Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

PAMULAPATI NAGA DEEPAK

Tracy,CA

Summary

A Senior Financial Analyst and Controller with a strong foundation in financial modeling, accounting, and strategic financial planning. Proven ability to lead budgeting, forecasting, and reporting functions with accuracy and insight, while ensuring compliance and operational efficiency. Committed to driving financial integrity, managing risk, and aligning finance operations with long-term business goals.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Financial Controller

Pro Techs Global
Naperville, USA
10.2024 - Current
  • Led process improvements in accounting workflows, automating reconciliations and streamlining reporting, which reduced manual errors by 25% and cut closing time by 5 days.
  • Designed and maintained robust monthly and quarterly financial reporting systems, improving closing accuracy and reducing month-end reporting cycle by 20%.
  • Supervised general ledger maintenance, reconciliations, and compliance with GAAP and internal control protocols, resulting in a 100% clean audit trail across three quarters.
  • Collaborated with auditors to ensure timely statutory filings and addressed audit queries, leading to successful year-end closure with zero compliance issues.
  • Partnered with department heads to align financial plans with operational KPIs and supported board-level strategic initiatives with real-time data insights.

Senior Financial Analyst

Tradewell Securities Limited
Hyderabad, India
04.2021 - 12.2022
  • Developed and implemented advanced financial models like Discounted cash flow (DCF) Model and Variance analysis, improving forecasting accuracy and guiding strategic planning, leading to a 15% increase in forecast precision.
  • Conducted in-depth financial analysis to identify trends and areas for cost optimization resulting in cost-saving initiatives, contributing to 12% reduction in operational expenses (0.4 mil) and enhancing overall financial efficiency.
  • Generated financial reports for management, supporting business decisions and capital funding proposals.
  • Performed detailed fundamental and technical analysis to guide asset allocation across BFSI, energy, and pharma sectors, supporting portfolio diversification and improving risk-adjusted returns.
  • Coordinated the development of annual budgets and capital plans worth 8 million, aligning with corporate plans.

Financial Analyst

Tradewell Securities Limited
Hyderabad, India
04.2018 - 04.2021
  • Formulated investment recommendations resulting in an average return of 12% per annum by conducting in-depth fundamental analysis and leveraging data-driven insights to optimize portfolio performance.
  • Participated in training programs to enhance skills in financial modelling, risk analysis, and advanced data analytics.
  • Provided ad-hoc analysis to support business cases, project evaluations, and funding decisions across business units.
  • Gathered, organized and analysed financial statements, market data and economic indicators providing actionable insights that supported $5 million in successful investment decisions.
  • Assisted senior analysts in evaluating investments through preliminary analysis, financial assessments, and due diligence resulting in 8% increase in client portfolio returns through improved investment decisions.

Education

Master of Science - Finance

The University of Texas At Dallas
Richardson, Texas
05.2024

Bachelor of Business Administration - Finance and Accountancy

Christ University
Bangalore, India
04.2018

Skills

  • Advanced MS Excel
  • Microsoft Office
  • SQL
  • Tableau
  • Financial planning and analysis
  • Financial Modeling
  • Budgeting
  • Forecasting

Certification

  • Corporate Finance Fundamentals Professional Certification
  • Bloomberg Market Concepts
  • Financial Modeling and Forecasting Financial Statements
  • Corporate Finance - Robust Financial Modeling

Timeline

Financial Controller

Pro Techs Global
10.2024 - Current

Senior Financial Analyst

Tradewell Securities Limited
04.2021 - 12.2022

Financial Analyst

Tradewell Securities Limited
04.2018 - 04.2021

Master of Science - Finance

The University of Texas At Dallas

Bachelor of Business Administration - Finance and Accountancy

Christ University

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