Financial Analyst Senior

Priti Rai

Houston, Texas +1-346-***-**** *****.***.**@*****.*** www.linkedin.com/in/priti-rai Senior Financial Analyst with over 7 years of experience in financial planning, reporting, cost analysis, budgeting, forecasting and financial modelling. Proven track in analyzing key performance indicators to support decisions. Valid Employment Authorization Document – Eligible for Self-Renewal - Sponsorship Not Required EDUCATION

Strategic MBA in Finance at University of Houston, Victoria, TX (CGPA – 3.78/4) Aug 2022 – May 2024

Bachelor of Commerce in Finance at Bangalore University, Bengaluru, India Aug 2013 – May 2016 PROFESSIONAL EXPERIENCE

DELOITTE CONSULTING INDIA PVT LTD (Senior Financial Analyst) Nov 2020 – Nov 2021

Performed in-depth financial analysis for internal and external clients.

Modelling: Gathering accurate historical financial data from SAP, ERP, CRM, SWIFT, and Concur systems, including expenses, hours, billing, WIP (Work-in-Progress) details, pricing and invoices.

Created comprehensive Excel trackers for each engagement, structuring them with tabs for budget, actuals, forecast, AR log, contract log, and reconciliation.

Collaboration: Interacted with cross-functional teams to resolve discrepancies, update forecasts, and close engagements with a focus on delivering clear, actionable financial insights to stakeholders and controllers.

Forecasting: Monitored time and expenses charged against WBS codes and setting up financial trackers (Flex track) to anticipate future costs and revenue trends to highlight any deviations from original estimates.

Set up initial budgets, then regularly updated forecasts by copying actuals and adjusting for any changes in scope.

Budgeting: Estimated contribution values in $ and % to predict key financial indicators for stakeholders.

Processed WIP (Work in progress) management, LTD adjustment (Life till date), transferred time, expenses, invoices and scenario analysis for forecasting and budgeting.

Financial Statement: Analyzed and supported critical financial documents like income statements, balance sheets & cash flow statements to support key business decisions.

Reporting: Compiled findings into clear, actionable reports and dashboards, sharing them with project controllers, partners, and leadership for decision-making.

Accounting: Managed AR in SAP by tracking client invoices and receivables, ensuring timely payment. Handled AP by processing vendor invoices (ADM expenses), mapping them to the correct project and ensuring payments.

Experienced in applying US GAAP standards to ensure accurate financial reporting and compliance.

Advanced Excel skills: Financial reporting and analysis, including pivot tables, charts, VLOOKUP, INDEX- MATCH, Macros, Pivot table, financial functions (NPV, IRR, PV, FV), and data analysis tools like Analytical Solver AUSTRALIA & NEW ZEALAND BANK (Financial Analyst) Sep 2016 – Nov 2020

Modelling: Supported counterparties in prioritizing remittances by conducting in-depth financial analysis, including ROI, NPV, and IRR calculations, using Excel and internal financial systems.

Forecasting and Budgeting: Led the forecasting and budgeting of incoming payments and loans from counterparties. Collaborated with cross-functional teams to assess fund availability, track variances in delayed or missed payments, and develop financial models to support quarterly planning and decision-making.

Reporting: Prepared monthly and quarterly financial reporting deliverables, including month-end closing packages and variance explanations, to provide transparency into business performance Worked closely with internal teams to ensure accurate treatment of transactional data.

Automation: Worked on a project to migrate from Object Trade Line (OTL) application that used legacy databases to CGI Trade 360 application based on latest SAAS technology.

Payments & Settlements: Processed cross-border transactions, including RTGS, loan disbursements, rollovers, liquidations, and settlements through the SWIFT system, ensuring timely execution and risk mitigation in trade finance operations.

Team Training: Actively trained and mentored six new joiners, helping them integrate quickly and align with the team's daily operations and compliance standards. TECHNICAL SKILLS

Technical Skills: Financial modeling (DCF, NPV, IRR, ROI, Three-Statement, Budgeting & Forecasting, CAPM, DDM); Tools: SAP, GUI, BPC, ERP, Flex Track, Dynamics 365, CGI Trade 360, SQL, Excel, Tableau, PowerPoint. CERTIFICATIONS

Business Analysis Basics by Simplilearn May 2025

Business Analytics with Excel by Microsoft Mar 2025

Creating Charts and Dashboards using Tableau by IBM Cognitive Class Feb 2025

SQL and Relational Databases 101 by IBM Cognitive Class Dec 2024

Getting Started with Tableau Online by IBM Cognitive Class Nov 2024