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Financial Analyst Business

Location:
Frisco, TX, 75035
Posted:
March 19, 2025

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Resume:

Harini

Bakthavatsalam

Dallas, TX

682-***-****

***************@*******.***

Innovative and enthusiastic professional with over 7 years of expertise in financial reporting and analysis, budget & forecasting of project operations with cross industry experience (Banking, Telecommunications). Experience working with an international bank (Lloyds Bank) and managed their project delivery operations.

Areas of Expertise

Business Process Analysis

Process Improvement

Forecasting and Analysis

P&L Accountability

Vendor Management

Negotiation

Continuous Process Improvements

Cost Control / Reduction

Professional Experience

Polaris Financial Technology, India

Business Financial Analyst Sep 2011 – April 2012

Responsible for gathering critical operational data from various project stakeholders and perform data analysis

Led Analysis and generation of Business Intelligence reports.

Led creation of month-end reporting (Profitability validation, Cost & Budget controls) and analysis of program financial performance

Conduct monthly reviews with project stakeholders in reviewing the financial performance of the individual programs.

Lloyds TSB – Tata Consultancy Services (TCS)

Business Analyst September 2007 – August 2011

Responsible for gathering, analyzing, and documenting business requirements from various business stakeholders.

Collaborate and create user stories for development crews to design and develop business capabilities.

Facilitate, plans, and participates in working sessions with cross-functional stakeholders

Assist Testing Center of Excellence to ensure solutions meets business needs and requirements.

Evaluate current business processes and uncover areas of improvements and new experiences

Collaborate with Product Owners in breaking down and categorizing various business capabilities to deliver business outcomes.

Project Client Admin August 2004 – August 2007

Led the operations for the Retail and Commercial Platform for Lloyds TSB

Championed and conduct periodical “Operational meetings” with various stakeholders to gauge the overall operational metrics performance of their respective platforms.

Analyze, predict, and forecast resources needs based on the new requirements in the pipeline.

Defined processes to match resources against the needed demand skills.

Foster quality trusted relationships across globally dispersed teams in collecting and disseminating various platform related data around project financials

Led knowledge sharing sessions and mentoring new colleagues on project onboarding.

Led innovative project financial operational process improvements in reducing the overall costs.

Education & Skills

Master of Business Administration (MBA Finance)

System Skills: Expertise in MS office including Advanced Excel, Word, PowerPoint etc.

Achievements & Recognition

Received highest Customer Satisfaction Index (CSI) score of 98%

Received appreciation from client partners for consistent performance

Received out-of-the-box thinker award from client partners for moving away from paper-based to a web-based Operational reporting metrics



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