T

Tapan D

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United States

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Résumé


Jobs verified_user 0% verified
  • TeamLogic IT
    Financial Management Analyst
    TeamLogic IT
    Apr 2024 - Current (2 years 7 months)
    • Lead FP&A activities including budgeting, forecasting, and variance analysis to identify cost-saving opportunities and improve profitability.
    • Analyze financial performance (budget vs. actuals vs. forecast) to identify key revenue and cost drivers supporting business strategy.
    • Automate financial reporting processes using SQL, reducing manual effort, and improving reporting efficiency by 25%.
    • Develop Tableau dashboards to monitor KPIs, financial performance, and portfolio metrics, reducing reporting time by 35%.
    • Perform general ledger reconciliations and portfolio validations, reducing discrepancies by 30%.
    • Conduct credit risk, market risk, and portfolio analysis, reducing credit exposure by 18%.
    • Bu
  • Fidelity Investments
    Financial Analyst
    Fidelity Investments
    Jun 2023 - Mar 2024 (10 months)
    • Built financial models and scenario analyses (NPV, IRR, sensitivity) to support strategic investment decisions.
    • Developed financial models and scenario analyses (NPV, IRR, sensitivity analysis) to support strategic planning and investment decisions.
    • Led cost optimization initiative using variance analysis and forecasting, reducing operational costs by 15%.
    • Automated financial reporting and month-end close processes using Excel VBA, reducing manual workload by 40%.
    • Built Tableau and Looker dashboards to track KPIs, P&L, and financial performance across business units.
    • Collaborated with accounting teams to reconcile financial data across ERP systems, ensuring GAAP compliance and audit readiness.
    • Con
  • B
    Financial Analyst
    BoostFinCorp Group
    Jul 2019 - Jul 2021 (2 years 1 month)
    • Performed budgeting, forecasting, and variance analysis, improving budget adherence by 15%.
    • Built financial models (DCF, three-statement, DDM) to evaluate investments exceeding $25M.
    • Managed cash flow forecasting and liquidity planning, reducing liquidity gaps by 20%.
    • Conducted investment analysis (CCA, cash flow modeling) supporting transactions over $10M.
    • Evaluated credit risk exposure, reducing potential default risk by 12%.
    • Performed scenario analysis and Monte Carlo simulations to strengthen financial planning and risk assessment.
    • Prepared GAAP and IFRS-compliant financial reports for monthly and quarterly reporting cycles.
Education verified_user 0% verified
  • Saurashtra University, Rajkot
    Saurashtra University, Rajkot — Postgraduate Diploma, Computer Applications
    Saurashtra University, Rajkot
    4.0
  • The University of Texas at Dallas
    The University of Texas at Dallas — Master of Science - MS, Management Science (Finance & Analytics)
    The University of Texas at Dallas
    3.8
  • Saurashtra University, Rajkot
    Saurashtra University, Rajkot — Bachelor of Arts - BA, English Language and Literature, General
    Saurashtra University, Rajkot
    4.0
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