Himanshi
Seattle,USA
Summary
Highly skilled PhD in personal finance with experience in financial planning, budgeting, and emergency fund strategies. Experienced at translating complex financial concepts into actionable advice for individuals, using exceptional analytical abilities (MS Excel) and a strong understanding of financial behavior. Aiming to facilitate clients in a US-based advisory role by developing personalized financial plans and promoting long-term economic well-being.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Volunteer
Department of Commerce and Management
12.2021 - 04.2024
- Assisted in coordinating and managing conferences, events, and workshops, ensuring smooth execution and participant engagement.
- Organized and supported International and National Level Conferences, handling logistics and communication.
- Collaborated with professors to review and evaluate research papers related to personal finance.
- Utilized strong interpersonal and communication skills to effectively convey information to attendees and team members.
- Designed and prepared brochures and invitations for conference events to enhance participant outreach.
- Managed the preparation and distribution of certificates to workshop and conference attendees, maintaining accurate records.
Teacher's Assistant
Department of Commerce and Management
07.2022 - 02.2023
- Contributed to a more organized classroom setting by maintaining accurate records on student attendance, assignments, and progress reports.
- Promoted a positive learning environment by establishing clear expectations and maintaining open lines of communication with students, parents, and staff.
- Facilitated effective learning experiences for students by utilizing a variety of instructional techniques to meet their unique needs.
- Supported the lead teacher in developing curriculum materials, ensuring alignment with state standards and educational objectives.
- Served as a positive role model for students by demonstrating professionalism, respectfulness, and an unwavering commitment to education excellence.
- Increased student engagement with dynamic lesson plans designed to accommodate diverse learning styles.
Education
Ph.D. - Personal Finance
Banasthali Vidyapith
06-2025
Masters of Commerce - undefined
Kurukshetra University
01.2020
Bachelor of Commerce - Computer Science Focus
Kurukshetra University
01.2018
Skills
- Report Writing & Academic Publishing
- Data confidentiality
- Presentation & Client Communication
- Positive attitude
- Teamwork and collaboration
- Organized and efficient
- Problem-solving
- Flexible schedule
- MS office
- Budgeting and finance
- Reliability and punctuality
- Effective communication
Accomplishments
- Overall Topper in Bachelor in commerce (2015-2018)
- Overall Topper in Masters of Commerce (2018–2020)
- Merit Scholarship for scoring 70%+ in B.Com and 60%+ in M.Com
- During my PhD tenure, I secured a UGC scholarship to fund my research
Certification
Introduction to Personal Finance , SoFi
Languages
English
Full Professional
Hindi
Native or Bilingual
Training
- FDP Five days on PLS – SEM, scale building and Research paper writing from June 03-07,2024
- IIM program on Advanced Multivariate Data Analysis : Moderation and Mediation using AMOS and Process Macro from August 14 to 18,2023
- FDP on bibliometric and Qualitative Data Analysis from November 10-15,2022 by HumanBehavtics , Uttar Pradesh
- FDP on Creating an impact of CSR initiatives through social media from December 08-10,2021
- Three days workshop on Data Analysis using Python by Dept of Mathematics and Statistics , Banasthali Vidyapith
- National Level workshop on how to publish and write research papers and SPSS WORKSHOP
- Worshop on Personal finance : four days financial and legal literacy worshop by FMS WISDOM and Legal studies by banasthali Vidyapith
Courses
Introduction to Personal Finance , Sofi (August , 2025)
Publications
- Himanshi, & Purohit, H. (2024). Significance of Liquidity Planning in Personal Finance. International Journal of Research Publication and Reviews, 5(2582–7421), 1734–1736. ISSN 2582-7421
- Himanshi, & Purohit, H. (2024). Introduction: Synthesis of Review Literature of Personal Finance. International Journal of Research Publication and Reviews, 5(2582–7421), 1731–1733. ISSN 2582-7421
- Unveiling Attitudes: A Systematic Literature Review and Bibliometric Analysis on Emergency Fund Planning submitted in the Journal
- Liquidity Planning Perspectives in Bhartiya Culture submitted in the journal
- Writing paper on impact of factors on personal financial planning using SEM approach
- Liquidity planning perspective in Indian Culture in International Conference on Integrating Indigenous Knowledge System in Higher Education November 29-30,2023 by BPS Mahila Vishwavidyalaya Sonepat, Haryana
- Understanding Personal Finance at a border level in the Emergent Situations like COVID in Two day International Conference on INDIA 2.0, Vision for India @2047: Challenges and Prospects 14-15 February,2023 sponsored by ICSSR, New Delhi organised by Dept of Economics , KUK
- Personal Finance Resilience: A holistic Perspectives for Emergencies in International Conferences on Viksit Bharat 2047: Achieving Sustainable Development through innovation and Mangement by Banasthali Vidyapith April 5-6,2024
- Attitude of people towards Personal Finance-Review of literature at International conference on New trends in management and Legal Studies by banasthali Vidyapith on 22nd April,2022.
Timeline
Teacher's Assistant
Department of Commerce and Management
07.2022 - 02.2023
Volunteer
Department of Commerce and Management
12.2021 - 04.2024
Masters of Commerce - undefined
Kurukshetra University
Bachelor of Commerce - Computer Science Focus
Kurukshetra University
Ph.D. - Personal Finance
Banasthali Vidyapith
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