Financial Analyst Data

Sudhanshu J. Yardi

Dallas, TX 781-***-**** *********.*****@*****.*** linkedin.com/in/sudhanshuyardi/ A Masters in Finance graduate with 4 years’ experience within Finance groups in Energy as well as Financial services driven to make continuous improvements in legacy financial systems, project management and reporting systems. I enjoy building financial models for analyzing capital structures, test case scenarios and implementing solutions that solve strategic investment goals. My personal interest in operational Finance and understanding inter market macro dynamics gives me an edge in understanding and reporting trends that create opportunities for the leadership. CORE COMPETENCIES

Complex Financial Modeling Experienced IBM Cognos TM1 Analyst

Financial and Valuation Analysis Revenue Management

Data Visualization (Tableau, Microsoft Power BI) SQL, MDX and Beginner Python

Statistical Analysis with R Forecasting & Scenario Analysis

Project Leadership, Proposal Development Business Intelligence systems PROFESSIONAL EXPERIENCE:

Energy Transfer Partners Dallas, TX

Financial Analyst 08/2019 – Present

Implementing the planned transition of HFM, FAMIS, PDI, and legacy SAP source GL systems to SAP S4/HANA for Sunoco LP and enabling accurate mapping of COA for over 44,000 accounts and 52,000 cost and profit centers

Processed and consolidated margins, operating metrics and G&A in TM1 cubes for presentations to management

Built and maintained forecast models for the FP&A group in TM1 cubes and wrote TI processes to source data

Provided in-depth variance analysis of Opex and G&A by business groups (monthly) to the Director-Finance

Assessed requirements for final integration phase from a Corporate Finance standpoint to smoothen enterprise wide 2020 budgeting, planning, and reporting needs for 19 Sunoco entities

Developed a ‘Translation cube’ to derive a single view for all source ledgers converted to SAP S4 accounts and wrote multiple TurboIntegrator(TI) Processes to load and retrieve I/S data for dimensions, hierarchies, and cubes

Scheduled Chores and Monitored Data Loads populated data for Actuals

Involved with Deloitte’s team for designing and Preparing Test Scenarios, Test Plans, Test Cases and TestData AZTech Technologies LLC Dallas, TX

Financial Analyst Intern 04/2019 – 08/2019

Created financial models for resource plans and produced weekly, monthly reporting on profitability of services

Provided project financial planning and remote data management in SQL server for client’s ad hoc data needs BW Research Partnership Wrentham, MA

Research Analyst Intern 08/2018 – 12/2018

Constructed a predictive model to project clean energy jobs (3% of workforce) for Mass Energy Commission

Predicted Net job gains in the MA region by clean energy forms by a high fitting multiple regression model

Identified investment trends and insights in cleantech by surveying VC/PE and cleantech firms using Qualtrics Brandeis International Business School Waltham, MA Business Process Consultant, Khethworks (An MIT Tata Center Company) 05/2018 – 08/2018

Prepared multi-scenario financial projections for raising $300k via debt with inputs from 3 management divisions

Developed DCF valuation model with estimates for 5-year IRR and recommended adding more debt capital

Reported and analyzed financial metrics, highlighting financial implications of company’s go-to-market strategy

Forecasted operational expenses, budgeted Capex and Fixed Costs of $14.93M to reduce expenditure by 13%

Worked closely with the Leadership Team for analysis and visualization of performance data of prototype pumps in order to gain actionable insights for commercial launch. Proton Hospitality Services Pvt. Ltd. Mumbai, India Financial Analyst 04/2015-07/2017

Formulated an inventory model for over 550 rooms; resulting in reduced pricing of 35% for acquired spaces

Modeled pricing to drive 15% ROI by underwriting cost assumptions and spearheading contract’s due diligence

Initiated surveys and service level KPIs to monitor new strategies for increasing retention rate from 8% to 14%

Automated financial reporting process for investors highlighting KPIs with Tableau Dashboards and stories

Spearheaded ERP implementation and collaborated on risks and controls testing to prepare for Go-Live

Conducted exhaustive surveys using Survey Monkey and & analyzed KPI Dashboards that included feedback from 20 client executives, Polo’s accounts, delivery and sales teams, to draw insights about Polo’s product

Reviewed monthly city wise property sales KPI’s including operational and cost KPI’s

Utilized Analytics and reporting to drive assumptions and relationships in profitability, pricing, and risk

Collaborated with cross-functional teams to drive analytical support to create financial models

Improved financial status of internal projects by comparing and analyzing actual results with plans and forecasts, monitoring variances, identifying trends, communicating important findings swiftly and recommending actions to the team/management.

Motilal Oswal Securities Mumbai, India

Equities Advisory Analyst 01/2013 – 10/2014

Modeled 250% earnings upgrades for an auto stock and included it in portfolios, boosting brokerage by 65% YoY

Piloted a process to pull any client’s holdings by complex SQL queries and maintained stored procedures for teams

Generated earnings forecasts for Autos, Consumers by Decomposition, Multiple Regression & Cash Flow models

Developed portfolio performance dashboards in Tableau to monitor risks and attribution, to optimize portfolio rebalancing and grew team’s revenues by 40% in 6 months

Customized reports for Senior Management to monitor portfolio performances, portfolio attribution, and thus resulting in increasing team revenue by 150% over 6 months.

Worked in team to develop the firm wide trade complaint rules specific to different funds to maintain and modify (coding cross-trade) existing rule universe.

Engaged in interactions with PMs, Trading, IT and Risk members to deliver compliance guidance and effective controls for both pre/post trade monitoring across multiple regional listed asset classes.

Collaborated with cross-functional teams to manage the overall success of the firm’s trade guide signal development and model portfolio optimizer project.

Optimized project activities such as risk-analysis, requirements specification development, and coordinated scope and internal/external expectations throughout the project life-cycle for the above projects.

Reviewed test results and participate in user acceptance testing, including participating in defect status / review meetings, reporting issues, provide guidance and clarification to UAT team and sign off on required changes ACADEMIC PROJECTS

Built a ‘Merger model’ as a hypothetical acquisition of Burlington Coat factory by Ross, thereby creating a huge retail apparel entity (EV) at $42 B with combined revenues of $21B, and an eps accretion of 27%.

Exploratory study of ‘Financial Analysis of Real Property Investments’ covering financial models for determining cash flows and impacts of financial Debt/Equity structuring for measuring returns.

Priced long dated & exotic options using Monte-Carlo simulations, Binomial lattices, Black Scholes Methods, and Partial Differential Equations, studying the convergence of prices in much shorter times, using excel and R EDUCATION

Brandeis International Business School Boston, MA

Master of Science in Finance (STEM-Designated) 08/2017- 12/2018 Concentration – Asset Management [GPA: 3.26/4.0]

EduCo Global Scholar; Ascend Club (Elected Executive Board Member); Global Markets Investment Club Nagpur University Nagpur, India

Bachelor of Engineering (Industrial), with First Class 08/2008 – 06/2012 INTERESTS

Global News & Politics, Backpacking, Tracking Tech, Trading in Financial Markets, Cricket Buff

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