At JP MORGAN CHASE, I own monthly forecast updates for assigned cost centers, refreshing revenue, headcount, vendor spend, and other OPEX assumptions with business owners. I also built a driver-based revenue model with base, upside, and downside cases to show leadership the P&L impact of operating changes.
I review monthly results against budget, forecast, and prior-year actuals, then prepare management commentary on material variances. I also assess CAPEX and strategic investments through ROI, payback, cash flow, and sensitivity analysis.
At MORGAN STANLEY, I built and maintained revenue and expense models and prepared bridges explaining material P&L movements. I developed Power BI and Excel reports and used SQL, Python, SAS, and Power Query for ad-hoc analysis.
At COGNIZANT, I supported budgeting and forecasting, analyzed budget-versus-actual results, and assisted with revenue, cost, and margin analysis. I built recurring Excel reports and produced KPI and expense reporting for Finance and Operations teams.
