Kasturi Mazumdar
KOLKATA
Summary
Results-driven Financial Analyst with extensive experience in advanced financial modeling, data analysis and strategic insights generation. Proven ability to analyze large datasets and convert complex financial information into user-friendly reports and attractive dashboards. Strong expertise in supporting organizational decision-making through comprehensive variance and trend analysis, forecasting and market research.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Analyst
Freelance
Remote
01.2023 - Current
- Earned the Top-Rated status on Upwork, ranking in the top 10% of all talent with a 100% job success score
- Conducted in-depth financial analyses including variance, trend, and forecasting analyses for diverse clients, leading to improved decision-making and enhanced operational efficiency
- Designed and implemented visually engaging dashboards using tools such as Tableau and Power BI, facilitating real-time insights for stakeholders across various sectors
- Gathered and synthesized data from financial sources to identify market trends and assess competitive positioning, resulting in informed investment recommendations
- Developed comprehensive pitch decks, investor reports and annual reports that effectively communicate financial performance and strategic initiatives to both internal teams and external clients
- Top clients include: The Wharton School, Nasdaq Private Markets, Infinitum Partners, Tivic Health Systems
Associate Fraud & Risk Analyst
Stamps.com
Los Angeles
07.2021 - 05.2022
- Skilled at reviewing & reconciling accounts, preparing reports on financial status, & document authentication
- Resolved queued transactions within the service level agreements to reduce potential revenue losses
- Conducted in-depth investigations of flagged transactions & accounts including origin investigations, validating transactions & account reconciliation
- Effectively communicated critical information to victims of fraud & financial institutions
- Identified fraud patterns by monitoring high risk countries & merchants
- Specialized at applying statistical analysis to data sets to identify & prevent fraud
- Contributed to the creation of fraud rules by providing analytical data to support decisions
Finance & Business Analytics Intern
Virtual Enterprise System Solutions
San Jose
10.2020 - 06.2021
- Continuously monitor financial performance and provide useful insights for driving improvement in business performance
- Perform financial & valuation analysis such as DCF, multiple valuation analysis
- Perform company & industry research to gain an in-depth understanding of market trends & strategies in order to develop innovative & creative solutions for clients
- Perform detailed data analysis to build, customize & publish interactive reports, visualizations & dashboards using Tableau
Accounting Staff
UCLA Faculty Center
Los Angeles
10.2019 - 09.2020
- Contributed to the preparation and validation of month-end close schedules & analysis
- Provided effective assistance in managing accounts receivable, accounts payable & bank statement reconciliation with a focus of maintaining high accuracy
- Prepared & presented comprehensive financial reports to update senior management on monthly operations
Education
Certificate - Finance with Emphasis in Investment Management & Analysis
UCLA- Extension
Los Angeles, California, USA12.2020
Bachelor of Technology - Instrumentation & Control Engineering
National Institute of Technology
Tiruchirappalli, Tamil Nadu, India08.2017
Certification
- Advanced Valuation from NYU Stern (in progress)
- Certified in Advanced Microsoft Excel 2016
Technical Proficiencies
- Microsoft Excel (Advanced Functions, Financial Modeling)
- Data Visualization Tools (Tableau, Power BI)
- Statistical Analysis Software (R, Python)
Timeline
Financial Analyst
Freelance
01.2023 - Current
Associate Fraud & Risk Analyst
Stamps.com
07.2021 - 05.2022
Finance & Business Analytics Intern
Virtual Enterprise System Solutions
10.2020 - 06.2021
Accounting Staff
UCLA Faculty Center
10.2019 - 09.2020
Certificate - Finance with Emphasis in Investment Management & Analysis
UCLA- Extension
Bachelor of Technology - Instrumentation & Control Engineering
National Institute of Technology
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