Summary
Overview
Work History
Education
Skills
Websites
Project
Certification
Accomplishments
Timeline
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Abhijeet Nayak

Bengaluru

Summary

A data professional with over 2.5 years of experience as a financial data analyst. Strong expertise in data analysis, finance analysis, compliance, and process optimization. Proficient in SQL, Power BI, Tableau, and Excel for generating insights, automating workflows, and driving business efficiencies. Passionate about leveraging data-driven strategies to enhance decision-making across industries.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Financial Data Analyst

KPMG
Bengaluru
10.2022 - Current
  • Conducted financial and business data analysis using SQL and Python, extracting key trends for U.S. GAAP and IFRS reporting.
  • Developed and maintained Power BI dashboards to monitor business KPIs, reducing reporting time by 30%.
  • Automated data reconciliation processes in Excel and Alteryx minimize the error by 10%.
  • Performed variance analysis on accounts payable (AP), accounts receivable (AR), inventory, and cash flows.
  • Translated business requirements into data-driven solutions, enhancing strategic decision-making.
  • Extensive experience working with complex Excel sheets. Mainly on trial balance and bank reconciliation.
  • Assisted in predictive analytics for risk assessment and audit planning.
  • Experienced in analyzing the financial data to identity trends, variances and opportunities.
  • Executed advanced Excel functions like VLOOKUP, XLOOKUP, INDEX MATCH, Pivot Table, Data Snipper, Document Match, OFFSET, Macros, Conditional Formatting, and data visualization using Tableau and other tools.
  • Collaborated effectively with the internal team to coordinate tasks, share insights, and improve processes to enhance efficiency.
  • Built and nurtured loyal client relationships through high-quality audit service delivery and management.

Education

MBA - Finance And Marketing

REVA Business School
Bengaluru, Karnataka
09-2022

BBA - Finance and Marketing

JSS SMI UG & PG College
Dharwad, Karnataka
08-2020

Skills

Programming languages – SQL, MongoDB, R – statistics

Data Visualization – Power BI, Tableau, Alteryx

Financial Analysis – Risk Assessment, Financial Modeling, Financial Statement Analysis, Budgeting, ROI

Soft skills: Analytical thinking and problem-solving, Time management, Effective Communication, Adaptability, Quick learner

Project

  • Topic: Financial Data Analysis for U.S. GAAP and IFRS Reporting
  • Domain: Financial Reporting and Audit
  • Tools and tech used: Python, SQL, Power BI, Excel, Alteryx
  • Description: This project aimed to improve the financial data analysis process for US GAAP and IFRS reporting by utilizing Python and SQL to extract and analyze key financial trends The insights were integrated into Power BI dashboards to track business KPIs, improving the reporting process by 30% Key areas of analysis included:
    Accounts Payable (AP), Accounts Receivable (AR), Inventory, and Cash Flows: Identified variances and trends using Python's Pandas and NumPy libraries.
  • Key takeaways (KTE) and KPIs: Improved financial reporting accuracy by integrating automated checks, reduced manual effort by 30% through automation in Excel and Alteryx, and delivered insights into cash flow

Certification

  • Analytics Certification Course, hands-on experience with Power BI, Tableau, SQL, and MongoDB for data-driven decision-making
  • Basic training in AWS and Azure for cloud-based analytics solutions

Accomplishments

  • Led automation initiatives that reduced manual effort by 40% in financial data validation
  • Improved data visualization efficiency by implementing an interactive Power BI report
  • Won 'Associate of the Quarter' for achieving high utilization for 610+ client hours, with 100% quality during Q2 2024
  • Received Client Service Excellence Nomination (CSEN) issued by Cypress Creek Holdings, LLC for Q1 2024
  • Received Client Service Excellence Nomination (CSEN) issued by Greenbanker Renewable Energy Company, LLC for Q2 2024
  • Received kudos for outstanding performance for Q4 2023

Timeline

Financial Data Analyst

KPMG
10.2022 - Current

MBA - Finance And Marketing

REVA Business School

BBA - Finance and Marketing

JSS SMI UG & PG College
Abhijeet Nayak