Sr. Financial Analyst | FP&A · Budget Forecasting · Variance Analysis · DCF | MS Finance STEM, Babson | University of Utah | Ex-Interactive Brokers
I am a Senior Financial Analyst specializing in FP&A and corporate finance, working at the intersection of data, strategy, and storytelling. I thrive in environments where the problems are messy, the stakes are high, and leadership needs clear direction rather than more noise.
My experience spans higher education, real estate, fintech, and non-profit sectors across the US and India. In each setting, I focus on transforming raw financial data into structured insight, guiding decisions on growth, risk, and performance. Whether I am modeling scenarios, shaping budgets, or streamlining cross-system reporting, my goal is always the same: reveal the signal, remove the friction, and support bolder, smarter choices.
I am naturally drawn to big-picture questions: how capital should be allocated, how portfolios should evolve, and how financial plans can stay resilient in uncertain conditions. Colleagues know me for my calm, analytical approach, my curiosity about the “why” behind the numbers, and my willingness to challenge assumptions when the data and logic demand it.
My technical toolkit includes Advanced Excel, SQL, Python, Tableau, Salesforce, SAP, Capital IQ, and PitchBook, which I use not just to calculate, but to design decision-ready views of the business. I am comfortable moving between deep-dive analysis and executive-level communication, translating complex models into narratives that non-finance stakeholders can act on.
I hold a STEM-designated Master of Science in Finance from Babson College, where I was a President’s Master’s Scholar, and a BCom and MCom in Accountancy and Finance from the University of Mumbai. This blend of global exposure and rigorous training shaped my long-term, builder mindset: I care less about quick wins and more about creating financial structures, processes, and insights that endure.
I am actively seeking FP&A and Senior Financial Analyst roles in organizations that sponsor H1B, where I can partner with leadership on strategic planning, budgeting, forecasting, and performance management at scale. I especially enjoy roles that offer cross-functional collaboration, international exposure, and the chance to improve how decisions are made across the organization.
If your team is looking for someone who combines disciplined analysis with a growth-oriented, big-picture perspective, I would be glad to connect.
University of Utah · 04/2026 - Present
• Own end to end Annual Operating Plan (AOP) submissions for multiple units: analyzing salary-benefit ratios, resolving anomalies, and achieving 100% policy benchmark alignment to strengthen stakeholder confidence in state reporting.
• Modeled 3 lease exit strategies (termination, sublease, assignment) for a 26,365 RSF property, quantifying $512K+ in termination liability via DCF analysis to support senior leadership's capital allocation decision.
• Used SQL to analyze and extract financial data across university systems, enabling faster budget variance identification and supporting data-driven AOP submissions.
• Deliver executive-ready financial narratives translating complex multi-unit budget data into clear, actionable recommendations for senior leadership.
GradEstate · 02/2026 - 07/2026
• Constructed a 10-year, 3-statement financial model (Income Statement, Cash Flow, Balance Sheet) for a graduate housing startup, projecting revenue growth from $270K in Year 1 to $4.3M by Year 10 across 9 US markets and underpinning a $3.6M staged capital raise (Seed → Series A → Series B).
• Developed rolling forecast infrastructure from the ground up, sharpening projection accuracy by 15% and enabling a 30% reallocation of the acquisition budget toward higher-yield suburban submarkets with 20% stronger projected Cash-on-Cash Returns.
• Built driver-based sensitivity models incorporating city-level cost-of-living differentials across 9 markets (Boston to LA), reducing projected cost risk by 10% and surfacing acquisition targets that ultimately outperformed market benchmarks by 18%.
• Sized the opportunity through TAM/SAM/SOM analysis and break-even modeling, identifying the ~392-student threshold for Year 3 profitability and informing the phased market entry strategy across Boston, New York, DC, Miami, and five additional metros.
University of Utah · 07/2025 - 04/2026
• Resolved a $1.78M discrepancy by engineering a GAAP-aligned audit framework between StarRez and Atrium ERP platforms, validating 12,415 meal plan transactions and ensuring accurate month-end and quarter-end close.
• Built variance analysis models for 25,000+ accounts, ensuring 100% audit compliance and supporting monthly financial reporting cycles.
• Built automated financial data pipelines from scratch using Advanced Excel (VBA/Macros), cutting reporting processing time by 90% and standardizing cross-functional workflows across multi-system environments.
• Chaired the Appeals Committee, overhauling evaluation workflows for faster dispute resolution and managing end-to-end credit application for real-time account accuracy.
Babson College · 06/2024 - 12/2024
• Directed the end-to-end transition of the Advancement team's financial data infrastructure from legacy Millennium to Salesforce CRM, establishing governance standards from scratch and sustaining 98% data integrity throughout the migration.
• Recovered 1,500 lapsed donor engagement opportunities by reconstructing fragmented records and implementing structured data protocols, directly expanding the team's actionable pipeline across 8 departments.
• Standardized KPI tracking workflows and financial fulfillment reporting using Total Quality Management frameworks, improving operational throughput and donor satisfaction outcomes for a portfolio of 5,000+ requests.
• Produced and maintained detailed donor activity reports using Salesforce analytics, enabling the Stewardship team to prioritize outreach and segment engagement strategies by donor tier and giving history.
Born Global Foundation · 06/2024 - 08/2024
• Designed and built a solar energy financial model from the ground up for the Artemis Carbon Futures project - a $50M renewable energy initiative - using dynamic Excel-based architecture with embedded scenario analysis and long-range planning (LRP) projections spanning multiple years.
• Increased forecast precision by 17% and cut modeling turnaround time by 22% through the introduction of structured financial planning templates and assumption-driven projection frameworks, directly accelerating the investment decision cycle.
• Elevated average project ROI by 18% across the pipeline by conducting comprehensive NPV/IRR sensitivity assessments and capital viability reviews, identifying underperforming structures and recommending reallocation toward higher-return initiatives.
• Synthesized market research and financial data into executive-ready investment briefs, supporting the leadership team's strategic planning and stakeholder communication across global consultancy engagements.
Interactive Brokers · 05/2021 - 06/2023
• Lowered classification variances by 23% by overhauling how financial datasets were structured and validated, eliminating a persistent source of reporting noise and producing cleaner, more actionable KPI tracking outputs for senior leadership.
• Managed market data subscriptions for 3,000+ vendors using SQL-driven compliance analysis, achieving 99.7% adherence to vendor agreements while optimizing cost allocation across the portfolio, improving budget forecast precision by 17%.
• Reduced client onboarding processing time by 31% and improved system defect rates by 20% through structured documentation of 8 operational procedures and implementation of a new issue-tracking workflow via Jira.
