Financial Analyst Power Bi

Bala Sai Abhishek Pragada

Chicago, Illinois • *************@*****.*** • +1-331-***-**** • LinkedIn Summary

Financial Analyst with 3+ years of experience in financial planning & analysis (FP&A), budgeting, forecasting, and risk assessment. Developing complex financial models (DCF, NPV, IRR), variance analysis, and strategic financial reporting to support data-driven decision-making. Proficient in SQL, SAP FICO, Oracle Hyperion, Power BI, Tableau, and Advanced Excel

(VLOOKUP, Pivot Tables, INDEX-MATCH) for data extraction, financial analysis, and visualization. Strong understanding of GAAP, IFRS, SOX compliance, revenue recognition, and capital expenditure (CapEx) management. Education

Masters In Information Technology Project Management Dec 2021 - Dec 2023 St. Francis College, Brooklyn, NY

Bachelors in Electronics and Communication Engineering Aug 2016 - Jun 2020 Dr. Babasaheb Ambedkar Technological University, Maharashtra, India Skills

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

• Language: Python, SQL

• Data Analysis & Reporting: Power BI, Tableau, VBA, Microsoft Excel

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

• Capital Markets Tools: Dealogic, PitchBook, 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

Allstate Jan 2024 - Current

Finance Analyst

• Developed SQL-based financial data models and automated to streamline financial data extraction, transformation, and reporting, reducing manual processing time by 40% and increasing data accuracy.

• Built forecasting models using Discounted Cash Flow (DCF), Monte Carlo Simulation, and Time Series Analysis to improve revenue predictability and enhance capital allocation efficiency.

• Created variance analysis reports for revenue, operating expenses, and capital expenditure (CapEx) trends, enabling proactive cost control and achieving an estimated 5% reduction in operational expenses through strategic budget reallocation.

• Automated monthly, quarterly, and annual financial reports using IBM COGNOS, Power BI, SQL, and Excel reducing financial closing time by 30% and ensuring compliance with GAAP reporting standards.

• Optimized financial statement consolidation and reconciliation processes in SAP FICO and Oracle Hyperion, reducing discrepancies in balance sheet accounts and improving reporting accuracy.

• Conducted credit risk assessments using Moody’s Risk Analyst (MRA) and CARM, improving risk segmentation and reducing loan default rates through enhanced risk-adjusted pricing strategies.

• Led liquidity management analysis and working capital optimization, integrating predictive analytics to enhance cash flow forecasting accuracy and mitigate liquidity risks.

• Integrated PAX (Performance Analysis and eXecution) tools to streamline performance analysis and identify key cost-saving initiatives across the business.

• Partnered with cross-functional teams, including IT, finance, and compliance, to integrate SQL-based financial reporting workflows, improving data integrity and reconciliation across multiple financial systems.

• Provided detailed cost-benefit analyses for investment projects, utilizing financial modeling techniques to assess potential return on investment (ROI) and mitigate risks in strategic decision-making. Mphasis, India May 2019 - Dec 2021

Financial Analyst

• Extracted and analyzed structured and unstructured financial data from SQL databases, performing complex financial queries to identify revenue patterns, expense trends, and profitability drivers.

• Conducted credit risk modeling and financial ratio analysis (Debt Service Coverage Ratio (DSCR), leverage ratios, liquidity ratios, and free cash flow projections) to support underwriting and lending decisions, enhancing risk-adjusted returns.

• Automated financial statement reporting and SEC filing compliance using SQL scripts and Excel VBA, reducing manual errors and increasing report accuracy by 20%.

• Developed multi-year budgeting and forecasting models using Oracle Hyperion and NetSuite, aligning financial planning with corporate strategy and improving resource allocation efficiency.

• Identified key cost-saving opportunities in SG&A and COGS expense categories, leveraging advanced variance analysis techniques to optimize operational spending and enhance EBITDA margins.

• Monitored Basel III compliance for capital adequacy and risk-weighted assets, ensuring adherence to regulatory requirements and improving risk management practices within financial operations.

• Partnered with cross-functional teams to integrate Python-based automation for reporting and data analysis, increasing efficiency and enabling real-time financial data insights.

• Applied ROI analysis and cost optimization techniques to evaluate and recommend cost-saving opportunities in various financial categories, improving profitability by 15%.

• Designed and deployed interactive Power BI dashboards with real-time financial KPIs (profit margins, revenue per segment, liquidity ratios, cash flow forecasts, and expense breakdowns), enabling data-driven decision-making for senior management.

• Led portfolio risk analysis and credit risk assessment projects, utilizing Moody’s Risk Analyst (MRA) to evaluate loan portfolio health, monitor risk exposures, and recommend mitigation strategies.

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