Financial Analyst Reporting

Aman Dongre

Saint Louis, Missouri ***** *****@**********.*** (405) 687–8259 LinkedIn GitHub

SUMMARY

Financial Analyst with 3 years of experience in driving business growth through data-driven insights, financial modeling, and process optimization. Adept at conducting risk and credit analysis and automate FP&A processes using tools like SAP, Bloomberg Terminal, EViews, SQL, Python, and Advanced Excel. Demonstrated ability to apply statistical modeling and advanced analytics to support strategic financial planning, risk mitigation, and portfolio optimization. Strong foundation in structured finance, derivatives, and market risk analysis across insurance and financial services domains.

EDUCATION

Saint Louis University, Richard A. Chaifetz School of Business, St. Louis, Missouri December 2022 – December 2024

Master of Science in Applied Financial Economics (3.57/4)

Coursework: Financial Time Series, Derivatives, Economic Modeling, Financial Modeling, Investment Analysis, Risk Management, Financial Market Forecasting, Quantitative Analysis.

SKILLS

Programming: Python (NumPy, Pandas, Matplotlib), SQL, VBA, R Cloud, Latex Financial Software: Bloomberg Terminal, EViews, SAP, NetSuite(Budgeting).

Financial Skills: Financial Statement Analysis, Financial Planning & Analysis, Risk Management, Financial Reporting, Financial Modeling,

Statistical Modeling, Bayesian Statistics, Investment Analysis, Regression Analysis, Credit Analysis, Time Series Analysis and Forecasting, Portfolio Risk, Corporate Finance, Derivatives, Credit Risk Modeling, Structured Finance, Option Pricing, Bayesian Statistics, MC Simulation.

Other Tools: JIRA, Advanced Excel, MS Access, Visual Studio Code, Tableau

EXPERIENCE

Unum, United States July 2024 – Current Financial Analyst

•Built a multi-layered claims forecasting model using Python, SQL, and SAP financial data, enhancing quarterly claim reserve accuracy by 22% and aligning outputs with actuarial projections.

•Integrated Bloomberg Terminal data with internal investment portfolios to analyze exposure to market volatility, supporting fixed income risk reviews and asset-liability matching.

•Developed Monte Carlo simulation-based financial models and stochastic process forecasting in EViews to assess long-tail insurance liability risk and uncertainty in reserve estimates.

•Automated monthly FP&A reporting by integrating SAP cost centers, Excel and VBA scripting, reducing manual reconciliation effort by 40% and accelerating financial close timelines.

•Built a Bayesian predictive model in R to forecast reserve development factor variations under multiple economic stress scenarios.

•Created interactive Tableau dashboards integrated with SQL pipelines to monitor KPIs like benefit ratios, expense variance, and claim cycle time across business units.

•Conducted market risk and credit risk analyses on investment-linked insurance assets, and proposed risk mitigation strategies that reduced exposure to interest rate volatility and counterparty default by 18%.

Innovation Consultant, Excelerate Company Jun 2023 – Jul 2023

•Led a team of 24 members to develop business strategies for clients, resulting in a successful innovative solution for the sponsor.

•Designed tailored funding strategies by identifying venture capital opportunities.

•Facilitated idea-generation workshops to enhance creativity and strategic planning.

7FinCorp Group, India June 2020 – October 2022 Financial Planning Analyst

•Performed credit risk evaluations using ratio analysis and historical cash flow patterns in SAP, informing 14% return on investment.

•Designed regression-based compliance models in R to monitor internal policy adherence across business units, achieving a 15% increase in overall compliance rate year-over-year.

•Applied time series techniques using EViews to forecast quarterly revenue, operational expenses, and free cash flows, improving financial forecast accuracy by over 20%.

•Performed ratio analysis (Debt-to-Equity, Current Ratio) for quarterly reviews, recommended actions to enhance financial efficiency.

•Analyzed investment opportunities by developing ROI and payback models in Python and Excel, resulting in the selection of highperforming projects with an average ROI of 17%.

•Created portfolio optimization models using mean-variance analysis and correlation matrices to rebalance asset allocations, improving risk-adjusted returns by 12%.

•Built automated financial forecasting templates using VBA in Excel, enabling dynamic scenario analysis and real-time projections of budget vs actual cash flows.

Projects and Research Explore detailed research, presentations, and reports on my GitHub:

github.com/Reddrock555/Research-Projects/tree/Reddrock555-Latex,-Python-and-

BayesianAnalysis

Credit Scoring Model with Neural Network 2024

•Developed a neural network model leveraging key financial features (income, debt, employment status) to predict creditworthiness with an accuracy of 86%.

- Integrated payment behavior patterns to improve default risk prediction for loan applicants.

StockTrak Portfolio Simulation 2024

•Achieved a 25% portfolio growth in 60 days by implementing IPO-based strategies and active trading using Bloomberg Terminal.

•Analyzed market trends and leveraged risk-reward ratios to outperform peers in simulated market conditions.

Comparative Analysis of GDP Growth Determinants (Research) 2024

•Analyzed regional GDP growth in the U.S., focusing on the Midwest and Northeast regions.

•Identified economic disparities and key determinants influencing growth, presented on GitHub.

The Impact of Monetary Policies on Economic Inequality in the U.S. (Research) 2024

•Conducted an empirical study exploring how interest rate changes and quantitative easing policies affect wealth distribution.

•Utilized EViews and Bayesian stats for data analysis.

CERTIFICATION

• Bloomberg Market Concepts

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