Financial Analyst Power Bi

Harini Payala

Financial Analyst

• ******.*@**************.*** • 410-***-**** • www.linkedin.com/in/harini-payala-402458346 SUMMARY

● Financial Analyst with 4+ years of experience in FP&A, budgeting, forecasting, and operational modeling, utilizing SQL, Python, and R alongside cloud- based analytics platforms such as Snowflake, Redshift, and BigQuery to deliver actionable financial insights and improve margin performance.

● Proficient in creating automated dashboards, real-time reporting systems, and KPI scorecards using Power BI, Tableau, Looker, Excel VBA, and Alteryx to streamline reporting cycles, improve forecast accuracy, and enhance data-driven decision-making.

● Experienced in cost analysis, revenue forecasting, expense tracking, and profitability diagnostics across multiple business units while partnering with leadership to identify cost-saving opportunities and increase financial efficiency.

● Expert in GAAP, SEC reporting, SOX compliance, internal controls, audit preparation, financial reconciliation, regulatory adherence, documentation management, and risk mitigation, ensuring reporting integrity and alignment with enterprise-level financial standards.

● Skilled in financial modeling, investment analysis, and performance evaluation using DCF, IRR, regression modeling, Monte Carlo simulations, and sensitivity analysis to support business cases, capital planning, and strategic resource allocation. EDUCATION

Master of professional studies in Data Science Aug 2022 - May 2024 Baltimore, Maryland University of Maryland, Baltimore County

SKILLS

Programming & Query Languages: SQL, Python, R

Databases & Data Warehousing: MySQL, PostgreSQL, Snowflake, MS SQL Server Financial Analysis & Modeling: Budgeting, Forecasting, Variance Analysis, Scenario Modeling, Risk Assessment, Sensitivity Analysis, What-if Analysis Business Intelligence & Data Visualization: Power BI, Tableau, Looker, KPI Dashboards, Financial Data Storytelling Financial Reporting & Automation: Excel VBA, Alteryx, SEC Reporting, SOX Compliance, GAAP-Based Financial Reporting Investment & Valuation Techniques: DCF, NPV, IRR, Monte Carlo Simulation, Capital Budgeting, ROI Analysis Workflow & Project Management: Jira, Confluence, Agile (Scrum, Kanban), BRD & FSD Documentation, Sprint Planning Stakeholder Communication & Process Optimization: Requirement Gathering, Financial KPI Reporting, Cost Optimization, Executive-Level Presentations, Cross-Functional Collaboration

PROFESSIONAL EXPERIENCE

Morgan Stanley Dec 2023 – Present Baltimore, Maryland Financial Analyst

● Developed and maintained detailed financial models (DCF, NPV, IRR) to evaluate mergers, acquisitions, and investment opportunities, directly influencing strategic decisions on over $300M in capital deployment while enhancing alignment between forecasted and actual returns.

● Redesigned quarterly financial reporting process by automating data aggregation across departments using Excel and SQL, reducing reporting turnaround by 60% and improving data accuracy for senior management and audit teams.

● Implemented StudioX workflows to streamline invoice validation, budget updates, and report distribution, saving over 120 hours annually and enhancing compliance with internal audit controls and SOX regulations.

● Automated financial variance analysis and risk reporting using Alteryx and Excel VBA, reducing manual effort by 40% and accelerating month-end close processes by 2 business days, while ensuring GAAP and SOX compliance.

● Consolidated financial data from multiple departments into Snowflake-based data warehouse, enabling cross-functional visibility and uncovering operational inefficiencies that led to projected annual cost savings of $8.2M.

● Constructed interactive Tableau dashboards to visualize fund performance, expense ratios, and risk exposure metrics, enabling faster, data-driven decisions and reducing executive dependency on static reports by 30%.

● Collaborated with tax, legal, and compliance teams to optimize the corporate structure of international entities, reducing the firm’s global effective tax rate by 15% through reallocation of intercompany resources and adherence to jurisdictional regulations.

● Led enterprise budgeting across six business units by gathering financial inputs, validating assumptions, and aligning cross-departmental forecasts, which increased budget accuracy by 20% and improved internal cost control processes. Accenture Nov 2019 – Jul 2022 Hyderabad, India

Financial Analyst

● Built customized financial forecasting models for global client accounts to project revenues, operating costs, and margin fluctuations, enhancing quarterly forecast precision by 25% and supporting better strategic resource allocation.

● Owned month-end close processes and variance reporting for client portfolios exceeding $200M in revenue, identifying discrepancies early and recommending budget corrections that led to $5M in annual savings.

● Streamlined repetitive financial reporting tasks using advanced Excel and SQL scripting, reducing monthly report generation time by 40% and enabling finance teams to focus on high-value analysis.

● Managed profitability and pricing reviews for enterprise-level contracts over $100M, delivering financial insights that helped the proposal team increase contract win rates by 18% through improved deal structuring.

● Conducted detailed audits of vendor contracts and spend patterns in coordination with procurement, uncovering inefficiencies and renegotiating terms that resulted in $3.5M in cost savings over two fiscal years.

● Applied liquidity tracking tools that accurately forecasted short-term and long-term cash requirements, helping the treasury maintain optimal cash positions while supporting uninterrupted project funding.

● Designed and deployed Power BI dashboards to monitor key operational and financial KPIs including utilization rates, revenue leakage, and SG&A trends, which helped department heads take corrective actions to improve margin by 10%.

● Ensured financial compliance with IFRS standards by preparing reconciliations, audit documentation, and regulatory filings, contributing to zero non- compliance issues during two consecutive annual audits.

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