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Lakshmi

Waltham, MA, US

Phone: xxx-xxx-xxxx

Email: xxx@xxxx.xxx



  • Looking For: Financial Analyst, Senior Financial Analyst

  • Occupation: Business and Finance

  • Degree: Master's Degree

  • Career Level: III (Experienced, performs complex duties with minimal supervision)

  • Languages: English

Career Information:

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Highlights:Successfully implemented a uniform apportionment strategy for SUI taxes at Tata Consultancy Services, resulting in annual tax savings of $1.1 million. Additionally, led financial modeling initiatives that increased profitability by up to 10% through data-driven insights and advanced forecasting.

Skills:Financial Modeling, Budgeting, Forecasting, Excel,

Goal:To leverage my analytical expertise and financial acumen to drive strategic decision-making and contribute to business growth in a dynamic, collaborative environment. I aim to grow into a senior finance leadership role, where I can lead impactful initiatives and deliver measurable value.

Membership:Member, Institute of Chartered Accountants of India Beta Gamma Sigma Honor Society

Certification:Chartered Accountant (The Institute of Chartered Accountants of India) Financial Analytics (Expected May 2025 – Bentley University, Master’s Degree)

Honor:Dean’s List – Bentley University (if applicable) Recognized for Excellence in Financial Analysis – Soatech Solutions


Experiences:

Finance Intern 02/2025 - 05/2025
Tata Consultancy Services Ltd., Edison, New Jersey United States
Industry: Professional, Scientific, and Technical Services
Finance intern with hands-on experience in cost optimization, financial forecasting, and variance analysis. Delivered strategic insights that improved tax efficiency and supported liquidity planning for large-scale operations.
Designed and implemented a standardized apportionment method for State Unemployment Insurance (SUI) taxes, generating $1.1 million in annual savings. Created detailed cash flow projections for North America operations to enhance financial planning and liquidity management. Conducted month-over-month variance analysis for payroll across 35,000+ employees, identifying discrepancies in key cost components such as base salary and statutory taxes. Collaborated with senior finance leaders to support month-end closing and reporting activities.--
Finance Manager 03/2022 - 07/2023
TVS Supply Chain Solutions, Chennai, Tamil Nadu India
Industry: Manufacturing / Supply Chain
Finance manager responsible for financial compliance, monthly close process improvement, and balance sheet accuracy.
Created financial policies for North America, boosting compliance with Ind AS by 25%. Reduced monthly close time by 15% through process optimization. Resolved balance sheet discrepancies, improving reporting accuracy by 12%.--
Financial Analyst 01/2021 - 02/2022
Soatech Solutions Pvt. Ltd., Bengaluru, Karnataka India
Industry: Professional, Scientific, and Technical Services
Delivered advanced financial analysis and modeling to improve profitability and efficiency.
Reduced COGS by 6% through scenario analysis and modeling. Built monthly profitability forecasts using Excel and SQL. Delivered insights to senior leadership, improving operational efficiency by 15%.--
Audit Consultant 01/2015 - 12/2020
Ranga Rao & Company, Bengaluru , Karnataka India
Industry: Accounting / Professional Services
Audit consultant providing financial reporting, compliance analysis, and liquidity improvement solutions.
Conducted audits and financial analysis for 10+ clients, maintaining 100% regulatory compliance. Designed financial models to improve clients' cash flow and AR/AP reporting. Delivered investment insights that boosted a client’s profit by 4%.--

Education:

Bentley University – McCallum Graduate School of Business 09/2023 - 05/2025
Waltham, Massachusetts, United States
Degree: Master's Degree
Major:Financial Analytics
Pursuing a Master of Science in Financial Analytics with a focus on advanced financial modeling, forecasting, and data analysis. Gained hands-on experience with tools like SQL, Excel, Tableau, and Oracle to drive data-driven financial strategies.


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