Financial Analyst Senior

Priti Rai

Houston, TX +1-346-***-**** *****.***.**@*****.*** www.linkedin.com/in/priti-rai

Senior Financial Analyst with over 7 years of experience in financial planning, reporting, cost analysis, budgeting, forecasting and financial modelling. Expertise in analyzing key performance indicators to support operations. PROFESSIONAL EXPERIENCE

DELOITTE CONSULTING INDIA PRIVATE LIMITED (REMOTE) Nov 2020 – Nov 2021 Senior Financial Analyst

Performed various financial analysis for internal and external clients and assist forecasting and budgeting projects.

Developed annual budgets, quarterly forecasts, & ad hoc projections for managing over $100 million in annual revenue.

Responsible for execution and closure of project budgets.

Conducted in-depth financial analysis (income statements, balance sheets & cash flow statements) to support business decisions.

Identified KPIs and deliver actionable insights to enhance management's understanding of financial performance.

Created financial models for proposed vendor contract renewal more than $1.1 million.

Collaborated with cross-functional teams to craft and refine financial models, forecasts, and budgets.

Led financial planning & data analysis, overseeing key metrics, strategic planning support with a team of 6.

Prepared ad hoc analysis for project controllers and management to analyze impact of potential decisions.

Proficient in applying to US GAAP to ensure accurate financial reporting & compliance with regulatory standards.

Collaborated with Senior Vice President of financial planning creating 2 years plan.

Leveraged ERP, SAP & CRM systems to automate and optimize financial workflows.

Worked on advanced level of excel with expertise in functions like VLOOKUP, HLOOKUP, INDEX-MATCH, array formulas, and nested Ifs, PV, FV, Analytic solver for detailed analysis. AUSTRALIA & NEW ZEALAND BANK Sep 2016 – Nov 2020

Financial Analyst

Analyzed financial data and trends to provide accurate and timely financial recommendations to management for decision-making purposes.

Prepared monthly, quarterly, and annual financial reports and trained new joiners.

Generated $45000 in annual savings by implementing a new expense report procedure.

Developed and facilitated 15+ presentations and meetings with the finance team of 10.

Conducted period-end close tasks, both transactional and analytical in nature.

Collaborated with FP&A teams to manage hierarchies and mappings essential for both internal and external reporting.

Utilized SWIFT system expertise to facilitate seamless international transactions, ensuring compliance with regulatory standards and mitigating risks associated with cross-border payments. EDUCATION

Strategic MBA in Finance at University of Houston, Victoria, TX (CGPA – 3.76/4) Aug 2022 – May 2024

Bachelor of Commerce in Finance at Bangalore University, Bengaluru, India Aug 2013 – May 2016 CERTIFICATIONS

Certified Management Accountant (CMA) Issued by IMA July 2024-Ongoing

SQL and Relational Databases 101 by IBM Cognitive Class Dec 2024

Getting Started with Tableau Online by IBM Cognitive Class Nov 2024

Creating Charts and Dashboards using Tableau by IBM Cognitive Class Dec 2024 ACADEMIC PROJECTS

Conducted a comprehensive analysis of Costco's financial statements, applying advanced valuation techniques such as Discounted Cash Flow (DCF) and Comparable Company Analysis (CCA) in Summer 2023.

Worked on a USPH One Partner case, conducting an in-depth analysis of valuation, growth, profitability, financial strength, management efficiency, and SWOT in Spring 2024. TECHNICAL & SOFT SKILLS

SAP BPC SAP ERP Financial SAP GUI Flex track tool

Microsoft Dynamics 365 Accounts Payable Accounts Receivable Microsoft Office

Accounting Principles Annual Budgeting Forecasting SQL

Variance Analysis Financial Modelling Excellent Communicator Leadership

Attention to detail Interpersonal Skills Long term Planning Problem Solving