Financial Analyst - FP&A & Forecasting Expert

Prathyusha Reddy Avula

Dallas, Texas +1-901-***-**** ******************@*****.*** LinkedIn

SUMMARY

Financial Analyst with 4+ years of experience delivering financial planning, budgeting, forecasting, variance analysis, and executive reporting across investment banking and consulting environments. Proven track record developing financial models, evaluating business performance, optimizing operating costs, and supporting strategic decision-making. Experienced in Advanced Excel, SQL, Power BI, Tableau, and Snowflake, with expertise in FP&A, U.S. GAAP, profitability analysis, and business performance management. PROFESSIONAL EXPERIENCE

Morgan Stanley Financial Analyst Jan 2025 – Present United States

Architected enterprise forecasting models using Advanced Excel, SQL, and Snowflake across multiple business units, improving forecast accuracy by 18% while supporting annual planning activities for budgets exceeding $120M.

Directed month-end close reporting under accelerated reporting timelines, consolidating financial and operational data from seven systems and reducing reporting cycle times by 32% through process standardization.

Evaluated revenue performance, operating expenses, and profitability trends through Power BI and Tableau dashboards, identifying optimization opportunities that generated $3.1M in annualized cost savings.

Conducted comprehensive budget-to-actual variance analysis during quarterly business reviews, uncovering $1.6M in spending deviations and partnering with stakeholders to implement corrective actions.

Developed scenario planning, cash flow forecasting, and investment evaluation models, enabling leadership to assess financial risks, prioritize initiatives, and improve capital allocation decisions.

Prepared executive and board-level reporting packages summarizing KPIs, forecast assumptions, and working capital performance, supporting leadership decisions across multiple business functions. Deloitte Financial Analyst Jan 2021 – Jul 2023 India

Constructed financial models, budgeting frameworks, and forecasting solutions for Fortune 500 client engagements, improving planning accuracy by 15% while supporting operating budgets exceeding $60M annually.

Analysed financial statements, profitability metrics, operating expenses, and revenue drivers to identify optimization opportunities, contributing to a 12% reduction in controllable spending.

Managed month-end close activities and financial reporting deliverables under strict client deadlines, increasing reporting accuracy by 17% and strengthening audit preparedness through reconciliation improvements.

Automated recurring financial reporting processes using SQL, Power Query, and Advanced Excel, reducing manual reporting effort by 38% while improving consistency and data governance standards.

Assessed capital expenditure proposals, investment opportunities, and strategic business initiatives through ROI analysis and scenario modelling, supporting executive decision-making processes.

Collaborated with finance, operations, and leadership stakeholders to streamline budgeting and forecasting workflows, reducing planning cycle times by 26% while improving forecast reliability. ACADEMIC PROJECTS

Enterprise Financial Planning & Forecasting Analytics Python SQL Power BI Advanced Excel

Developed comprehensive forecasting models using over 850,000 historical revenue and expense records, improving budget prediction accuracy by 22% through trend analysis, seasonality modelling, and variance monitoring.

Designed executive-level Power BI dashboards integrating automated SQL reporting pipelines, reducing manual reporting efforts by 48% while improving visibility into profitability, operating expenses, and forecast performance. Investment Portfolio Valuation & Risk Assessment

Python Tableau Financial Modelling Excel

Constructed financial valuation models evaluating 2,000+ portfolio scenarios using DCF analysis, sensitivity testing, and risk- adjusted return methodologies to support investment decision-making.

Created interactive Tableau dashboards analysing portfolio volatility, Sharpe ratios, asset allocation performance, and return attribution, improving investment evaluation efficiency by 31% across simulated portfolios. TECHNICAL SKILLS

Finance & FP&A: Financial Planning & Analysis (FP&A), Financial Modelling, Budgeting, Forecasting, Variance Analysis, Scenario Planning, Strategic Planning, Revenue Analysis, Cost Analysis, Profitability Analysis, Cash Flow Analysis, Working Capital Analysis, Investment Analysis, Capital Allocation, Financial Reporting, Management Reporting, Executive Reporting, Board Reporting, KPI Development, Business Performance Analysis

Financial Systems: SAP, Oracle EPM, NetSuite, Workday Adaptive Planning, Hyperion, Anaplan, BlackLine, Oracle Financials

Data Analytics & Business Intelligence: Advanced Excel, SQL, Power BI, Tableau, Snowflake, Power Query, Power Pivot, Looker Studio, Dashboard Development, Data Visualization, Data Analysis, Data Validation, Trend Analysis, Business Analytics, Reporting Automation

Accounting & Compliance: U.S. GAAP, Financial Controls, Internal Controls, Account Reconciliation, Audit Support, Regulatory Reporting, Risk Assessment, Financial Governance, Compliance Monitoring

Programming & Automation: Python, VBA, Excel Macros, Financial Automation, Workflow Automation, ETL Processes, API Integration, Query Optimization, Data Processing

Cloud & Data Platforms: AWS, Amazon S3, AWS Glue, Amazon Redshift, Amazon Athena, Snowflake, Data Warehousing, Cloud Analytics

EDUCATION

Master of Science in information technology, St. Francis College Aug 2025

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