Business Intelligence Regulatory Compliance

Meenakshi Annepu

*****************@*****.*** 312-***-**** Chicago, Illinois (Ready to Re-locate) LinkedIn: https://www.linkedin.com/in/meenakshiannepu1208/ Recent graduate with an M.S. in Finance, o5ering strong analytical and technical expertise in programming, financial modeling, and business intelligence. Skilled in Python, SQL, Excel, Tableau, SAP, Bloomberg Terminal, and Alteryx, proficient at conducting detailed ad-hoc analyses to deliver actionable insights to senior management. Demonstrated ability in financial modeling, valuation, budgeting, forecasting, regulatory compliance, and e5ective collaboration across corporate and manufacturing environments.

DePaul University – Kellstadt Graduate School of Business – Chicago, IL Expected graduation March 2025 M.S. in Finance Current GPA : 3.5/4.0 CPA Eligible : Dec 2025

• Relevant courses: Financial Management, Financial Statement Analysis, Tools of Financial Analytics, Investment Analysis, Advanced Corporate Finance, Derivative Valuation.

• Notable projects/cases: Sampa Video Inc, Monmouth Inc, Penelope’s Personal Pocket Phones, Exchange rate at the Monetary Authority of Singapore, Forex Hedging Strategies at GM Motors, and Joliet and Westchester Apartments

• AI in FinTech – Predictive Analytics for Investment Strategies – Developed a Python-based ML model to analyze market trends and forecast stock performance

• Customer Churn Prediction Model – Built an ML model (85% accuracy) to predict churn trends and enhance retention strategies.

• Tableau Sales Performance Dashboard: Created an interactive dashboard to visualize regional sales performance, facilitating strategic decisions and achieving 10% sales growth.

• Capital Budgeting and ROI Analysis: Evaluated and recommended ROI justifications for major capital investment projects, optimizing capital allocation and strategic financial decisions.

• Programming & Data Analysis: Python, SQL, Excel (Pivot Tables, SUMIF, VLOOKUP), MICROSOFT 365

• Financial Technology & Modeling: AI in FinTech, Algorithmic Trading, Blockchain Basics, Valuation, Forecasting

• Business Intelligence & Visualization: SAP, Tableau, Power BI, Data Wrangling, ETL, Ad-hoc analysis

• Soft Skills: Analytical Thinking, Problem-Solving, Data Storytelling, Team Collaboration

• Accounting & Finance: GAAP Compliance, Financial Modeling, Budgeting, Reconciliations, Audit Documentation

• Regulatory Knowledge: Financial Compliance, Reporting Standards, Transparency Regulations.

• Financial Software: SAP ERP, Bloomberg Terminal, Alteryx Financial Audit Analyst CA Narasimha Rao and Associates April 2021 – March 2023

• Conducted 30+ comprehensive financial audits, ensuring accuracy, regulatory compliance, and transparency.

• Prepared detailed financial models and valuation reports exceeding $10M, enabling strategic financial decisions.

• Improved client satisfaction by 20% through precise financial reporting, clear communication, and proactive issue resolution.

• Ensured adherence to GAAP in audits, financial statement preparation, and documentation.

• Managed detailed reconciliations, proactively addressing variances and ensuring accurate financial records.

• Maintained audit-ready financial documentation to assist in seamless audit processes. Treasurer Arts Society June 2019 – March 2021

• Managed annual budgeting, forecasting, and fund allocation, achieving a 15% improvement in financial e5iciency.

• Developed interactive financial dashboards using Power BI for insightful financial analysis and decision-making.

• Ensured accurate expense tracking, reconciliation, and adherence to organizational guidelines. JPMorgan Chase - Investment Banking Virtual Internship Forage

• Practiced advanced financial methodologies (DCF, market research, M&A deal structures).

• Constructed valuation models and conducted financial risk assessments aligned with real-world investment banking operations.

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