Experienced Analyst with a track record of leveraging data-driven insights and strategic reporting to drive business growth. Specializing in financial forecasting, budgeting, and the development of interactive dashboards using Power BI, SQL, and Tableau. Dedicated to enhancing decision-making processes and operational efficiency. Strength lies in transforming data into actionable strategies that deliver results.
Hi, I’m
Sakshi Jain
CA
Summary
Overview
5
years of professional experience
Work History
Highmark Solutions Inc
Financial Analyst Intern
05.2024 - 08.2024
Job overview
- Collaborated with cross-functional stakeholders to forecast financial performance using SQL models and strategic planning tools, aligning product roadmaps with business goals and uncovering opportunities that increased revenue growth by 10%
- Engineered automated financial reporting pipelines and dynamic dashboards with Power BI and SQL, eliminating manual processes and saving $50,000 annually
- Designed weekly and monthly operational reports to track KPIs, enabling faster decision-making and cutting response times by 15%, resulting in a 5% increase in operational efficiency
- Supervised accounts receivables and accounts payable for the company.
- Contributed to the development of strategic financial plans, leading to improved long-term business performance.
S&P Global
Financial Analyst
04.2019 - 08.2022
Job overview
- Orchestrated quarterly and annual financial forecasting with business leaders, leveraging Power BI and Excel to sharpen projections, resulting in a 10% surge in departmental profits
- Developed dynamic dashboards in Power BI and Excel to monitor financial and operational metrics, improving data accuracy by 20% and accelerating decision-making by 25%, leading to better budget alignment and faster operational responses
- Architected and optimized financial models to streamline budget planning and conduct variance analysis, ensuring projections aligned with business targets
- Eradicated manual reporting errors by 15% by automating end-to-end data reporting processes, reducing redundant workflows
- Revamped operational workflows and reporting structures, spearheading continuous improvement initiatives that enhanced reporting efficiency by 25%
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
Education
Golden Gate UniversitySan Francisco, CA
Master of Science from Finance
08.2024
University Overview
- Dean's List for 2024
MIT School of Business
Master of Business Administration from Accounting & Finance
05.2019
University Overview
Gujarat University
Bachelor of Accountancy
04-2016
University Overview
Skills
- Financial Forecasting
- Financial Planning and Analysis
- Financial and operational reporting
- Strategic planning
- Financial statement analysis
- Cash flow management
- Financial management
- Budgeting
- GAAP
- Corporate Finance
- Investment research
- Financial Modeling
- Cost Reduction
- Power BI
- SQL
- Tableau CRM
- Data Warehouse
- Microsoft Excel
- Microsoft Office
- Financial Operations
- SAP
Timeline
Financial Analyst Intern
Highmark Solutions Inc
05.2024 - 08.2024
Financial Analyst
S&P Global
04.2019 - 08.2022
Golden Gate University
Master of Science from Finance
MIT School of Business
Master of Business Administration from Accounting & Finance
Gujarat University
Bachelor of Accountancy
Projects
Projects
- Financial Modelling For Verizon, Conducted comprehensive financial forecasting over a 5-year period for Verizon, generating income statements, balance sheets, and cash flow projections. Used market trends and historical data to provide insights on operational and financial stability, supporting long-term planning.
- Clorox Equity Analysis, Assessed Clorox's five-year performance using valuation models like Residual Income, Discounted Cash Flow (DCF), and Dividend Discount Model (DDM). As a team of 3 predicted the share price as $160 in 2023 for the next year based on its growth opportunity, Investment strategies and market comparison which is same today.
Similar Profiles
Karen L Perry PerryKaren L Perry Perry
Senior Data Quality Assurance Clerk at Highmark Health SolutionsSenior Data Quality Assurance Clerk at Highmark Health Solutions
Nicole FryNicole Fry
Team Manager at Highmark Health Solutions Inc.Team Manager at Highmark Health Solutions Inc.
UTTAM PATRAUTTAM PATRA
Data Science Consultant (Decision Support) at Highmark Inc. (Highmark Health)Data Science Consultant (Decision Support) at Highmark Inc. (Highmark Health)
Raymond PobleteRaymond Poblete
Aviation Machinist's Mate at US NavyAviation Machinist's Mate at US Navy
Eric OchoaEric Ochoa
Student Volunteer at Summit HighStudent Volunteer at Summit High