Financial Analyst Power Bi

Summary:

●Financial Analyst with * years of experience in budgeting, forecasting, and financial analysis.

●Expertise in preparing and presenting monthly management reports, analyzing spend variances, and delivering actionable financial insights.

●Successfully managed multiple portfolios, including Fannie Mae, Freddie Mac, MetLife, and CMBS, with a focus on acquisition processes and special servicing.

●Strong time management and flexibility, with the ability to adapt to multiple roles and responsibilities.

●Proactive in addressing urgent requests and high-priority tasks, consistently meeting deadlines and exceeding expectations.

Work Experience:

DEPARTMENT OF TRANSPORTATION (DOT) SEP'23-FEB’25.

Financial Analyst.

●Monitored and presented budget status for the Federal Transit Administration’s (FTA) Office of Transit Safety and Oversight (TSO) using advanced Excel functions, pivot tables and Power BI visuals to ensure fiscal transparency and accountability.

●Designed and implemented Power BI to visualize key financial metrics, trends, and projections, enabling leadership to make data-driven decisions and improve budget oversight efficiency.

●Utilized USDOT-wide procurement and financial systems, including ESC PRISM (USDOT’s procurement system), Delphi (USDOT’s financial system), ESC Reports, G-Invoicing, vendor invoices, and Excel, to track and reconcile TSO expenditures.

●Assisted in the closeout of undelivered obligations (UDOs) by identifying discrepancies, preparing reports, and coordinating with relevant stakeholders to ensure timely and accurate financial reporting.

●Prepared and managed purchase requisitions in PRISM to obligate and de-obligate funds, process contract modifications, and close out UDOs, ensuring compliance with federal procurement guidelines.

●Analyzed and verified invoice accuracy, ensuring alignment with contract terms and preventing financial discrepancies.

●Compiled and presented data-driven analysis of TSO-10 contracts/orders, including average values, remaining balances, and forecasts, enabling proactive adjustments to prevent potential funding shortfalls.

●Delivered acquisition demonstrations by presenting a comprehensive contract spreadsheet to the Director and Managers, highlighting key financial metrics and actionable insights for decision-making.

●Partnered with internal and external stakeholders to provide data-driven insights, optimize financial strategies, and support business decision-making.

●Lead ad hoc financial projects and internal requests related to financial analysis and reporting

●Built and enhance excel planning, forecasting, and reporting models

HSBC JAN’18-OCT’22.

Senior Financial Analyst.

●Delivers all project cost planning, financial analysis, and performance control processes per deadlines.

●Demonstrated experience in financial planning and analysis (FP&A) within a corporate environment, including budgeting, forecasting, financial modeling, and variance analysis.

●Sound understanding of business operations, financial statements, and key performance indicators (KPIs) to interpret financial results in the context of strategic decision-making.

●Utilized Power BI's interactive filtering, sorting, and slicing capabilities to dynamically explore financial data, identify trends, and uncover insights to support strategic financial planning and forecasting.

●Collaborated with cross-functional teams by sharing interactive dashboards and reports in Power BI Service, facilitating communication and data-driven decision-making across departments.

●Tracks actual cost compared to budget, generates metrics, and identifies KPI and trends and reports to stakeholders accordingly.

●Utilized Cognos to consolidate financial data from multiple sources and generate accurate and timely financial reports for management review.

●Experienced in using pivot tables in Microsoft Excel to analyze large sets of financial data and extract insights.

●Created pivot tables to track and analyze financial metrics such as revenue, expenses, profit margins, and budget variances.

●Conduct a presentation to all levels of management in order to provide a summary of analysis regarding financial results and trends.

●Perform financial and business-related analysis.

●Analyze, evaluate, and interpret appropriate financial and statistical data.

●Developed custom pivot table reports to provide financial analysis and insights to stakeholders across the organization.

●Provided proactive technical oversight and advice to application architecture and development teams, fostering operational efficiency of data/analytical solutions.

●Implement and integrate current and future financial reporting, budgeting, and Decision support systems.

BERKADIA SERVICES: Aug’15 toAug’17.

Senior Financial Analyst.

●Provide detailed review about the financial performance of the property to the Lender(banks), borrowers and investors under the guidelines of CREFC (Commercial Real Estate Finance Council)

●Review and research subject to Loan Documents to evaluate the Credit and Default Risk of the borrower.

●Identifies financial status by comparing and analyzing actual results with plans and forecasts.

●Contact Borrower to clarify queries related to the Analysis through call and mail.

●Routine communication with Supervisors relating to Quality issues of the Team Members.

●Cross train as back-ups for other staff in the case of emergencies.

●Handling Special Requests on priority and Resolving the Issues / Queries which have been sent by the Team members.

●Preparing an error analysis session and discussing with the team.

●Daily reporting from the team and forwarding it to the higher management.

●Performs the analysis before the due date with utmost quality.

●Giving feedback about the performance of team members to the higher management on a timely basis.

Designation: Financial Analyst. Jan’13 to Aug’15.

●Identifying, Analyzing and Imaging Critical Mortgage Loan Documents with required key fields that reflect in the PEPCe (Process Enhancement Paper Capture) application, Shared folders, and Mailboxes.

●Worked on all Loan Documents which are very critical on Loan Servicing like Underwriting Documents, Financials (POS, Budgets, and OSAR’s), Rent Rolls, Legal Documents and Third-Party Reports, Servicing Correspondence, Taxes, Inspections, etc.

●Mentoring the work to new Hires and co-ordinate with the team whenever required.

●Validating the documents as per the business requirement.

●Perform monthly balance sheet, income statement and changes in financial position/budget variance analysis

●Provide timely, relevant and accurate reporting & analysis of the results of the division’s performance against historical, budgeted, forecasted and strategic planning results to facilitate decision-making toward the achievement of the budget and strategic plan.

●Processing Reserve documents, which is one of the critical activities in the process.

Rewards & Recognition:

●Received Reward and Recognition of best performer in the process for consistent quality and production.

●Got Peer-to-Peer Recognition like good support to team, Individual Coordinator and also a Good Team Player.

●Actively participates in mentoring of new team members including Knowledge Sharing and Cross Process Training

Educational Qualifications:

●2012: Master of Business Administration - Major in Finance & Minor in Human Resource.

●2010: Bachelor of Commerce.

Technical Skills:

●Financial Analysis

●Forecasting

●Proficient with Microsoft Office Suite.

●Power BI

●Oracle ERP

●Pivot tables

●Macros

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