Financial Analyst Power Bi

VAISHNAVI MUCHELI

FINANCIAL ANALYST STRATEGIC PLANNING & COMMERCIAL INSIGHTS

513-***-**** ******************@*****.*** Cincinnati, OH, USA LinkedIn: https://www.linkedin.com/in/vaishnavi-m-3a9579114 CAREER SUMMARY

Strategic and results-driven Financial Sales Analyst with a strong track record of delivering actionable insights and driving profitability at Standex Electronics. Experienced in analyzing over $250M in annual bookings and revenue, leading pricing strategy initiatives that improved gross margins by up to 8%, and automating performance dashboards using Power BI to enhance decision-making efficiency. Adept at sales incentive modeling, variance analysis, and cross-functional collaboration to support business growth, streamline reporting, and improve forecast accuracy by 15% year-over-year.

TECHNICAL SKILLS

• Data Visualization: Power BI, Tableau

• Microsoft Excel: Advanced Excel - Pivot Tables, INDEX, MATCH, VLOOKUP, XLOOKUP, Solvers, Dashboards, MS – Office Suite.

• Financial Modeling: Three Statement Model, Ratio Analysis

• Accounting: P&L, Budgeting, Revenue and Margin Estimations, Portfolio Management

• Programming: Structured Query Language (SQL)

• Data Analysis: Trend Forecasting, Risk Analysis, Regression, Predictive Modeling, Cube data Processing

• Soft Skills: Attention to Detail, Communication, Leadership, Problem-Solving WORK EXPERIENCE

Financial Analyst - Sales Standex Electronics, Fairfield, Ohio. 2024 July- Present

• Conducted in-depth financial analysis on over $250M+ in annual bookings, revenue, and backlog, supporting strategic planning and enhancing forecast accuracy by 15% YoY.

• Led price realization and volume trend analysis across global markets, identifying 5–8% gross margin improvement opportunities through optimized pricing strategies and tariff impact assessments.

• Developed and maintained Power BI dashboards and performance KPIs by plant, customer, and sales rep, reducing manual reporting time by 40% and enabling real-time data-driven decision-making.

• Managed quarterly sales incentive calculations for 50+ sales reps, ensuring 100% accuracy in $2M+ annual commission payouts and aligning incentives with business goals.

• Performed budget variance analysis and actuals vs. forecast comparisons, delivering actionable insights that supported cost control and working capital optimization.

• Supported New Business Opportunity (NBO) analysis, contributing to a 12% increase in pipeline conversion rate and tracking revenue from new product development (NPD) initiatives.

• Partnered with cross-functional teams on ERP data migration and validation, ensuring integrity of financial data and seamless transition across systems.

• Standardized and automated costing, quoting, and forecasting processes, improving reporting efficiency and reducing cycle times by 20%.

• Collaborated with marketing to analyze lead generation, quoting activity, and customer acquisition cost

(CAC), leading to a 10% increase in qualified leads.

• Delivered weekly, monthly, and quarterly financial reporting packages to senior leadership, supporting strategic reviews, board presentations, and long-range planning (LRP). Financial Analyst Tachyon Automations, Hyderabad, India. 2022 Oct - 2024 Jun

• Prepared detailed monthly financial reports, including Profit and Loss Statements, Balance Sheets, and Cash Flow Statements, resulting in a 99% accuracy rate.

• Prepared dashboards, maintained KPIs to track product sales and profitability, achieving a 20% improvement in overall performance.

• Evaluated investment opportunities in new product development, resulting in the launch of three successful products and $1.5 million in incremental revenue.

• Collaborated with CEO and cross-functional teams to assess client profitability and pricing structures, leading to a 15% increase in average client profitability.

• Implemented budget monitoring and control measures, including variance and competitor analysis to identify cost savings and efficiency improvements.

• Managed multiple financial projects, enhancing project completion rate by 25% and project success rate by 20% through Agile and Waterfall methodologies. Financial Operations (Probationary Officer) Federal Bank, Bangalore, India 2021 May - 2022 Aug

• Assisted in auditing financial transactions and processes to ensure compliance with regulatory requirements.

• Oversaw budgeting, financial forecasting, and operational planning, identifying variances and improving forecast accuracy.

• Assessed corporate clients’ financial performance, leading to approval of loans up to $10M.

• Conducted performance reviews on client investments, resulting in 10% growth in asset value.

• Executed marketing campaigns, increasing customer acquisition by 25% and generating $2M in new revenue.

• Implemented AML and KYC compliance processes, ensuring adherence to due diligence requirements.

• Analyzed HNI clients’ financial data and created dashboards using Power BI, increasing ROI by 15%. Financial Data Analyst MNK Ventures, India 2019 Aug - 2021 Mar

• Analyzed company income and expenditures, identifying cost-saving opportunities and reducing expenses by 10%.

• Developed budgets and forecasts based on past performance and market trends.

• Utilized Pivot Tables for complex data handling, improving data management by 10%.

• Presented financial analysis findings to stakeholders using PowerPoint.

• Used Power BI for data visualization, enhancing understanding of risk factors. EDUCATION AND CERTIFICATION

Master’s degree Amity University - MBA in Finance and Logistics GPA: 3.9 Bachelor’s degree Sri Venkateswara University – BBA GPA: 3.7

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