Financial Analyst Reporting

Srilekha Jajala 864-***-****

LinkedIn ********.*@********.***

New Jersey

Professional Summary

Over 4 years of experience in Financial Analysis, adept at crafting robust financial models, conducting in-depth data analysis, and providing actionable insights to drive strategic decision-making.

Utilizing advanced modeling techniques, including discounted cash flow analysis, sensitivity analysis, and scenario planning to achieve specific outcomes, identify key drivers of profitability, and assess risk exposure.

Implementing and maintaining budgeting, forecasting models, and variance analysis to track and monitor financial progress, and identified opportunities for improvement.

Proven ability to generate high-impact credit assessments (20% working capital facility approval rate) and collaborate effectively with internal and external stakeholders to ensure accurate and timely financial reporting (Tableau, Bloomberg Terminal). Education

Masters in Information Systems, Major in Financial Modeling Northwest Missouri State University, Maryville, MO, USA. Bachelor of Business Administration, Major in Finance & Accounting Global Institute of Business School, Bengaluru, India. Skills

Software Tools/ Language: Python, SQL, Advance Excel (Lookups, Macro, Pivot Table), MS Office (Word, PowerPoint, Excel, MS Outlook), QuickBooks, Bloomberg Terminal, Tableau, Tally ERP Accounting, Google Analytics Financial Skills: Financial/Statistical modeling, Financial Analytics, Financial Reporting (Cash Flow, P&L, Balance Sheets), Portfolio Risk Management, Data Analysis, Derivatives, Credit Analysis, Credit Risk Modelling, Market Research, Corporate Finance, Financial Research, Resource Management, Budget Planning, Financial budget, Negotiation skills, Term sheet preparation, Investment Analysis, Risk Management, Accounting

Database: MySQL, SQL Server

Work Experience

Capital One Financial, NJ Financial Analyst Jul 2024 – Present

Spearheaded enhancements to financial forecasting and budgeting processes, 10% increase in budget accuracy. Performed scenario analyses to optimize financial plans and identify potential areas of risk.

Developed and implemented financial models to assess the risk and return of investment portfolios, resulting in a 10% improvement in portfolio performance.

Prepared and analyzed complex financial reports, including P&L, balance sheet, and cash flow statements, to identify trends and anomalies.

Employed and maintained complex financial models using Bloomberg functions and formulas, achieving an average of 80% accuracy on valuations and forecasts.

Provided support through ad hoc analyses to facilitate strategic decision-making, covering topics like redistribution of overhead costs and corporate allocations.

Built a proprietary Value-at-Risk (VaR) model incorporating Monte Carlo simulations to measure and manage market risk and credit risk. This resulted in a 20% reduction in overall market risk exposure compared to the previous risk management framework, as demonstrated by stress testing against historical market events. Dixon Technology, India Financial Analyst - II Jan 2021 – Jul 2023

Utilized Bloomberg Terminal and QuickBooks to streamline financial processes, accelerating financial reporting and improving data accuracy by 50%.

Created custom dashboards and reports using Tableau to provide real-time financial insights to stakeholders, enabling faster decision-making.

Established a new forecasting tracking and management reporting system to improve the availability and accuracy of financial data, triggering a 14% increase in accuracy.

Developed and implemented automated Excel templates and macros to streamline monthly financial reporting, reducing manual effort by 30% and improving report accuracy by 10%.

Spearheaded enhancements to financial forecasting and budgeting processes, increasing budget accuracy and performing scenario analyses to optimize financial plans and identify potential areas of risk. R-Financial, India Junior Financial Analyst Jan 2020 – Dec 2020

Leveraged advanced Excel functionalities, including VBA, pivot tables, and lookups, to streamline monthly sales reporting, reducing manual efforts by 60% and enabling faster identification of top-performing products.

Established financial models and strategies in coordination with senior financial analysts, including creating short-term and long- term financial plans based on key performance indicators (KPIs).

Conducted market research to assess industry trends, customer preferences, and competitive landscapes, contributing to strategic decision-making processes.

Used statistical techniques to quantify financial risks (credit risk, operational risk) and inform risk mitigation strategies.

Built a comprehensive forecasting model, improving forecast accuracy by 8% and enhancing strategic planning. CERTIFICATION

Financial Modeling and Forecasting Financial Statements

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