Financial Analyst - Forecasting & Profitability Insights

Vamsi Krishna Singamsetti

TX, United States +1-469-***-**** *******.******@*****.*** LinkedIn SUMMARY

Financial Analyst with 4+ years of experience driving budgeting, forecasting, and profitability insights across insurance and technology environments. Proven track record of translating complex financial data into clear recommendations, improving margins, cash flow visibility, and cost efficiency. Brings strong command of GAAP reporting, financial statements, and advanced analytics tools including Excel, SQL, Power BI, and Tableau. Known for connecting financial performance with strategic decisions, enabling leadership to navigate risk, optimize investments, and sustain long-term growth. EXPERIENCE

State Farm Insurance, USA Financial Analyst Jun 2025 - Present

Spearheaded enterprise financial planning cycles, aligning quarterly forecasts with strategic insurance portfolio growth targets.

Orchestrated cash flow projections identifying liquidity gaps, safeguarding $50M reserves through proactive capital allocation decisions.

Evaluated profitability metrics across product lines, increasing underwriting margins by 12% through pricing insights.

Directed variance analysis between forecasted and actual performance, improving budget accuracy by 18% consistently.

Formulated dynamic financial models supporting scenario planning, enabling leadership to mitigate $8M potential downside risks.

Administered KPI dashboards using Power BI, delivering real-time operational insights to executive stakeholders weekly.

Consolidated large-scale financial datasets via SQL, accelerating reporting efficiency by 30% across finance operations.

Guided expense optimization initiatives, reducing operational costs by $6M annually without impacting service delivery quality.

Presented actionable financial insights to senior leadership, influencing strategic investments and long-term capital planning decisions.

Interpreted GAAP-compliant financial statements, supporting audit readiness and ensuring 100% regulatory adherence across reporting cycles.

Druva Software, India Financial Analyst Mar 2020 - Jul 2023

Executed budgeting and forecasting processes, improving financial visibility and reducing variance deviations by 15% annually.

Analyzed revenue streams and subscription models, increasing ARR predictability and strengthening long-term financial stability.

Prepared month-end close activities, reconciling accounts and ensuring accurate financial statement representation consistently.

Engineered automated Excel models leveraging Power Query, decreasing manual reporting efforts by 40% significantly.

Assessed working capital performance, optimizing receivables cycles and unlocking $3M in improved cash liquidity.

Produced executive dashboards in Tableau, enabling data-driven decision-making across finance and operational departments effectively.

Examined cost structures through detailed analysis, identifying savings opportunities that reduced overhead expenses by 10%.

Coordinated audit documentation and compliance reporting, maintaining adherence to internal controls and statutory regulations.

Supported cross-functional planning discussions, translating financial outcomes into actionable insights for business expansion initiatives.

Synthesized complex financial datasets into concise reports, enhancing stakeholder understanding and strategic alignment across departments.

SKILLS

Financial & Analytical Skills: Financial modeling, Budgeting, quarterly planning, cost analysis, KPI tracking, performance benchmarking & profitability analysis, Cash flow modeling, working capital analysis, scenario planning, Revenue forecasting & expense optimization, Data driven decision support for operational and strategic initiatives, Financial Planning & Analysis (FP&A) Accounting & Regulatory Knowledge: Strong understanding of GAAP reporting, financial statement analysis (P&L, Balance Sheet, Cash Flow), Month end/quarter end close support and reconciliation, Audit prep, compliance documentation Tools & Technologies: Advanced Excel (Pivot Tables, Power Query, Power Pivot, What-If analysis), SQL for data extraction & financial datasets, Power BI, Tableau, ERP systems (SAP, Oracle, NetSuite), Financial planning tools (Adaptive Insights, Anaplan) Data & Business Intelligence Skills: Financial data cleansing, transformation, Trend analysis, Building automated dashboards & KPI reports, Experience handling large datasets and synthesizing insights, statistical analysis for forecasting accuracy, Python Business & Cross Functional Skills: Strong business partnering with operations, sales and finance leadership, translate financial insights into actionable recommendations, supporting budgeting meetings and presenting findings, Stakeholder communication and executive level reporting, Risk assessment & mitigation planning EDUCATION

Master in Business Analytics

East Texas A&M University, Commerce, Texas, United States Bachelor in Electronics & Communication Engineering B.V. Raju Institute of Technology, Medak, Telangana, India

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