Financial Analyst Power Bi

Thanush Boyapati

Boston 857-***-**** ***************@*****.*** :boyapatithanush

WORK EXPERIENCE

Affluence Shares and Stocks Pvt Ltd., Financial Analyst Intern Jul 2023 - Nov 2024

• Co-led the operational performance of client onboarding and service delivery, ensuring efficient financial center operations and reducing wait times by 15%.

• Directed client routing and CRM-based interaction management, contributing to a 20% increase in client retention and satisfaction.

• Mentored 5+ junior team members in financial product knowledge and referral pipeline management, aligning with sales coaching goals.

• Introduced a performance management dashboard using Excel & Power BI, enabling real-time visibility into key client and team metrics.

• Built training SOPs for financial center presentations, ensuring consistent client experience and supporting a world-class environment.

• Conducted periodic referral conversion tracking, identifying cross-sell opportunities and supporting business expansion goals.

• Participated in market-level client experience initiatives and internal audits, ensuring 100% compliance with SEBI and firm policies.

• Implemented a customer concern escalation model, reducing turnaround time by 25% and enhancing operational discipline. Awani Farms, FP&A Nov 2021 - Oct 2022

• Cultivated strong cross-functional relationships with procurement, operations, and sales teams, improving forecast accuracy by 15% and enhancing decision-making aligned with business goals.

• Designed customer-focused budget models and dashboards in Excel and Power BI, enabling real-time spend visibility and supporting client- driven investment decisions.

• Provided strategic financial planning and ad hoc reporting support for leadership, influencing direction on new partnerships, vendor contracts, and cost-efficiency initiatives.

• Conducted variance analysis for monthly revenue and expense forecasts, presenting key findings to senior stakeholders in a way that informed action and optimized resource allocation.

• Collaborated with external partners and suppliers to resolve financial discrepancies, ensuring clear communication and preserving long-term business relationships.

• Led a cost-savings initiative through data-driven pricing strategies and performance tracking, contributing to a 10% reduction in operational expenses without compromising service quality.

PROJECT EXPERIENCE

University of Massachusetts Boston Boston, MA

Asset Management and Practicum Jan 2024 - May 2024

● Utilized Bloomberg Terminal to conduct an in-depth analysis of SoFi Technologies, EQRV, RV, and market trends, resulting in a strong buy recommendation with a 25% upside potential and accurate predictions of rate cuts.

● Drove market growth by analyzing market trends, forecasting outcomes, and delivering strategic investment recommendations, increasing SoFi’s market value by 58% and surpassing targets.

● Applied Porter’s Five Forces framework via Bloomberg Terminal to assess industry competition, supplier power, and market entry risks, identifying key vulnerabilities and opportunities that shaped risk-mitigated investment strategies and boosted portfolio resilience. EDUCATION

University of Massachusetts Boston Boston, MA

Masters of Science in Finance Graduation Date: Dec 2024 New Horizon College of Engineering Bengaluru, India Bachelor of Engineering in Computer Science Graduation Date: May 2021 SKILLS AND CERTIFICATIONS

Excel, Power BI, Python, SAP ERP, Alteryx, SQL, Cost Accounting Standards (CAS), Hyperion Financial Management (HFM), Tableau, Financial Modeling, DCF Valuation, Mergers and Acquisition Models, Leverage Buyout Models, Comparable Company Analysis, Databricks, Oracle, Excel VBA & Macros, Automation, Process Improvements, Data Mining, P&L Management, TM1, BMC, ESG, Financial Planning, Interpersonal Skills, Goal Oriented, Customer Focus, Organizational Skills, Team Player, Sales Performance Management, Referral Management, Coaching, Client Retention, CRM Analytics, Stakeholder Communication, Conflict Resolution, Self-Service Technology, Cash Handling, Client Onboarding, Client Relationship Management, Client Solutions Advisory, Pipeline Management, Business Development, Prospecting, Oral Communications, Account Management, Business Management, Relationship Building, Problem-Solving. AWARDS & ACHIEVEMENTS:

• Most Versatile Employee Award – Recognized for adaptability, innovation, and cross-functional collaboration across diverse team functions.

• Half Marathon Finisher – Boston Athletic Association (BAA) – Demonstrated resilience, discipline, and long-term goal commitment through successful race completion

• Environmental Preservation Volunteer – Acadia National Park, ME

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