Anchal Sharda
Hillsboro,OR
Summary
Results-driven professional with expertise in financial analysis and business intelligence, honed at Max Life Insurance. Proven track record in enhancing operational efficiency and revenue through dynamic forecasting and strategic planning. Skilled in Excel and data modeling, with strong collaboration abilities to drive cross-functional success.
Overview
8
8
years of professional experience
Work History
Associate Manager - Business Performance & Analytics
Max Life Insurance
, India
12.2019 - 12.2020
- Enhanced the performance of multi-branch banking partners, enhancing cross-selling strategies and customer segmentation, which resulted in increased revenue
- Developed dynamic forecasting models and KPI dashboards to effectively monitor and improve the overall partnership efficiency
- Collaborated with cross-functional teams to support data-driven strategic planning and driving business success
Senior Associate - Strategy & Compliance Analytics
Canara HSBC OBC Life Insurance
, India
01.2019 - 12.2019
- Executed audits on insurance offerings, identifying compliance gaps and opportunities for product optimization
- Enhanced partner collaboration by optimizing service-level metrics, improving SLA adherence and operational efficiency
- Developed performance tracking templates to revamp planning and drive improvements in customer service
Assistant Manager - Financial & Bid Analysis
Neelshiva Overseas
, India
05.2015 - 10.2018
- Managed financial planning, vendor pricing, and resource cost models for $1.5M+ public sector projects
- Developed bid evaluation tools to optimize tender submissions and improve win rates
- Led procurement and supply chain analytics and created dashboards to track spending and support negotiations
Assistant Accountant - Financial Operations
Delhi Punjab Goods Carrier
, India
04.2013 - 05.2015
- Conducted reconciliations, variance analysis, and journal entries to support month-end close across operational accounts
- Automated monthly reporting workflows in Excel, improving close efficiency by 20%
- Provided actionable financial insights for budget tracking and cost control across regional operations
Education
Master of Science - Finance
Portland State University
09.2025
Master of Business Administration - Finance
Sikkim Manipal University
01.2017
Bachelor - Commerce
Guru Nanak Dev University
03.2014
Skills
Data Analytics & Tools: Excel, Power Query, Macros, VBA, PivotTables, Array Functions, SQL, Python, R, Alteryx, Data Bricks Tableau, Power BI
Core Competencies: Performance Metrics, Financial Strategy, Financial Analysis, Financial Planning, Forecasting, Cost Analysis, Scenario Analysis, Sensitivity Analysis, Key Metrics, Account Reconciliation, Supply Chain Analytics, Logistics Optimization, Operational Enhancement, Business Intelligence, Data Modeling, Predictive Modeling
Projects (Part of MS Finance and Enterprise Analytics Certificate)
Financial Performance Analysis Project – Led a 5-year financial benchmarking provided insights with LRP and US GAAP.
DCF Valuation – Target Corporation – Created DCF models with WACC, pricing strategy, and sensitivity analysis.
Healthcare Predictive Analytics – Kaiser Permanente – Simulated heart disease risk scenarios using Python, logistic regression, and A/B testing to predict outcomes and deliver actionable insights for strategic stakeholder decisions.
Pharmacy Retailer Market Analysis – Performed ETL, regression, and profitability analysis in Excel, modeling retail growth strategies.
SQL Reporting & Data Architecture – Velvet Vanity – Designed an IE-notated relational database and E-R diagram to support business operations, incorporating PK/FK logic and optimized reporting via KPI dashboards.
Timeline
Associate Manager - Business Performance & Analytics
Max Life Insurance
12.2019 - 12.2020
Senior Associate - Strategy & Compliance Analytics
Canara HSBC OBC Life Insurance
01.2019 - 12.2019
Assistant Manager - Financial & Bid Analysis
Neelshiva Overseas
05.2015 - 10.2018
Assistant Accountant - Financial Operations
Delhi Punjab Goods Carrier
04.2013 - 05.2015
Master of Science - Finance
Portland State University
Master of Business Administration - Finance
Sikkim Manipal University
Bachelor - Commerce
Guru Nanak Dev University
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