Financial Planning Operations Analyst

MUSKAN AGRAWAL

929-***-**** New York, NY *****@*******.*** Muskan Agrawal - Linkedln

SUMMARY

Finance professional with 5+ years of experience in financial planning, budgeting, and forecasting. Skilled in delivering data- driven insights to optimize performance and support strategic decision-making. EDUCATIONAL QUALIFICATIONS

Fordham University New York, NY

MBA, Finance (Dean's Scholar) June 2025 - May 2027 Relevant Coursework: Financial Accounting & Reporting, Data Analysis, Corporate Finance Abdul kalam Technical University Lucknow, India

MBA, Finance and Human Resources August 2017 - May 2019 Relevant Coursework: Computational Finance, Security Analysis, Financial Markets Spearheaded 11 HR/alumni events, engaging 500+ stakeholders and securing 2.5 L in sponsorship Chaudhary Charan Singh University Meerut, India

Bachelors of Business Administration August 2014 - June 2017 Relevant Coursework: Business Law and Ethics, Strategic Management, Financial Accounting WORK EXPERIENCE

S&P Global Inc. Gurugram, India

Senior Operations Analyst March 2021 - July 2025

• Led end-to-end execution of multiple tax compliance and reporting projects across industries including Real Estate, Construction, Healthcare, Manufacturing, and Financial Services, ensuring accuracy and scalability

• Collaborated globally to streamline audits and compliance reviews, building skills in financial planning, risk management, and performance analysis.

• Delivered 100% on-time reporting and cut filing errors by 30% through data validation and automation—directly applicable to accurate forecasting and reporting (1099, 1042, 1065 etc.) and reducing filing errors/rejections by 30%

• Partnered with leadership to bring structure to unstructured business problems, developing business cases and driving innovation in compliance and reporting processes.

• Supported financial planning by analyzing trends, identifying risks, and providing performance insights to guide decisions.

• Partnered with leadership on business cases, variance analysis, and process improvements, mirroring FP&A responsibilities in planning and budgeting

• Promoted to Senior Operations Analyst in 2023 after winning 'Star Employee Award' to drive 20% increase in validations

• Active member of WINS at S&P Global; participated in regional Leadership Summit in Gurugram (Delhi), helping drive gender-diversity programming for 200+ women colleagues Xoriant Corp. Gurugram, India

Financial Analyst December 2019 - March 2021

Xoriant Corp is a global product engineering, technology services and financial services solutions firm

• Analyzed compliance with Basel, MiFID II, CCAR, FATCA, and Dodd-Frank to reduce regulatory breach risk by 25%

• Onboarded 100+ counterparties across 30 jurisdictions into CDI, strengthening global compliance coverage

• Conducted due diligence on 50+ entities, closing documentation gaps and cutting onboarding delays

• Processed 200+ corporate actions and reviewed 300+ U.S. filings, boosting data extraction efficiency by 50% ADDITIONAL

• Technical Skills: Tableau, SQL, Power BI, Advanced Excel, salesforce, TaxSlayer, Tally

• Certifications: Essentials of AI in Business at S&P, Visualize Data with Power BI, Excel VBA, Completed certificate in 2023–24 Zerodha Varsity simulated trading sessions—covering fundamentals, technical analysis and options—and paper-traded virtual portfolios, building hands-on experience per community guidance.

• Extracurricular: Attended global real-estate investment workshops via Wisdom Hatch Community

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