REVANTH VEERAMACHANENI
Fort Mill,SC
Summary
Dynamic finance professional with extensive experience at LPL Financial and with banking and insurance clients, excelling in financial planning and analysis. Proven track record in data governance and analytics, enhancing reporting accuracy and efficiency. Skilled in SQL, Alteryx and strategic problem-solving, I drive impactful results and foster collaboration across teams to support business growth and compliance.
Overview
18
18
years of professional experience
2
2
Certifications
Work History
Assistant Vice President - Financial Planning & Analysis (FP&A)
LPL FINANCIAL
Fort Mill, SC
09.2023 - 03.2026
- Owned and managed a critical finance data warehouse system that was the source of many enterprise finance reporting metrics, most of which were reported externally, with strict conformation to the regulatory requirements and alignment with corporate goals.
- Led the migration of the complex finance system and reporting from the legacy Athena and Oracle BI system to Snowflake, Alteryx and Tableau, to streamline reporting, ensure better quality of data, reduce a lot of manual intervention and also to provide data governance through continuous monitoring and appropriate controls in place.
- Reported financial information in various forms, including monthly metric flash deck and board note for the CEO, board of directors, and other executive management, with high accuracy and timeliness.
- Acted as the primary liaison for coordination and oversight of finance data across various related domains and in improving data quality, maintenance, optimization and reporting to support advisor growth and expanding business strategies.
- Supported our Investor Relations partners during the quarterly earnings reporting process by creating PowerPoint decks based on analysis of various data metrics and trends.
- Implemented the Net New Assets (NNA) Standardization project to create a consistent NNA metric calculation across the firm, resolving years-long discrepancies between Finance NNA and Advisor NNA.
- Collaborated with different business units within the Finance department as well as other department stakeholders to understand their data and reporting requirements, existing challenges and data quality issues, and focused on addressing them on a periodic basis to continuously mitigate them and reduce redundant reporting.
- Created automated reports and ETL-style workflow frameworks in Alteryx, streamlining access to frequently requested ad-hoc data for internal partners and other departments.
- Trained and mentored team members on the finance reporting system and the application of finance and firm-specific domain knowledge in updating reporting processes and providing crucial insights for other business units.
Senior Financial Analyst - FP&A
LPL FINANCIAL
Fort Mill, SC
12.2020 - 09.2023
- Delivered recurring executive, board, and earnings-related reporting for key enterprise financial and operational metrics by performing data extraction, processing and advanced analytics with a high degree of accuracy.
- Managed and maintained critical enterprise finance data warehouse Athena for tracking key metrics, utilizing SQL, Excel, and Alteryx for data analytics.
- Served as subject matter expert, overseeing reporting of firm-wide metrics including advisor NNA assets and sales.
- Facilitated collaboration with business partners to enhance data quality and reporting, aligning with updated requirements to support advisor growth and business strategies.
Senior Internal Auditor
LPL FINANCIAL
Fort Mill, SC
02.2018 - 12.2020
- As the third line of defense for the firm, performed risk-based internal audits of various processes, procedures and implementations within the firm to provide reasonable assurance of accuracy, completeness and compliance using operational and data analytics methodologies and tools.
- Led the team in end-to-end data reconciliation and data validation of enterprise-wide advisor commission payouts in multiple advisory platforms, to ensure alignment with updated payment and complex pricing structures, and relevant regulations.
- Participated in the annual Enterprise Risk Assessment and development of annual Audit Plan by meeting with nearly 40 teams across the firm to understand their business and identify, prioritize and categorize their risks into the 14 enterprise risks.
- Supervised and trained team of 4 to analyze and identify potential risks and fraudulent activities in firm's processes, proposing mitigation strategies and exploring innovative automation opportunities within internal audit.
- Assisted in developing data governance and risk management framework for data analytics audits, enhancing compliance and data integrity.
- Documented and presented complex issues, findings, and recommendations to senior management and non-technical audience using visualizations for clarity.
- Identified a crucial logic error in the code for extracting data for regulatory purposes, that saved the firm a few million dollars in fines from regulatory authorities.
Internal Auditor
LPL FINANCIAL
Fort Mill, SC
10.2016 - 02.2018
- Validated data and analyzed large data sets for internal audits, identifying data and logic issues in advisor operations and payment data using Excel, Tableau, R, and other analytics tools.
- Created documentation and communicated complex technical findings effectively to non-technical audiences.
- Evaluated risk management processes and identified areas for improvement.
Aftermarket Data Analyst/Corporate Quality Intern
VOLVO GROUP TRUCKS NORTH AMERICA
Greensboro, NC
06.2015 - 05.2016
- Consolidated operational and enterprise truck performance data to enhance executive decision-making speed by ~40%.
- Developed predictive models and conducted Six Sigma analyses to achieve multi-million-dollar quarterly savings.
- Developed reports using advanced Excel techniques to visualize data insights.
Senior Test Engineer (Banking & Financial Services domain)
FISERV INDIA
Bangalore, India
08.2011 - 06.2014
- Acted as Business Analyst and key liaison between cross-functional teams and international banking clients to customize Fiserv's online banking product per client requirements, suggesting improvements from competitive analysis, ensuring quality and security standards were met.
- Led a 5-person QA team in an agile environment to ensure the smooth flow of the testing process and the launch of the online banking platform for Nigeria's largest retail bank, reaching 6 million users.
- Collaborated with product development and testing managers to plan, schedule, and coordinate project activities, leveraging financial services domain knowledge and conducting regular meetings to align product features with client needs.
Verification & Validation Engineer (Insurance domain)
CAPGEMINI INDIA
Gandhinagar, India
09.2008 - 07.2011
- Led 15-member team in testing and delivering QA support for online applications of one of largest life insurers in US, enhancing quality and security of client applications to 99%.
- Achieved outstanding results and exceeded targets with a newly redesigned online registration and enrollment application that resulted in a 200% increase in completed customer registrations per month and a 20% improvement in revenue.
- Developed training plan and tools for new team members to ensure knowledge transfer, boosting team productivity by 80% and achieving 95% client satisfaction in annual survey.
Education
MBA - Finance & Analytics
Wake Forest University
Winston Salem05-2016
Bachelor of Technology (B.Tech) - Information And Communication Technology
DA-IICT
Gandhinagar, India06-2008
Skills
- Financial Planning & Analysis
- Financial Data Modeling
- Enterprise Data & Financial Reporting
- Data Analytics
- Business Analysis
- Strategy & Planning
- Management Consulting
- Operational & Project Management
- Data Governance
- ETL & Database Management
- SQL
- Advanced Excel
- Tableau
- Alteryx
- Snowflake
- Python
- R
- Hyperion
- Excel Macros
- Jira
- Archer
- Agile Methodology
- Competitive Analysis & Market Research
- Client Communication & Requirements Gathering
- Critical thinker
- Innovative problem solver
- Strategic thinker
- Adaptable
- Team collaboration
- Self-motivated
- Effective communication
- Organizational skills
Certification
Certified Anti-Money Laundering Specialist (CAMS), 2020-2023, Inactive
Timeline
Assistant Vice President - Financial Planning & Analysis (FP&A)
LPL FINANCIAL
09.2023 - 03.2026
Senior Financial Analyst - FP&A
LPL FINANCIAL
12.2020 - 09.2023
Senior Internal Auditor
LPL FINANCIAL
02.2018 - 12.2020
Internal Auditor
LPL FINANCIAL
10.2016 - 02.2018
Aftermarket Data Analyst/Corporate Quality Intern
VOLVO GROUP TRUCKS NORTH AMERICA
06.2015 - 05.2016
Senior Test Engineer (Banking & Financial Services domain)
FISERV INDIA
08.2011 - 06.2014
Verification & Validation Engineer (Insurance domain)
CAPGEMINI INDIA
09.2008 - 07.2011
MBA - Finance & Analytics
Wake Forest University
Bachelor of Technology (B.Tech) - Information And Communication Technology
DA-IICT