Finance Analyst Financial Planning

Vinit Makhija

FINANCE ANALYST

NJ, USA Email: ***************@*****.*** Ph. No.: 551-***-**** LinkedIn PROFILE SUMMARY

• Experienced Finance Analyst with 4+ years of experience in financial analysis, forecasting, and scenario analysis, leveraging MS Excel, SQL, Alteryx, and Oracle ERP to enhance financial decision-making, optimize cost structures, and improve capital allocation strategies.

• Expertise in Power BI, Tableau, and Snowflake for financial data visualization, KPI tracking, and performance benchmarking, ensuring real-time insights, regulatory compliance, and efficient investment portfolio management for enhanced risk-adjusted returns.

• Proficient in treasury management system optimization, financial modeling, and cost-benefit analysis using SAP, Bloomberg Terminal, and RiskWatch, improving operational efficiency, liquidity management, and risk mitigation strategies across financial functions.

• Skilled in automating financial reporting, budgeting, and data reconciliation with Power Query, VBA, and Alteryx, increasing analytical efficiency, reducing manual intervention, and improving accuracy in financial planning, asset allocation, and compliance reporting.

• Strong experience in managing cross-functional collaboration through Jira, streamlining finance, IT, and operations workflows, expediting financial system implementation, reducing costs, and ensuring timely execution of investment strategies and regulatory compliance initiatives.

• Adept at cross-functional collaboration, problem-solving, and stakeholder management, ensuring seamless communication between finance, IT, and operations teams to drive process efficiency, strategic decision-making, and successful implementation of financial systems and automation solutions. TECHNICAL SKILLS

Reporting Tools: MS Excel, MS Access, MS Word, MS SharePoint, MS Project, MS PowerPoint Language: R, Python

Visualization Tool: Tableau, Power BI

Data Modelling/Automation Tool: Alteryx, Snowflake, Power Query Other Skills: SAP, SQL, SAS, Python, VBA, Jira, Data Analysis, QRM, Financial Modelling, Quantitative Analysis, DCF Analysis, Forecasting, Budgeting, Valuation, Variance Analysis, Cost Controllership, Time Series Analysis, Risk Management, Reconciliation Analysis, Statistics, Credit Risk Management, Collections, Oracle ERP, Peoplesoft Financials, COGNOS, Bloomberg, Corporate Finance, Derivatives, Fixed Income, Credit Analysis, Credit Risk Modelling, Agile, Strategic Planning, Interpersonal Skills, Hyperion SmartView, Cross-functional Collaboration, Organizational Skills, Execution, Documentation, Communication Skills, Problem Solving, Critical Thinking Operating System: Windows, Mac OS

WORK EXPERIENCE

Wells Fargo, NJ, USA Finance Analyst Jun’2024- Present

• Developed financial models in MS Excel (Power Query, VBA, and Macros) to evaluate cost structures and efficiency gains of the new Treasury Management System, increasing cost projection accuracy by 22% and optimizing treasury workflows to enhance financial decision-making and operational efficiency.

• Utilized SQL to extract and analyze treasury transaction data, identifying recurring inefficiencies that contributed to high operational costs. This analysis helped implement process automation, leading to an 18% reduction in overall transaction processing expenses and improved financial controls.

• Designed Power BI dashboards to visualize cost-benefit impacts, tracking automation effects on cash flow management and risk exposure. The improved reporting structure reduced manual data processing by 30%, allowing treasury teams to allocate more time to strategic financial planning.

• Leveraged Bloomberg Terminal to integrate real-time financial data, benchmarking system costs against market standards. This analysis provided insights that led to a 12% reduction in vendor negotiation expenses, securing cost- effective contracts for the new Treasury Management System implementation.

• Implemented SAP for treasury data integration, enabling real-time tracking of key financial metrics such as cash flow, liquidity, and reconciliation reports. This increased reporting accuracy by 25%, reducing errors and improving compliance with internal financial policies.

• Performed scenario analysis in RiskWatch, evaluating treasury risk exposure and system vulnerabilities under different financial conditions. The insights helped strengthen risk mitigation strategies, contributing to a 40% improvement in riskadjusted capital allocation and operational resilience.

• Used Alteryx to automate financial data processing and cost analysis, eliminating redundant data reconciliation tasks. This resulted in a 35% decrease in manual report preparation time, enabling treasury analysts to focus on predictive analytics and data-driven decision-making.

• Built dynamic budgeting models in Oracle ERP, aligning cost allocation strategies with long-term corporate objectives. The refined forecasting approach enhanced financial planning accuracy by 20%, ensuring efficient resource allocation for system deployment and ongoing treasury operations.

• Integrated Snowflake for real-time treasury data storage and retrieval, improving system response time by 50%. This upgrade enhanced treasury reporting accuracy and reduced delays in accessing critical financial insights, leading to better liquidity and cash flow management.

• Managed cross-functional collaboration through Jira, streamlining project tracking between finance, IT, and operations teams. The structured coordination helped achieve a 15% faster implementation timeline, reducing unforeseen expenses and improving overall efficiency in system deployment. Infoedge India Pvt. Ltd., India Finance Analyst Jan’2021- Apr’2023

• Developed a return benchmarking framework in Tableau, comparing proprietary fund performance to industry indices, optimizing asset reallocation strategies, and boosting annual portfolio returns by 6% through data-driven investment decisions.

• Automated factor analysis models in Alteryx, streamlining risk-adjusted return calculations, minimizing manual intervention in portfolio performance evaluations by 35%, and improving analytical efficiency for investment strategy refinements.

• Integrated portfolio analytics with Snowflake, centralizing investment data across multiple sources, increasing reporting accuracy by 50%, and enabling real-time tracking of portfolio performance for informed decision-making.

• Designed a dynamic financial model in Oracle ERP, monitoring NAV fluctuations, optimizing fund allocation processes, and improving risk-adjusted returns by 4%, ensuring better capital deployment strategies.

• Conducted scenario analysis in Jira, simulating economic shocks, identifying vulnerabilities in portfolio holdings, and strengthening risk mitigation strategies, contributing to an overall 12% risk reduction for investment portfolios.

• Standardized KPI dashboards in Tableau, enhancing fund manager insights on key metrics like beta, Sharpe ratios, and volatility trends, supporting 25% faster strategic decision-making for investment portfolios.

• Built DCF valuation models in Alteryx for evaluating potential portfolio additions, increasing valuation efficiency by 40%, improving investment selection accuracy, and enhancing capital allocation strategies.

• Optimized asset allocation strategies in Snowflake, leveraging historical performance data, increasing capital efficiency by 10%, and ensuring more effective portfolio diversification for risk-adjusted returns.

• Supported compliance reporting in Oracle ERP, ensuring strict adherence to SEC and IFRS regulations, reducing audit discrepancies by 30%, and improving overall regulatory compliance in portfolio management.

• Streamlined benchmarking workflows in Jira, coordinating portfolio analysis tasks across cross-functional teams, improving project execution timelines by 20%, and ensuring timely delivery of investment performance reports. Birlasoft, India Jr. Finance Analyst Sep’2019- Dec’2020

• Assisted in Basel III compliance using Oracle ERP, tracking Tier 1 capital ratios and streamlining reporting workflows, reducing capital adequacy report preparation time by 25% while enhancing regulatory transparency.

• Automated stress-test models with Alteryx, improving capital forecasting accuracy and cutting manual data reconciliation by 30%, ensuring compliance audits are completed efficiently with minimal discrepancies.

• Developed financial dashboards in Tableau, analyzing liquidity risk and CET1 ratio trends, supporting 20% faster executive decision-making on capital reserves and optimizing regulatory risk assessments.

• Conducted variance analysis with Snowflake, identifying capital structure discrepancies and improving real-time reporting efficiency by 40%, ensuring accurate and centralized regulatory compliance data.

• Monitored capital optimization strategies in Jira, tracking compliance initiatives that reduced capital inefficiencies by 15%, aligning risk-weighted assets with financial regulations for improved operational efficiency. EDUCATION

Master of Science (MS) in Finance- Brandeis University, Waltham, Massachusetts, USA Master of Business Administration (MBA)- Institute of Management Studies (DAVV), India Bachelor of Business Administration (BBA) - Symbiosis University of Applied Sciences, Indore (M.P.), India

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