keerthi User

I’m a Financial Analyst with 5+ years of experience across healthcare and financial services, where I own budgeting, forecasting, variance analysis, and cash flow planning for high-volume operations. I’m hands-on with Excel, SQL, Power BI, Python, and Tableau to improve cost control, claims accuracy, and margin protection.

In my current role, I built and maintained loan portfolio and revenue forecasting models in Excel + SQL, tightening forecast variance from 12% to 4% and identifying $375K in annual cost savings. I also run daily reconciliations using SQL validation scripts—catching duplicate postings and processing errors that prevented $210K in incorrect reporting entries.

Across my work at Optum and Fidelity, I’ve reworked reporting and month-end workflows with Excel Power Query and VBA to cut audit discrepancies by 27% and shorten close cycles by 4 days. I’ve delivered measurable impact through scenario and stress-test modeling, interactive Power BI dashboards for 15+ directors, and Python automation that reduced manual GAAP adjustments by 41%, helping leadership make faster, actionable spend optimization decisions.