Financial Analyst, Executive Assistant, Associate Consultant

ANVI GULATI

Washington, DC 571-***-**** *******@*******.********.*** www.linkedin.com/in/ag7890 EDUCATION

American University, Kogod School of Business Washington, DC Master of Science in Finance Expected Graduation: May 2026 Specialization: Financial Analytics

American University, Kogod School of Business Washington, DC Bachelor of Science in Finance Graduated: May 2025 Minor: Information Systems and Technology

WORK EXPERIENCE

Global Action Alliance Washington, DC

Financial Analyst May 2025 – Present

• Develop financial models to inform product development, operational scaling, and investor outreach strategies

• Translate AI-driven platform data into actionable financial insights, collaborating with cross-functional teams to assess performance metrics

• Create investor-ready materials featuring ROI projections, financial KPIs, and cost/revenue analysis to support fundraising and executive decision-making

Focus On Communities United for Success (FOCUS) Baltimore, Maryland Executive Assistant November 2024 - Present

• Develop financial documents including future cash flow sheets, balance sheets, and income statements to support corporate planning and growth

• Prepare executive presentations and document board meetings, tracking decisions and action items

• Manage teams, aiding with task completion, a liaison between teams and CEO to streamline execution Draper Consulting Arlington, Virginia

Associate Consultant May 2023 – September 2023

• Coordinated assignments, deadlines, and deliverables with senior consultants to assist with project management

• Assisted senior consultants run client training sessions, workshops, and presentations

• Analyzed data, trends, and market research to provide strategic insights and recommendations to the client LEADERSHIP EXPERIENCE

Kogod School of Business Undergraduate Council American University, Washington DC Executive Director September 2024 – May 2025

• Oversee and mentor a diverse team of 15 council members to promote leadership and cooperation while overseeing strategic planning, onboarding, and initiative implementation in line with the council's objective

• Coordinated and managed large-scale events, including conferences, workshops, and networking events, fostering connections between students, alumni, and the business industry American University Accounting and Consulting Club American University, Washington DC Vice President of Finance September 2022 – May 2025

• Develop and oversee the club’s monthly and annual budget, working closely with other executive members to ensure financial goals align with the club’s mission

• Authorize and track club expenses, ensuring adherence to the budget and proper documentation of all financial transactions

Financial Data and Qualifications: Bloomberg Markets Certification, Proficiency in Financial Software

(Bloomberg, Eikon, Excel, Power BI, Tableau, SQL, RapidMiner, R), Strong Microsoft Office/Suite Skills Languages: English (Native Fluency), Hindi (Fluency), Urdu, Punjabi

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