Financial Analyst Power Bi

Neha Bansal

Everett, WA *****

425-***-**** **************@*******.***

Summary

Business-savvy and analytically driven Business & Financial Analyst with 5+ years of experience supporting strategic decision-making across banking, technology, and nonprofit sectors. Proven expertise in budgeting, forecasting, financial modeling, and data visualization. Adept at translating complex financial data into actionable insights using tools like Excel, Power BI, SQL, and Azure services. Collaborative partner to executives and cross- functional teams in driving operational efficiency, improving financial outcomes, and elevating reporting accuracy.

Technical Skills

• Programming: C#, .Net, SQL, Generative AI

• AI: M365 Copilot

• Databases: SQL Server, Cosmos Db, Azure SQL PaaS

• Cloud: Azure Storage, Service Bus, Key Vault, Salesforce.

• Data: Azure Data Factory, Power BI reports

• Tools: Sharepoint, Power Automate, Flows

Education

• Post Graduate Diploma in Computer Applications, Monad University, Hapur

• MBA, Major: Finance, Rajasthan Technical University, Kota Professional Experience

KeyBank – Business Analyst

Dec 2023 – Dec 2024

• Tracked financial performance against budget targets, highlighting key variances and trends to banking leadership.

• Partnered cross-functionally to resolve complex financial inquiries and proactively improve client financial outcomes.

• Managed revenue reporting and analysis, ensuring accurate and timely financial insights.

• Utilized Excel for financial modeling, purchase order tracking, and invoice processing. First Tech Federal Credit Union – Business\Financial Analyst Dec 2022 – Nov 2023

• Reviewing journal entries to support fiscal month closure.

• Working with business stakeholders to understand the reporting requirements.

• Invoice Management and reporting to business via excel and internal tools.

• Leveraged Excel for detailed financial analysis and reporting. SEIU – Payroll & Budgeting Analyst

Feb 2021 – Mar 2022

• Led forecasting and payroll budgeting efforts, tracking variance to ensure operational alignment and financial compliance.

• Built and presented high-level financial summaries to support long-range planning and labor allocation.

• Enhanced reporting accuracy through systematic auditing of QuickBooks and Salesforce data.

Universal Language Service – Financial/Invoice Analyst Sept 2019 – Jan 2021

• Managed monthly forecasting and revenue projections in close partnership with business leaders.

• Developed actionable insights from invoice data and aligned billing practices with business performance indicators.

• Contributed to process improvements by streamlining data pipelines for executive reporting.

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