Ishmeet Malhotra

Led annual budgeting and rolling forecasts for multi-cost-center operations supporting $20M+ expense planning and built driver-based models that improved forecast accuracy by ~15–20%, reducing unexplained variances by 18% and accelerating reporting turnaround by 30%.

Developed annual and quarterly forecasting models for departmental budgets and grant programs, improving budget adherence by 20% and automating reports in Excel and Power BI to cut manual effort by 35–40%.

Built portfolio forecasting and scenario-analysis and valuation models using Bloomberg and Excel, producing client-facing performance dashboards that supported investment decisions and improved client insight into risk-adjusted returns.

Developed financial and operational reports supporting departmental budgets and capital planning, automated SQL-based reconciliations to improve data accuracy by 25% and reduce reconciliation cycle time by 30%.

Built forecasting models and KPI dashboards to support capital allocation decisions and prepared board-level financial reports and presentations for executive stakeholders.

Supported budgeting and investment planning with Excel-based models to evaluate returns and pricing, and assisted in preparing financial statements and audit support packages to ensure compliance.

Prepared fund-level reporting packs, monthly reconciliations, and dashboards to monitor fund trends, cash positions, and performance indicators used for operational and regulatory reviews.

Completed a Master of Science in Finance and Financial Analytics with coursework and projects focused on financial modeling, forecasting, and analytics.

Completed a Master of Business Administration with a concentration in Finance, covering corporate finance, investment analysis, and managerial accounting.

Completed a Bachelor of Accounting and Finance with studies in accounting, finance, and related quantitative subjects.