financial analyst

Bhuvan Oberoi

**** ****** **** *****, **** # ****, McLean, VA 22102, 980-***-**** ******.******@*****.***

QUALIFICATIONS SUMMARY

Accomplished and experienced professional with advanced academic credentials complemented by hands-on experience. Poised to succeed as a Finance professional using proven ability to improve processes and performance

EXPERTIES

- Financial Planning & Analysis - Financial Modeling - Budgeting and Pro-forma Forecasting

- Financial Reporting - GAAP & IFRS - Corporate Finance & Business Valuation

- Cash Flow/Sales Forecasts - Variance Analysis - Capital Budgeting & EVA Analysis

- Advanced MS Excel, Access Skills - SQL/ORACLE - SAP/ERP

PROFESSIONAL EXPERIENCE

Financial Assistant January 2009 – May 2010

University of Massachusetts, Boston, MA

• Prepared, maintained and analyzed financial models in MS Excel and developed financial pro-forma forecasts

• Performed financial analysis and evaluated profitability by analyzing P&L accounts and Balance Sheets

• Forecasted trends and sales growth using trend line to determine present and future financial performance

• Analyzed 10-K financial reports and prepared ad-hoc reports (ROI analysis, trend analysis, competitive analysis)

• Gathered, analyzed and summarized recommendation for financial plans, trend future requirements and prepared operating forecasts

Financial Analyst July 2006 – April 2008

Hewitt Associates Pvt. Ltd., India

• Provided detailed financial analysis (Cost, Margins, Volume & trends) and assisted management in forecasting and planning process and setting up annual operating budgets

• Developed business reporting, supporting business reviews with insightful ad-hoc analysis, and improving forecast capabilities (e.g. Financial ratios, key performance indicators, sales forecasting platform)

• Analyzed financial results and business metrics, drawn key conclusions and made useful recommendations

• Assisted division level managers on forecasting quarterly and annual expenses based on company’s goals

• Performed complex financial and business analysis, including financial modeling and economic research on working capital, EBITDA and other business initiatives

Jr. Analyst June 2005 – June 2006 Hewitt Associates Pvt. Ltd., India

• Prepared and maintained General Ledger and monthly, quarterly budgets and monitored actual expenses

• Developed and maintained financial models like P&L statements, Cash Flow statement and Balance sheet

• Analyzed monthly financial data and performed variance, fluctuation and trend analysis

• Analyzed financial variances of actual vs. forecast and provided recommendations and business decision support

• Constructed integrated models for project financing using DCF analysis, industry multiples, and NPV and IRR

• Analyzed Sales/Revenues and impact on overall profitability with sensitivity analyses in MS Excel

• Monitored and analyzed business unit’s cash position to cover cash commitments and cash forecasting

• Prepared journal entries to summarize, record business transactions and month-end closing and year end closing including accruals, deferrals and reversals

• Prepared Management Reports including Year-to-Year bridge analysis and assisted in developing business unit’s strategic plan models

• Assisted in quarterly & year-end audits by working closely with auditors and supplying information as requested

• Used MS Excel to prepare various charts and reports relating to the financial analysis

EDUCATION

• M.S., Finance, University of Massachusetts, Boston, MA July 2010

• MBA, Finance & Accounting, University of Massachusetts, Boston, MA December 2009

• B.S., Finance, Accounting & Economics, University of Delhi, India July 2004

COMPUTER SKILLS: Proficient in, MS Excel (Pivot Tables, V-Look Ups, Macros, formulas, Charts & Graphs), MS Access, SAP - ERP, SQL, Oracle, MS Word, PowerPoint, Outlook Express, Lotus Notes 1-2-3 and Adobe Acrobat (PDF)

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