Finance Analyst - FP&A & Forecasting Expert

ABHISHEK MOHAN PATIL

Fairfield, CT • 203-***-**** • *************@*****.*** • LinkedIn

PROFESSIONAL SUMMARY

Results-driven Finance professional and CFA Level I Candidate with 3+ years of experience in financial planning & analysis, budgeting, forecasting, variance analysis, and performance reporting. Demonstrated ability to build financial models, develop data-driven business insights, and partner with cross-functional teams to support strategic decision-making. Managed $50,000+ in assets with consistent 30–45% returns. Advanced Excel, Bloomberg Terminal, and data visualization expertise. M.S. Finance & Investment Management, GPA 3.8/4.0 – Sacred Heart University.

PROFESSIONAL EXPERIENCE

Financial Analyst Community Dreams Foundation Jan 2026 - Working .

•Actively volunteering as a finance resource for early stage entrepreneurs, reviewing business plans, analyzing basic financial projections, and providing feedback on funding strategies and capital structure decisions.

•Currently Leading a financial restructuring project, analyzing capital allocation stategies and identifying cost optimization opportunities to improve the overall financial efficiency and profitability.

•Spearheading a working capital optimization initiative, evaluation current liquidity ratios, supplier payment cycles, and cash conversion metrics to strengthen the firm’s short term financial position and operational resilience.

Financial Analyst Quickupp Softech Pvt. Ltd. May 2021 – July 2024

•Budgeting and forecasting processes, developing financial models that supported quarterly and annual planning cycles and informed strategic resource allocation decisions.

•Performed variance analysis on monthly financial results, identifying key drivers of over/under-performance and delivering actionable insights to senior leadership and operations teams.

•Prepared and presented monthly performance reports and financial dashboards using advanced Excel (Pivot Tables, VLOOKUP, data visualization), improving reporting efficiency and stakeholder visibility.

•Supported month-end and year-end financial close processes, coordinating with external auditors to ensure accurate and timely delivery of financial statements in compliance with regulatory standards.

•Conducted scenario and sensitivity analysis to model the financial impact of business decisions, directly influencing strategic planning outcomes.

•Partnered with finance, operations, and executive leadership to translate complex financial data into clear recommendations, improving operational efficiency and financial performance.

•Negotiated payment terms with suppliers to optimize working capital, strengthening the firm’s cash flow and financial position.

•Managed multiple financial reporting projects simultaneously in a fast-paced environment, consistently meeting strict deadlines with high accuracy.

Financial Analyst & Portfolio Manager (Self-Employed) Independent Investment Practice Jan 2022 – Present

•Developed and maintained financial models and performance reporting frameworks to track portfolio returns, benchmark performance, and support investment planning across 50+ client accounts.

•Delivered consistent 30–45% returns on $50,000+ AUM through data-driven asset allocation, continuous variance analysis, and proactive strategy adjustments based on market research.

•Identified process improvements in portfolio monitoring workflows, implementing efficiency enhancements that reduced reporting time and improved data accuracy.

•Built and managed a client base of 50+ through professional networking, delivering customized financial planning solutions and ongoing advisory support.

Finance Intern – FP&A & Working Capital Quickupp Softech Pvt. Ltd. 2021 (2 Months)

•Analyzed working capital trends and key financial ratios (current ratio improved 4.20 7.23; quick ratio 3.68 6.47), benchmarking against industry standards and presenting findings to management.

•Identified opportunities to optimize current asset management and liability structure, contributing to measurable improvements in operational efficiency and financial performance.

•Ensured all financial reporting processes complied with applicable regulations and internal financial controls.

SKILLS & CERTIFICATIONS

FP&A & Planning: Budgeting, Forecasting, Variance Analysis, Scenario Analysis, Sensitivity Analysis, Performance Attribution, KPI Reporting

Financial Modeling: 3-Statement Models, DCF Valuation, Working Capital Models, Dashboard Development, Process Automation

Tools & Software: Microsoft Excel (Advanced: Pivot Tables, VLOOKUP, complex formulas), Bloomberg Terminal, Tableau, Microsoft Office Suite

Business Partnership: Cross-functional Collaboration, Executive Presentations, Stakeholder Communication, Strategic Planning Support

Certifications: CFA Level I Candidate • Bloomberg Market Concepts (BMC) • Bloomberg Financial Fundamentals • Financial Modeling Foundations (LinkedIn Learning) • Investment Risk Management (Coursera)

EDUCATION

M.S. Finance & Investment Management – Sacred Heart University, Fairfield, CT GPA: 3.8/4.0 Dec 2025

B.B.A. Finance – Dr. D.Y. Patil Vidyapeeth, Pune, India GPA: 8.2/10 2023

ADDITIONAL

CFA Level I Candidate (Pursuing) • Finance Club – Active Member • Coursework: Algorithmic Trading, Portfolio Optimization, Econometrics

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