Financial Analyst Reporting

Parth Kanabar

*.**********@***.*** 551-***-**** Boston, MA LinkedIn

Professional Experience

J.R. Amin & Co. Financial Analyst May 2021 – December 2022

Spearheaded company-wide productivity initiatives, driving a 15% increase in profitability across multiple business units through strategic cost-saving measures, aligning with financial performance management goals

Led end-to-end budgeting and forecasting for IT and Quality cost centers, delivering 95% financial projection accuracy, directly influencing strategic planning, cost control, and resource allocation

Automated financial reporting processes using Power Query, reducing report generation time by 20% and improving data accuracy by 15%, accelerating executive decision-making and compliance in monthly/quarterly reviews

Developed and implemented robust financial models, streamlining decision-making processes and reducing operational costs by 10%, supporting business expansion and financial health improvements

Conducted CapEx appraisals and ROI analyses for high-value investment projects, increasing returns by 12% through detailed business case development and enhancing capital allocation strategies

Designed and managed KPI dashboards, increasing report efficiency by 20% and improving operational oversight and executive decision- making accuracy, ensuring real-time financial monitoring

Led workforce forecasting and FTE actualization, improving alignment with HR and operational needs, achieving a 10% increase in workforce efficiency and enhancing headcount planning and reporting

Introduced a forecast vs. actuals variance analysis report, improving budget adherence by 10%, enhancing financial transparency, and enabling strategic adjustments to meet business objectives

Led strategic financial projects and system improvements, developing scenario-based modeling tools for portfolio planning and investment strategy, resulting in a 30% increase in process efficiency, a 25% improvement in data accuracy, and enhanced data-driven decision-making for long-term business growth and risk mitigation

SREW FP&A Analyst November 2019 - April 2021

Streamlined financial planning processes using SAP and Hyperion Financial Planning, ensuring accurate forecasting, budgeting, and variance analysis across business units

Automated financial models with Excel, Power BI, and Alteryx, enhancing budgeting, forecasting, and scenario analysis, reducing report generation time by 20%, and improving reporting efficiency by 15%

Conducted scenario analysis to evaluate financial impacts of business decisions, enabling senior management to make data-driven choices, improving decision-making speed by 25%

Leveraged SQL to extract and analyze key financial metrics and KPIs, providing timely insights that enhanced data-driven decisions by 20%

Led the development of budgeting and forecasting models, collaborating with cross-functional teams to align financial projections with business strategies, increasing budget adherence by 10%

Built and maintained complex financial models for investment analysis and profitability assessment, improving financial projection accuracy and enhancing strategic decision-making outcomes by 12%

Advised senior leadership on financial modeling, capital allocation, and cost optimization strategies, leading to a 10% reduction in operational costs

Enhanced business intelligence by developing and refining Power BI dashboards, improving financial reporting and analytics to provide real-time insights, support data-driven decision-making, and drive a 15% increase in business growth and profitability Education

University of Massachusetts – Boston Master of Finance: Investment & Quantitative Finance January 2023 – December 2024 Mumbai University Bachelor’s in Management Studies: Finance June 2018 – May 2021 Projects

Financial Forecasting and Analysis

Forecasted financial statements for companies like Medtronic PLC and Nike by analyzing income statements, balance sheets, and cash flow projections to evaluate future performance and profitability

Conducted cost analysis and inventory valuation by examining beginning inventory, purchase trends, and cost of goods sold (COGS), enhancing financial decision-making accuracy

Developed investment valuation models, including present and future value calculations, using Excel financial functions to support capital budgeting and strategic investment planning

Designed interactive financial dashboards to visualize key metrics, enabling data-driven insights for improved forecasting and business strategy optimization

Skills & Certifications

Forecasting & Budgeting, P&L and Cash Flow Management, Variance Analysis, Month-End Closing, DCF Valuation, M&A Modeling, LBO Modeling, Comparable Company Analysis, Accounting Ratios, SQL, Power BI, Tableau, Alteryx, Advanced Excel (Power Query, Pivot Tables), Python, R, Regression, Predictive Analytics, Hypothesis Testing, Clustering, SAP (BPC, ERP), Oracle (Netsuite, Peoplesoft), Hyperion (HFM, Essbase), Coupa, Jedox, Bloomberg Terminal, Bloomberg Query Language (BQL), PitchBook

Certifications and Training: Bloomberg Market Concepts (BMC), Environmental Social Governance (ESG)

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