Power Bi It Project

Shivam Bhatia

Boston, MA ***** +1-978-***-**** ***************@*****.*** Linkedin

Education

New England College Henniker, NH

Executive MS, IT Project Management Mar 2025 - Present Boston University Boston, MA

MS, Applied Business Analytics Sep 2022 - Jan 2024 Amity University U.P., India

MBA, Finance & Marketing Aug 2015 - May2017

Skills & Tools

●Financial Software: Excel (VBA, Pivot Tables, Power Query), QuickBooks, Busy Accounting, Tally ERP, SAP S/4HANA (FICO), Salesforce CRM

●Analytics & Reporting: Power BI, Tableau, SQL, Scenario Analysis, Python (Pandas, Matplotlib), Dashboard Design, Ad Hoc Reporting, Financial Reporting Automation

●Finance Techniques: Financial Modeling, Forecasting, Budgeting (Zero-Based, Capital, Operational), Cost-Benefit Analysis, DCF, IRR/NPV, Variance Analysis

●Strategy & Risk: KPI Tracking, AR Aging, Lean Process Improvement, Internal Controls (SOX), Cash Flow Projections

●Project Methodologies: Lean Six Sigma, TQM, Kaizen, Go-to-Market Strategy, Expansion Planning

●Soft Skills: Executive Reporting, Stakeholder Communication, SLA Management, Data-Driven Decision Making Experience

Shivalaya Temple of Greater Boston, USA – Financial Analyst I Sep 2024 – Present

• Led end-to-end month-end close, reconciliations, and GAAP-compliant reporting across multiple departments. Partnered with operations and finance teams to ensure accurate consolidation of financial data and timely audit preparedness.

• Conducted department-wise budget forecasting and zero-based variance analysis, identifying key expense leakages and helping reduce overspending on community initiatives by 10%.

• Built and maintained Power BI dashboards that tracked donations, expense flows, and event-level revenue data, enhancing real-time transparency for leadership and trustees.

• Standardized reporting templates and reconciliation processes across departments, enabling a unified view of financial KPIs and improving monthly reporting efficiency by 25%.

Blue Orb Solutions, USA – Business Strategy Analyst Intern Mar 2024 – Aug 2024

• Developed dynamic Excel and Power BI models to simulate ROI, pricing sensitivity, and investment scenarios, directly influencing executive-level decisions on client targeting and market entry.

• Automated quarterly financial and sales reporting using Excel VBA and Power Query, eliminating redundant tasks and reducing manual reporting time by 40%.

• Conducted product-line profitability and variance analysis using SQL and Tableau, helping identify underperforming segments and supporting revenue optimization strategies.

• Optimized Salesforce CRM analytics for the sales team, creating custom dashboards that improved sales forecasting accuracy and increased lead conversion visibility.

Boston University, USA – Graduate Financial Analytics Assistant Sep 2022 - Jan 2024

• Designed and deployed forecasting tools in Excel and Power BI for department-wide financial planning, integrating breakeven simulations, capital allocation models, and ROI tracking.

• Streamlined billing and order-to-cash processes using SAP S/4HANA and Excel macros, reducing cycle time by 15% while eliminating frequent data input errors.

• Analyzed AR aging reports and performed DSO trend analysis using Tableau and SAP FICO, improving collection turnaround and strengthening monthly cash flow projections.

• Supervised five analysts and implemented SOX-compliant invoicing controls, leading to a 20% improvement in SLA adherence and reduced audit discrepancies.

Pinzette Export Industries, India – Marketing & Operations Strategist Sep 2020 - Apr 2022

• Launched and executed outbound marketing campaigns and operational efficiency projects, driving a 20% year-over-year revenue increase across domestic and international markets.

• Integrated SAP S/4HANA FICO with Excel dashboards and used basic Python (Pandas) to automate sales and billing reports, reducing process time by 15% and improving accuracy.

• Created detailed Tableau and Power BI dashboards to monitor AR performance, pricing metrics, and client-specific payment behaviors, enabling data-backed business reviews.

• Managed a team of 5 billing executives, established invoice standardization protocols, and reduced Days Sales Outstanding (DSO) by 10% across key accounts.

• Conducted expansion feasibility and ROI modeling for franchise locations using competitive benchmarks and financial scenario projections in Excel. J.R. Bhatia & Co, India – Senior Marketing Planning& Analysis Consultant Jan 2017 - Aug 2020

• Built comprehensive financial models using DCF, IRR, and breakeven techniques to support multi-location franchise expansion, with recommendations adopted by senior leadership.

• Spearheaded cost control initiatives across departments, reducing revenue leakage by 12% through systematic variance tracking, cash flow monitoring, and optimized spend analysis.

• Managed the full-cycle financial reporting process using Tally ERP and Busy Accounting, ensuring monthly compliance, reducing reconciliation errors, and supporting audit readiness.

• Led a pricing optimization project using elasticity modeling and competitor benchmarking, resulting in a 20% improvement in gross margins across service categories.

• Created Power BI dashboards that visualized franchise performance metrics, regional profitability, and market potential, influencing business expansion planning.

Projects

● Financial Health & Risk Mitigation – Boston University Applied Lean Six Sigma and TQM to optimize financial workflows and minimize risk through standardized controls.

● Revenue Cycle Optimization – J.R. Bhatia & Co.

Analyzed billing and AR cycles to reduce revenue leakage and improve cash collection efficiency.

● Financial Performance Tracking – Boston University Created KPI dashboards and financial benchmarks using Power BI to support monthly budget reviews.

● Risk Assessment & Financial Controls – Perfect Finsec Pvt Ltd. Established audit checkpoints and risk flags across finance operations, reducing exposure by 15%.

● Franchise Market Analysis & Expansion Strategy – Pinzette Export Industries Evaluated pricing models, ROI, and market readiness using Excel and basic Python (Pandas) to streamline data.

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