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Manager with 7+ years in data visualization, financial modeling, and strategic finance.
AI is analyzing your overall score…
Identifying your key strengths…
Evaluating your skill match against the job requirements…
Assessing your cultural and operational fit
Experienced Financial Planning & Analysis Manager with a strong background in driving financial performance, strategic decision-making, and operational efficiency. Proven ability to design and automate Power BI dashboards, lead financial modeling for cost savings, and manage end-to-end budgeting processes. Adept at leveraging technical skills in advanced Excel, SQL, and financial forecasting to deliver impactful insights and support business growth initiatives.
University of Wisconsin-Parkside
Master of Business Administration · Finance
August 1, 2020 – June 30, 2022
University of Mumbai
Bachelor of Commerce · Accounts & Finance
August 1, 2012 – June 30, 2015
IMPACT CONFECTIONS, INC
FINANCIAL PLANNING & ANALYSIS, MANAGER
February 1, 2023 – Present
India
U.S. BANK
CUSTODY ANALYST, WEALTH BANKING TEAM
July 1, 2022 – February 1, 2023
India
CITIZEN TRAVELS
MANAGER, FINANCIAL PLANNING AND ANALYSIS
April 1, 2017 – July 1, 2021
India
RSVA & COMPANY
SENIOR FINANCIAL ANALYST - AUDIT & ADVISORY
March 1, 2014 – February 1, 2017
India
Personal Finance & Retirement Planning Platform
September 1, 2025 – June 1, 2026
Designed and built a web-based FIRE-focused retirement planning platform to model long-term wealth creation through disciplined savings, systematic investing, and compounding-driven financial projections. Developed end-to-end financial logic using dynamic models for compounding, inflation, cash flows, and goal-based retirement. Leveraged modern web technologies and generative AI for platform development, content creation, and user experience optimization.
Bloomberg Analyst
Unknown
June 1, 2026 – Present
Bloomberg Market Concepts
Unknown
June 1, 2026 – Present
Dashboards in Power BI
Unknown
June 1, 2026 – Present
Chartered Accountancy Level 1 & Level 2
Unknown
June 1, 2026 – Present
Virtual Internship at JP Morgan Financial Analysis
Unknown
June 1, 2026 – Present
CFA Investment Foundation
Unknown
January 1, 2021 – Present
Manager of the Year -Male
Ernst & Young
January 1, 2018 – Present
Cultural Fit Analysis
The candidate's diverse experience across different financial roles and industries (confections, banking, travel, audit) suggests adaptability. Their involvement in community service and a personal project indicates a proactive and engaged individual. The target role of 'Partnership Manager' aligns well with their demonstrated ability to collaborate, analyze opportunities, and drive strategic growth, indicating a good cultural fit for a role requiring cross-functional engagement and business development.
Soft Skills & Operational Fit
The candidate demonstrates strong analytical, problem-solving, and strategic thinking skills through their financial planning and analysis roles. Their experience in leading initiatives, automating processes, and partnering with various teams suggests good operational fit and collaborative soft skills. The personal project on a financial planning platform also indicates initiative and a proactive approach to problem-solving.