Charulatha G
Chennai
Summary
Professional Financial analyst specializing in Finance and Analytics. Expertise in financial data analysis, modelling, valuation, and loan syndication. Highly skilled in Excel for data analysis and reporting, with foundational Python abilities for generating data-driven insights. Strong analytical, problem-solving, and communication skills to facilitate strategic financial decision-making.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Junior Financial Analyst
Fortune Business Solutions
07.2022 - 05.2024
- Prepared monthly/quarterly financial statements (P&L, balance sheets, cash flow) and variance analysis reports, identifying discrepancies and recommending corrective actions
- Developed interactive dashboards in Excel and Power BI to visualize KPIs (revenue growth, expense trends, profitability), enabling stakeholders to track performance
- Collaborated with customers to develop annual budgets and rolling forecasts, improving forecast accuracy through granular expense tracking and trend analysis
- Performed quarterly reforecasting based on market trends and business performance, aligning financial projections with strategic goals during periods of economic volatility
- Partnered with senior analysts to evaluate potential mergers, acquisitions, and market expansion opportunities, building discounted cash flow (DCF) models and scenario analyses
Education
Master of Business Administration - Finance and Analytics
National Institute of Technology Calicut
05.2026
Bachelor of commerce -
University of Madras
06.2022
Class 12 -
State board of school examinations
04.2019
Class 10 -
State board of school examinations
04.2017
Skills
- Advanced Excel (VBA, macros)
- Power BI
- SQL
- QuickBooks
- Financial modeling
- Variance analysis
- Ratio analysis
- Working capital management
- Excel
- Financial Modelling
- Financial Analysis
- Problem solving
- Communication skills
- Critical thinking
- Data visualization
- Financial analysis
- Budgeting and forecasting
Certification
- The complete financial analyst course (Excel, Accounting, Financial Statement Analysis, Business Analysis), UDEMY, 03/25
- Python, Feature Engineering, Power BI, and SQL, Udemy, Pursuing
Languages
Tamil
Native language
English
Advanced
C1
Position Of Responsibility
- National Institute of Technology Calicut, Social media, operations and events committee member, TARANG (Management fest)
- National Institute of Technology Calicut, Finance Club Member
- National Institute of Technology Calicut, Analytics Club Member
- SGBC Vivekananda Vidyalaya hr sec school, Discipline Minister, 2 consecutive years
Areas Of Interest
- Financial Analysis & modelling
- Risk Management & Credit Analytics
Timeline
Junior Financial Analyst
Fortune Business Solutions
07.2022 - 05.2024
Bachelor of commerce -
University of Madras
Class 12 -
State board of school examinations
Class 10 -
State board of school examinations
Master of Business Administration - Finance and Analytics
National Institute of Technology Calicut
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