Data Visualization Financial Reporting

SIMRAN SALGAONKAR

Washington, D.C. +1-716-***-**** *****************@*****.*** www.linkedin.com/in/simransal EDUCATION

Master in Quantitative Finance - Fintech, University At Buffalo Buffalo, NY Specializations in Financial Modelling, Data Visualization and Valuation December 2024 Certified Financial Planner - Level 3 Cleared January 2024 Specializations in Risk, Tax, Retirement & Estate Planning Bachelor in Management Accounting, University of Mumbai Mumbai, India Specializations in Accounting, Economics, and Excel Valuation May 2021 SKILLS Python, R programming, VBA, SQL, Oracle, SAP, Bloomberg Terminal, Power Bi. EXPERIENCE

FINANCE ANALYST Buffalo, NY

Community Dreams Foundation February 2025 - Current

• Analyzed cash flow planning and prepared forecasted budge for nonprofit programs, supporting strategic investment decisions and maximizing funding impact.

• Prepared and maintained monthly financial statements, account reconciliations, and variance reports in compliance with GAAP, ensuring accuracy in executive and board-level financial reporting. FINANCE ASSISTANT Buffalo, NY

University at Buffalo (Communicative Disorders & Sciences Clinic) April 2024 - December 2024

• Revenue Analysis - Conducted monthly reconciliation to identify trends, ensuring alignment with financial targets and achieving a $10,000 reduction in unnecessary expenditures, which enhanced overall budget accuracy.

• OTC process - Managed end-to-end Order-to-Cash process configuring HIPAA rules, ensuring timely collections and accurate revenue reporting.

• Recovered debt - Proposed & implemented a major pricing restructure initiative to counter inflation, which increased revenue from $70,000 to $145,000.

SUMMER FINANCE INTERN Buffalo, NY

International Institute of Buffalo (Non-profit organization) July 2024 - August 2024

• Excel Automation - Developed a dashboard (macros, vlookup, pivot, conditional formatting) for revenue tracking and billing, reducing errors by 35% for over 60 clients and enhancing data collection.

• Set up SOP - Established cash flow management through QuickBooks by reconciling accounts, tracking payments, and ensuring accurate financial reporting.

• Tableau - Designed an interactive Tableau dashboard to analyze financial and operational trends, uncovering key revenue drivers and cost-saving opportunities through data visualization techniques. FINANCIAL ANALYST Mumbai, India

CA Sanjay Rane & Associates LLP (Chartered Accountancy Firm) February 2022 - June 2023

• Prepared and reconciled - 142 individual-level and 120 Public and Private company-level balance sheets of HNI’s, analyzing cash flows and dividends, resulting in a 15% reduction in reconciliation discrepancies.

• Led internal audits - for 8 Public companies, expanding the audit scope by 30%, ensuring compliance and identifying areas for financial improvement.

• Compliance - Coordinated with Chief Compliance Officer to audit investment guidelines for 150 accounts; ensuring compliance for over 100 investments, proposed strategic changes to associates, and enhanced regulatory adherence. COST ANALYST INTERN Mumbai, India

Pradeep Sales & Service PVT LTD (Electricity Tender Manufacturing Company) January 2018 – January 2019

• Cost Overruns - Executed comprehensive cost analysis for electric transformers, reviewed expenditures from initial material sourcing to finished goods; delivered a substantial $5000 decrease in total production costs and enhanced financial efficiency.

• Negotiation - Collaborated with cross-functional teams to develop and present detailed cost breakdowns and price estimates, resulting in a 20% increase in successful customer quotations and enhanced overall customer satisfaction. PROJECTS [LINK]

M&T BANK (Investing in Renewable Energy Market Research) February 2024

• Analyzed the US renewable energy sector for M&T bank, emphasizing solar, wind, hydropower, and battery storage; synthesized insights on leading developers, tax incentives, and peer activities, driving a 35% increase in strategic investments. FINANCIAL MODELING (R Programming Language) November 2023

• Applied advanced data visualization using R to analyze FANG securities financial statements, revealing a substantial 20% growth insight and quantitatively highlighting stock strengths and weaknesses via S&P 500 benchmarking.

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