, Marketing Communications (MarCom), Marketing Mix, Enterprise, Growth, B2B Partnerships, Sales Growth, Partnerships, Retail, Product Benchmarking, Market Entry, Market Research & Analysis

Senior Project Leader

2015 - 2020
Bain & Company
  • Directed a team of over six analysts on business and financial consulting cases for more than 200 clients, helping them create business strategies based on market and competitive intelligence and financial benchmarking.
  • Trained over 50 consultants on financial benchmarking and market research.
  • Led the recruitment drive for two years, managing all the processes such as workshops, pre-placement talks, interviews, and onboarding.
  • Created an extensive dashboard of over 300 global banks and insurance companies to monitor their key performance indicators, and this project was featured in the company's newsletter for Europe.
  • Headed an operations consulting project for an international nonprofit trust that serves more than a million children by providing them with freshly cooked meals in schools.
Focus areas: Competitive Strategy, Competitive Intelligence, Business Planning, Data Analytics, Bloomberg Terminal, DCF Valuation, Business Plan Consulting, Business Strategy, Investor Presentations, Market Intelligence, Market Research, Growth Strategy, Growth Strategy Consultants, Analysis, Management Consulting, Business Analysis, Business Cases, Data Analysis, Health & Wellness, Competition Research, Market Segmentation, Market Research Analyst, Total Addressable Market (TAM), Industry Analysis, Venture Capital, Business Models, Sales Strategy, eCommerce, Product Strategy, Financial Planning & Analysis (FP&A), Curriculum Development, Pricing Plans, Valuation, Market Opportunity Analysis, Market Insights, Go-to-market Strategy, Revenue & Expense Projections, Stakeholder Engagement, Marketing Research & Analysis, Competitor Analysis & Profiling, Marketplaces, Workshop Facilitation, Workshops, Real Estate, Hospitality, Logistics, Product Growth, Finance, Edtech Design, Wellness, Monetization Models, Marketing Strategy, Pricing, Guidelines, Training, SaaS, Pitch Decks, Policy, Public Sector, Equity Research, S&P Capital IQ, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Financial Analysis, Quantitative Modeling, Quantitative Analysis, Technology Trends, Technical Research, User Research, Financial Training, Technical Writing, Digital Strategy, Singapore, Asia-Pacific (APAC), Digital Marketing Strategy, Business Intelligence (BI), Music, Change Management, Consumer Products, Communication, People Management, Corporate, Luxury Goods, Business Transformation, Cosmetics, Personal Care, Presentations, Product Development, Executive Presentations, Knowledge Management, Strategic Planning, Opportunity Identification, Product-market Fit, Pricing Strategy, Go-to-market Plans, Retail & Wholesale, Direct to Consumer (D2C), ESG, Three-statement Modeling, Carbon, Client Presentations, Loyalty Programs, Reporting, Loyalty Management, Price Positioning, United States, Market Sizing, Software, Human Resources (HR), HR Tools, Company Strategy, Excel 365, Business Consulting, Consumer Insights, Consumer Packaged Goods (CPG), Beauty Products, Health, Competitive Analysis, Pricing Models, Pitch Deck Consultant, Debt Raises, Storytelling, Pitch Presentations, Equity, Debt, Data Visualization, Healthcare, Pharmaceuticals, Brand Strategy, Branding, Consumer Health, Business Services, Consulting, Revenue Analysis, Business Modeling, Marketing Communications (MarCom), Fundraising, Business Model Strategy, Organizational Design, Sales, Technology, Marketing Mix, B2B Lead Generation, B2B, Tech Sales, Operations, Business Operations, Business Development, Enterprise, Task Automation, Marketing Automation, Investment Ideas, Value Proposition, Fundraising Strategy, Growth, Apps, B2B Partnerships, Sales Growth, Partnerships, New Business Development, Retail, Stakeholder Analysis, Fundraising Consultant, Stakeholder Mapping, Climate Change, Product Benchmarking, CFO, Hygiene & Personal Care, Digital Health, Product Design, New Products, Supply Chain, Supply Chain Optimization, Key Performance Indicators (KPIs), Market Entry, Market Research & Analysis, Target Profiles

Research Analyst

2013 - 2015
S&P Global
  • Authored a white paper on improving the review process to automate about 95% of manually reviewed issues, resulting in team size reduction and better resource utilization.
  • Worked as a research and analysis specialist in the market data and corporate actions team.
  • Led a team of 33 on a project for S&P Global's corporate program Community impact month, which was recognized with the Acknowledging and celebrating excellence (ACE) award.
Focus areas: SNL Financial, Financial Analysis, Bloomberg Terminal, Market Intelligence, Analysis, Business Analysis, Data Analysis, Market Research Analyst, Industry Analysis, Finance, Stock Trading, S&P Capital IQ, Microsoft Word, Microsoft Excel, Technical Research, Corporate, Knowledge Management, Equity, Trading, Product Benchmarking, Key Performance Indicators (KPIs)
2012 - 2013

Master of Business Administration (MBA) in Finance

Jaypee Institute of Information Technology - Noida, Uttar Pradesh, India

2008 - 2012

Bachelor's Degree in Computer Science and Engineering

Jaypee Institute of Information Technology - Noida, Uttar Pradesh, India

JANUARY 2018 - PRESENT

International English Language Testing System (IELTS) | Band 8

British Council

AUGUST 2017 - PRESENT

Chartered Financial Analyst (CFA)

CFA institute

JUNE 2013 - PRESENT

Investment Analysis and Portfolio Management

National Stock Exchange of India

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