Financial Analyst Finance

Swathi Kiran Kataboina

Finance Analyst

**************@*****.*** 469-***-**** Irving, TX LinkedIn SUMMARY

Financial Analyst with 4+ years of experience in financial analysis, business administration, and data-driven solutions. Proven ability to deliver actionable insights and strategic recommendations through deep analytical research, forecasting, and financial modeling. Demonstrated success in driving business growth, improving reporting accuracy, and supporting cross-functional product and innovation initiatives. Advanced user of Microsoft Excel, SQL, and visualization software. Collaborative communicator with a strong record of stakeholder engagement and self-directed problem-solving. PROFESSIONAL EXPERIENCE

Finance Analyst, Morgan Stanley 07/2023 – Present TX

• Developed and maintained financial models for investment analysis, including DCF valuations and scenario planning, designing solutions that improved risk-adjusted returns.

• Conducted portfolio risk assessment and performance tracking for institutional clients, using analytical insights to support research-driven recommendations.

• Automated financial reporting using SQL, Power BI, and Alteryx, integrating with internal software systems to cut turnaround time.

• Supported M&A transactions, providing cross-functional input and collaborating across product teams to assess $2B+ acquisitions.

• Performed variance analysis and KPI tracking, identifying revenue leakage, optimizing budget allocation, and increasing profit margins by 8% across key business units.

• Implemented workflow automation using Jira and Power Automate to streamline financial data tracking and reduce process inefficiencies.

• Utilized Python (Pandas, NumPy) and R for advanced financial data modeling and statistical analysis, improving insights for portfolio risk assessment.

• Assisted with GAAP and IFRS compliance in financial reporting, supporting three successful internal audits, strengthening financial controls, and mitigating regulatory risk.

• Enhanced forecasting models, incorporating macroeconomic indicators and status reports to improve strategic planning.

• Communicated insights to stakeholders and capital markets teams, improving decision-making processes. Finance Analyst, NatWest Group 01/2019 – 11/2021 India

• Managed corporate banking budgeting and forecasting, partnering with stakeholders to improve accuracy by 15% and support strategic growth.

• Conducted regulatory reporting in compliance with IFRS, SOX, and Basel III, ensuring adherence to capital adequacy, liquidity risk management, and financial risk reporting requirements, which resulted in 100% compliance during audits and reduced regulatory discrepancies by 20%.

• Developed credit risk models through rigorous financial analysis and stress-testing, supporting product and lending innovation.

• Conducted market research and data analysis to guide strategy, identifying areas for business growth and performance optimization.

• Performed P&L analysis and financial variance tracking, identifying cost-saving opportunities, operational inefficiencies, and revenue optimization strategies within corporate and institutional banking, leading to cost reductions and a 12% increase in profit margins.

• Integrated PySpark and Airflow for ETL processes, improving data extraction and transformation for large financial datasets.

• Used SAP and Oracle Financials for reconciliation and reporting, aligning financial systems with broader software architecture

• Created dashboards to visualize metrics and performance status for executives, improving cross-functional reporting accuracy.

• Led stress testing and risk scenario modeling, identifying vulnerabilities in corporate lending portfolios, strengthening risk mitigation frameworks, and helping increase capital buffer planning by 8%.

• Optimized liquidity risk management strategies, refining short-term cash flow planning, reducing excess capital reserves by 25%, and improving returns on idle assets.

• Partnered with stakeholders to implement self-initiated process improvements using automation tools. EDUCATION

Master of Science in Information Technology Management Campbellsville University, Louisville, KY 08/2022 – 12/2023 SKILLS

Financial Strategy & Analysis: Financial Modelling & Forecasting (DCF, Comparable Company Analysis, Sensitivity Analysis, Scenario Planning, Budgeting, Forecasting), Investment Analysis, Portfolio Management, Risk Assessment, ESG Reporting, Financial Research, Financial Analysis, Strategic Recommendations, Growth Strategy Design Business & Market Analytics: Cost-Benefit Analysis, Revenue Optimization, Market Trends Analysis, Strategic Planning, Business Administration, Analytical Thinking, Innovation Support, Product Design, Business Growth Planning Business Intelligence & Software: Microsoft Excel (Advanced: Pivot Tables, Macros, VLOOKUP), Tableau, Power BI, Google Sheets, MS Access, SAP (FI/CO), Oracle Financials, QuickBooks, NetSuite, Bloomberg Terminal, Hyperion, Alteryx, MS PowerPoint (Executive Dashboards), Workflow Design

Automation, Programming & Data Infrastructure: Power Automate, Jira, SharePoint, Python (Pandas, NumPy, SciPy, Statsmodels), R, SQL, VBA, PySpark, Airflow, Snowflake, AWS, Azure, BigQuery, Git, GitHub Strategic Tools & Collaboration: Cross-Functional Team Collaboration, Stakeholder Communication, Status Reporting, Communication Strategies, Collaborative Problem-Solving, Workflow Optimization, Self-Motivated Initiative, Cross-Departmental Coordination Soft Skills: Problem Solving, Oral and Written Communication, Analytical Thinking, Attention to Detail, Stakeholder Engagement, Innovation Mindset, Self-Driven Execution

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