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Namrata Mukherjee

@namratamukherjee

Senior Financial Analyst at TCS who improved forecasting, budgeting, and financial close accuracy with standardized procedures.

India

Message

At TATA CONSULTANCY SERVICES (TCS), I analyze forecasts and business projections to support financial planning and decision-making. I implemented standardized procedures for forecasting, budgeting, and financial close activities, reducing reporting errors and improving data accuracy.

I conduct monthly P&L variance analysis against budgets and forecasts, and develop financial models for planning. I also create Power BI dashboards and reports for financial analysis.

At ZACKS INVESTMENT RESEARCH, I built financial models and prepared equity research reports and earnings commentary on companies in Basic Materials and Industrial Products. I hold an MBA in Finance and the FPAP® certification from the Corporate Finance Institute.

Experience

Work history, roles, and key accomplishments

Financial Analyst

Tata Consultancy Services

Sep 2022 - Nov 2026 (4 years 2 months)

Analyzed financial forecasts and business projections to support financial planning and decision-making. Conducted monthly P&L variance analysis and developed financial models for budgeting and forecasting.

Financial Planning And Analysis Budgeting Forecasting Financial Modeling Variance Analysis P&L Analysis Power BI Dashboard Reporting Stakeholder Management

Equity Research Associate

Zacks Investment Research

Jul 2018 - Sep 2022 (4 years 2 months)

Specialized in Basic Materials and Industrial Products equities, covering manufacturing and mining companies. Built financial models and analyzed industry, company, and policy developments to provide investment insights.

Equity Research Financial Modeling Financial Statement Analysis Industry Analysis Investment Strategies NASDAQ Income Analysis Report Writing

Audit Associate

PwC SDC

Nov 2016 - Sep 2017 (10 months)

Performed audit procedures covering cash, revenue, debt, accounts receivable, accounts payable, and fixed assets. Conducted substantive testing and tie-outs of 10-K and 10-Q reports.

Audit Substantive Testing Financial Statement Analysis 10 Ks 10 Q Filings Accounts Receivable Accounts Payable Fixed Assets

Education

Degrees, certifications, and relevant coursework

Corporate Finance Institute (CFI)

Data Analysis in Power BI, Data Analysis

2026 - 2026

Completed the Data Analysis in Power BI certification from the Corporate Finance Institute in 2026.

Corporate Finance Institute (CFI)

Financial Planning & Analysis Professional (FPAP), Financial Planning & Analysis

2026 - 2026

Earned the Financial Planning & Analysis Professional (FPAP) certification from the Corporate Finance Institute in 2026.

Corporate Finance Institute (CFI)

AI-Enhanced Financial Analysis, Financial Analysis

2026 - 2026

Completed the AI-Enhanced Financial Analysis certification from the Corporate Finance Institute in 2026.

Heritage Business School

MBA, Finance

2015 - 2017

Pursued an MBA in Finance from Heritage Business School from 2015 to 2017.

University of Calcutta

B.Com, Accounts

2013 - 2015

Completed a Bachelor of Commerce in Accounts from the University of Calcutta from 2013 to 2015.

Bloomberg

Bloomberg Finance Fundamentals, Finance

Completed the Bloomberg Finance Fundamentals certification from Bloomberg.

Bloomberg

Bloomberg Market Concepts, Finance

Completed the Bloomberg Market Concepts certification from Bloomberg.

University of Calcutta

Certificate Course in Financial Markets, Financial Markets

Completed a certificate course in Financial Markets from the University of Calcutta and Calcutta Stock Exchange Centre of Excellence in Financial Market.