Financial Analyst Data Analysis

PROMA SEN GUPTA

701-***-**** ǀ E-mail: *********.*****@*****.*** GitHub: https://github.com/PromaGupta/Projects.git San Diego, CA Summary

Financial analyst with excellent statistical and mathematical knowledge, strong technical skills required for data analysis. In-depth knowledge of Finance and its every aspect along with the analysis of the effects of economic indicators on the financial market, with a variety of analytical skills with over 5 years of experience in conducting the analysis using: Python, R, Excel, Tableau, STATA. Education

North Dakota State University, Fargo, ND 2021 to 2022 M.S. in Agribusiness & Applied Economics (CGPA: 3.84/4.0, Major in Applied Economics) University of Dhaka, Dhaka, Bangladesh 2017 to 2019 MBA in Finance (CGPA: 3.51/4.0)

North South University, Dhaka, Bangladesh 2012 to 2016 BBA in Finance & Accounting and Human Resource Management (CGPA: 3.62/4.0) Experience

Planet Pharma/Client:

Illumina Inc.

Financial Analyst

July 2023 – Nov 2024

Thermo Fisher Scientific,

Financial Analyst III

2022 - 2023

• Analyzed large datasets to identify trends, patterns, and insights relevant to Illumina's business goals and improve data-driven decision-making by achieving a 15% increase in revenue through actionable insights.

• Developed and maintained customized dashboards and reports using tools such as Excel, Tableau and Quickbase for monitoring key performance indicators (KPIs) and tracking progress toward organizational objectives by enhancing operational efficiency & by reducing reporting time by 20%.

• Ensured data accuracy and consistency by performing data cleaning, validation, and transformation tasks and achieved a 95% data accuracy rate, reducing errors and discrepancies.

• Conducted market research and competitor analysis to provide insights into market trends, customer preferences, and opportunities for product development and expansion.

• Collaborated with cross-functional teams, including marketing, sales, and product development, to align data analysis efforts with strategic business objectives. Improved collaboration by achieving a 15% reduction in project turnaround time.

• Contributed to data governance efforts by establishing data quality standards, data lineage documentation, and data governance policies.

• Created compelling data visualizations and interactive dashboards to communicate complex information to non-technical stakeholders, facilitating data-driven decision- making across the organization.

• Identified areas for process improvement based on data analysis, leading to streamlined workflows and increased operational efficiency.

• Performed financial planning (Annual Operating Plan, Forecast, Actuals) of cost of organization by utilizing advanced Excel functions, including VLOOKUP, INDEX, MATCH, and SUMIFS.

• Performed organizational and process effectiveness, including supporting Practical Process Improvement (PPI) initiatives by leveraging Excel's advanced features such as Pivot Tables, IFERROR, SUMIFS, data validation, and conditional formatting techniques.

• Prepared management reporting for product bookings, revenue per country & ad hoc requests which has resulted in a 6% increase in revenue over 6 months by utilizing advanced Excel functions and features, including PivotTables, conditional formatting, and array formulas.

• Assisted with the monthly, quarterly and annual forecasting and budgeting process

(MBR, QBR, AOP, etc.).

North Dakota State University,

Graduate Research Assistant

2021 - 2022

• Ensured accurate and timely reporting, I have reduced the number of errors and delays in reporting by 11% by applying Excel's data validation, conditional formatting, and automated reporting features.

• Improved the accuracy of forecasts, I have reduced the variance between forecasted and actual results by 10%

• Built, refined, and maintained complex financial models, encompassing revenue projections and forecasts to facilitate strategic decision-making, accurate financial forecasting, and performance evaluation.

• Analyzed Stock Price Forecasting applying Hidden Markov Model with Mean Absolute Percentage Error of 0.01%.

• Applied Random Forest Regressor Model to forecast S&P 500 with the change of Fed Balance Sheet and the Mean Absolute Error of the model was of 0.001%.

• Investigated the Profitability factors of 100 banks with the Fed indicators applying Panel Data Analysis with R and Python.

• Explored the relationship between broad money: M4 and the Economic Indicators with Directed Acyclic Graphs, Seemingly Unrelated Regression Method and forecast the model applying Vector Auto Regression Method with Python.

• Forecast stock prices of different shares of Banks applying different kinds of Value-at-risk method, Markov Chain and explored the Equilibrium Matrix with Python.

• Worked on a Project about Quantitative Easing and Mapping the Fed Policy and analyzed the relationship of the economic indicators with the decision of Fed.

• Investigated S&P 500 enlisted companies with the help of Cluster Analysis on Python. IDLC Finance Limited,

Senior Executive Officer &

Senior Credit Analyst (Credit

Risk Management)

2017 - 2020

• Conducted comprehensive credit analysis and risk assessments for corporate clients, evaluating financial statements, cash flow projections, and industry trends.

• Developed and maintained credit risk models, resulting in a 15% reduction in credit losses.

• Collaborated with cross-functional teams, including sales, operations, and legal departments, to gather information and assess risk effectively, resulting in a 20% increase in accurate credit decisions.

• Monitored the credit portfolio and conducted regular reviews, identifying potential risks and implementing proactive risk mitigation strategies, resulting in a 10% decrease in non- performing assets.

• Built and maintained strong relationships with clients, providing financial guidance and assistance with credit-related inquiries, resulting in a 15% increase in customer satisfaction ratings.

• Actively participated in business development activities, identifying opportunities for credit expansion and portfolio diversification, resulting in a 12% increase in loan portfolio growth.

• Supported the sales team and business unit (consists of 270 people) by providing the monthly forecast and planning process.

Skills

- Python - Microsoft Excel - Tableau

- R - STATA - Microsoft Power BI

- MS Office Suite - Hyperion Planning - Salesforce

- Financial Analysis - Statistical analysis - Forecasting

- Financial Modeling - Time - Series Analysis - Team player

- Data Analysis and Interpretation - Problem Solver - Cognos TM1

- Detail Oriented - Interpersonal - Innovative

Training Summary

• 1 day Training on “Demonstrating Corporate Integrity The Sunshine Act: Reporting Expenses Accurately” from Thermo Fisher Scientific in 2022.

• 1 day Training on “Insider Trading: News of the Deal” from Thermo Fisher Scientific in 2022

• 2 days Training on “Microsoft Excel, Advance Level” & “Microsoft Excel, Level-1” in 2019 & 2018.

• 1 day Training on Leadership skill of IDLC Finance Limited in 2018.

• 2 days Training on “Business Communication” of IDLC Finance Limited in 2018. Awards

• Graduate Research/Teaching Assistantship (08/2021-12/2022)

• “Spot Award & Letter of Appreciation” from CEO & MD for walking extra mile in 2019.

• 2nd Best Credit Analyst award in 2019 & 3rd Best Credit Analyst award in 2018.

• “Yellow Cap Award” from the CEO & MD for processing highest number of files in 2018 & 2019. Co-curriculum Activities and Services

• Disciplinary Volunteer of Viqarunnisa Science Club from 2007 to 2009 & 2010 to 2011.

• Robi Quiz Competition in 2015 Finalist.

Publications

• Caton, James, and Proma Gupta. "Mapping the Federal Reserve's Reaction Function with Directed Acyclic Graphs." AIER Sound Money Project Working Paper 2021-15 (2021).

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