Dheeraj Vaidya, CFA, FRM - Ex-JPMorgan and CLSA Analyst - LinkedIn Creator

Dheeraj Vaidya, CFA, FRM - Ex-JPMorgan and CLSA Analyst

Helping 100,000+ Finance Pros Master AI + Finance Skills | Ex-JP Morgan & CLSA | Co-Founder, WallStreetMojo

Dheeraj Vaidya, CFA, FRM - Ex-JPMorgan and CLSA Analyst is a LinkedIn creator based in Mumbai, Maharashtra, India with 26,456 followers, focused on Finance Education, Finance Tips, and Upskilling content. Posts average 40 likes and 0.7% engagement. Has worked with brands including TradingView, Revolut, and Airwallex on marketing campaigns.
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My Top Links

Links to my top social media profiles & websites
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Profile Highlights

A quick glance at some key stats
  • 26,456Total Followers
  • 41Avg Likes
  • 134Avg Comments
  • 0.7%Avg Eng.
  • 3Past Collabs
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My Expertise (5 services)

Last Updated At: 13-05-2026
A quick overview of services I offer to brands

Custom corporate training for finance teams with assessments and WallStreetMojo certification. I build customised syllabi from a skills audit, deliver interactive live sessions with team assignments, provide graded assessments, and issue completion certificates. The program blends practical labs with follow‑up resources to embed learning in day‑to‑day workflows.

My training focuses on measurable skill uplift and business impact, ensuring teams gain immediately useful abilities rather than abstract theory.

Technical, hands‑on reviews showing how your tool solves real analyst workflows — published with SEO reach. I evaluate the product in real analyst workflows and publish a step‑by‑step, screenshot‑rich walkthrough with sample models, clear pros/cons, and recommended integrations. The content is written to help buyers evaluate fit and to drive trial signups via a clear CTA.

I evaluate through the lens of working analysts and course learners, offering actionable insights that convert technically savvy purchasers.

Host a live expert webinar (Dheeraj Vaidya) that converts attendees into qualified leads for your product. I run tightly moderated webinars that blend a short expert presentation with practical demos and a lively Q&A, plus built‑in opt‑in flows so attendees become actionable leads. Post‑event, I deliver the recording and a prioritized list of opt‑ins with brief qualification notes.

My sessions are focused on practical outcomes and qualified lead capture, not vanity metrics; partners receive both education and pipeline-ready prospects.

Co‑create a short, certificated module on AI for finance — taught to 10K+ learners via WallStreetMojo. I design modular, outcome‑driven lessons focused on immediate application: short video modules, downloadable templates, and a live Q&A. The course is co‑branded and structured for rapid adoption so learners can apply skills, tools and frameworks in real work the next day.

I combine practitioner experience with course design best practices, producing professional learning that improves on‑the‑job performance and drives measurable engagement.

I craft data‑driven LinkedIn + WallStreetMojo content that position your brand as the go‑to solution for finance professionals. I create a tightly integrated content sequence: authority LinkedIn posts that address practitioner pain points, a long‑form SEO article on WallStreetMojo that captures search intent, and a short repurposed video clip for social amplification. Each piece is research‑backed, citation‑driven, and optimized to convert readers into qualified leads.

As a finance practitioner and educator, I bridge industry credibility with practical examples that resonate with professional audiences — ensuring your message is trusted and acted upon.

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Engagement Over Time

Visualization of how my engagement on posts has evolved
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My Activity & Engagement Calendar

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Most Engaged Posts

My Top 3 posts with the highest engagement
Dheeraj Vaidya, CFA, FRM - Ex-JPMorgan and CLSA AnalystHelping 100,000+ Finance Pros Master AI + Finance Skills | Ex-JP Morgan & CLSA | Co-Founder, WallStreetMojo
Funny but True! Financial model contains 100+ assumptions (think of WACC, Terminal growth rate, Revenue growth, Cost assumptions, Capex, GDP, interest rates just to name a few). More often than not, tinkering with assumptions results in the desired valuations of your company :-) www.wallstreetmojo.com #financialmodeling #financialmodel #valuations #investmentbanking #companyvaluation #wallstreetmojo
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Dheeraj Vaidya, CFA, FRM - Ex-JPMorgan and CLSA AnalystHelping 100,000+ Finance Pros Master AI + Finance Skills | Ex-JP Morgan & CLSA | Co-Founder, WallStreetMojo
I am delighted to share with you the latest Coursera IPO Financial Model. This Coursera IPO Model is a ready-made template that you can use as a foundation to start with or as a reference to help you build a complete IPO Financial Model. Comment your E-mail address below to get a free copy of the Coursera IPO Model. The following are included in the Model: - 5-Year projections of Coursera’s income statement, balance sheet, and cash flow - Revenue and Cost sheet, Working Capital, Shareholder’s Equity and other essential schedules - Detailed capital expenditure, depreciation, and amortization schedule - Detailed Options Value calculations - Discounted Cash Flow analysis - Relative Valuations Grab your free copy of Coursera's IPO Model and let me know your recommendations/ suggestions. Disclaimer: Wallstreetmojo's Coursera IPO Model is for educational purposes only. We do not recommend any sell or buy recommendation to investors. www.wallstreetmojo.com #financeprofessionals #financialanalysis #financialmodeling #investmentbanking #courseraipo #dcfvaluation #scenarioanalysis #analystjobs #coursera #wallstreetmojo
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Dheeraj Vaidya, CFA, FRM - Ex-JPMorgan and CLSA AnalystHelping 100,000+ Finance Pros Master AI + Finance Skills | Ex-JP Morgan & CLSA | Co-Founder, WallStreetMojo
Not sure what to use Claude for in finance? Here's 100 use cases. Organized by function. Beginner to advanced. 🙂Here’s my resource "100 Claude Use Cases in Finance": https://lnkd.in/gbpJBqY9 EQUITY RESEARCH (20) 1. Turn 10-Ks into structured investor summaries 2. Auto-generate earnings preview notes 3. Build coverage initiation templates 4. Compare management commentary across quarters 5. Draft DCF valuation frameworks 6. Generate comp tables with sourced metrics 7. Flag aggressive accounting practices 8. Create bull/base/bear scenario matrices 9. Build KPI evolution trackers 10. Screen for new coverage ideas INVESTMENT BANKING (15) 11. Build pitch book frameworks in minutes 12. Auto-structure CIM analysis 13. Generate transaction comps tables 14. Draft CIMs, teasers, and process letters 15. Build buyer lists with scoring PRIVATE EQUITY (15) 16. Score deals against investment criteria 17. Extract key terms from data rooms 18. Build 100-day plan templates 19. Model LBO scenarios with sensitivity 20. Generate IC memo first drafts ...and I have 80 more across: → Financial Modeling & Excel (15) → Wealth Management (10) → Compliance & Risk (10) → Operations & Productivity (15) I put together a free PDF with all 100. Each one includes a prompting tip to get started. You can download "100 Claude Use Cases in Finance" from: https://lnkd.in/gbpJBqY9 P.S. This took me 4 months of daily Claude usage to compile. Bookmark this post.
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Collaboration History

Last Updated At: 13-05-2026
Brands I've partnered with in the past
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Monetization Channels

Platforms where I monetize my content & reach
Services
Video Content
Live Events
Digital Products
Courses
Consulting
1:1 Session
Tips
Documents
Membership
🔥20000+ Purchased
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Content Focus

Niche categories & topics I majorly focus on
Finance Education
Finance Tips
Upskilling
Career Development
Business Strategy
Tech Trends
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Audience Types

Last Updated At: 12-05-2026
Demographics of my audience & community

Top Role

Founder
Co-Founder
Financial Analyst
Accountant
Chief Executive Officer

Top Locations

Mumbai Metropolitan Region
Greater Delhi Area
Greater Bengaluru Area
Greater Hyderabad Area
Pune/Pimpri-Chinchwad Area

Top Seniority

Senior
Entry
Director
Manager
VP
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Platform Presence

Platforms I have a strong reach & community on

Frequently Asked Questions

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Work with me via anchors, with no setup fee or commission on this campaign

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