Ankita Singh
New York
Overview
8
8
years of professional experience
6
6
Certifications
Work History
Financial Analyst - Due Diligence FP&A
Simon School Venture Fund
Rochester, NY
10.2024 - 12.2025
- Led annual and quarterly financial planning processes for early-stage portfolio companies, developing comprehensive forecasts, budgets, and variance analysis that aligned with investment governance frameworks and strategic objectives
- Designed and automated monthly financial reporting packages using Python and Power BI, reducing manual effort by 30% while delivering actionable insights on portfolio performance metrics, KPIs, and risk exposures to senior management
- Implemented AI-driven automation solutions to optimize DCF modeling, valuation analysis, and performance attribution processes, increasing analytical efficiency and accuracy across multi-company portfolios
- Collaborated with investment teams, strategy analysts, and operations to streamline month-end and quarter-end close activities, ensuring timely and accurate financial reporting
- Drove adoption of standardized reporting tools and training resources, enhancing operational efficiency and analytical capabilities across the organization
Financial Analyst Intern
Leaf Group of NY
Albany, NY
06.2025 - 08.2025
- Automated financial reporting pipelines and variance analysis workflows using Python, enabling rapid insights delivery to senior leadership during monthly and quarterly business reviews
- Partnered with cross-functional FP&A teams to design Power BI dashboards that translated complex financial data into actionable insights, facilitating strategic planning across multi-product portfolios
- Delivered financial planning and forecasting models for 35-company portfolio, analyzed variance drivers, and provided recommendations that supported executive-level decision-making
- Led ad hoc analytical projects requiring collaboration with business intelligence and technology teams to implement process improvements and enhance reporting accuracy
Analyst III - Financial Reporting & Client Service
Morgan Stanley Investment Management
Mumbai, India
06.2022 - 08.2024
- Owned end-to-end financial planning cycles for 200+ multi-asset portfolios, delivering monthly and quarterly forecasts, budgets, variance analysis, and performance reporting that enabled executive decision-making and strategic planning
- Implemented Python-based automation for variance analysis and performance attribution, reducing manual effort by 15% while maintaining accuracy and consistency in financial reporting under changing timelines and rapid decision cycles
- Designed and delivered Power BI dashboards monitoring portfolio KPIs, P&L movements, and risk exposures, translating complex financial data into executive summaries that drove strategic business decisions across senior leadership
- Collaborated with global cross-functional teams (Structuring, Trading, Quants, Risk) to ensure timely, accurate financial reporting and resolve complex reconciliation issues through problem solving and analytical rigor
- Leveraged SQL for financial data extraction and analysis, partnering with portfolio managers to track performance metrics aligned with investment governance and business objectives
Trade Finance Operations Associate
BNP Paribas India Solutions
Mumbai, India
01.2022 - 06.2022
- Managed financial data validation and documentation verification for 100+ weekly transactions, ensuring accuracy and consistency in reporting across multiple concurrent projects
- Collaborated with accounting and operations teams to streamline month-end close activities, improving data integrity and turnaround time for financial reporting deliverables
- Supported UAT testing and reporting automation initiatives to enhance operational efficiency and reduce manual risk exposure
Management Trainee - Finance & Data Analyst
TATA AIA Life Insurance Company
Mumbai, India
02.2021 - 10.2021
- Delivered monthly financial planning, forecasting, and variance analysis for business units, enabling data-driven insights that informed strategic decision-making and operational planning for leadership teams
- Developed automated financial reporting dashboards using Excel and data analytics tools to track KPIs, revenue trends, and cost metrics, improving visibility into business performance and enabling proactive management
- Supported budgeting cycles and scenario analysis to assess business growth opportunities and optimize resource allocation across multiple product lines, contributing to identification of cost-saving initiatives
- Collaborated with cross-functional teams including actuarial, underwriting, and operations to ensure accurate financial data interpretation and reporting, aligning with regulatory requirements and business objectives for enhanced compliance
Part-Time Finance Analyst
PhysioHealth
Mumbai, India
01.2019 - 08.2019
- Delivered monthly financial planning, budgeting, and variance analysis, providing insights that informed strategic decision-making and operational planning
- Created financial dashboards and reports using Excel and Power BI to track KPIs and revenue trends, enhancing visibility into business performance
- Assisted in forecasting and scenario analysis, evaluating business growth opportunities and optimizing resource allocation
Finance Associate
Intelenet Global Services
Mumbai, India
10.2017 - 11.2018
- Prepared monthly and quarterly financial reports and presentations for management review, providing actionable insights derived from financial data
- Supported financial planning and analysis activities including budgeting, forecasting, and variance analysis for operational business units, aligning financial outcomes with corporate objectives
- Collaborated with accounting teams to ensure accurate, timely financial close processes, enhancing data integrity and reconciliation accuracy
- Utilized Excel and financial systems to analyze trends, identify cost-saving opportunities, and support process improvement initiatives
Education
Master of Science - Finance (STEM)
Simon Business School, University of Rochester
Rochester, NY12-2025
Master of Business Administration - Finance
RPIMS, University of Mumbai
Mumbai, India10.2020
Bachelor of Commerce - Accounting & Finance
Shankar Narayan College, University of Mumbai
Mumbai, India04.2017
Skills
- Financial Planning & Analysis (FP&A)
- Annual Planning & Forecasting
- Budgeting & Variance Analysis
- Financial reporting
- P&L Analysis
- Financial modeling
- Scenario analysis
- KPI Analysis
- Data-Driven Decision Making
- Power BI
- Python programming
- Process automation
- Cross-Functional Collaboration
Technical Skills Certifications
Financial Planning & Analysis (FP&A), Annual Planning & Forecasting, Budgeting & Variance Analysis, Financial Reporting & Data Interpretation, Process Improvement & Automation, Performance Reporting, Financial Modeling & Valuation, Scenario & Sensitivity Analysis, P&L Analysis, KPI Dashboards, Data-Driven Decision Making, Cross-Functional Collaboration, Business Partnership, SQL (Data Query & Analysis), Python (pandas, NumPy, automation, AI/ML applications), Power BI (Dashboards & Visualization), Advanced Excel (Financial Modeling, VBA), Bloomberg, FactSet, Financial Modeling & Valuation (Wall Street Prep), FP&A (Wall Street Prep), Forecasting (Wall Street Prep), Leadership Program (Aspire)
Certification
Financial Statement Modeling (Wall Street Prep)
Accomplishments
“Put Clients First” Award – Morgan Stanley Investment Management (2023): Recognized for exceptional client focus, accuracy in reporting, and delivering high-quality portfolio analytics under tight deadlines.
Timeline
Financial Analyst Intern
Leaf Group of NY
06.2025 - 08.2025
Financial Analyst - Due Diligence FP&A
Simon School Venture Fund
10.2024 - 12.2025
Analyst III - Financial Reporting & Client Service
Morgan Stanley Investment Management
06.2022 - 08.2024
Trade Finance Operations Associate
BNP Paribas India Solutions
01.2022 - 06.2022
Management Trainee - Finance & Data Analyst
TATA AIA Life Insurance Company
02.2021 - 10.2021
Part-Time Finance Analyst
PhysioHealth
01.2019 - 08.2019
Finance Associate
Intelenet Global Services
10.2017 - 11.2018
Master of Science - Finance (STEM)
Simon Business School, University of Rochester
Master of Business Administration - Finance
RPIMS, University of Mumbai
Bachelor of Commerce - Accounting & Finance
Shankar Narayan College, University of Mumbai