Financial Analysis Project Management

HARSHA RAI

Boston, MA 774-***-**** ***********@*****.*** Link to Linkedin Profile

INTRODUCTION

As a versatile finance professional and project management enthusiast, I bring a unique blend of financial analysis, project budgeting, and data-driven decision- making skills honed across sectors. Proficient in tools like Python, r studio, Bloomberg terminal, and RSMeans, I have successfully managed project budgets, optimized financial processes, and improved resource allocation in both academic and professional settings. My diverse experience in finance, procurement, architecture, and teaching positions me as a highly adaptable candidate capable of driving efficiency and value in dynamic environments. EDUCATION

University of Massachusetts Boston, MA Sep 2023 - Present Master of Science in Finance (STEM). GPA: 3.8

Coursework - Portfolio Investment Analysis, Multivariate and Regression, Business Programming, Derivative Securities, Financial Engineering & Risk Management, Financial Reporting & Analysis, Financial Statement Analysis, Applied Econometric Analysis & CFA Level 1 Candidate (Nov 2024) Pune University, Pune, India Aug 2016- Apr 2021

Bachelor of Architecture GPA: 3.4

SKILLS SUMMARY

Languages: Python, R Studio, MySQL, Pandas, NumPy

Tools & Platforms: MS Excel, Bloomberg Terminal, Tableau, Power BI, Strata

Technical Skills: Financial Analysis, Forecasting, Valuation, Reporting, Data Visualization, Technical Skills: Financial Analysis, Forecasting, Valuation, Reporting, Data Visualization, Procurement Operations, Supplier Management, Compliance Review, and Budgeting PROFESSIONAL EXPERIENCE

Graduate Teaching Assistant – Accounting & Finance Department, Umass Boston (Boston, USA) July 2024 – Present

Analyzed financial performance data for the Bloomberg Trading Challenge team, utilizing Bloomberg Terminal for real-time market data, Tableau for data visualization, and Python for quantitative analysis. Generated strategic insights that improved the team’s decision-making, contributing to a top 25% ranking in the competition.

Led study sessions on financial statement analysis and investment strategies, integrating materials from the CFA Level 1 curriculum and real-world case studies using FactSet. Provided tailored feedback to students, improving their understanding of complex financial concepts.

Optimized course administration and financial processes by leveraging MATLAB for financial modeling and Tableau for data-driven course performance tracking. Implemented efficient resource management through Python-based automation tools, ensuring compliance with university policies while facilitating grading, event coordination, and course content updates. Financial Coordinator & Marketing Specialist– University of Massachusetts Boston (Boston, USA) Jan 2024 – Present

Managed budgets using QuickBooks for the Multicultural Student Association, Finance Club, and Women’s Leadership Initiative, overseeing funds allocation and financial planning. Boosted participation by 25% through strategic use of data from Google Analytics and Excel to create cost-effective event plans and optimize resource allocation.

Reviewed and verified supplier contracts and budget reports using SAP Concur, ensuring financial accuracy and compliance with university policies. Streamlined financial processes by implementing an automated expense tracking system in MS Excel, resulting in a 20% reduction in processing time and increased budget transparency.

Developed and published weekly newsletters via Mailchimp, enhancing student engagement by 15%. Leveraged data-driven marketing strategies from Hootsuite and Google Analytics to target specific student demographics, increasing event attendance and social media outreach. Project Architect and Financial Coordinator- AECOM (Bangalore, India) Sep 2022 - Jul 2023

Utilized RSMeans and Bluebeam Revu to meticulously analyze and optimize project budgets for the EXIT 15 and MRO Aircraft Maintenance Hangars projects. Generated detailed cost forecasts and variance reports, providing data-driven insights that improved resource allocation and reduced project costs by 20%.

Collaborated with procurement and finance teams using Trimble WinEst and Sage Estimating to review and verify procurement costs and budgetary allocations. Ensured strict adherence to cost management policies, streamlining resource allocation across departments, which led to a 15% improvement in project efficiency and compliance.

Junior Project Coordinator- Dar Al-Handasah (Pune, India) Oct 2021- Aug 2022

Administered project budgets by closely monitoring material procurement costs, labor expenses, and change orders, ensuring precise alignment with financial forecasts and preventing budget overruns across complex projects like the MRO Aircraft Maintenance Hangars in Jeddah. Audited cost variances and implemented corrective actions to maintain financial efficiency throughout the project lifecycle.

Spearheaded cost estimation efforts by collaborating with cross-functional teams to evaluate material requirements and labor allocation, ensuring accurate financial projections for projects such as 12 Farnsworth Street in Boston. Streamlined financial reporting processes by developing detailed expenditure tracking systems, and providing real-time financial insights to senior management and project stakeholders. PROJECTS

Dynamic Global Financial System: Assessed the Impact of Cryptocurrency on the U.S. Dollar: LINK

Analyzed cryptocurrency's impact on the U.S. Dollar using time series & regression techniques on 5 years of market data, creating a data-driven framework that provided critical insights & strategic recommendations for over 10 financial institutions. Mobile Price Prediction Using Machine Learning and GUI: LINK

Developed a Linear Regression model to predict mobile prices based on various features and created an interactive GUI using Tkinter for user input and displaying predictions.Implemented data visualization using Matplotlib to plot RAM vs. price relationships and automated background image cycling in the GUI.

Comprehensive Financial Planning and Analysis Framework: LINK

Created comprehensive budget models in Excel using top-down and bottom-up techniques, resulting in precise projections for revenue, production, cash flow, and working capital, which improved financial planning accuracy. Large Cap Investment Portfolio with Risk Hedging Strategies: LINK

Analyzed a diversified investment portfolio to maximize gains and minimize systematic risk, benchmarked against the S&P 500. Evaluated sector-wise distribution, and performance trends, and calculated returns and beta to assess portfolio volatility and effectiveness. Quantitative Risk Assessment and Data Analysis: LINK

Developed a time series model using ARIMA to analyze historical natural gas prices and predict future trends, and built machine learning models (logistic regression, decision tree, random forest) to predict loan default probabilities and calculate expected financial losses, enhancing financial planning and risk management.

CERTIFICATIONS

Bloomberg Market Concept- LINK

Gained comprehensive knowledge of equities, fixed income, and currency markets, analyzing trends and economic indicators. Proficient in Bloomberg Terminal for data analysis, trading, and financial modeling, enabling informed investment decisions. R for Data Science: Analysis and Visualization- LINK

Learned the basics of R for data science, including installation, data modeling, visualization, and statistical analysis, enabling effective data exploration and analysis.

JPMorgan Chase & Co. Quantitative Research Virtual Experience Program on Forage LINK

Developed advanced skills in data analysis, financial risk management, and predictive modeling using Python. Proficient in quantization techniques, dynamic programming, and optimization methods for credit risk assessment. Financial Modeling in Excel – In-process

Mastered Microsoft Excel's advanced features, built P&L statements, developed financial modeling skills, valued companies, created multi-scenario models, and designed advanced charts. Skills include Excel functions, pivot tables, and data visualization.

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