Enthusiastic Financial Analyst with over 3 years of experience in data analysis, budgeting, and project management. Skilled in developing financial models and improving forecast processes. Looking forward to applying my skills and experience to contribute to the financial success of the company.
Overview
7
7
years of professional experience
Work History
Associate Financial Analyst
Wells Fargo
04.2021 - 04.2024
Provided advanced financial management support with minimal supervision
Provide financial analyses and advice on capital investments, pricing strategies, and other financial decisions
Monitored progress of system projects, providing financial statuses and advice to management
Analyze financial data and create financial models for decision support
Perform financial forecasting, reporting, and operational metrics tracking.
Provided analysis in forecasting financial expectations to inform development of budget planning.
Analyzed and tracked trends based on data reporting and recommended and implemented policy and procedure updates.
Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
Accounts Executive
Yeshwanth & Co Chartered Accountants
03.2017 - 06.2018
Provided financial management support and developed financial models
Review clients' accounts and results regularly to determine whether economic development or financial performance indicated a need for plan revision
Administer financial statements including trial balance, profit & loss accounts, age-wise accounts payables & receivables statements and balance sheets
Determine financial objectives and designing & implementing systems, policies & procedures to facilitate financial control; guiding preparation of cash flow & bank reconciliation statements
Implement systems, procedures & manuals for preparation & maintenance of statutory books of accounts & financial statements and ensuring compliance with the statutory requirements
Led forecasting efforts and analysis of potential responses to Senior Leadership.
Education
Master's in Business and Administration (Finance) - Accounting And Finance
Vishwa Vishwani School of Business
Hyderabad, Telangana
06.2020
Bachelor's Degree in Commerce (B.Com) - Accounting
Mahatma Gandhi University
Nalgonda, Telangana
05.2018
Skills
Data Analysis
Budgeting
Forecasting
Microsoft Office
Excel
Tableau
Equity and Derivatives
Financial statement analysis
Timeline
Associate Financial Analyst
Wells Fargo
04.2021 - 04.2024
Accounts Executive
Yeshwanth & Co Chartered Accountants
03.2017 - 06.2018
Master's in Business and Administration (Finance) - Accounting And Finance
Vishwa Vishwani School of Business
Bachelor's Degree in Commerce (B.Com) - Accounting
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)