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Financial Analysis

Financial Analysis & FP&A

Four project demonstrations covering the core FP&A cycle — OpEx budget control, forecasting and variance, CapEx budget management, and PR/PO commitment analysis. All figures are illustrative.

Syed Danish Arafat — Financial Analyst | FP&A | SAP | SQL | Power BI | Advanced Excel
Syed Danish ArafatFinancial Analyst · FP&A
Project 01

OpEx Budget vs Actual Analysis

Monthly OpEx tracking at cost centre and GL level: budget, actual, forecast, variance and variance %, with monthly trend and GL-level contribution analysis.

  • Advanced Excel
  • SAP GL extracts
  • Power BI
  • SQL
Illustrative / Demo Data — No Confidential Company Information
Cost centre:

Budget (YTD)

$15.3M

Actual (YTD)

$15.5M

Full-year Forecast

$22.5M

Variance (YTD)

-$241.9K

Budget − actual

Variance %

-1.6%

Budget vs Actual vs Forecast by month

Demo data · FY25

Monthly actual spend trend

Demo data · actuals only

GL accountDescriptionBudgetActualVarianceVariance %
GL-630500Software & Licenses$5,160,000$3,790,379$1,369,621+26.5%
GL-620900Contract Services$4,770,000$3,388,468$1,381,532+29.0%
GL-610400Consumables & Spares$4,380,000$3,049,897$1,330,103+30.4%
GL-600250Utilities$3,990,000$2,829,335$1,160,665+29.1%
GL-600100Facility Maintenance$3,600,000$2,491,791$1,108,209+30.8%
Project 02

Forecasting & Variance Analysis

A run-rate based forecasting approach: monthly actuals establish the trend, the run rate projects remaining months, and the year-end projection is compared against budget to produce management commentary.

  • Excel modelling
  • Run-rate forecasting
  • Variance analysis
  • Power BI
Illustrative / Demo Data — No Confidential Company Information
  1. Actuals
  2. Trend
  3. Run Rate
  4. Forecast
  5. Variance
  6. Management Insight

Actual months

8 / 12

Monthly run rate

$1.9M

Full-year budget

$21.9M

Year-end projection

$23.3M

Projected variance

-$1.4M (-6.5%)

Actual, budget and run-rate projection

Demo data · forecast months use the run rate

Methodology notes

  • Actuals: GL postings are aggregated by month, cost centre and GL account, then reconciled against the budget mapping table.
  • Trend & run rate: the average of completed months, adjusted for known one-off items and seasonality before projecting.
  • Forecast: remaining months are loaded with the run rate plus committed PR/PO values not yet posted.
  • Variance: budget minus projection, split into timing versus true over/under spend.
  • Insight: commentary focuses on drivers per cost centre and the corrective action available to the budget owner.
Project 03

CapEx Budget Management

CapEx tracking at WBS level across basebuilding, construction and tool installation: budget distribution, budget release, budget transfers and commitment status. All project names and values are anonymised demo records.

  • SAP WBS
  • CapEx budget distribution
  • Excel
  • Power BI
Illustrative / Demo Data — No Confidential Company Information

Budget distributed

$18.3M

Budget released

$13.2M

Committed

$10.6M

Transferred in

$370.0K

Distributed budget by workstream

Demo data

Released budget by WBS

Demo data

WBSProjectWorkstreamDistributedReleasedCommittedTransfer in / out
WBS-C-1001Basebuilding — Utility Block ExtensionBasebuilding$4,200,000$3,150,000$2,480,000+$250.0K / −$0
WBS-C-1002Construction — Cleanroom Fit-out Phase 2Construction$6,800,000$5,100,000$4,320,000+$0 / −$250.0K
WBS-T-2044Tool Installation — Hook-up Package ATool Installation$3,100,000$2,480,000$1,960,000+$120.0K / −$0
WBS-T-2045Tool Installation — Exhaust & Gas LinesTool Installation$2,400,000$1,600,000$1,210,000+$0 / −$120.0K
WBS-B-3010Basebuilding — Electrical RedundancyBasebuilding$1,800,000$900,000$640,000+$0 / −$0
Project 04

PR / PO Financial Analysis

Purchase requisition to purchase order analysis: PR amount and status, PO status, ageing, requestor, cost centre, procurement user and company code — used to keep committed spend visible before it posts to the GL.

  • SAP Ariba
  • SAP
  • Excel VBA
  • Power BI
Illustrative / Demo Data — No Confidential Company Information

PR → PO workflow

  1. PR raised
  2. Submitted
  3. Approved
  4. PO created
  5. Goods / service receipt
  6. GL posting

Denied and cancelled PRs are routed out of the active pipeline and archived so committed spend is not double counted.

PR records

64

Total PR value

$4.8M

Open PR value

$2.4M

Cost centres covered

5

PR status distribution

Demo data · count of PRs

PR value by requestor

Demo data

Dashboards

Financial Command Center

An FP&A style command center built as a working demonstration. Every KPI and chart recalculates from the filters below — nothing here is a screenshot.

Illustrative / Demo Data — No Confidential Company Information

Total budget

$21.9M

Actual spend

$15.5M

Forecast

$22.3M

Remaining budget

$6.4M

Variance

$6.4M

Variance %

+29.0%

Open PR value

$2.4M

Open PO value

$975.0K

Budget utilisation

71.0%

Actual spend as a share of budget for the current filter selection (demo data).

Budget vs Actual by month

Forecast shown as dashed line

Monthly spend trend

Actual postings only

Spend by GL account

Actual spend, filtered

Spend by cost centre

Actual spend, filtered

PR status distribution

Count of PRs, filtered

Forecast vs Budget

Full-year view by month

Open the PR Compass tracker

Application demo

PR Compass — OPEX PR Tracker

A portfolio simulation of the tracker I build for OPEX purchase requisitions: one table, one truth for PR status, ageing, requestor and cost centre ownership. Search, filter and sort are fully interactive.

Illustrative / Demo Data — No Confidential Company Information

Status logic

  1. Submitted
  2. Ordering
  3. Ordered
  4. Receiving
  5. Received

Composing PRs are not yet in the approval pipeline. Denied and cancelled PRs are routed to the cancelled-PR archive and excluded from open commitment values.

Ageing = Today − Date Submitted

PRs in view

64

Value in view

$4.8M

Open PR value

$2.4M

Average ageing

—

Calculated from today's date

Portfolio simulation using demo data — no confidential company information.
DescriptionCompanyRequestorPreparerProcurement userCost centre
1PR-4802152026-04-172026-05-16$58,400CancelledContract labour — facility operations3000A. RahmanAnalyst 01Proc. Buyer CCC-1010—
2PR-4802222026-04-212026-05-06$144,700OrderedTool installation support services3000S. MenonAnalyst 03Proc. Buyer ACC-2040—
3PR-4802292026-02-222026-04-23$99,000OrderedUPS battery bank replacement3000L. FernandesAnalyst 02Proc. Buyer CCC-4120—
4PR-4802362026-06-152026-07-07$94,300CancelledUPS battery bank replacement1000M. GuptaAnalyst 02Proc. Buyer BCC-3075—
5PR-4802432026-07-152026-09-09$101,700OrderingBMS software licence renewal2000L. FernandesAnalyst 02Proc. Buyer ACC-5300—
6PR-4802502026-05-252026-07-26$90,600DeniedCleanroom garment laundering services1000A. RahmanAnalyst 03Proc. Buyer BCC-1010—
7PR-4802572026-05-252026-07-22$132,900ComposingCleanroom garment laundering services1000A. RahmanAnalyst 03Proc. Buyer CCC-2040—
8PR-4802642026-03-052026-05-12$103,000DeniedUPS battery bank replacement3000A. RahmanAnalyst 02Proc. Buyer CCC-4120—
9PR-4802712026-07-032026-08-05$103,200OrderedElectrical spares replenishment2000S. MenonAnalyst 01Proc. Buyer ACC-2040—
10PR-4802782026-07-262026-10-02$14,300OrderingElectrical spares replenishment3000A. RahmanAnalyst 01Proc. Buyer CCC-4120—
11PR-4802852026-02-122026-04-13$82,100ComposingHVAC filter replacement consumables3000M. GuptaAnalyst 02Proc. Buyer ACC-1010—
12PR-4802922026-03-212026-04-08$116,000ComposingWater treatment chemicals supply2000L. FernandesAnalyst 02Proc. Buyer ACC-3075—
13PR-4802992026-03-042026-03-19$50,100ComposingHVAC filter replacement consumables1000L. FernandesAnalyst 01Proc. Buyer ACC-2040—
14PR-4803062026-06-112026-08-21$48,800ComposingAnnual chiller preventive maintenance contract2000S. MenonAnalyst 03Proc. Buyer CCC-1010—
15PR-4803132026-03-072026-04-25$34,500OrderingFire system inspection services1000M. GuptaAnalyst 01Proc. Buyer CCC-2040—
16PR-4803202026-06-072026-08-16$110,900OrderedTool installation support services2000L. FernandesAnalyst 02Proc. Buyer ACC-5300—
17PR-4803272026-02-062026-03-06$131,400ComposingAnnual chiller preventive maintenance contract3000M. GuptaAnalyst 02Proc. Buyer BCC-3075—
18PR-4803342026-02-262026-04-11$17,600ComposingUPS battery bank replacement2000A. RahmanAnalyst 02Proc. Buyer ACC-1010—
19PR-4803412026-06-222026-08-12$101,700DeniedTool installation support services2000S. MenonAnalyst 03Proc. Buyer BCC-5300—
20PR-4803482026-05-012026-06-11$143,500DeniedCleanroom garment laundering services3000S. MenonAnalyst 02Proc. Buyer ACC-4120—
21PR-4803552026-07-182026-09-15$42,000SubmittedElectrical spares replenishment3000L. FernandesAnalyst 03Proc. Buyer CCC-4120—
22PR-4803622026-04-022026-04-30$110,200DeniedContract labour — facility operations2000L. FernandesAnalyst 01Proc. Buyer BCC-2040—
23PR-4803692026-03-142026-04-03$116,500SubmittedFire system inspection services2000L. FernandesAnalyst 03Proc. Buyer ACC-1010—
24PR-4803762026-05-022026-05-21$120,800OrderingContract labour — facility operations2000S. MenonAnalyst 01Proc. Buyer CCC-5300—
25PR-4803832026-04-042026-05-28$35,500ComposingFire system inspection services1000M. GuptaAnalyst 03Proc. Buyer BCC-5300—
26PR-4803902026-07-232026-09-21$124,100ComposingAnnual chiller preventive maintenance contract1000A. RahmanAnalyst 03Proc. Buyer CCC-4120—
27PR-4803972026-04-282026-06-02$42,500ReceivingContract labour — facility operations3000K. IyerAnalyst 01Proc. Buyer BCC-3075—
28PR-4804042026-06-152026-06-30$66,000OrderingAnnual chiller preventive maintenance contract2000M. GuptaAnalyst 02Proc. Buyer ACC-2040—
29PR-4804112026-05-022026-06-09$24,500ReceivingFire system inspection services3000L. FernandesAnalyst 01Proc. Buyer ACC-2040—
30PR-4804182026-06-022026-08-11$84,600CancelledFire system inspection services2000L. FernandesAnalyst 03Proc. Buyer CCC-1010—
31PR-4804252026-03-292026-06-07$60,300SubmittedFire system inspection services2000K. IyerAnalyst 02Proc. Buyer CCC-1010—
32PR-4804322026-05-172026-06-02$131,600ComposingTool installation support services2000M. GuptaAnalyst 02Proc. Buyer CCC-4120—
33PR-4804392026-05-132026-07-05$134,100CancelledTool installation support services1000M. GuptaAnalyst 03Proc. Buyer BCC-2040—
34PR-4804462026-04-262026-06-20$23,200OrderingFire system inspection services3000L. FernandesAnalyst 01Proc. Buyer ACC-1010—
35PR-4804532026-07-072026-07-29$33,000ReceivingHVAC filter replacement consumables3000M. GuptaAnalyst 01Proc. Buyer BCC-1010—
36PR-4804602026-05-272026-08-06$68,600SubmittedElectrical spares replenishment3000M. GuptaAnalyst 03Proc. Buyer ACC-1010—
37PR-4804672026-02-192026-04-14$42,600OrderingElectrical spares replenishment3000A. RahmanAnalyst 02Proc. Buyer ACC-4120—
38PR-4804742026-06-192026-08-02$98,000OrderingUPS battery bank replacement2000L. FernandesAnalyst 01Proc. Buyer ACC-1010—
39PR-4804812026-05-112026-06-10$128,900ReceivingFire system inspection services2000M. GuptaAnalyst 03Proc. Buyer ACC-1010—
40PR-4804882026-05-142026-07-01$72,500ReceivedContract labour — facility operations2000M. GuptaAnalyst 02Proc. Buyer CCC-3075—
41PR-4804952026-07-092026-08-11$71,300SubmittedFire system inspection services3000S. MenonAnalyst 03Proc. Buyer CCC-5300—
42PR-4805022026-04-022026-05-13$21,000DeniedFire system inspection services3000M. GuptaAnalyst 03Proc. Buyer ACC-5300—
43PR-4805092026-03-132026-04-05$84,200ReceivedContract labour — facility operations2000A. RahmanAnalyst 03Proc. Buyer ACC-4120—
44PR-4805162026-05-302026-06-24$48,800OrderingElectrical spares replenishment3000K. IyerAnalyst 01Proc. Buyer BCC-3075—
45PR-4805232026-07-182026-08-22$26,300DeniedWater treatment chemicals supply3000A. RahmanAnalyst 01Proc. Buyer BCC-4120—
46PR-4805302026-02-062026-04-07$10,200ReceivedCleanroom garment laundering services1000K. IyerAnalyst 02Proc. Buyer BCC-5300—
47PR-4805372026-06-022026-07-26$65,600OrderedCleanroom garment laundering services1000S. MenonAnalyst 01Proc. Buyer ACC-1010—
48PR-4805442026-03-082026-05-08$107,900ReceivingBMS software licence renewal1000M. GuptaAnalyst 03Proc. Buyer BCC-2040—
49PR-4805512026-07-292026-09-27$84,000ReceivingUPS battery bank replacement3000L. FernandesAnalyst 03Proc. Buyer BCC-2040—
50PR-4805582026-04-062026-06-14$14,000ReceivedUPS battery bank replacement2000A. RahmanAnalyst 03Proc. Buyer ACC-1010—
51PR-4805652026-04-272026-05-31$25,300SubmittedElectrical spares replenishment3000A. RahmanAnalyst 03Proc. Buyer CCC-4120—
52PR-4805722026-06-082026-07-31$70,400OrderingHVAC filter replacement consumables2000L. FernandesAnalyst 01Proc. Buyer CCC-4120—
53PR-4805792026-03-082026-03-28$22,100ComposingBMS software licence renewal3000S. MenonAnalyst 03Proc. Buyer CCC-1010—
54PR-4805862026-06-282026-08-03$15,800OrderingWater treatment chemicals supply3000K. IyerAnalyst 01Proc. Buyer BCC-1010—
55PR-4805932026-02-132026-04-23$65,100DeniedTool installation support services1000L. FernandesAnalyst 03Proc. Buyer CCC-3075—
56PR-4806002026-07-182026-09-04$55,100SubmittedBMS software licence renewal3000S. MenonAnalyst 01Proc. Buyer BCC-5300—
57PR-4806072026-02-272026-05-06$49,100OrderingWater treatment chemicals supply3000M. GuptaAnalyst 01Proc. Buyer ACC-1010—
58PR-4806142026-02-162026-04-20$90,300SubmittedBMS software licence renewal1000M. GuptaAnalyst 01Proc. Buyer ACC-2040—
59PR-4806212026-03-162026-04-13$30,800ReceivingWater treatment chemicals supply2000S. MenonAnalyst 03Proc. Buyer ACC-3075—
60PR-4806282026-06-042026-07-29$76,500ComposingHVAC filter replacement consumables2000L. FernandesAnalyst 01Proc. Buyer ACC-5300—
61PR-4806352026-03-112026-04-08$128,000OrderingContract labour — facility operations1000S. MenonAnalyst 02Proc. Buyer CCC-3075—
62PR-4806422026-07-282026-10-09$61,500DeniedWater treatment chemicals supply3000L. FernandesAnalyst 01Proc. Buyer BCC-5300—
63PR-4806492026-07-032026-09-03$117,300DeniedFire system inspection services1000S. MenonAnalyst 03Proc. Buyer CCC-1010—
64PR-4806562026-04-302026-06-30$133,400OrderingFire system inspection services3000K. IyerAnalyst 03Proc. Buyer ACC-3075—

Real-time data analytics

Try with your data

Upload an Excel, CSV or PDF file and watch the full workflow run live: read → clean → analyze → visualize → insights → ask questions. Everything is computed in your browser from your own file.

  1. Upload
  2. Clean
  3. Analyze
  4. Visualize
  5. Insights
  6. Ask questions

Step 1

Upload a file or run the demo

Supported formats: .xlsx, .xls, .csv and text-based .pdf tables. Files are parsed in your browser for this session only — nothing is uploaded, stored or shared.

Drag & drop your file here

Excel, CSV or PDF · processed locally in this browser session

Privacy

  • Your file is read and analysed entirely in your browser for the current session.
  • Nothing is uploaded to a server, stored in a database, shared or reused.
  • Closing the tab or pressing “Clear data” removes the dataset from memory.
  • Only anonymous usage counts (row/column totals) are recorded — never your values.

Automation

Finance Automation

Turning repetitive financial reporting into automated workflows — so analyst time moves from assembling data to explaining it.

Illustrative / Demo Data — No Confidential Company Information

Automation projects

3

Portfolio demonstrations

Core toolchain

Excel VBA · Power Automate · SQL

Delivery layer

Power BI · Report packs

OPEX PR Tracker Automation

Turn a recurring manual PR status chase into a single refreshable tracker with ageing, classification and scheduled distribution.

  • SAP Ariba
  • Excel
  • VBA
  • Power Automate
  • SQL
  • Power BI

Step detail

Ariba

Source PR extract downloaded from the procurement system.

Portfolio project / concept demonstration — not presented as a deployed production system.

Budget vs GL Tracker

Compare posted GL actuals against the budget mapping every month without rebuilding the workbook.

  • SAP
  • Excel
  • VBA
  • SQL
  • Power BI

Step detail

SAP

Monthly GL extract pulled per company code.

Portfolio project / concept demonstration — not presented as a deployed production system.

Automated Reporting

A reusable pattern for any recurring finance report: clean once, transform once, publish everywhere.

  • Excel VBA
  • Power Query
  • SQL
  • Power Automate
  • Power BI

Step detail

Raw Data

Multiple source extracts collected in a fixed folder.

Portfolio project / concept demonstration — not presented as a deployed production system.

Sample monthly GL summary — illustrative demo data.
PeriodBudgetGL actualVariance
Jan FY25$1,825,000$1,874,301-$49,301
Feb FY25$1,934,000$1,983,606-$49,606
Mar FY25$2,015,000$2,052,763-$37,763
Apr FY25$2,044,000$2,134,317-$90,317
May FY25$2,015,000$2,023,209-$8,209
Jun FY25$1,934,000$1,958,499-$24,499
Jul FY25$1,825,000$1,773,415$51,585
Aug FY25$1,716,000$1,749,760-$33,760

AI in Finance

AI-Assisted Finance Workflow

AI supports the analyst; it does not replace financial judgement. Every AI-assisted output passes through analyst validation before it becomes a financial insight.

01

Data

Extracts, GL postings, PR/PO records and budget mapping tables.

02

AI-assisted processing

Drafting, cleaning suggestions, summarisation and documentation support.

03

Analyst validation

Reconciliation, materiality checks and business context applied by the analyst.

04

Financial insight

Reviewed commentary and recommendations delivered to stakeholders.

Where AI helps a finance team

  • Financial reporting support
  • Data cleaning assistance
  • Report generation drafting
  • Procurement support
  • PR drafting
  • Variance commentary drafts
  • Management insight summaries
  • Process documentation
  • Workflow automation design

My experience with AI tooling

  • • Microsoft Copilot / Copilot 365 for finance and reporting tasks.
  • • AI-assisted workflow development for repetitive analysis steps.
  • • Exploratory AI agents for procurement support and PR drafting.

Described as capability and project work. No production deployments, savings or efficiency percentages are claimed.

See how these fit into full case studies

Case Studies

How the work actually gets done

Each case study follows the same structure: business problem, data, analysis, solution, automation, insight and business value — described qualitatively, with demo dashboards.

Illustrative / Demo Data — No Confidential Company Information
  1. Business Problem
  2. Data
  3. Analysis
  4. Solution
  5. Automation
  6. Insight
  7. Business Value
Improved forecast accuracy across cost centres
A

OPEX Budget & Forecast Management

Problem

Monthly OpEx reviews relied on separately maintained workbooks, so budget owners saw different numbers depending on which file they opened, and forecasts were rebuilt from scratch each cycle.

Approach

  • • Standardised the budget structure at cost centre and GL level.
  • • Built a single monthly actuals load with consistent cleaning rules.
  • • Introduced a run-rate forecast with committed PR/PO overlay.
  • • Added variance thresholds so commentary focuses on material movements.

Tools

  • SAP GL extracts
  • Advanced Excel
  • Power Query
  • Power BI

Process

  1. Budget structure
  2. Actuals load
  3. Run rate
  4. Forecast
  5. Variance
  6. Review pack

Demo dashboard — budget vs actual vs forecast

Illustrative demo data

  • • Variance is more useful when timing differences are separated from genuine over/under spend.
  • • Forecast credibility depends on committed spend visibility, not only on posted actuals.
  • • One agreed data source removes most of the discussion time in a monthly review.

Impact figures are indicative of the business outcome; dashboards use illustrative demo data.

Saved 10+ hours/month of manual status chasing
B

PR / PO Tracking & Automation

Problem

Purchase requisition status was tracked by asking stakeholders, which made ageing invisible and left committed spend outside the monthly financial view.

Approach

  • • Defined a single status pipeline from composing through to received.
  • • Automated ageing calculation from the submitted date.
  • • Separated denied and cancelled PRs into an archive to avoid double counting.
  • • Published a tracker view segmented by requestor, cost centre and status.

Tools

  • SAP Ariba
  • Excel VBA
  • Power Automate
  • Power BI

Process

  1. Ariba extract
  2. Cleaning
  3. Validation
  4. Classification
  5. Ageing
  6. Tracker

Demo dashboard — PR status distribution

Illustrative demo data

  • • Ageing bands surface stalled requisitions far earlier than a status list does.
  • • Most delays cluster around a small number of steps, not across the whole pipeline.
  • • Commitment visibility improves the quality of the forecast, not just procurement follow-up.

Impact figures are indicative of the business outcome; dashboards use illustrative demo data.

Multi-million CapEx budget visibility by WBS
C

CapEx Budget Distribution & WBS Management

Problem

CapEx budget was distributed, released and transferred across many WBS elements, making it difficult to see how much of each project's budget was genuinely available.

Approach

  • • Mapped budget distribution, release, transfer-in and transfer-out per WBS.
  • • Grouped WBS elements by workstream: basebuilding, construction, tool installation.
  • • Reconciled commitments against released budget rather than distributed budget.

Tools

  • SAP WBS
  • CapEx budget distribution
  • Excel
  • Power BI

Process

  1. Distribution
  2. Release
  3. Transfer
  4. Commitment
  5. Available budget
  6. Reporting

Demo dashboard — released budget by WBS

Illustrative demo data

  • • Released budget — not distributed budget — is the number that governs spend decisions.
  • • Transfers need a visible audit trail or project balances stop reconciling.
  • • Workstream level views make portfolio conversations far quicker than WBS-by-WBS reviews.

Impact figures are indicative of the business outcome; dashboards use illustrative demo data.

40% faster month-end reporting cycle
D

Financial Reporting Automation

Problem

Recurring report packs consumed analyst time every cycle in copy-paste assembly, leaving less capacity for analysis and increasing the risk of manual error.

Approach

  • • Documented the report as a repeatable pipeline instead of a workbook.
  • • Moved cleaning and transformation into deterministic, reviewable steps.
  • • Templated the output layer so formatting never needs rework.
  • • Scheduled distribution to a defined recipient list.

Tools

  • Excel VBA
  • Power Query
  • SQL
  • Power Automate
  • Power BI

Process

  1. Raw data
  2. Cleaning
  3. Transformation
  4. Analysis
  5. Dashboard
  6. Distribution

Demo dashboard — spend by GL account

Illustrative demo data

  • • Most reporting effort is data preparation, so that is where automation pays first.
  • • A stable template makes review faster because reviewers know where to look.
  • • Exception logic is more valuable than more charts.

Impact figures are indicative of the business outcome; dashboards use illustrative demo data.

Open the Financial Command Center See automation architecture

Skills

Skills matrix

Proficiency is described conservatively: Working means practical use with support, Proficient means independent day-to-day use, Advanced means core strength used in ongoing responsibilities.

Finance & FP&A

Core planning, reporting and analysis responsibilities.

  • BudgetingAdvanced
  • ForecastingAdvanced
  • Variance AnalysisAdvanced
  • Financial ReportingAdvanced
  • OpExAdvanced
  • CapExProficient
  • Cost AnalysisProficient
  • Management ReportingAdvanced

ERP & Procurement

Systems used day to day for spend and commitment control.

  • SAPProficient
  • SAP AribaAdvanced
  • PR / PO ManagementAdvanced
  • WBSProficient
  • Budget DistributionProficient

Analytics

Data modelling, querying and visualisation.

  • Advanced ExcelAdvanced
  • VBAProficient
  • SQLProficient
  • Power BIProficient
  • TableauWorking
  • Looker StudioWorking

Automation

Removing repetitive steps from recurring reporting.

  • Excel MacrosAdvanced
  • Power AutomateProficient
  • Data TransformationProficient
  • Reporting AutomationProficient

Technology

Supporting technical skills used for tooling and AI-assisted work.

  • HTMLWorking
  • CSSWorking
  • JavaScriptWorking
  • AI / CopilotProficient
  • AI-assisted developmentWorking

Professional Journey

Professional Journey

From Finance Operations to Financial Analytics, FP&A, Automation & Data-Driven Decision Making

Career timeline

Roles, scope and systems

Latest role first. Select a company to expand its full responsibilities, key impact and the systems used.

Core responsibilities

  • • Managed CapEx and OpEx budgets for facility development.
  • • Performed project cost tracking and variance analysis.
  • • Supported financial forecasting aligned with long-term planning cycles.
  • • Developed Power BI dashboards for MIS reporting and management visibility.
  • • Processed and monitored financial operations in SAP and Ariba, including AP/AR, reconciliations, and compliance.
  • • Tracked asset capitalization and expenditure during the construction lifecycle.
  • • Supported audits, compliance, and vendor financial tracking under SEZ regulations.

Key impact

Developed Power BI dashboards to improve financial visibility and reporting efficiency; enabled automation using PowerApps, SQL, and Copilot; and designed a Facilities Interface Change Management system using Power Automate, SharePoint, Power BI, and Forms with automated approvals, escalations, and notifications across teams and Outlook.

Systems & tools

  • SAP
  • SAP Ariba
  • Power BI
  • SQL
  • PowerApps
  • Power Automate
  • SharePoint
  • Microsoft Forms
  • Copilot
  • Advanced Excel

Career progression

My Career Evolution

My professional journey has evolved from project finance and accounting operations toward financial analysis, FP&A, data visualization, automation, and technology-enabled finance processes.

  1. 01Project Finance
  2. 02Financial Reporting & MIS
  3. 03Finance Operations
  4. 04Financial & Cost Analysis
  5. 05FP&A
  6. 06Financial Automation & Data Analytics

Cross-functional experience

What I Work Across

Six areas of finance where my day-to-day work sits.

FP&A

Budgeting, forecasting, variance analysis, cost control and financial planning.

Project Finance

Project cost tracking, budget utilization, financial commitments and reporting.

Procurement Finance

PR, PO-related processes, SAP/Ariba operations, vendor coordination and procurement finance.

Financial Operations

AP/AR, GST, TDS, reconciliations, audit support and compliance.

Data & Reporting

MIS reporting, Power BI dashboards, SQL-based analysis and financial visualization.

Finance Automation

PowerApps, Power Automate, SharePoint, Microsoft Forms, Copilot and automated workflows.

Capability matrix

Core Professional Capabilities

Select a capability group to review the underlying skills.

Financial Analysis

  • Financial Planning & Analysis (FP&A)
  • Budgeting & Forecasting
  • Budget vs Actual Analysis
  • Variance Analysis
  • Cost Control
  • Project Finance
  • KPI Tracking
  • Performance Reporting

Professional workflow

How the work connects

Two recurring workflows: the finance reporting chain, and the automation chain that replaces manual effort.

Finance reporting chain

  1. Budgeting
  2. Procurement
  3. SAP / Ariba
  4. Financial Data
  5. Analysis
  6. Power BI
  7. Management Reporting
  8. Decision Making

Automation chain

  1. Manual Process
  2. Data Collection
  3. Data Transformation
  4. Automation
  5. Dashboard
  6. Automated Notification
  7. Management Visibility

Achievements

Selected Professional Achievements

Stated exactly as written in my resume.

01

CapEx & OpEx Cost Management

Managed CapEx and OpEx cost tracking for large-scale infrastructure and semiconductor projects.

02

Financial Analysis

Delivered variance analysis insights to improve financial control and decision-making.

03

Reporting & Automation

Built dashboards and automated reporting workflows to improve efficiency and accuracy.

04

Reporting Accuracy

Achieved 100% reporting accuracy improvement and reduced errors by 20% in prior roles.

Recruiter view

What I Bring

Finance + Analytics + Technology

Finance

  • FP&A
  • Budgeting
  • Forecasting
  • Variance Analysis
  • Cost Control

Data

  • Excel
  • SQL
  • Power BI
  • MIS Reporting
  • Financial Dashboards

Automation

  • SAP/Ariba
  • PowerApps
  • Power Automate
  • SharePoint
  • Copilot

I combine financial knowledge with data and automation capabilities to build better reporting processes, improve financial visibility, and support data-driven decision making.

Experience

Professional experience

Roles across semiconductors, infrastructure, logistics and automotive finance — followed by the capability areas behind them. Expand any item for detail.

Micron Semiconductor India

Financial & Cost Analyst

Aug 2025 – Present · Ahmedabad, Gujarat

  • • CapEx/OpEx budgets, project cost tracking and variance analysis for facility development.
  • • Financial forecasting aligned with long-term planning cycles.
  • • Power BI dashboards for MIS reporting and management visibility.
  • • Finance operations in SAP & Ariba — AP/AR, reconciliations and compliance.
  • • Asset capitalisation and expenditure tracking through the construction lifecycle.
  • • Audit, compliance and vendor financial tracking under SEZ regulations.

Lakshya Coal & Transportation Pvt. Ltd.

Finance Operations Analyst

Jun 2025 – Aug 2025 · India

  • • AP/AR, GST, TDS and reconciliations using SAP and Tally.
  • • MIS reporting and audit compliance support.
  • • Vendor payments and procurement-related finance coordination.

Heritage Landmarks Autoworld Pvt. Ltd.

Financial Analyst – MIS & Reporting

Jul 2024 – May 2025 · India

  • • Budget utilisation, cost tracking and project financial reporting.
  • • Variance analysis (budget vs actuals) to identify cost deviations.
  • • SAP transactions (PR, SES, GR) and financial commitment tracking.
  • • Financial alignment and cost control with procurement and project teams.

Tata Projects Limited

Project Finance Analyst (Finance & Accounts)

Jun 2022 – Jun 2024 · India

  • • Budget utilisation, cost tracking and project financial reporting.
  • • Variance analysis (budget vs actuals) across project scopes.
  • • SAP transactions (PR, SES, GR) and commitment tracking.
  • • Audit process support and financial documentation.

Certifications

Certifications & education

Formal qualifications and certifications behind the finance, analytics and automation work — grouped alongside the learning tracks they support.

Finance & FP&A

  • • Financial analysis and management reporting
  • • Budgeting, forecasting and variance analysis
  • • Cost control for OpEx and CapEx

Data & Analytics

  • • Data modelling and transformation
  • • Power BI dashboard design
  • • SQL for reporting datasets

Automation & AI

  • • Excel VBA and workflow automation
  • • Power Automate flows for recurring reporting
  • • AI-assisted analysis with Copilot, kept under analyst review

Licenses & certifications

25 credentials across finance, analytics, project management and AI.

Business and Marketing Strategy

University of London

Issued Aug 2026

Credential ID 9KZWFY6SZFYA

Certification

Marketing Mix Implementation

IE Business School

Issued Aug 2026

Credential ID T60SJCUTVILV

Certification

Google Data Analytics Professional Certificate

Google

Issued Aug 2026

Credential ID PWBU4200KX9R

Certification

Gemini Certified Educator

Google for Education

Issued Nov 2025 · Expires Nov 2028

Credential ID 165815513

Certification

Certification of Insurance Agent in Life Insurance

Insurance Institute of India

Issued Feb 2025

Certification

KPMG in Canada — Experience a Day with KPMG Tax Job Simulation

Forage

Issued May 2025

Credential ID QKGZd2eLPnnuKMbJi

Skills: Cross-functional teamwork, basic tax research, communication +4 skills

Certification

Deloitte Australia — Data Analytics Job Simulation

Forage

Issued May 2025

Credential ID yTPxsSNa9MLH2aTE7

Skills: Data analysis

Certification

LinkedIn Marketing Solutions Fundamentals

LinkedIn

Issued Nov 2024

Certification

Professional Diploma in Agile and Project Management

Udemy

Issued Aug 2024

Credential ID UC-b7987152-d17c-409c-9154-98f7ce5e62d0

Skills: Agile methodologies, agile project management +4 skills

Certification

Cybersecurity

Tech Mahindra Foundation

Issued Feb 2024

Certification

Financial Statement

Coursera

Issued Aug 2023

Credential ID PCQFGNCZ4EWF

Skills: Finance, financial statement analysis +1 skill

Certification

Financial Literacy

UNICEF

Issued May 2023

Certification

UPSHIFT for Social Innovation

YuWaah India at UNICEF

Issued Aug 2023

Skills: Team management

Certification

Prerequisites for Google Project Management

Infosys Springboard

Issued Aug 2023

Skills: Project management

Certification

Project Management Support Certificate

Google Project Management Professional Certificate

Issued Aug 2023

Credential ID A4QYLPGCJYWF

Skills: Program management

Certification

Create Reels

Meta

Issued Aug 2023

Credential ID iKYgptfKckidXczatVBNtoVK

Certification

WhatsApp Marketing

Meta

Issued Aug 2023

Credential ID AJqSTgyjTzWusoMNvGCj1Fmb

Certification

Facebook Marketing

Meta

Issued Aug 2023

Credential ID oyGF6MTUAa6vogyiFaQBoYVo

Certification

Instagram Marketing

Meta

Issued Aug 2023

Credential ID CE9iJYPF45GEFZRb7yrYVire

Certification

Business English

Gujarat Technological University (GTU)

Issued Jun 2023

Credential ID CAN_150782981511436

Certification

Advance Data Analytics using Python (2022)

Udemy

Issued Nov 2022

Credential ID UC-ed1fab33-ae91-4c32-a064-73db000532f34

Skills: Accounts payable & receivable, VBA Excel +3 skills

Certification

Ultimate Spoken English Course

Josh Talks

Issued Oct 2022

Credential ID 2022BE65118

Skills: Communication

Certification

Graphics Designing with Photoshop

National Skill Development Corporation

Issued Jan 2022

Credential ID CAN_150782981604835

Certification

Nonprofit Essentials: What is a Nonprofit?

NonprofitReady

Certification

Consignment Tracking Executive (LSC/Q1121)

Ministry of Housing and Urban Affairs

Credential ID NULM/2020-2021/TP44920/TC_00107436/46379/CAN_02894603

Skills: GL, management

Certification

Volunteering

Community, youth and non-profit engagements alongside the finance career.

Senior Volunteer

Education

National Service Scheme

Jul 2019 – Aug 2022 · 3 yrs 2 mos

Actively contributed to community service drives, awareness campaigns and student-led social initiatives.

District Coordinator

Arts and Culture

National Integrated Forum of Artists & Activists (NIFAA)

Mar 2021 – Present

District Coordinator and District President, coordinating district-level programmes, teams and community outreach.

U-Ambassador

Education

UNICEF India (U-Report)

Sep 2023 – Present

Ambassador for U-Report, UNICEF India's flagship digital youth engagement platform — amplifying youth voices and driving participation.

Financial Coach

Economic Empowerment

Dorcas Destiny International

Volunteer engagement

Coached community members on personal financial planning, budgeting and money management.

Skill-based Volunteer — Financial Planning

Non-profit capacity building

Tata ProEngage with Chezuba

Aug – Nov 2023

Built a financial planning framework for a non-profit partner; recognised with a certificate of appreciation.

Skill-based Volunteer — Recognition & Certification

Non-profit capacity building

Tata ProEngage with Chezuba

Jan – Apr 2024

Designed an NGO recognition and certification process end to end.

Youth Project Team Volunteer

Environment

Global Landscapes Forum · Youth in Landscapes Initiative

2024

Asia and the Pacific Regional Project Team — helped shape, plan and deliver GLF Youth Programme projects.

Awards & volunteering

Recognition and skill-based volunteering work alongside the day job.

Gemini Certified Educator awarded by Google for Education

Gemini Certified Educator

Certification

Google for Education

Issued Jun 2025 · Valid through May 2028

Demonstrated knowledge, skills and core competencies for applying Google AI responsibly in education and training contexts.

Certificate of Appreciation — Financial Planning awarded by Tata ProEngage (Tata Sustainability Group) with Chezuba

Certificate of Appreciation — Financial Planning

Volunteering

Tata ProEngage (Tata Sustainability Group) with Chezuba

Aug – Nov 2023

Skill-based volunteering: built a financial planning framework for a non-profit, signed by N. Chandrasekaran, Chairman, Tata Sons.

Certificate of Appreciation — Recognition & Certification Project awarded by Tata ProEngage (Tata Sustainability Group) with Chezuba

Certificate of Appreciation — Recognition & Certification Project

Volunteering

Tata ProEngage (Tata Sustainability Group) with Chezuba

Jan – Apr 2024

Second ProEngage engagement, designing an NGO recognition and certification process end to end.

Certificate of Appreciation — GLF Youth Project Team awarded by Global Landscapes Forum · Youth in Landscapes Initiative

Certificate of Appreciation — GLF Youth Project Team

Volunteering

Global Landscapes Forum · Youth in Landscapes Initiative

2024

Volunteer on the Asia and the Pacific Regional Project Team, helping shape, plan and deliver GLF Youth Programme projects and events.

Profile highlights

  • Two consecutive Tata ProEngage skill-based volunteering engagements (2023 and 2024)
  • Google-certified in applied AI (Gemini Certified Educator, valid to 2028)
  • International volunteering across the Asia-Pacific region with the Global Landscapes Forum
  • Certified across the full analytics stack: Power BI, advanced Excel, SQL and Python
  • Google Project Management Certificate plus Pre-MBA Statistics coursework

Education

  • US CPA (Certified Public Accountant)

    AICPA — American Institute of Certified Public Accountants · 2026 – 2027

  • Master of Business Administration (Finance & Marketing)

    Sikkim Manipal University · 2024 – 2026

  • Bachelor of Science (Zoology)

    Binod Bihari Mahato Koyalanchal University · 2019 – 2022

  • Higher Secondary Certificate (Class 12, Science)

    Jharkhand Academic Council · 2019

  • Secondary School Certificate

    Jharkhand Academic Council · 2017

Contact

Let's talk finance, data and automation

Open to FP&A, financial analysis, dashboard design and finance automation conversations. Messages are delivered securely and answered directly.

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