Financial Analyst - FP&A & Data Analytics

Amarnadh Movva

Financial Analyst FP&A Financial Modeling Data Analytics

Hartford, CT 203-***-**** ********.*****@*******.*** PROFESSIONAL SUMMARY

Financial Analyst with 3+ years of experience in FP&A, financial modeling, forecasting, and business performance analysis across financial services and healthcare industries. Advanced user of Excel, SQL, Power BI, and Tableau to automate financial reporting, develop financial models, and deliver executive dashboards and financial insights that drive strategic decision-making and business performance improvements. Proven track record of improving reporting accuracy to 99%, reducing manual reporting effort by 40%, and delivering data-driven insights that enhance financial planning and operational efficiency.

TECHNICAL SKILLS

Financial Analysis & FP&A: Financial Planning & Analysis (FP&A), Budgeting & Forecasting, Variance Analysis, Cash Flow Modeling, Cost Analysis, Cost Optimization, Business Performance Analysis, Financial Performance Analysis, KPI Tracking, Strategic Planning Support Financial Modeling: DCF Modeling, ROI & Profitability Analysis, Scenario & Sensitivity Analysis, Forecasting Models, Investment Analysis Financial Reporting: P&L Analysis, Budget vs Actuals Reporting, Cash Flow Statements, Executive Reporting, Financial Dashboards Data Analytics & BI Tools: Excel (Advanced Formulas, Pivot Tables, VBA, Power Query), SQL (Queries, Joins, Data Extraction), Power BI (DAX, Dashboards), Tableau, Python (Pandas, NumPy)

Accounting & Compliance: US GAAP, IFRS (Basic), Financial Reconciliation, Month-End Close Support, Regulatory Reporting ERP & Business Systems: SAP, Oracle, NetSuite, QuickBooks, Salesforce PROFESSIONAL EXPERIENCE

Financial Analyst Morgan Stanley, Houston, TX Jun 2025 - Present

• Directed financial performance analysis across multiple business units supporting $200M+ revenue operations, delivering enterprise variance and trend insights that improved budget accuracy, reduced overspending by 10%, and strengthened organization-wide financial planning and cost optimization strategies.

• Architected executive financial intelligence dashboards in Power BI and Tableau consolidating revenue, operating expenses, and enterprise KPI performance, reducing executive reporting turnaround time by 20% and enabling real-time strategic decision-making by senior finance leadership.

• Engineered advanced financial models including DCF, ROI, profitability, and scenario simulations to evaluate strategic initiatives, guide capital investment planning, and support enterprise-level resource allocation decisions.

• Designed and implemented automated financial reporting pipelines for P&L, balance sheet, and cash flow statements using SQL and Python, reducing manual reporting effort by 40%, improving reporting accuracy to 99%, and accelerating enterprise financial reporting cycles.

• Led financial planning support for annual budgeting and quarterly forecasting cycles, building scalable financial planning models that improved forecast reliability and strengthened cost management by 12% across business units. Financial Analyst R Financial Services, Gujarat, India Feb 2021 – Dec 2023

• Conducted detailed credit and financial analysis for MSME, home, and business loan applications, evaluating borrower risk and repayment capacity.

• Prepared variance analysis and cash flow reports to monitor loan portfolio performance and support strategic lending decisions.

• Built Excel and Power BI forecasting models to project loan portfolio growth, delinquency trends, and repayment performance.

• Developed SQL queries for data extraction and reconciliation across loan management systems, ensuring accurate reporting and regulatory compliance.

• Designed KPI dashboards tracking loan disbursements, repayment efficiency, and NPA levels, improving portfolio transparency for leadership teams.

• Utilized ERP and core banking systems to track loan disbursements and repayments while ensuring compliance with RBI regulatory requirements.

• Automated recurring loan performance reports, reducing manual effort and accelerating monthly portfolio reviews.

• Collaborated with branch managers and sales teams to analyze borrower trends and optimize loan pricing strategies to improve portfolio profitability.

PROJECTS

Healthcare Revenue Cycle Optimization

• Developed financial forecasting models and KPI dashboards in Excel and Power BI to track billing, reimbursements, and departmental costs.

• Improved budget accuracy by 18% through predictive forecasting and performance dashboards.

• Automated SQL-based reconciliation between billing systems and financial ledgers, ensuring HIPAA-compliant reporting. Automated Financial Close & Reporting System

• Designed SQL and Python automation workflows to streamline recurring reconciliations and P&L reporting processes.

• Reduced monthly financial close cycle by 30% through SQL and Python automation of financial reporting workflows, improving reporting accuracy and efficiency.

• Built automated reporting pipelines that enabled faster executive reporting and improved financial transparency for leadership teams. EDUCATION

Master of Science in Computer Science University of Bridgeport, Bridgeport, CT CERTIFICATIONS

• Tableau Certified Data Analyst Microsoft Certified: Azure Data Fundamentals (DP-900)

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