Data Analytics Financial

PRITI JAIN

Richmond, VA ******@***.*** 804-***-**** http://linkedin.com/in/pritijain-

SUMMARY

Motivated Masters in Decision Analytics student and Eligible CPA candidate with strong experience in Financial Analytics, Sales, and Operations, specializing in financial modeling, data analytics, and prescriptive analysis. Proven ability to collaborate across teams, develop financial strategies, and drive operational efficiency. Expertise in financial reporting, decision-making tools, and complex modeling techniques.

• Data Analytics Proficiency: Proficient in using Excel, SQL, R, Statistical models, RapidMiner, and AMPL to transform raw data into meaningful insights, enabling strategic decision-making.

• Strategic Advisory & Leadership: Successfully partnered with cross-functional teams to implement growth strategies, increasing operational efficiency by 15% while ensuring client satisfaction.

• Financial Modeling & Forecasting: Created and delivered dynamic financial models to forecast client performance, optimize financial strategies, and meet key business requirements. EDUCATION

Virginia Commonwealth University (VCU) Richmond, VA Master of Decision Analytics (STEM) – Major in Financial Analytics Aug’ 2025

• Relevant Coursework:

Prescriptive Analytics (using Python, AMPL for optimization problems) Statistical Analytics (regression analysis, hypothesis testing) Financial Modeling (DCF, sensitivity analysis, risk modeling, VBA) Database Design (SQL, data warehousing)

Prestige Institute of Management and Research – India Bachelor of Commerce (Honors) – Major: Finance and Taxation May 2023

• Relevant Coursework:

Advanced Accounting

Financial Management

Direct & Indirect Taxation

Cost and Management Accounting

Institute of Chartered Accountants of India Professional Degree, Intermediate Level RELEVANT WORK EXPERIENCE

CA Ashish Harkut and Associates India

Junior Financial Analyst 1 yr 1 mos

• Delivered complex financial models for forecasting and performance analysis, addressing over 25 client requirements from mid to small-sized companies.

• Developed and automated financial dashboards with advanced Excel tools (Pivot Tables, VLOOKUP, Power Query), resulting in enhanced financial reporting and real-time decision-making.

• Contributed to strategy development that boosted operational efficiency by 15% across multiple industries.

• Conducted variance analysis and presented actionable insights that supported executive-level decision- making.

CA Mayank Chandak and Associates India

Audit Intern 6 mos

• Assisted in auditing processes for 10+ clients, identifying discrepancies and improving audit accuracy by 15%.

• Streamlined audit procedures, reducing overall audit time by 20% by implementing standardized audit templates.

• Supported the audit team at 5 major client locations, including banking audits, ensuring compliance with industry regulations and GAAP/IFRS standards.

Charismatrix Education Technology Pvt Ltd [Start-up] India Sales and Operations Executive 5 mos

• Managed sales operations for over 300 clients, implementing process optimizations that cut order processing time by 25%.

• Led cross-departmental teams to streamline communication between sales and operations, resulting in increased client retention.

• Played a key role in client relationship management, securing repeat business and contributing to the startup’s growth phase.

PROJECTS

• Data-Driven Financial Forecasting Project (VCU): Built predictive financial models using regression analysis and optimization techniques in AMPL to support investment decisions for case-based company simulations.

• Operational Efficiency Enhancement: Analyzed sales data using SQL and Excel to identify key operational bottlenecks, resulting in a 20% reduction in overhead costs for a small business.

• Audit Process Automation: Developed an automated audit tracking tool for a CA firm using advanced Excel macros, reducing manual errors by 30% and cutting audit times. ACHIEVEMENTS

• Student Ambassador at Center for STEM Innovation Program VCU

• SQL and Relational database certification: IBM Developer skills network

• Member: Student managed Investment Portfolio Organisation (VCU)

• Member: Rho Epsilon Academic Real estate Fraternity (VCU)

• Increased fundraising by 35% in a quarter for NGO Pawzzitive Welfare Foundation.

• Ranked in the top 6% in the International Commerce Olympiad.

• Recognized with verbal mentions in Model United Nations (MUN).

• Achieved a place on the Dean’s List in high school.

• Actively contributed as a Member of the Discipline Committee during undergraduate studies. SKILLS

• Advanced Excel (Power Query, Macros, VLOOKUP, Pivot Tables)

• Financial Statement Analysis (Balance Sheets, Cash Flow, Income Statements)

• SQL (Database queries, data manipulation)

• RapidMiner (Predictive modeling, data transformation)

• AMPL (Optimization for prescriptive analytics)

• Budgeting & Forecasting

• GAAP/IFRS Compliance

• Tax Document Preparation

• Financial Modeling (DCF, M&A, Sensitivity analysis)

• Bilingual: Fluent in English and Hindi

• Collaboration & Leadership: Guided teams through complex financial projects, fostering effective communication across departments.

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