SUMMARY:

• Experienced Analyst well versed leading projects of varying sizes and complexity, strengthening internal controls and improving the efficiency in financial reporting. Proven ability to undertake difficult mandates with tight deadlines; characterized as persistent, personable, and driven. Offering a master’s degree in Finance & Information Systems backed by three years’ experience managing complex accounting systems and providing value - based analysis that drive decisions made by leadership.
• Expansive financial analyst experience; background reflects successes managing large portfolios, providing value-based analyses, forecasting and financial modeling
• Proven ability to benchmark with internal business partners, collaborate with executive level management, optimize processes and effectively leverage best practices
• Experience with data collation and reporting for analytics and issue resolution
• Good knowledge on database management systems such as MS Access, complex SQL queries and RDBMS concepts
• Excellent knowledge of business analytics tools such as Tableau, MS Project, MS Visio, Mockups, Sequence - diagram, Screen mockups (wireframes)
• Good knowledge on database management systems such as MS Access, complex SQL queries and RDBMS concepts
• Familiarity with Waterfall, Agile - SCRUM & Rational Unified Process (RUP) development methodologies
• Experienced in all phases of the Software Development Life Cycle (SDLC) including requirements gathering, design, development, testing and deployment.

PROFESSIONAL EXPERIENCE:

Confidential,New York,NY

Graduate Assistant

Responsibilities:

• Developed a database management system to automate laptop loaning system by collaborating with key stakeholders to improve and streamline the process management
• Prepared detailed documentation for requirements, use cases, ERD, functional and non- functional requirements
• Conducted technical business analysis, managed system and user acceptance testing, collated user feedback, stakeholder management, documentation, problem resolution and release management
• Provided technical assistance to the students in using various Business Intelligence tools
• Tutored students for solving their technical software related issues
• Conducted workshops (Tableau, SQL, MS Access) to help students understand various visualization software and query data
• Worked with Bloomberg terminals and library research databases to get required data
• Delivered other administrative support to the faculty as needed

Confidential

Senior Analyst

• Managed all aspects of the project e.g. delivery, resource forecasts, project administration including financial and progress reporting as well as coaching and managing people working on the project
• Built data visualizations using MS Excel and Tableau to effectively communicate insights to management
• Migrated existing system reports to the new SAP system by collaborating with the software development team which helped to improve data management capabilities and streamlined the financial reporting system
• Identified user requirements by working with many key individuals from the business and IT, liaised with leadership to develop a detailed functional specification
• Experience working in scrum or agile development environment supporting a software product
• Developed annual budgets and forecasts and reviewed trends; and explained actual v/s budgeted variances
• Communicated with key business partners in timely and effectively to develop and execute projects productively
• Prepared operational forecasting models and analysis to be used by operational leads to help monitor performance and risks/opportunities for various stakeholders
• Organized and hosted progress meetings with senior management to influence decision making

Confidential

Analyst

• Analyzed budgets, financial reports and projections for accurate reporting of financial standing
• Monitored and analyzed financial, statistical and operational data trends
• Prepared monthly, quarterly, and ad-hoc reporting for the leadership and business stakeholders
• Assisted in preparation of agenda for quarterly and year end audit committee meetings
• Worked closely with the Finance Team on the review and reconciliation of funds
• Created and maintained precise and accurate models, charts, and reports (such as profitability, cost/benefit analysis reports) to help gauge the company's financial standing
• Analyzed and reconciled accounts; analyzed cause of discrepancies and acted to ensure accounts are balanced
• Reviewed monthly financial results of Company and provided explanations for variances from budget /forecast, identify concerns or opportunities for improvement and discuss with the management team

Confidential

• Monitored and analyzed financial, statistical and operational data trends
• Developed forecasting tools and dashboards to analyze revenue variance, business pipeline, and industry trends
• Studied financial statements, revenue forecasting reports, and bank reconciliation statements to examine the company's current financial standing
• Reviewed the collection management process and suggested the most reliable source of income
• Analyzed the operating cycle of the company and recommended techniques such as automated billing process that helped in speedy collections
• Identified the process inefficiencies through gap analysis

Confidential

Financial Analyst Intern

• Evaluated and reported business performance of past 5 years and carried out a research study to gauge the performance of PSU banks v/s Private banks
• Performed customer satisfaction survey that helped improve their commitment level
• Acquired 115 new accounts as against a target of 96 along with a team of 10 people in a period of one month.
• Studied the deposit mobilization and loan process and provided recommendations to improve it
• Helped to identify opportunities to improve process efficiency, streamline collection and better presentation of data