Summary
Overview
Work History
Education
Skills
Extra-Curricular Activities
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OperationsManager

Udaya Lakshmi Punnam

Financial Analyst
Bridgeport,CT

Summary

Detail-oriented Business Analytics graduate with expertise in financial modeling, data visualization, and strategic decision-making. Proficient in Python, Tableau, and MySQL, with proven success in analyzing financial data and optimizing supply chains. Eager to contribute to data-driven strategies in a dynamic analytical role.

Overview

1
1

Year of Financial Analytics experience

Work History

Graduate Assistant - Financial Analysis

Sacred Heart University
09.2023 - 06.2024

- Streamlined donor data analysis processes in Raiser's Edge, improving reconciliation accuracy with general ledger data.

- Coordinated fundraising campaigns through the MobileCause platform, enhancing donor engagement.

- Managed database tasks, including document uploads, letter formatting, and donation acknowledgments.

- Performed monthly reconciliations of database records with the general ledger.

Finance Analyst Intern

Kusalava International Limited
11.2021 - 01.2022

Performed detailed Financial Ratio Analysis for Kusalava Hyundai, revealing critical insights such as a 5-year trend of the current ratio remaining below the ideal threshold of 2, and a 25% decrease in debt-equity ratio. Suggested actionable strategies that could improve liquidity by 20%, reduce the debtor collection period by 10-15%, and enhance profitability by optimizing asset utilization, ultimately supporting sustainable growth and financial stability.

Product Marketing Intern

The Swastik Pharmaceuticals
12.2020 - 12.2020

Conducted in-depth market and competitor analysis, pricing analysis, and distribution channel evaluation for Meditol by Swastik Pharmaceuticals, identifying gaps in brand visibility and market penetration. Analyzed customer preferences and competitor pricing strategies, leading to recommendations for expanding distribution, enhancing online presence, and improving promotional efforts. Suggested innovative strategies like eco-friendly packaging and targeted advertising, projecting a potential 20-25% growth in market share and brand awareness.

Education

Master of Science - Business Analytics

Sacred Heart University
Fairfield, CT
12.2024

BBA - Accounting And Finance

ISBM University
Chhattisgarh
07.2022

Skills

    Programming Languages: Python; MySQL

    Data Analysis & Visualization: Pandas, NumPy, Scikit-learn, Matplotlib, Seaborn, Tableau

    Machine Learning: Linear Regression, Random Forest, Decision Trees, Time Series Analysis

    Financial Analysis: Financial Modeling, Ratio Analysis, Cash Flow Analysis, Supply Chain Optimization

    Business Tools: Microsoft Office (Word, Excel, PowerPoint); Citrix Access – Raiser’s Edge NXT (Data Entry & Management, Batch Processing); MobileCause

Extra-Curricular Activities

Event Coordinator, College Fest "Inspiro"

  • Led a team to organize and execute events, ensuring smooth operations and high engagement.
  • Coordinated with faculty and student groups to implement innovative event concepts.
  • Managed logistics, budgeting, and promotion to maximize participation and enhance the attendee experience.
  • Demonstrated strong communication and problem-solving skills in overcoming challenges.

Timeline

Graduate Assistant - Financial Analysis

Sacred Heart University
09.2023 - 06.2024

Finance Analyst Intern

Kusalava International Limited
11.2021 - 01.2022

Product Marketing Intern

The Swastik Pharmaceuticals
12.2020 - 12.2020

Master of Science - Business Analytics

Sacred Heart University

BBA - Accounting And Finance

ISBM University

Work Availability

monday
tuesday
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Udaya Lakshmi PunnamFinancial Analyst