Summary
Overview
Work History
Education
Skills
Accomplishments
Achievements Impact
Timeline
Generic

Dharmika Chowdary

Cincinnati,OH

Summary

Results-driven Financial Analyst with over 2 years of experience at Sujana Group of Industries, progressing from Intern to Analyst. Proficient in automating financial forecasting using Excel VBA and macros, resulting in a 40% reduction in manual effort. Demonstrated expertise in DCF valuation, scenario/sensitivity analysis, and variance analysis to drive strategic decisions. Skilled in utilizing DuPont analysis and financial ratios to assess profitability and operational health. Experienced in data transformation and visualization through Power BI, Power Query, and ERP systems. Adept at utilizing Bloomberg Terminal for industry benchmarking and ad-hoc financial modeling. Successfully delivered a 25% improvement in forecasting accuracy and a 15% cost reduction through data-driven insights. Possesses strong analytical and problem-solving skills with a deep understanding of market trends. Excels in cross-functional collaboration and translating complex data into strategic recommendations. Seeking to leverage financial expertise in a dynamic finance team.

Overview

2
2
years of professional experience

Work History

Financial Analyst

Sujana Group of Industries
06.2021 - 07.2023
  • Financial Modeling & Forecasting: Developed dynamic financial models using DCF valuation to project monthly, quarterly, and annual financial statements, improving long-term strategic planning accuracy by 25%.
  • Automation & Process Efficiency: Optimized financial reporting workflows by automating repetitive tasks with Excel VBA, Macros, and Pivot Tables, reducing reporting time by 40% and minimizing manual errors.
  • Advanced Data Analysis: Conducted scenario and variance analysis to assess business performance under different economic conditions, identifying cost-saving opportunities worth $500K annually.
  • Profitability & Performance Assessment: Applied financial ratios (ROE, ROA, liquidity ratios) and DuPont analysis to diagnose profitability trends and recommend corrective actions for underperforming segments.
  • Data Visualization & Reporting: Designed interactive Power BI dashboards to present key financial insights, accelerating stakeholder decision-making by 30%. Utilized Power Query for seamless data integration and cleaning.
  • ERP & Data Extraction: Extracted and synthesized financial data from ERP systems, ensuring accurate and timely financial reporting in compliance with corporate deadlines.
  • Industry Benchmarking & Market Research: Leveraged Bloomberg Terminal for industry benchmarking, comparing company performance against competitors and industry standards.
  • Ad-Hoc & Strategic Analysis: Provided data-driven insights for senior management through ad-hoc financial analysis, supporting key decisions such as budget reallocations and investment prioritization.
  • Investment & ROI Evaluation: Assessed potential projects using NPV, IRR, and other financial metrics, ensuring optimal allocation of capital to high-value initiatives.
  • Financial Operations & Month-End Close: Facilitated month-end close processes, reconciled accounts, and conducted detailed financial analysis to track operational trends and identify improvement areas.

Financial Analyst Intern

Sujana Group of Industries
01.2021 - 05.2021
  • Financial Forecasting Support: Assisted senior analysts in preparing monthly, quarterly, and annual forecasts using Excel Pivot Tables and financial modeling techniques, gaining hands-on experience in financial statement preparation.
  • Process Improvement & Automation: Supported the automation of routine financial tasks using Excel Macros and VBA, contributing to a 20% reduction in manual workload.
  • Data Analysis & Reporting: Conducted variance analysis and scenario modeling, helping identify key financial trends and cost-saving opportunities.
  • Investment Research & Due Diligence: Assisted in DCF valuation, financial modeling, and industry benchmarking to support investment decisions and M&A due diligence.
  • Accounts Management: Helped monitor accounts receivable and accounts payable, ensuring timely payments and accurate record-keeping.
  • Market & Competitor Analysis: Researched industry trends and financial statements to assess company performance against competitors.
  • Stakeholder Support: Assisted in preparing financial reports, ad-hoc analysis, and presentations for senior management, improving data-driven decision-making.
  • Professional Development: Participated in financial modeling workshops and industry seminars to enhance knowledge of valuation techniques and corporate finance strategies.

Education

Master of Science - Financial Mathematics

University of Cincinnati
Cincinnati, Ohio
04.2024

Skills

  • Financial Modeling: DCF Valuation, Comps, Precedent Transactions, Real Options Analysis
  • Forecasting & Budgeting: Trend Analysis, Variance Analysis, Scenario/Sensitivity Analysis
  • Financial Ratios & Performance Metrics: DuPont Analysis, Liquidity, Profitability, Efficiency Ratios
  • Equity & Investment Analysis: Derivatives, Fixed & Alternative Investments, Portfolio Management
  • M&A Advisory & Due Diligence: Valuation, Business Model Evaluation, Financial Statement Analysis
  • GAAP & Accounting Principles: Revenue Recognition, Cash Flow Management, ERP Accounting
  • Microsoft Excel: Advanced Formulas, Pivot Tables, VBA, Power Query
  • SQL & Python: Data Extraction, Query Writing, Statistical & Quantitative Analysis
  • R & NumPy: Financial & Economic Forecasting, Quantitative Modeling
  • Power BI & Tableau: Business Intelligence, Data Visualization, Dashboarding
  • ERP Systems & Bloomberg Terminal: Industry Benchmarking, Financial Data Extraction
  • Data-Driven Insights: Ad-Hoc Reporting, Financial & Operational Reporting, Business Intelligence
  • Automation & Efficiency: Process Optimization, Report Generation, Data Input & Management
  • Stakeholder Communication: Report Preparation, Strategic Financial Planning, Business Development
  • Qualitative & Quantitative Analysis: Economic Forecasting, Business Development Assistance
  • Flexible Team Player
  • Strong Organization & Attention to Detail
  • Superior Time Management

Accomplishments

  • CFA Level I Aspirant
  • Streamlined workflows using VBA/Macros, reducing errors and saving 100+ hours annually
  • Spreadsheet automation of 15+ financial reports using VBA, cutting monthly close time by 40%
  • Identified a 12% cost overrun through variance analysis, leading to revised procurement strategies
  • Designed a Power BI dashboard adopted company-wide, improving cross-departmental data transparency

Achievements Impact

  • Delivered a Buy recommendation for Chemed Corp. through rigorous valuation, aligning with institutional investor strategies.
  • Recognized for top-tier strategic insights in the ACG Cup, advancing to regional finals.

Timeline

Financial Analyst

Sujana Group of Industries
06.2021 - 07.2023

Financial Analyst Intern

Sujana Group of Industries
01.2021 - 05.2021

Master of Science - Financial Mathematics

University of Cincinnati
Dharmika Chowdary