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Bhupesh Jha

@bhupeshjha

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FP&A and financial data analyst turning statements into decision-ready insights with Python, SQL, Power BI.

India

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What I'm looking for

I’m looking for an FP&A Analyst role where I can run budgeting, forecasting, and variance analysis, and turn financial and operational data into decision-ready insights using Excel, Power BI, Python, and SQL—ideally in a finance operations environment.

I’m an engineering graduate with an MMS in Financial Technology, and I bring 2 years of experience in data analysis and database engineering alongside hands-on FP&A exposure through financial planning, budgeting, forecasting, and variance analysis. I’m NISM-certified and grounded in financial statement analysis, DCF/WACC valuation, and risk-focused thinking.

I turn P&L, balance sheet, and cash flow inputs into actionable narratives—building ratio, trend, and variance analysis frameworks in advanced Excel and delivering management-ready reporting via Power BI (DAX, dashboards, Power Query). I also combine Python and SQL for automation and deeper modelling, from equity research valuation work to credit risk screening and portfolio risk optimization.

Experience

Work history, roles, and key accomplishments

Data Analyst Intern

Upright Wealth

Apr 2026 - Jul 2026 (3 months)

Analyzed client portfolio and financial statement data in Excel to produce performance reports and insights for wealth management teams. Built Excel-based financial models and supported forecasting and variance analysis through standardized reporting.

Excel Financial Statement Analysis Financial Modeling Forecasting Sharpe Ratio Sortino Ratio Reporting

Full Stack Developer (Data & DB)

Assesshub

Aug 2022 - Mar 2024 (1 year 7 months)

Designed relational database schemas and wrote complex multi-table SQL queries to ensure data integrity and reliable reporting across production systems. Optimized queries and automated workflows to reduce data retrieval latency and manual error risk.

PostgreSQL MySQL SQL Query Optimization Data Automation

Education

Degrees, certifications, and relevant coursework

FinX Institute (BSE Institute Ltd)

PG Diploma in Financial Technology (MMS – FinTech), Financial Technology

2024 - 2026

PG Diploma in Financial Technology (MMS–FinTech) covering risk analytics, financial econometrics, quantitative finance, portfolio management, and statistical modelling.