Data Analyst Financial

:

Supriya Vallakati Priya

Sr. Financial Analyst / Data Analyst

M: +1-978-***-**** E: *****************@*****.*** PROFESSIONAL SUMMARY:

Experienced Sr. Financial Analyst / Data Analyst with over 6+ years of professional expertise in Financial modeling, FP&A, and business intelligence reporting using Tableau and Power BI. Proficient in Financial Planning, Financial Budgeting, Forecasting of monthly/quarterly and yearly financial statements, and Variance analysis. Skilled in SQL for data extraction, transformation, and analysis, with strong expertise in Cross Functional Collaboration and Project management. TECHNICAL SKILLS

Databases:

Financial/other Apps

Software Packages:

Languages:

Agile:

Wiki Documentation:

BI Tools:

Financial Skills:

MS SQL, SQL Server, Snowflake, Power Query, PostgreSQL, Oracle DB NetSuite, Workday Adaptive Insights, Oracle Hyperion, Anaplan Microsoft Word, Advanced Excel, MS Access and PowerPoint. SQL and Python

JIRA, JIRA Align

Confluence

Microsoft Power BI, Tableau, Alteryx, Confluence Smart view, Advanced Excel GAAP, IFRS, SaaS, SoX, Financial planning & Analysis, Budgeting & Forecasting, Financial Modeling, KPI Analysis, Financial Reporting, Process Improvement, ROI Analysis, Healthcare finance, Variance Analysis, Budget Management, Strategic Planning, Financial Reporting, Income statement, Balance Sheet, Cash Flow, Data Analysis, Scenario Planning, Project Management, Cross Functional Collaboration, Key Financial Advisor, Ad Hoc Analysis, Stakeholder Collaboration. PROFESSIONAL EXPERIENCE

Rocket Mortgage Sr. Financial Data Analyst Aug 2024 – Present

Partnered with executive leadership to build and maintain complex financial models supporting strategic planning and forecasting, improving forecasting accuracy by 25% year-over-year.

Lead the FP&A team in managing and coordinating annual budget cycles totaling $150M+ and quarterly reforecasting processes, improving accuracy by 25%.

Partnered cross-functionally with 10+ departments to gather and validate key drivers and assumptions, ensuring 100% alignment within the corporate budgeting model.

Developed and maintained detailed scenario- based financial models and forecasting tools, enabling proactive decision-making based on real-time performance trends and variance analysis.

Supported month-end close processes and perform variance analysis to ensure timely and accurate financial reporting, contributing to approximately 25% of overall FP&A responsibilities.

Created executive-level summaries and dashboards to communicate budget insights, reducing leadership review time by 30%.

Conducted root-cause analysis on budget-to-actual variances, identifying and resolving issues contributing to a $2M deviation in operating expenses.

Provided timely variance explanations and risk/opportunity updates to senior leadership, including the CFO and CEO, enhancing strategic planning responsiveness.

Oversaw ad-hoc financial analysis and modeling, supporting leadership decisions on high-priority initiatives worth over $10M. Accenture Sr. Financial Analyst May 2021 – Jan 2023

Single point of contact managing 6 different clients, ensuring seamless service delivery, and adherence to SLAs.

Contributed to the preparation of monthly and quarterly reporting presentations for the Executive team and Board of Directors meetings, enhancing decision-making efficiency by 25%.

Developed automated reporting dashboards (Tableau, Power BI, Excel), decreasing manual report preparation time by 40%.

Conducted variance analysis on actual vs. forecasted performance, reducing unexpected financial deviations by 25%.

Conducted ad-hoc deep dives on pressing business issues and opportunities across the Company, identifying cost-saving initiatives that resulted in a $500,000 annual reduction in expenses.

Monitored financial performance across multiple business units, identifying trends and cost-saving opportunities totaling $10M+ annually.

Prepared board and investor meeting materials, providing critical insights that influenced high-value investment strategies.

LinkedIn: V-Supriya supriya.vallakati/vizzes

Collaborated cross-functionally with Accounting, Operations, and Business Development teams to support strategic initiatives, driving continuous improvement in financial processes and reducing operational bottlenecks by 10%.

Led organization-wide budget review initiatives by integrating SQL data extraction and visualization in Tableau/Power BI, identifying cost-saving measures that lowered Q1 2022 operating expenses by $50M. Deloitte Financial Analyst /Tableau Consultant Jun 2015 – Mar 2019

Successfully managed communication and service delivery as the Primary point of contact for 9 clients, ensuring high levels of client satisfaction.

Performed ad-hoc financial analyses to support key business initiatives, enabling $20M+ in operational efficiencies.

Evaluated financial performance by analyzing historical trends, leading to a 15% improvement in forecasting precision.

Enhanced financial reporting tools, systems, and procedures, improving decision-making processes across multiple business functions.

Spearheaded continuous improvement efforts, optimizing financial planning processes and reducing reporting cycle time by 35%. Implemented role-level security in Tableau, restricting data access to relevant users and achieving a 100% compliance rate, thereby significantly improving data confidentiality and security across the organization.

Performed data wrangling, modeling, and visualization to ensure data integrity and accuracy, transforming raw data into actionable intelligence.

Client Budget and Sales Forecast Analysis: Built and maintained Tableau dashboards to analyze client budgets and Sales forecasts, allowing Deloitte consultants to provide more accurate financial projections and strategic advice, leading to improved client outcomes.

ACADEMIC PROJECT EXPERIENCE

Financial Analysis Report: Created a comprehensive Tableau report to analyze yearly expenses against the previous years, identifying key cost drivers and variances, resulting in enhanced cost management and budget optimization by 35% . Link

Profitability Analysis Dashboard: Designed a Tableau dashboard that integrates financial data to track product profitability, allowing for quick identification of high-margin products and areas needing improvement, thus driving better business outcomes. Link

AWARDS

Top Performer Applause award winner by Deloitte in the years 2018, 2017, 2016.

Star of the Business Award winner by Accenture in 2021, 2022

Received IT stars award by Aptech Computer Education. EDUCATION

Rivier University New Hampshire, USA January 2023 – May 2024 Master of Science in Computer and Information Systems GPA 3.85 of 4 Institute of Public Enterprise Hyderabad, India June 2012 – May 2014 Post Graduate Diploma in Management (Finance and HR) GPA 3.5 of 4 COURSE WORK

Economic Analysis, Global Finance for Managers, Strategies of Innovation, Organizational Dynamics, Project Management, Computer security, Python Programming, Information technology, Database Management Systems, Computer Security, Object Oriented Design, Networking Technologies

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