Summary
Overview
Work History
Education
Skills
Timeline
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NIPUN KALIDINDI

Houston,TX

Summary

Results-driven Financial analyst with a strong foundation in accounting, with experience in financial modeling and strategic planning. I have a proven track record of improving profitability and reducing risk. My experience in financial modeling and data analysis combined with my engineering background, enables me to provide valuable insights and make strategic decisions.

Overview

6
6
years of professional experience

Work History

Financial Analyst

Abatera Management Consultants
08.2022 - 01.2025
  • Developed and maintained advanced financial models to support investment decisions and strategic planning for multiple clients in diverse industries with a total networth upwards of $200 Million.
  • Conducted in-depth market research and competitor analysis to identify growth opportunities and mitigate risks.
  • Evaluated investment portfolios, providing actionable recommendations that improved ROI by an average of 9.6%.
  • Created accurate financial forecasts and budgets, aligning with organizational goals and market trends, leading to an average of 6% increase in profitability.
  • Ensured adherence to global financial regulations, including DIFC, GAAP and ADGM standards, minimizing compliance risks.
  • Partnered with high-net-worth individuals and institutional clients to tailor financial solutions to their unique needs.

Financial Analyst

Infosol Solutions
06.2020 - 06.2022
  • Managed client services for Vivekam Financial Services Pvt Ltd by overseeing $60 million in transactions and ensuring precise financial data tracking.
  • Devised analytical strategies using Excel and Power BI to assess company performance across sectors, supporting data-driven decision-making.
  • Evaluated mid-cap company portfolios using valuation and forecasting techniques to identify investment opportunities and mitigate potential risks.

Accountant

Kalidindi & Assosiates
01.2019 - 05.2022
  • Prepared detailed financial reports and presentations for executive leadership and board members, enhancing decision-making processes.
  • Oversaw monthly, quarterly, and annual close processes, including journal entries, reconciliations, and variance analysis, ensuring accuracy and compliance with accounting standards.
  • Managed the preparation of accurate and timely financial statements, including consolidated reports for multi-entity organizations, which improved financial transparency and reporting efficiency.

Education

MBA - Finance

Westcliff University
Irvine, CA
12-2026

No Degree - Accounting

Institute of Chartered Accountants of India
India
05-2022

Bachelor of Science - Mechanical Engineering

K L University
India
06-2018

Skills

  • Financial statement analysis
  • Financial modeling
  • Project management
  • Financial and operational reporting
  • Cash flow management
  • Accounting principles
  • Knowledge of ERP (enterprise resource planning) software
  • GAAP and statutory reporting
  • Quickbooks
  • SQL for finance
  • Power BI Knowledge
  • SAP software proficiency

Timeline

Financial Analyst

Abatera Management Consultants
08.2022 - 01.2025

Financial Analyst

Infosol Solutions
06.2020 - 06.2022

Accountant

Kalidindi & Assosiates
01.2019 - 05.2022

MBA - Finance

Westcliff University

No Degree - Accounting

Institute of Chartered Accountants of India

Bachelor of Science - Mechanical Engineering

K L University
NIPUN KALIDINDI