Shyam Sai Kapusetty

Visakhapatnam

Summary

Chartered Accountant and CFA Level I cleared finance professional with 3 years of experience in financial reporting, close support, MIS, and variance analysis. Strong background in working with large datasets, monthly P&L analysis, reconciliations, and Ind AS compliance. Recently built hands-on FP&A capabilities including forecasting, budgeting, headcount planning, KPI tracking, and scenario modeling using Excel, Power BI, SQL, and Python. Adept at using data to influence business decisions, streamline processes, and support leadership reviews.

Overview

years of professional experience

Certification

Work History

Career Sabbatical & Upskilling

07.2025 - Current

Power Query: Built automated data cleaning and transformation workflows for large financial datasets and financial statements, improving data accuracy and reporting efficiency.
Power BI & DAX: Developed interactive KPI dashboards, P&L views, and financial reports to support performance tracking and management reviews.
Python: Created end-to-end data pipelines (import → clean → export) and automated recurring monthly processing scripts to reduce manual effort.
Financial Modeling: Built full 3-statement financial models, DCF valuation, WACC calculations, sensitivity analysis, and comparable company analysis.
Financial Planning & Analysis: Developed driver-based forecasts, Budget vs Actual models, variance analysis, and headcount/capex schedules aligned with FP&A best practices.
CFA Level I: Cleared CFA Level I during this period, strengthening foundations in financial analysis, corporate finance, economics, and financial reporting.

Assistant Manager

HNA & Co LLP

Visakhapatnam

11.2022 - 06.2025

Supported monthly financial close activities including reconciliations, accrual validations, and variance analysis to ensure accurate P&L reporting.
Performed Budget vs Actual analysis and identified key cost and revenue drivers, highlighting root causes for management review.
Analyzed large financial datasets to identify a ₹40 crore variance, improving reporting accuracy and supporting cash flow planning decisions.
Prepared monthly MIS and KPI reporting packs used by senior stakeholders to track operational and financial performance.
Conducted ad-hoc financial analysis and scenario assessments to evaluate risk exposure and cost impact across manufacturing and infrastructure clients.
Partnered with cross-functional teams (finance, audit, operations) to improve data quality, resolve discrepancies, and meet tight reporting deadlines.
Ensured compliance with Ind AS recognition, measurement, and disclosure requirements, supporting accurate financial statements.
Developed automated data workflows utilizing business intelligence tools such as Power Query, Excel, SQL, and Python, minimizing manual effort and enhancing reporting timelines.s.
Developed driver-based forecasts, headcount schedules, and variance explanations as part of FP&A upskilling and internal reporting initiatives.

Education

Chartered Financial Analyst (CFA) - Level I Cleared

CFA Institute

United States Of America

10-2025

Chartered Accountant (CA) -

The Institute of Chartered Accountants of India (ICAI)

New Delhi

11-2022

Skills

Advanced Excel: Advanced Functions
Power Query
Valuation: Financial Modeling
Power BI: Power BI Dashboards

Data Visualization
Python: Python (Pandas NumPy), jupyter Notebook
MS Office and presentation: Excel, PowerPoint & Word
SQL