Financial Professional

Sridevi Mohan

*** ***** ******, **** ******, NJ *7029 551-***-**** ***************@*****.*** Authorization: H4 EAD – Eligible to work in the U.S. without sponsorship. Professional Summary

Finance Professional FP&A Financial Modeling Excel Analytics MBA in Finance & HR with hands-on experience in financial analysis, credit risk, compliance, and operations across banking and IT sectors. Proficient in financial modeling, forecasting, and reporting using Excel and QuickBooks. Certified in FP&A, 3- statement modeling, and advanced Excel dashboards. Adept at working with cross-functional teams, streamlining workflows, and communicating data-driven insights. Authorized to work in the U.S. under H4 EAD. Currently seeking opportunities in financial planning & analysis or corporate finance. Professional Experience

Senior Associate – City Union Bank, India

Nov 2020 – Oct 2021

- Conducted financial and credit analysis on client portfolios, reducing non-performing assets (NPAs).

- Performed due diligence and risk evaluations to support loan and investment decisions.

- Promoted cross-selling of financial products, enhancing branch revenue.

- Gained hands-on experience in core financial services and compliance operations. FP&A & HR Intern – Aditya Birla Money, India

Feb 2020 – Mar 2020

- Digitized compliance records and designed a 4-factor onboarding analysis model to improve employee productivity.

- Proposed automation and process improvements for payroll and onboarding workflows. IT Infra Engineer – NationStar Mortgage, India

Oct 2016 – Jul 2018

- Supported Citrix environment, Active Directory, and VPN access; ensured secure infrastructure operation.

- Collaborated with L2 and DevOps teams to monitor and troubleshoot enterprise application issues. Education

MBA – Finance & HR SRM University, India

Jun 2020 GPA: 3.64/4.0

B.E. – Computer Science Engineering Anna University, India Jun 2016 GPA: 2.68/4.0

Certifications

- QuickBooks Certified - Advanced Excel (Dashboards, Scenario Analysis)

- Financial Analysis Fundamentals – CFI - Business Analysis using R – NPTEL

- Introduction to 3-Statement Modeling – CFI - EMC Cloud Infrastructure Associate

- The Role of the FP&A Professional – CFI - T-SQL & .NET Programming – NIIT Key Skills

- Financial Modeling & Forecasting (CFI Certified) - Cross-Functional Communication

- FP&A & 3-Statement Analysis - Risk & Credit Analysis

- Advanced Excel (Dashboards, Scenario Planning, Pivot Tables) - Data Visualization & Reporting

- SQL & T-SQL (Basic knowledge via NIIT) - Business Judgment & Process Optimization

- QuickBooks. - SAP (Payroll/HR)

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