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Alex Vance

Senior Financial Analyst / Strategic Operations
alex.vance@example.com• +91 98765 43210• Mumbai, MH, India• linkedin.com/in/alexvance

Professional Summary

High-performing professional with 5+ years of cross-functional experience driving financial analysis, budgeting, and automated reporting systems. Proven track record of spearheading operational enhancements that reduced cost by 18% while scaling portfolio governance across corporate banking sectors.

Work Experience

Senior Financial Analyst
Jan 2022 – Present
HDFC Securities & Asset Management | Mumbai, India
  • Orchestrated quarterly financial forecasting models across a $45M portfolio, improving forecasting accuracy by 22%.
  • Spearheaded automated regulatory reporting workflows utilizing SQL and Advanced Excel, saving 15 hours weekly.
  • Conducted variance analysis and presented actionable board summaries that identified ₹3.2M in annual vendor cost savings.
Associate Business Analyst
Aug 2019 – Dec 2021
Tata Consultancy Services | Pune, India
  • Engineered dynamic KPI dashboards in PowerBI monitoring 12,000+ customer lifecycle data points.
  • Collaborated with risk and audit teams to ensure 100% compliance with ISO-27001 regulatory frameworks.

Education

Master of Business Administration (MBA) in Finance & Analytics
2019
Symbiosis Institute of Business Management | Pune, India (8.6 CGPA)
Bachelor of Commerce (B.Com Hons) in Financial Accounting & Economics
2017
University of Mumbai | Mumbai, India (84%)

Core Competencies

Financial ModelingVariance AnalysisPowerBI & TableauSQL & Data WarehousingRisk ManagementBudgeting & ForecastingERP / SAP FI-COCorporate Governance

Key Projects

Automated Portfolio Rebalancer (Lead Architect)

Built a predictive asset rebalancing script in Python that backtested returns with an alpha of +4.2% over NIFTY50 benchmark.

Certifications & Credentials

• Chartered Financial Analyst (CFA) Level II Candidate – CFA Institute (2023)
• Certified Financial Modeling & Valuation Analyst (FMVA) – CFI (2021)
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