Data Analyst Power Bi

Himanshu Talreja

****************@*****.*** 201-***-**** linkedin.com/in/himanshu-talreja/

PROFESSIONAL EXPERIENCE

Financial Data Analyst

Bloomberg, Princeton, NJ January 2024 - Present

• Conducted in-depth financial analysis on 1500+ companies across five industries, providing data-driven insights

• Analyzed forecasted vs. actual financial performance, delivering real-time reports to stakeholders to enhance decision-making

• Maintained and updated financial databases on Bloomberg Terminal by validating company disclosures and regulatory filings

• Developed financial models to forecast revenue trends, improving accuracy by 18% through advanced statistical techniques

• Produced quarterly market analysis reports, identifying key trends and contributing to a 6.8% increase in client satisfaction Research Associate

Stevens Institute of Technology, Hoboken, NJ February 2023 – January 2024

• Analyzed industry trends, market performance, and economic indicators to identify opportunities for portfolio optimization and improve investment returns by 18%

• Performed detailed variance analyses that identified a 15% margin improvement opportunity, driving strategy shifts in key markets

• Streamlined financial reporting, cutting report generation time by 30% using automated dashboards in Power BI

• Collaborated with cross-functional teams to prepare annual budgets and financial forecasts, ensuring alignment with organizational goals and improving forecast accuracy by 15%

• Developed KPI dashboards using tools such as Power BI, enabling real-time monitoring of performance and trends Finance Underwriter Intern

Premium Merchant Funding, New York City, US May 2022 – August 2022

• Performed discounted cash flow (DCF), ROI, and NPV analysis to assess investment opportunities, contributing to a 17% increase in portfolio returns

• Drove initiatives to improve cash flow forecasting, resulting in a 15% improvement in liquidity planning

• Conducted credit analysis and assessed debt covenants for loan agreements, ensuring compliance, reducing financing costs by 10%.

• Conducted thorough analysis of clients' credit ratings, bank statements, and borrowing history to assess risk levels and make informed decisions on loan approvals, resulting in a 10% decrease in default rates Finance Process Analyst

D GABBS & Associates, Aurangabad, MH, India June 2020 – August 2021

• Provided strategic financial insights for high-level business decisions by developing customized, dynamic forecasting models incorporating P&L, balance sheet, and cash flow projections

• Led internal audits and compliance checks for financial statements, ensuring adherence to GAAP, IFRS, and local regulations while minimizing risks and ensuring financial transparency

• Collaborated with cross-functional teams (finance, accounting, operations) to enhance financial reporting processes, streamline data collection, and improve operational efficiency, leading to a 15% reduction in reporting cycle time

• Conducted competitor analysis, comparing the financials and business metrics of the clients with other clients in the same industry Finance Process Executive

Infosys Ltd, Pune, MH, India May 2018 – July 2019

• Partnered with IT teams to deploy enterprise-level financial systems (SAP S/4HANA), improving data accuracy and reducing reporting errors by 25%

• Prepared monthly operations report, comparing financial and operational metrics to budgets and prior period performance

• Utilized tools such as SAP, Oracle ERP, QuickBooks, SQL, Excel (advanced) to gather, analyze, and present financial data effectively Business Operations Associate

Idyllic Services Pvt. Ltd., Aurangabad, MH, India May 2017 – May 2018

• Provided ad hoc financial analysis for special projects, supporting data-driven decision-making

• Analyzed variances between budgeted and actual results, providing recommendations for cost optimization

• Compiled and analyzed financial statements for over 10 clients using QuickBooks and Excel, resulting in error-free reports SKILLS

Financial Strengths: CFA Level 1 Candidate, Financial Modeling, Business Operations, Data Analysis, Financial Advising Software & Tools: Bloomberg, SAP, Python, Power BI, Alteryx, SQL, SAS, Tableau, MS Office (Excel, Word, PowerPoint, Access) EDUCATION

Master of Science in Finance GPA: (3.7/ 4.0)

Stevens Institute of Technology, Hoboken, NJ December 2022 Investment Management., Wealth Management., Corporate Finance, Financial Statement Analysis (external reporting) Fixed Income, Financial Decision Making, Derivatives, Econometrics, Managerial Economics, Sustainable Finance

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