naveen khan

A CFA Level 3 candidate with a strong academic background in Finance and hands-on experience in financial analysis and investment research, I am eager to contribute my skills to your team have. I have a strong background in financial planning, forecasting, and strategic analysis, I'm eager to bring my expertise to your team and help drive insightful, data-driven decision-making.

During my academic and professional experience, I have developed strong abilities in customer accounts reconciliation, ensuring discrepancies are identified and resolved promptly. I have also honed my skills in sales order review, verifying compliance with company policies and ensuring accuracy in financial transactions.

In addition, I have experience collaborating with internal and external stakeholders, addressing financial variations and supporting smooth operations. My involvement in month-end financial processes has strengthened my ability to contribute to timely and accurate reporting, ensuring key financial insights are available for decision-making.

In my previous role as a Financial Analyst at Bricks Concept Development, I worked closely with marketing and sales teams to prepare P&L projections, analyze financial data, and develop strategic financial plans like 3-5 Year Plans, Annual Plans, and Quarterly Plan updates. I also developed tailored financial models and Power BI dashboards, enabling clients to achieve an average ROI of 9–11% in the first year. I identified cost-saving opportunities that reduced operating expenses by 15% and optimized decision-making through market benchmarking and KPI monitoring. My expertise includes preparing investor-ready financial projections and business plans, driving successful fundraising efforts.I am particularly excited about the opportunity to further develop my financial expertise within a dynamic and innovative team. I thrive on analyzing financial data, supporting strategic initiatives, and driving efficiency through my problem-solving skills. My proactive approach and passion for finance make me a strong fit for this role.