• Aided in the creation and evaluation of monthly, quarterly and annual forecasting and budgeting processes. Contribute to the preparation of unified forecasts and budgets, ensuring they align with the overall financial strategy. • Collected, integrated, and maintained extensive datasets from diverse sources to facilitate business analytics projects. Collaborated with departments such as operations, marketing, IT and sales to enable data-driven decision-making.• Performed trend analysis and variance analysis to provide actionable insights by comparing budgeted forecasts with the actual results.• Supported the creation of executive presentations and delivered data-driven insights to senior management, aiding in strategic decision-making. Simplified complex financial data into easily understandable insights for non-financial stakeholders.• Enhanced financial reporting speed by 30% through Excel VBA and dynamic visualizations in Power BI, improving decision making processes.• Achieved a 20% improvement in forecasting accuracy by designing and implementing financial forecasting and budgeting tools using Excel macros and pivot tables.• Improved risk model accuracy through comprehensive financial risk assessments using statistical modeling and real-time Bloomberg data, and managed credit loss forecasting models in SAP BPC.

• Conducted comprehensive market research and developed detailed spreadsheets to analyze investment opportunities, focusing on market trends, revenues, competition, and economic indicators to assess potential risks and opportunities.• Used analytical tools to assess the company’s competitive position and potential growth opportunities.• Utilized Bloomberg terminal to retrieve critical financial data, performed in-depth financial analysis, and developed quantitative financial models (DCF, FCF, Comparable Company, Dividend Discount) to forecast company target prices and guide investment decisions.• Successfully executed an upgrade pitch involving the sale of Kinder Morgan (KMI) and purchase of Total Energies (TTE) stocks in the energy sector, achieving a 3.6% increase in the portfolio's average return.

• Developed and implemented rebalancing strategies for long-short stock index positions in Excel, enhancing investment performance through meticulous back testing and relative cumulative returns analysis.• Managed monthly G&A performance reporting using Tally ERP, driving improvements in operational efficiency and financial transparency across key departments.• Customized BI system interfaces and spreadsheets to enhance data flow operations, improving analysis capabilities and troubleshooting efficiency in financial systems.• Monitored financial system operations using SQL, ensuring data accuracy and integrity through rigorous checks and safeguarding the reliability of financial information.

• Collaborated with Investment Banking clients in the Insurance domain to gather business requirements, perform comprehensive analysis, and implement code following Agile software development principles, ensuring efficient and effective project execution.• Identified, analyzed, and resolved production bugs/issues, delivering efficient solutions and rigorously testing functionality. Assisted in designing regression test suite cases to ensure a bug-free production phase, enhancing overall software quality.• Actively participated in backlog meetings, significantly contributing to a 15% improvement in backlog item prioritization. This effort accelerated project completion timelines and improved overall project efficiency.