YASHWANTH BERI

YASHWANTH BERI

Financial Analyst

United States.

About

Highly analytical Financial Analyst with 4+ years of experience in FP&A and corporate finance, specializing in budgeting, forecasting, and variance analysis across multi-billion dollar enterprise environments. Expertly leverages advanced financial modeling, ERP systems (SAP, Oracle, Hyperion), and automation tools (SQL, Python, Power BI) to deliver accurate forecasts, streamline reporting, and provide actionable insights that drive strategic decision-making and improve financial visibility for leadership.

Work

Goldman Sachs

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Financial Analyst

New Jersey, New Jersey, US

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Summary

Currently supports financial planning and analysis for a $50M departmental P&L, driving forecast accuracy and strategic alignment through advanced financial modeling and reporting.

Highlights

Supported annual operating budgets and rolling forecasts for a $50M departmental P&L, enhancing forecast accuracy and planning alignment via Excel and SAP.

Prepared monthly close variance analysis by dissecting price, volume, mix, and cost drivers, enabling management to identify and act on critical financial issues.

Built executive dashboards and management reporting packages using Power BI and Tableau, significantly improving visibility into margins, overhead, and cash flow trends.

Automated recurring and ad-hoc financial reports via SQL, Python, and Excel, reducing reporting effort by over 70% and improving data turnaround.

Partnered cross-functionally with Operations, Accounting, IT, and Sales, providing actionable insights that informed leadership decision-making.

London Stock Exchange Group (LSEG)

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Financial Analyst

India, India, India

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Summary

Provided comprehensive financial analysis and strategic planning support for a $2B portfolio, significantly enhancing financial visibility and operational efficiency.

Highlights

Supported annual budgeting and quarterly reforecasting for a $2B portfolio, improving financial visibility for senior leadership through Excel, Hyperion, and SAP.

Performed monthly variance analysis across 200+ line items, accurately identifying key cost, revenue, and margin drivers, and highlighting critical risks and opportunities.

Enhanced ERP reporting and month-end close processes, contributing to a 35% reduction in the close cycle time.

Improved forecast accuracy from 8% to 4% MAPE by meticulously reviewing forecast errors and refining planning assumptions.

Designed and implemented Power BI dashboards to track profitability, cash flow, and operational KPIs, enabling data-driven management reviews.

Education

Stevens Institute of Technology

Hoboken, NJ, United States of America
Master Financial Analytics Grade:

Vellore Institute of Technology

Vellore, Tamil Nadu, India
Bachelor Business Administration (Finance) Grade:

Certificates

Securities Industry Essentials (SIE®)

FINRA

Financial Modeling & Valuation Analyst (FMVA®)

Corporate Finance Institute

Bloomberg Market Concepts (BMC)

Bloomberg

Microsoft Power BI Data Analyst Associate

Microsoft

Skills

FP&A & Corporate Finance

Budgeting & Forecasting, Rolling & BOY Forecasts, Variance Analysis (Actual vs Budget vs Forecast), Financial Reporting, Management & Executive Reporting, KPI Development, Cost & Overhead Analysis, Cash Flow Forecasting, Strategic & Operating Plan Support.

Financial Analysis & Modeling

Financial Statement Analysis, Ratio & Trend Analysis, Integrated 3-Statement Models, Scenario & Sensitivity Analysis, Capital Budgeting (NPV, IRR).

Tools & Systems

Advanced Excel (Pivot Tables, XLOOKUP/VLOOKUP, Power Query, VBA), SQL, Python, Power BI, Tableau, Oracle ERP / Oracle Financials, SAP FI/CO, Hyperion Planning, Bloomberg.

Business Skills

Business Partnering, Cross-Functional Collaboration, Executive Communication, Process Improvement, Time Management.

Projects

FP&A Forecasting & Reporting Automation

Summary

Developed automated workflows using SQL, Excel, and Python to streamline forecasting, variance analysis, and management reporting processes, improving efficiency and turnaround time for financial tasks.

Executive KPI Dashboard Development

Summary

Designed and implemented Power BI dashboards to track key performance indicators (KPIs) including revenue, overhead, margin, and cash flow, supporting leadership performance reviews.