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Data Analyst Financial Reporting

Location:
Lancaster, PA
Posted:
August 18, 2025

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Resume:

Lancaster, PA ***** 717-***-**** **********@*****.***

Nalini Veeramachaneni

Professional

Summary

Tenured Data Analyst known for great attention to detail and strong organizational skills. Track record of improving business efficiency through streamlined data processing

Assuring accuracy of reports, variance analysis, and financial modeling Experienced in financial data analysis using SQL data processing techniques.

Reputation for resolving problems and improving Business Strategies.

Worked on performance recording, analyzing, tuning, and optimizing the Month end report performance to analyze Budget vs Actuals.

Extensive experience in working with business users to gather reporting requirements, source data analysis, Data modeling, ETL design, report, dashboard development, testing and deployment of MicroStrategy projects.

Advanced proficiency in Microsoft Excel

Proficient in Google Suite - primarily Sheets and Slides

Prepare monthly balance sheet reconciliations for the business unit teams assigned along with maintaining monthly, quarterly and annual project reconciliations for clients.

Ability to define problems, seek and collect data, establish facts, and draw valid.

conclusions. Provide support for planning cycle deliverables: Budget, LE forecasts, Pacing,

Ensure accuracy of monthly and quarterly, yearly financial reporting

GOOGLE DATA ANALYTICS PROFESSIONAL CERTIFICATION

SKILLS

Workflow Management

Fact &Dimension Tables

Statistical analysis

ORACLE&SQL Server 2012

BOARD Reconciliation

QLIK View /sense

SAP ERP Systems

Board Financial analysis tool

Microsoft Office Suite

Sage Mass 500

Advanced Excel

MS Access

ETL Process

Budget & Forecasting

Google suite and analysis

Reconciliation

Work History

Financial Reporting Analyst

OPSEC security:10/2022 to current

Establish a foundation for ministry analytics by helping key stakeholders develop KPIs.

Assistance with preparation of monthly, quarterly, and annual financial analyses, including use of system reports to input and reconcile data for completeness and accuracy.

Preparation of daily, monthly, and quarterly journal entries in Workday general ledger.

Perform and document internal controls over financial reporting, as applicable.

Develop both standard and custom reporting for clients, drawing from multiple data Sources using EXCEL Advanced Functions

Help design/develop & implement data gathering and Reporting processes.

Report on common sources of technical issues or questions and make recommendations to the financial team.

Coordinates month-end and year-end reporting, preparing accruals and schedules and submitting monthly and ad hoc financial reporting packages.

Interacts with senior management on monthly financial performance and operational oversight. Collaborates with operations leadership in developing and monitoring relevant financial performance metrics and financial data to determine profitability and identify areas for improvement. Analyzes operation of systems, prepares recommendations and documentation to create and update fiscal services and other related policies and procedures with respect to operating systems.

Facilitates and/or prepares annual budgets in coordination and liaison with operating managers. Assist in cost report preparation.

Monitors cash balances, invests excess cash, and reconciles investment accounts using Board Reconciliation Tool to ensures maintenance and integrity of accounting systems. Assists in upgrades and new implementations.

Involvement in support of the annual audit and budget. Coordinates the scheduling and organization of the entity’s annual budget process including presentation to management.

Fulton financial services,

CIF Quality Control/Data Quality Analyst: 3/2022 to 10/2022

Analyze customer monthly statements to code regarding CIF procedures.

Reviewing and verify Customer account addresses and merge the data into related fields accordingly using Integration and data validation.

Built forecasting using parameters, trend lines, and reference lines that were reported to Wall Street for quarterly earnings reports, saving 60 hours of manual work each quarter.

Automated a report for the sales team using SQL-filters, parameters, and calculated sets that automatically qualified leads, improving conversion rate by 17%.

Implemented security guidelines by using user filters and low-level security, reducing private data exposure by 73% Presented presentations concerning ad-hoc research and findings from disparate sources to upper-level management.

Data integration throughout system And Data validation for various accounts.

Update existing data using SQL Cleaning Techniques

Retrieve and Verify Customers Accounts data from the database or electronic files as Requested.

Data analyst:

Save mart companies: 3/2020 to 2/2022

Gathering and analyzing data from various sources, identifying trends and root causes of trends, making recommendations from various companies that Envoy has acquired.

Acquire sales data from primary or secondary data sources and maintain databases/data systems.

Data cleaning using spread sheet functions and analysis using Strong SQL Functions

Located and corrected data duplicates and filtered using sheet functions and pivot tables. Oversee Data Governance Tool, implement best practices, and engage data stewards across the organization to ensure collaboration and oversight for company overall sales data assets.

Present industry insights and statistics from a variety of sources, research and track various secondary sources to determine trends and insights Using Power BI Reports.

Update inputs and maintain financial and statistical models and dashboards that support strategic initiatives using SQL and ETL Techniques.

Develop both standard and custom reporting for clients, drawing from multiple data Sources using Power Bi and Dax expressions.

Develop market, industry and competitor intelligence Yearly/quarterly reports and analyze data trend based on regions.

Preparing Monthly & Yearly sales reports using power Bi reporting tools

Help design/develop & implement data gathering and Reporting processes.

Report on common sources of technical issues or questions and make recommendations to the product team.

Support leadership in analysis of data trends, company sales, margin reports and incentive results by Data Governance

Volunteer 02/2016 to 04/2017

Lancaster Public Library, Lancaster, PA

Maintain Library Data bases with inventory and other office tasks Using MS Excel.

Encouraged donations by supporting community fundraising events and campaigns.

Assisted with special events or programs and managed over 50 customer calls per day.

Tracked volunteer hours in spreadsheets.

Asst.professor 06/2010 to 03/2015

TEC College Affiliated By JNTU, Tenali, AP, INDIA

Education

JNTU Kakinada, India

Bachelor of Science, Electrical Engineering

Master’s in electrical engineering.



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