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Insha Raheem

@insharaheem

Financial Analyst at State Street building investment models and Power BI dashboards for portfolio decisions.

At State Street, I build three-statement financial models and use ROI, NPV, and IRR analysis to support investment decisions. My work includes a $120M strategic transformation initiative and Power BI dashboards for portfolio profitability and stock performance.

Previously, I developed financial analytics and reporting at ADP and HCL, using SQL, Python, Excel, Power BI, and Tableau. At ADP, my reporting automation saved more than 20 hours per month; at HCL, I built automated reports and interactive dashboards for business and financial trends.

Experience

Work history, roles, and key accomplishments

Current

Financial Analyst

Current

State Street

Jun 2025 - Present (1 year 5 months)

Leveraged SQL-based financial data extraction to automate equity reporting and financial analysis, reducing reporting cycle time by 4 days and improving data accuracy by 18%. Conducted investment analysis using ROI, NPV, IRR, and breakeven models for $15M+ initiatives.

SQL Power BI Financial Modeling ROI NPV IRR scenario analysis Sensitivity Analysis Variance Analysis Forecasting Data Visualization Dashboard Development Executive Reporting NetSuite Salesforce

Data Analytics Specialist

ADP

Nov 2022 - Apr 2023 (5 months)

Analyzed large-scale HR, payroll, and workforce datasets to generate insights supporting operational efficiency and strategic decisions. Built and maintained advanced financial models in Excel for equity valuation and revenue forecasting.

SQL Tableau Excel Financial Modeling Forecasting Variance Analysis Equity Research Data Visualization Report Automation US GAAP

Data Analyst

HCL

May 2018 - Oct 2022 (4 years 5 months)

Analyzed large-scale structured and semi-structured data to support business intelligence and data-driven decision-making. Developed automated reports and interactive dashboards using SQL, Python, Excel, Power BI, and Tableau.