FP&A Financial Analyst & Data Modeling Expert

Smithavarun Bavirishetti

+1-469-***-**** ************@*****.***

Financial Analyst with 5+ years of experience in FP&A, financial modeling, forecasting, variance analysis, financial reporting, and data analytics across technology, financial services, lending, and program management environments. Skilled in Excel, SQL, Power BI, Tableau, Python, Databricks, and financial modeling, with experience analyzing large financial datasets, loan portfolios, funding, cash flows, and operational KPIs. Proven ability to automate reporting, develop data-driven dashboards, identify financial trends and risks, and deliver actionable insights to cross-functional stakeholders and senior leadership. EDUCATION

Masters in Finance University of Texas at Dallas Dec 2025 Relevant Areas: Financial Modeling, Corporate Finance, Financial Analysis, Investments, Risk Analysis, Real Estate Finance, and Data Analytics

PROFESSIONAL EXPERIENCE

Financial Analyst Salesforce GA (Remote) Feb 2026 – Current

• Supported FP&A activities, including monthly and quarterly forecasting, annual planning, budgeting, and variance analysis across $25M+ in operating expenses, identifying key trends and drivers to improve financial visibility and decision-making.

• Built and maintained financial models and decision-support analyses using Excel, SQL, and business data, analyzing 50K+ financial and operational records to evaluate expenses, forecasts, business performance, and strategic initiatives.

• Prepared monthly and quarterly management reporting and executive-ready dashboards using Tableau and Excel, consolidating 20+ financial KPIs and translating complex data into actionable insights for senior business leaders.

• Partnered cross-functionally with Finance & Strategy, Accounting, Procurement, and business stakeholders to improve expense accuracy, resolve financial discrepancies, and support 100+ monthly transactions and cost activities.

• Automated recurring financial and operational reporting processes using SQL, Excel, and data-driven workflows, reducing manual reporting effort by 35% and improving reporting turnaround time by 40%.

• Conducted detailed financial analysis, variance analysis, and root-cause investigations across actuals, budgets, and forecasts, identifying $1.2M+ in cost and performance variances and recommending corrective actions to business partners.

• Developed scalable AI-assisted and repeatable financial processes for reporting, data validation, forecasting, and operational analysis, improving process efficiency by 30% and increasing data accuracy across recurring finance workflows.

• Troubleshot operational and financial data issues by analyzing large datasets, system outputs, and process dependencies, collaborating with technology and finance teams to resolve root causes and improve data integrity, reporting accuracy, and process scalability.

Financial Analyst BHG Financial GA Apr 2025 – Oct 2025

• Analyzed and maintained $100M+ loan portfolio data across lending and structured finance products, developing financial analyses and reporting that improved portfolio visibility, performance monitoring, and management decision-making.

• Built and maintained financial models and optimization models using advanced Excel, SQL, and Power BI to evaluate loan performance, cash flows, profitability, risk exposure, and key financial drivers across 50K+ loan records.

• Supported short-term cash forecasting and loan inventory management, analyzing funding requirements, loan balances, cash inflows/outflows, and portfolio activity to improve forecast accuracy by 25%.

• Performed detailed variance analysis comparing actual results against budgets, forecasts, and prior-period performance, identifying key business drivers behind $5M+ in financial variances and communicating actionable recommendations to leadership.

• Developed and automated financial reporting and data analytics using SQL, Microsoft Excel, and Power BI, consolidating 30+ financial and operational KPIs into recurring dashboards and management reports.

• Partnered with Finance, Capital Markets, Accounting, and Legal teams to analyze loan portfolio performance, financial risks, transaction activity, and business requirements across 15+ cross-functional initiatives.

• Conducted quantitative and risk analysis on lending and structured finance data, evaluating credit, liquidity, portfolio, and operational risk indicators across 10+ portfolio segments to support strategic decision-making.

• Analyzed month-end financial results and financial statements, reconciling portfolio-level data, investigating discrepancies, and improving reporting accuracy by 30% through enhanced validation and data-quality controls.

• Led continuous process improvement and data-flow optimization initiatives, automating repetitive financial analysis and reporting workflows that reduced manual effort by 40% and saved approximately 15 hours per week.

• Delivered ad hoc financial analysis and strategic decision support for senior leadership, translating complex lending, financial, and operational datasets into actionable insights and recommendations supporting 10+ strategic business initiatives. Financial Program and Data Analyst Wipro India Jan 2019 - Jul 2023

• Analyzed $75M+ in program funding, obligations, expenditures, and funding requirements, identifying execution gaps and financial trends to support acquisition and program management decisions.

• Developed Power BI and Tableau dashboards tracking 40+ financial and program KPIs, providing leadership with visibility into funding execution, contract obligations, expenditures, program health, and schedule performance.

• Utilized SQL and Python (Pandas) to manipulate and analyze 1M+ financial and program records, performing data validation, reconciliation, trend analysis, and root-cause investigations while improving reporting efficiency by 35%.

• Built funding trackers and financial planning models to monitor 20+ contracts and program activities, including funding profiles, obligation status, expiring funds, spend plans, and planned funding increments/decrements.

• Leveraged Databricks and Apache Spark to transform and process large-scale financial datasets, developing scalable data workflows that improved data-processing performance by 40% and supported recurring execution reporting.

• Supported annual task planning, allocation reviews, funding deep dives, and execution reviews, analyzing 15+ program activities and preparing financial requirements, allocation impacts, and data-driven recommendations for stakeholders.

• Developed program health and scenario-planning models to evaluate funding options, schedule impacts, resource requirements, and execution risks, enabling leadership to assess 10+ funding scenarios and prioritize program actions.

• Automated financial reporting and action tracking using Power Automate, Power Apps, Excel, and SharePoint, reducing manual effort by 45% while collaborating with finance, acquisition, program, and client stakeholders on 100+ actions and deliverables.

SKILLS

• Financial Analysis & FP&A: Financial Planning & Analysis (FP&A), Financial Modeling, Budgeting, Forecasting, Variance Analysis, Cash Flow Analysis, Financial Reporting, Management Reporting, Cost Analysis, Scenario Analysis, Strategic Decision Support, Risk Analysis

• Data Analytics & Programming: SQL, Python, Pandas, NumPy, Data Validation, Data Reconciliation, Data Manipulation, Statistical Analysis, Trend Analysis, Root-Cause Analysis, Data Quality, Large-Scale Data Analysis

• Business Intelligence & Visualization: Power BI, Tableau, Dashboard Development, KPI Reporting, Data Visualization, Executive Dashboards, Financial Dashboards, Management Reporting

• Data Engineering & Cloud Analytics: Databricks, Apache Spark, Data Pipelines, ETL/ELT, Data Transformation, Data Integration, Workflow Automation

• Financial & Enterprise Systems: Microsoft Excel, Advanced Excel, Power Query, Pivot Tables, Financial Reporting Systems, Enterprise Data Systems, Financial Data Management

• Automation & Productivity: Power Automate, Power Apps, Microsoft SharePoint, Microsoft Office 365, Process Automation, Reporting Automation, Workflow Optimization

• Business & Program Analytics: Loan Portfolio Analysis, Lending Analytics, Structured Finance, Capital Markets Analysis, Program Financial Analysis, Funding Execution, Contract & Spend Analysis, Procurement Analytics, Stakeholder Reporting PROJECTS

Financial Performance Analysis & Modeling

• Developed Excel-based financial models to analyze revenue, operating expenses, profitability, cash flows, margins, and business performance; performed variance, trend, scenario, and sensitivity analysis to identify key financial drivers.

• Analyzed income statements, balance sheets, cash flow information, and operational KPIs to identify trends, risks, performance gaps, and improvement opportunities, supporting data-driven financial decisions.

• Used SQL and Power BI to extract, validate, reconcile, and analyze financial data and develop interactive dashboards tracking financial and operational KPIs for management reporting.

Multi-Location Financial & Operational Analysis

• Analyzed financial and operational performance across multi-location banking environments, comparing branch-level transaction activity, reconciliations, documentation, and key performance metrics.

• Performed variance, exception, and control analysis to identify financial discrepancies, documentation gaps, reconciliation issues, and operational risks across multiple locations.

• Prepared management-ready reports and structured findings, highlighting trends, root causes, exceptions, and opportunities for process and operational improvement.

ORACLE FINANCIAL SYSTEMS HANDS-ON TRAINING & PRACTICE

Oracle Fusion Cloud Financials 2026

• Gained hands-on experience with Oracle Fusion Cloud Financials, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Cash Management, along with accounting calendars, ledgers, Chart of Accounts, and legal entities.

• Practiced journal creation/posting, AP invoice accounting, AR transactions, bank reconciliation, Fixed Asset accounting, and financial reporting, analyzing subledger-to-GL flows across R2R, P2P, and O2C processes.

• Used OTBI, BI Publisher, Smart View, and Oracle financial reporting tools for financial data analysis and reporting; developed foundational knowledge of Oracle EBS and investigated transaction, reconciliation, reporting, and access issues.

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