Financial Analyst

Dinesh Bandari

******.*******@***********.*** +1-682-***-**** LinkedIn USA (Open to Relocate)

SUMMARY

Financial Analyst with 4+ years of experience in financial planning, forecasting, and performance analysis within financial services. Skilled in

budgeting, variance analysis, financial modeling, and cash flow analysis, with experience managing $35M 50M expense portfolios. Proficient in

Excel, Power BI, SQL, and Python, delivering data-driven insights and improving forecast accuracy, reporting efficiency, and decision-making in

regulated environments.

TECHNICAL SKILLS

Business & Investment Analysis: Capital budgeting, DCF and NPV analysis, IRR interpretation, ROI assessment

Financial Planning, Modeling & Analysis: Financial modeling, budget development, rolling forecasts, variance analysis, scenario planning,

what-if modeling, margin and profitability analysis

Data Analytics & Programming: Python, SQL, financial data analysis, exploratory analysis, trend analysis, ad-hoc reporting

Data Platforms & Financial Systems: Snowflake, Microsoft SQL Server, PostgreSQL, MySQL, enterprise financial datasets

Business Intelligence & Visualization: Power BI, Tableau, KPI design, executive dashboards, performance reporting

Financial Reporting & Automation: Advanced Excel, VBA macros, Alteryx, management reporting, GAAP-aligned outputs, SOX compliance

support

Cost Management & Controls: Expense forecasting, cost monitoring, budget controls, financial governance, operational efficiency analysis

Stakeholder Collaboration & Delivery: Executive presentations, cross-functional coordination, business requirements gathering

Project & Delivery Tools: Agile delivery exposure, Jira, Confluence, sprint reporting, financial documentation support

WORK EXPERIENCE

Morgan Stanley - USA Financial Analyst Jan 2025 Present

Led annual budgeting, quarterly forecasting, and rolling reforecast processes for business units managing $35M 50M in operating expenses,

improving forecast accuracy by 10% through detailed variance analysis, accrual management, and expense planning.

Developed and maintained comprehensive financial models (P&L, cash flow, and driver-based models) to support budgeting, forecasting,

scenario analysis, and strategic decision-making.

Conducted variance, trend, and cost analysis using Advanced Excel (PivotTables, Power Query, VLOOKUP) and SQL, enhancing forecasting

assumptions and reducing reporting turnaround time by 25%.

Collaborated with FP&A, Risk, and Operations stakeholders on budget reviews, forecast updates, and headcount planning, driving 8%

improvement in budget adherence and financial discipline.

Designed and delivered Power BI dashboards and executive reports to monitor KPIs, expense drivers, headcount, and forecast vs. actual

performance, increasing financial visibility by 30%.

Automated budgeting, forecasting, and month-end close processes using Python and VBA, reducing manual effort by 35% and improving data

accuracy and reconciliation efficiency.

Performed financial research and market analysis, incorporating macroeconomic trends, interest rates, and peer benchmarking into executive

presentations while ensuring compliance with SOX controls and financial governance standards.

Accenture India Financial Analyst April 2020 Jul 2023

Supported client-side financial analysis and reporting across 3 enterprise clients and 2 industry sectors, partnering with cross-functional teams

to drive budgeting, cost tracking, and financial performance evaluation.

Developed robust financial models and standardized analysis templates to support project cost tracking, revenue recognition, and forecast

updates for engagements valued between $5M 12M annually.

Contributed to month-end and quarter-end close processes by reconciling project financials across general ledger, billing systems, and project

accounting tools, managing 100+ active project line items.

Conducted variance analysis, financial data validation, and issue tracking by comparing actuals vs. planned costs, billing schedules, and

forecast assumptions, enabling proactive financial decision-making.

Designed and delivered executive-ready financial reports and dashboards using Excel and PowerPoint, generating weekly and monthly insights

for client finance teams and senior stakeholders.

Collaborated with onshore and offshore stakeholders to perform scenario planning and what-if analysis on staffing models, delivery timelines,

and cost assumptions across long-term engagements.

Ensured adherence to financial governance and reporting standards by supporting budget controls, maintaining audit-ready documentation,

and streamlining approval workflows across project financials.

EDUCATION

Master of Science in Quantitative Finance (GPA: 3.75) The University of Texas at Arlington May 2025

Bachelor of Commerce (GPA: 3.55) Osmania University May 2021

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