Sangeetha Mahadevaswamy
Financial Analyst
Louisville,KY
Summary
Financial Analyst with 4+ years of experience in utility rate design, cost-of-service analysis, and regulatory pricing. Oracle Fusion Cloud ERP Certified, with hands-on expertise in core financial processes, ERP-based reporting, and workflow automation. Proven expertise in developing automated tariff and revenue models to support equitable, data-driven rate structures. Advanced skills in Excel, SQL, Power BI, and financial modeling to drive forecasting, cost allocation, and regulatory reporting. Experienced in translating complex utility data into actionable insights for commission decisions while ensuring compliance with regulatory frameworks.
Overview
4
4
years of professional experience
5
5
Certification
6
6
years of post-secondary education
Work History
Financial Analyst, Rate Design Branch
Kentucky Public Service Commission
Frankfort, KY
07.2024 - Current
- Performed advanced financial modeling and cost allocation analysis to support pricing decisions, revenue forecasting, and profitability assessment.
- Develop and automate tariff and rate modeling tools using Excel to simulate pricing scenarios and assess regulatory compliance.
- Collaborate with utility and attorneys to ensure proposed rates align with cost-of-service principles and statutory requirements.
- Analyze revenue requirement adjustments and class cost differentials across customer classes to support utility rate recommendations and commission orders.
- Drafted executive-ready financial summaries and reports that directly supported commission decisions on large rate cases.
- Improve data integrity and workflow automation, reducing rate case processing time by 35% and enhancing reporting accuracy.
- Identify and resolve discrepancies in financial submissions to maintain compliance with public utility regulations.
Senior Financial Analyst
Wells Fargo International Solutions Private Limited
Bangalore, India
04.2022 - 12.2023
- Led scenario forecasting, financial modeling, and variance analysis for capital markets portfolios, improving profitability planning accuracy and decision-making efficiency.
- Designed and maintained Power BI dashboards and KPI scorecards (utilization, productivity, YTD performance) to provide real-time visibility into operational and financial performance.
- Automated financial and operational reporting workflows using Power BI, SQL-based data extraction, and Excel, reducing manual reporting effort by 40%.
- Oversaw budget planning and cost control initiatives, identifying savings opportunities that reduced operating expenses by 20%.
- Conducted P&L analysis, trend analysis, and management reporting, delivering actionable insights to senior leadership.
- Trained and mentored 50+ analysts in SQL, Power BI, and Excel, improving data accuracy, reporting consistency, and team efficiency.
- Ensured GAAP compliance and audit readiness through automated controls and standardized reporting processes.
Financial Analyst
Wells Fargo International Solutions Private Limited
Bangalore, India
12.2020 - 03.2022
- Developed interactive Power BI dashboards and automated reporting workflows using SQL and Excel, reducing manual tasks by 40%.
- Managed ongoing mortgage loan portfolio analysis, extracting, validating, and reconciling data from multiple systems using SQL-enabled reporting tools.
- Produced accurate financial statements, reconciliations, and variance analyses in compliance with GAAP and regulatory standards.
- Improved data quality and reporting consistency across loan systems, enabling faster and more reliable financial decision-making.
- Supported business leaders with ad hoc financial analysis and data requests to inform operational and strategic decisions.
- Received the Wells Fargo Champion Award for excellence in financial automation and data process improvement.
Education
Master of Science - Business Analytics
University of Louisville
Louisville, KY 01.2025 - 12.2025
Master of Business Administration - Finance
Dayananda Sagar College of Arts, Science And Commerce
Bangalore, India 08.2018 - 10.2020
Bachelor of Commerce - Accounting and Taxation
Don Bosco College of Arts, Science And Commerce
Bangalore, India 06.2015 - 07.2018
Skills
Analytics & Tools: Power BI, Advanced Excel (PivotTables, XLOOKUP, VLOOKUP), Visio, SQL, Python, R Studio
Regulatory & Finance: Rate Design, Tariff Modeling, Cost of Service Analysis, Revenue Requirements, GAAP Compliance, Cost Allocation, Forecasting & Budgeting
Data & Automation: Financial Modeling, Data Analysis, Data Visualization, Process Automation, Data Cleaning & Transformation
Platforms: Microsoft Office Suite, Microsoft SQL Server, MySQL
Certification
- Oracle Fusion Cloud Applications ERP Process Essentials Certified – Rel 1.
- Google Analytics Certification.
- The Trade Desk Edge Academy Certified - Marketing Foundations.
- Microsoft Office Specialist: Excel Associate (Office 2019).
- NARUC Rate School - National Association of Regulatory Utility Commissioners.
Timeline
Master of Science - Business Analytics
University of Louisville
01.2025 - 12.2025
Financial Analyst, Rate Design Branch
Kentucky Public Service Commission
07.2024 - Current
Senior Financial Analyst
Wells Fargo International Solutions Private Limited
04.2022 - 12.2023
Financial Analyst
Wells Fargo International Solutions Private Limited
12.2020 - 03.2022
Master of Business Administration - Finance
Dayananda Sagar College of Arts, Science And Commerce
08.2018 - 10.2020
Bachelor of Commerce - Accounting and Taxation
Don Bosco College of Arts, Science And Commerce
06.2015 - 07.2018