Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Generic

Akhil Reddy Katnapelli

Miami City,FL

Summary

Highly analytical and driven senior financial analyst with 4 years of expertise in corporate FP&A, financial modeling, and data analytics. Backed by a solid academic background in finance and economics, proven ability to assist business success by utilizing ERP systems, providing actionable insights, and fostering cross-functional partnerships. Excels in simplifying complicated problems and thrives in fast-paced, dynamic settings. Passion for financial markets, industry research, and staying updated with economic trends allows for informed insights that drive strategic decision-making.

Overview

6
6
years of professional experience
1
1
Certification

Work History

senior Financial Analyst

University of Miami Health Department
Miami , FL
03.2024 - Current

Experience

  • Collaborate closely with the Finance Director to support forecasting, reporting, and operational metrics tracking, ensuring accurate and actionable financial insights for departmental decision-making.

Senior Financial AnalystMiami University Health Department

  • Collaborated with cross-functional teams to support $ 2 M+ strategic procurement deals and optimize financial forecasting.

    Translated operational data into visual reports using Power BI and Excel, improving forecasting efficiency by 28%.

    Liaised with offshore and U.S.-based teams to automate recurring financial tasks and eliminate redundant processes.

    Conducted extensive financial reporting to assess business health, influencing high-level investment decisions.

    Acted as a trusted advisor to internal teams, offering data-backed recommendations that improved stakeholder confidence..

Audit & Financial Analyst

kvnb&co
Hyderabad , Telangana
06.2019 - 05.2022
  • Conducted audits of financial statements for clients in the technology and software industries, ensuring compliance with US GAAP standards
  • Reviewed complex revenue recognition contracts and provided actionable recommendations for ASC 606 compliance, improving client operational efficiency
  • Analyzed financial data to identify discrepancies and trends, providing actionable insights to management for improving internal controls and forecasting processes
  • Collaborated with technology sector clients to design tailored financial reporting solutions, ensuring seamless integration with existing ERP systems like NetSuite

Led audits and financial planning for SMB clients in hospitality, retail, and manufacturing verticals.

Built strong client relationships by frequently conducting walkthroughs of their back-office operations and recommending process automation tools.

Managed over 20 client accounts, ensuring regulatory compliance and reducing reporting errors by 35%.

Introduced data analytics to identify leakage points in accounts payable and receivable workflows.

  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.

Education

Master of Science - Finance

University of Missouri Kansas City
12.2023

Bachelor of Accounts & Finance -

Satavahana University
12.2019

Chartered Accountant (Inter) -

Institute of Chartered Accounts of INDIA
11.2017

Skills

  • Auditing
  • Financial Reporting
  • Month-End/Year-End Close
  • US GAAP
  • Full Sales Cycle Ownership – Prospecting to closing
  • B2B SaaS Sales – Relationship-driven with technical fluency
  • Hospitality/Hotel Tech Awareness – Understands key pain points
  • CRM Expertise – HubSpot, Salesforce, Pipedrive
  • Pipeline Management & Lead Qualification
  • Solution Selling & Demo Execution
  • Strategic Prospecting & Cold Outreach
  • Proposal Development & Contract Negotiation
  • Cross-Functional Collaboration – Sales Engineers, Marketing, Finance
  • Strong Communication & Presentation Skills

Certification

CFA, In Progress

Additional Information

Passion for industry research and process improvement initiatives., Interest in financial markets, data-driven decision-making, and strategic business planning.

Timeline

senior Financial Analyst

University of Miami Health Department
03.2024 - Current

Audit & Financial Analyst

kvnb&co
06.2019 - 05.2022

Bachelor of Accounts & Finance -

Satavahana University

Chartered Accountant (Inter) -

Institute of Chartered Accounts of INDIA

Master of Science - Finance

University of Missouri Kansas City
Akhil Reddy Katnapelli