Financial Analyst Power Bi

Vashav Shah

Financial Analyst

San Jose, CA • ************@*****.***• +1-703-***-**** • LinkedIn

SUMMARY

Financial Analyst with 3+ years of expertise in financial modelling, capital budgeting, and M&A transactions. Proficient in advanced tools like SQL, Power BI, and Tableau for generating actionable financial insights and supporting strategic decision-making. Experienced in structuring sophisticated financial models, performing industry research, and managing capital raising initiatives, including IPOs and debt/equity offerings. Recognized for ensuring GAAP/IFRS compliance, optimizing OPEX, and delivering measurable financial improvements. EDUCATION

Master in Finance Aug 2023 - Dec 2024

University Of the Pacific Stockton, California

Bachelor Of Business Administration, Major: Finance Jun 2017 – Jun 2020 Shanghai International University, Chur Chandpur, India SKILLS

• Financial Modelling & Analysis: Discounted Cash Flow (DCF), Comparable Company Analysis (CCA), Precedent Transaction Analysis (PTA), Leveraged Buyout (LBO) Models, NPV, IRR, Ratio Analysis

• Data Analysis & Reporting: Power BI, Tableau, VBA, Microsoft Excel ((VLOOKUP, INDEX-MATCH, Pivot Tables)

• Database Management & Querying: SQL Server, MySQL, PostgreSQL, Microsoft Access

• Capital Markets Tools: Dealogic, Pitch Book, Bloomberg Terminal

• Enterprise Resource Planning (ERP) Systems: Oracle ERP, SAP, NetSuite

• Compliance & Accounting Standards: GAAP, IFRS, SOX Compliance

• Market & Research Tools: FactSet, S&P Capital IQ, Reuters Eikon EXPERIENCE

Capital One Financial Dec 2024 - Current

Financial Analyst

• Engineered DCF, CCA, and PTA financial models for deals worth $500M+, improving model preparation efficiency by 10%.

• Generated financial forecasts and cash flow projections using Power BI, supporting decisions that increased profitability by 15%.

• Built LBO models to assess acquisition returns and structure financing for deals valued at over $200M, enabling a 20% improvement in client profitability analysis.

• Conducted due diligence for M&A transactions, synthesizing financial data, uncovering Alignment, and supporting successful deal closures totalling $750M+.

• Designed pitch books and management presentations, enhancing clarity for executive stakeholders, leading to a 25% improvement in client satisfaction scores.

• Streamlined data extraction and reporting workflows with SQL scripts, saving 7+ hours weekly and increasing accuracy by 18%.

• Analysed market trends and performed peer benchmarking, identifying undervalued assets that contributed to a 12% return on investment for clients.

• Facilitated capital-raising initiatives such as IPOs and debt/equity offerings, contributing to a 10% increase in market capitalization for clients within the first year. Mphasis, India May 2020 - Jul 2023

Financial Analyst

• Managed $50M annual budgets and quarterly forecasts using Power BI and SQL, improving reporting precision by 15% and aligning with organizational goals.

• Conducted variance analysis by identifying profit margin discrepancies, implementing corrective actions that reduced variance by 10% across a $30M portfolio.

• Built capital budgeting models using NPV, IRR, and Payback Period techniques, securing approval for $25M+ in projects with a 14% IRR and 3-year payback period.

• Designed Power BI dashboards visualizing KPIs such as ROI and working capital, accelerating senior leadership decision-making by 20%.

• Spearheaded cost optimization initiatives, achieving a $2.5M reduction in OPEX through in-depth profitability metrics and strategic cost-cutting measures.

• Automated data integration processes from ERP systems using SQL queries, reducing manual reporting time by 30% and achieving a $500K annual savings.

• Established financial controls and policies compliant with GAAP/IFRS standards, ensuring zero reporting discrepancies over three years.

• Collaborated with FP&A teams to create financial models and conduct scenario analyses, improving forecast accuracy by 18% and mitigating risks tied to $20M in investments.

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