Data Analytics Financial Planning

Anchal Sharda

Current Location: Portland, OR

LinkedIn • GitHub • ******@***.*** • 918-***-****

SUMMARY

Detail-oriented professional with 6+ years in financial analysis, financial planning, and data analytics. Skilled in financial modeling, scenario analysis, performance metrics, and cost analysis using SQL, Excel, Tableau, and Python. Experienced in leveraging key metrics and account reconciliation for data-driven decisions. Currently pursuing an MS in Finance and a Certificate in Enterprise Analytics, with strong expertise in stakeholder communication and cross-functional collaboration. EDUCATION

• Master of Science Finance (STEM-designated) Graduate Certificate in Enterprise Analytics Current GPA - 4.00 Portland State University OR, USA September 2025 (Expected)

• Master of Business Administration Finance

Sikkim Manipal University India 2017

• Bachelor of Commerce

Guru Nanak Dev University India 2014

CERTIFICATIONS

• CFA Level Candidate November 2025 • Bloomberg Finance Fundamentals and Market Concepts • Bloomberg Spreadsheet Analysis SKILLS

• Data Analytics & Tools: Advanced Excel (Including Power Query, Macros, VLOOKUPs, VBA, PivotTables and Array Functions), SQL, Python, R, Alteryx, Data Bricks Tableau, Power BI, SAP, JIRA, Teradata Catpro, Logic ERP, Finacle

• Core Competencies: Performance Measurements, Financial Strategy, Financial Planning and Analysis, Forecasting, Cost Analysis, Scenario and Sensitivity Analysis, Key Performance Indicators (KPIs), Account Reconciliation, Supply Chain Analytics, Logistics Optimization, Operational Enhancement, Business Intelligence, Data Modeling, Predictive Modeling, Porter’s Five Forces and SWOT Analysis

EXPERIENCE

• Associate Manager – Business Performance & Analytics Max Life Insurance Company Limited, India Dec 2019 – Dec 2020 Boosted revenue by optimizing cross-selling and customer segmentation for multi-branch banking partners. Built dynamic forecasting models and KPI dashboards to enhance partnership efficiency. Collaborated across teams to support data-driven strategy and business growth.

• Senior Associate – Strategy & Compliance Analytics Canara HSBC OBC Life Insurance Company Limited, India Jan 2019 – Dec 2019 Executed audits on insurance offerings, identified compliance gaps and opportunities for product optimization. Enhanced partner collaboration by optimizing service-level metrics, improving SLA adherence and operational efficiency. Developed performance tracking templates to revamp planning and drive improvements in customer service.

• Assistant Manager – Financial & Bid Analysis

Neelshiva Overseas, India May 2015 – Oct 2018

Managed e-procurement and business development projects value$1.5 million, overseeing execution, budgeting, and strategic alignment. Developed bid evaluation tools to optimize tender submissions and improve win rates. Led procurement and supply chain analytics and created dashboards to track spending and support negotiations.

• Assistant Accountant – Financial Operations

Delhi Punjab Goods Carrier Private Limited, India April 2013 – May 2015 Conducted reconciliations, variance analysis, and journal entries to support month-end close across operational accounts. Automated monthly reporting workflows, improving close efficiency by 20%. Provided actionable financial insights for budget tracking and cost control across regional operations.

PROJECTS

• Financial Performance Analysis Project – Led a 5-year financial benchmarking provided insights with LRP and US GAAP.

• DCF Valuation – Target Corporation – Created DCF models with WACC, pricing strategy, and sensitivity and scenario analysis.

• Healthcare Predictive Analytics – Kaiser Permanente – Simulated heart disease risk scenarios using Python, logistic regression, and A/B testing to predict outcomes and delivered actionable insights for strategic stakeholder decisions.

• Pharmacy Retailer Market Analysis – Performed ETL, regression, and profitability analysis in Excel, modeling retail growth strategies.

• SQL Reporting & Data Architecture – Velvet Vanity – Designed an IE-notated relational database and E-R diagram to support business operations, incorporating PK/FK logic and optimized reporting via KPI dashboards.

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