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Dheeraj Rao

@dheerajrao

I am a dynamic FP&A professional skilled in forecasting, cost optimization, and reporting automation.

India
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What I'm looking for

I'm seeking FP&A roles where I can lead forecasting, budgeting, and reporting automation, drive cost optimization, and collaborate cross-functionally to deliver strategic insights.

I am a dynamic FP&A professional with experience leading financial planning, budgeting, and forecasting for high-value inventory and technology portfolios. I automated KPI and cost-driver reporting in Power BI, reducing manual preparation time by 60%, and implemented Python-based forecasting and accrual monitoring that saved 10+ hours per month. I also identified $2.5M in savings via license utilization review and managed a $500M+ technology budget with month-end close responsibility.

I combine technical skills—Power BI, SQL, Python, Excel—and process automation with stakeholder management to deliver actionable insights and cost optimization. My background also includes large-scale project budgeting and developing trading-strategy prototypes, enabling cross-functional delivery and strategic decision support.

Experience

Work history, roles, and key accomplishments

SL

Associate Intern, Financial Strategy

Samvitti Capital Pvt. Ltd.

Apr 2022 - Jun 2022 (2 months)

Developed and back-tested Python trading strategies for institutional portfolios and delivered scenario analysis to improve portfolio returns. Provided analytics to support investment decision-making.

Education

Degrees, certifications, and relevant coursework

T A Pai Management Institute logoTI

T A Pai Management Institute

Post Graduate Diploma in Management, General Management

2021 - 2023

Grade: 7.08/10

Post Graduate Diploma in Management (General Management) from T A Pai Management Institute with CGPA 7.08/10, completed 2023.

PT

Pillai HOC College of Engineering & Technology

Bachelor of Engineering, Civil Engineering

2013 - 2017

Grade: 7.38/10

Bachelor of Engineering in Civil Engineering from Pillai HOC College of Engineering & Technology with CGPA 7.38/10, completed 2017.

Tech stack

Software and tools used professionally

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Dheeraj Rao - Senior Analyst, Inventory Planning - Lowe's India | Himalayas