Financial Analyst Planning

Balram Murty Marni

+1-857-***-**** ***********@*****.*** LinkedIn New Jersey

OBJECTIVE

Dynamic Financial Analyst with a Master’s in Analytics and 5+ years of experience in financial modeling, data analysis, and forecasting. Proficient in SQL, SAP (FICO), Oracle ERP, Tableau, and Power BI. CFA Level I candidate with a strong track record of driving cost optimization and strategic insights across cross-functional teams. WORK EXPERIENCE

Mahasys, LLC Naperville IL

Financial Analyst October 2024 – May 2025

Analyzed and translated business requirements into technical specifications, optimizing financial reporting processes and reducing manual effort by 30%.

Faced with inefficiencies in financial reporting, led the automation of dashboards using Tableau and Python, reducing manual effort by 30%.

Tasked with enhancing ERP data accuracy, partnered with IT and finance teams to improve configurations, achieving a 20% gain in data reliability.

To align financial planning with operational goals, built dynamic Tableau dashboards, enabling real-time visibility into key metrics.

During a system upgrade, consolidated cross-functional requirements into a single documentation set, cutting project turnaround time by 25%.

Skentino Technology Bhubaneswar India

Senior Financial Analyst June 2021 - September 2022

Developed and maintained financial models to support budgeting, forecasting, and performance analysis, enhancing predictive accuracy by 8%.

Collaborated with multiple tech startups to develop project reports and investment decks, supporting due diligence efforts and successful funding rounds.

Faced with unstructured financial planning, built tailored operating budgets and forecasts for early-stage ventures, improving financial visibility and investor confidence.

Tasked with providing valuation support, conducted DCF and comparable company analyses, helping founders articulate

$2M+ in projected valuation across projects.

To improve financial operations, created interactive dashboards in Tableau and streamlined performance tracking, enhancing reporting turnaround by 25%.

Challenged to reduce cost inefficiencies, performed deep-dive variance and scenario analyses, resulting in a 15% reduction in operating costs.

Aman Kedia and Associates Sambalpur India

Financial Analyst July 2018 - June 2021

Spearheaded the creation of financial models, accurately predicting revenue streams and expenditures, significantly improving budget forecasts for a portfolio worth INR 10.2 million.

To improve budget accuracy, built financial models forecasting revenue/expenditure for an INR 10.2M portfolio, reducing variances by 20%.

Assigned to uncover cost-saving opportunities, analyzed COGS and OPEX data, identifying 15% in savings through strategic adjustments.

With unclear visibility into KPIs, developed reporting dashboards using Excel and SQL, enhancing data-driven decision- making.

Supporting a large-scale construction client, modeled business drivers across a USD 0.8M project, unlocking an additional USD 14K in revenue.

PWC Hyderabad India

Audit Assistant March 2017 – December 2017

Streamlined month/year-end close, cutting cycle time by 3 days and ensuring GAAP compliance.

Prepared month-end reports and project updates to enhance transparency and communication.

Conducted statutory and tax audits for public and private firms across multiple sectors. EDUCATION

Acharya Nagarjuna University Guntur India

Bachelor of Business Administration April 2018

TECHNICAL SKILLS

Programming Languages: SQL, R, Python

Tools: Tableau, Power BI, RStudio, SAP, Oracle ERP,Quickbooks.

Microsoft Office: Excel (Pivot Tables, Macros, Solver, Data Tables, Goal Seek), Word, PowerPoint, Outlook

Financial Skills: Budgeting, Forecasting, Financial Modeling, Variance Analysis, Financial Reporting, Cost Reduction Strategies, Financial Planning & Analysis (FP&A), Strategic Financial Planning, Risk Management, Revenue Optimization. Licenses & Certifications

Chartered Accountant (CA) level 2 (equivalent to CPA in the US),cost and Management Accountant (CMA) Level 2 Northeastern University Boston MA

Masters in Analytics April 2024

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