4 yrs
finance analytics experience
FP&A, reporting, banking, financial services, and customer analytics
Finance Data Analyst Portfolio
Nagul Shaik turns financial data into clear planning, reporting, and risk decisions.
Finance analytics professional connecting FP&A, financial reporting, BI dashboards, and data engineering to help teams understand performance faster.
FP&AFinancial ReportingSQL + PythonPower BI + TableauSnowflake + AWS
Open to finance analytics roles
Finance Data Analyst / Financial Analyst
Jersey City, USA
Recruiter signal
Finance + BI + Data Engineering
Senior Financial Analyst with around 4 years of experience in FP&A, financial reporting, data analytics, banking and financial services, and customer analytics. Skilled in variance analysis, budgeting and forecasting, P&L analysis, SQL, Python, advanced Excel, Power BI, Tableau, data validation, and stakeholder-facing reporting.
5Business units
4Exec dashboards
15Public repos
14%
forecast accuracy improvement
Budget vs actual variance analysis and advanced Excel modeling
30%
reporting turnaround reduction
Executive KPI dashboards built with Power BI
2M+
records validated
Data integrity workflows across AWS S3 environments
Experience
Finance roles built around reporting accuracy, variance insight, and stakeholder-ready dashboards.
The experience section keeps the focus where recruiters usually scan first: company, role, measurable impact, tools, and finance context.
JPMorgan Chase & Co.
Financial Analyst
Cost visibility, FP&A variance analysis, KPI reporting, and data quality
Jan 2026 - Present | USA
- Optimized expense structures across 5 business units by identifying cost leakages through transaction-level SQL analysis.
- Elevated forecast accuracy by 14% by diagnosing budget vs actual variances across quarterly cycles using advanced Excel modeling.
- Developed 4 executive KPI dashboards integrating cross-functional datasets in Power BI, reducing reporting turnaround time by 30%.
- Streamlined data validation workflows for 2M+ records within AWS S3 environments, improving data integrity and reconciliation quality.
SQLPower BIAdvanced ExcelAWS S3Variance Analysis
Epsilon
Business Analyst / Financial Analyst
Revenue trends, portfolio analytics, business requirements, and dashboard delivery
Nov 2024 - Jan 2026 | USA
- Improved campaign performance visibility across 8 client portfolios by analyzing revenue trends in Tableau.
- Translated 25+ business requirements into structured reporting solutions through JIRA documentation.
- Identified 11% overspend patterns across 10+ campaigns through variance analysis using advanced Excel functions.
- Consolidated financial datasets from 3 data sources with Python validation checks to improve reporting consistency.
TableauPythonJIRAExcelKPI Monitoring
KPMG
Financial Analyst
Financial reporting, reconciliation, variance investigations, and audit readiness
Jul 2020 - Aug 2022 | India
- Executed financial reporting across 6 client engagements using SQL Server and large-scale datasets.
- Diagnosed budget and forecast variances across 4 business units to support corrective financial actions.
- Enhanced data accuracy by 18% by validating financial inputs from multiple systems through data quality checks.
- Investigated discrepancies in high-volume transaction data using Alteryx reconciliation analysis.
SQL ServerAlteryxFinancial ReportingReconciliationAudit Readiness
Skills
A finance analytics stack that covers planning, reporting, validation, and cloud data workflows.
Finance & FP&A
Financial ModelingBudgeting & ForecastingVariance AnalysisRevenue & Cost AnalysisP&L AnalysisFinancial ReportingScenario AnalysisGAAP
BI & Reporting
Power BITableauDashboard DevelopmentKPI ReportingReporting AutomationAdvanced ExcelPower QueryPivotTables
Data Analytics
SQLPythonPandasNumPyData CleaningData ValidationData Quality ManagementRegression Analysis
Cloud & Data Engineering
SnowflakeAWS S3AWS GlueAWS LambdadbtSQL ServerAlteryxApache Kafka
Business Analysis
Requirements GatheringBRD/FRDUser StoriesAcceptance CriteriaJIRAConfluenceUATAgile/Scrum
Advanced Analytics
Predictive ModelingTime Series ForecastingARIMAProphetClassificationXGBoostGenerative AIPrompt Engineering
Projects
Resume-backed work first, then public GitHub projects grouped by sector.
This keeps the portfolio honest and easy to scan: recruiters see your strongest finance projects first, then the broader repository evidence separately.
Featured resume projects
Finance analytics case studies
Selected from your resume and aligned to finance data engineering, forecasting, and risk analytics.
Finance Data Engineering
Cloud Finance Data Pipeline & Warehouse
Problem
Finance teams need traceable ERP and transaction data for repeatable monthly reporting.
Built
Architected a cloud-based ETL pipeline using AWS Glue, standardized finance datasets with dbt, centralized data in Amazon S3, and connected Snowflake to Power BI dashboards.
Outcome
Reduced monthly reporting cycle time by 70% and improved visibility across 50+ financial metrics.
AWS GlueAmazon S3SnowflakedbtPower BI
View repositoryForecasting & Planning
AI-Driven Financial Forecasting & Dashboard
Problem
Planning teams need faster refreshes and clearer forecast vs actual performance visibility.
Built
Built Python forecasting models with ARIMA and Prophet, created Power BI dashboards for variance review, and automated update workflows with AWS Lambda.
Outcome
Improved planning reliability and helped teams identify revenue and expense variances faster.
PythonARIMAProphetPower BIAWS Lambda
View repositoryRisk & Transaction Analytics
Real-Time Transaction Monitoring & Risk Analytics
Problem
High-volume financial environments need faster detection of irregular transaction activity.
Built
Designed a streaming pipeline with Apache Kafka, integrated live and historical datasets in Snowflake, and implemented automated anomaly alerting.
Outcome
Reduced manual monitoring effort and improved response time for irregular financial activity review.
Apache KafkaSnowflakeSQLRisk AnalyticsAlerting
View repositoryFinance Data Engineering
Cloud, warehouse, and reporting projects aligned to finance analytics workflows.
cloud-finance-pipeline
End-to-end cloud finance pipeline with AWS S3, Glue, Snowflake, dbt, Power BI, and star schema modeling.
PythonAWSSnowflakedbtPower BI
cloud-finance-data-pipeline
Cloud ETL pipeline connecting AWS Glue, S3, Snowflake, dbt, and Power BI for finance reporting.
PythonAWS GlueS3Snowflake
Forecasting & AI
Models and dashboards that support finance planning and scenario review.
Risk & Transaction Analytics
Monitoring and anomaly detection work for high-volume transaction environments.
realtime-transaction-monitoring
Real-time transaction monitoring with Apache Kafka, ensemble anomaly detection, and multi-channel alerting.
PythonKafkaAnomaly Detection
data-portfolio-fraud-detection
Fraud detection machine learning pipeline using XGBoost, MLflow, FastAPI, and portfolio-ready documentation.
PythonXGBoostMLflowFastAPI
Broader Analytics
Additional public projects showing analytics range beyond finance reporting.
Education & Certifications
Data science graduate training paired with BI credentials.
The credential section supports your finance analytics story without crowding the recruiter flow.
MS in Data Science
Pace University
New York | Sep 2022 - Apr 2024
Certifications
- Analyzing and Visualizing Data with Microsoft Power BI
- Tableau Desktop Certified Professional
Resume
Download the finance data analyst resume.
The resume includes the full experience timeline, tools, certifications, and detailed project bullets used to build this portfolio.
Open resume PDFRecruiter review path
Start with the featured finance projects, scan measurable experience, then use the resume PDF for exact dates and full bullet detail.
Best-fit roles
Finance Data Analyst, Financial Analyst, FP&A Analyst, BI Analyst, Data Analyst, and analytics roles that connect business finance questions with SQL, Python, dashboards, and cloud data workflows.
Contact
Let's talk about finance analytics, reporting automation, and data-driven planning.
The fastest recruiter path is email or LinkedIn. GitHub is available for project evidence and technical review.