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Lokesh Reddy

@lokeshreddy6

Financial Analyst at JacksonFinancial who narrowed annuity forecast variance to 2.8% and uncovered $3.1M in recurring savings.

United States

Message

At JacksonFinancial, I use Python models to forecast annuity products, narrowing forecast variance from 6.5% to 2.8%. I also queried policy datasets with SQL to uncover $3.1M in recurring expense savings.

At Freshworks Inc, I forecasted subscription revenue and ARR in Adaptive Insights, holding accuracy within 3% of quarterly actuals. My work across financial planning and analysis has included automating reporting, analyzing SaaS retention, and supporting GAAP and ASC 606 reporting.

Experience

Work history, roles, and key accomplishments

Current

Financial Analyst

Current

Jackson Financial

Oct 2025 - Present (1 year 1 month)

Steered quarterly forecasting for annuity products through Python models, narrowing forecast variance from 6.5% to 2.8%. Automated month-end flux reporting in Power Query, shortening the close cycle from 8 days to 5.

Python Power Query Anaplan Power BI SQL GenAI US GAAP LDTI SOX Financial Modeling Forecasting Variance Analysis Data Analysis Dashboarding Reconciliations Audit Support

Financial Analyst

Freshworks Inc

Jan 2022 - Jul 2024 (2 years 6 months)

Forecasted subscription revenue and ARR in Adaptive Insights, holding accuracy within 3% of quarterly actuals. Consolidated entity books in NetSuite at quarter-end, completing intercompany eliminations 2 days earlier than prior cycles.