Neeraj Ramesh
@neerajrlat
I build financial models and automated reporting that improve planning and business decisions.
What I'm looking for
At State Street, I develop budgeting, rolling forecast, and expense-planning models supporting approximately $140M in annual operating budgets. I automate executive dashboards and recurring reporting with Power BI, SQL, DAX, Power Query, and Excel, reducing manual effort and helping stakeholders make faster decisions.
Previously at DMI Finance, I managed planning, forecasting, reporting, profitability analysis, and close activities across multiple business units. I bring hands-on experience turning large financial datasets into actionable insights while maintaining GAAP, SOX, audit, and internal-control standards.
Experience
Work history, roles, and key accomplishments
Developed financial models and automated dashboards using Power BI, SQL, and Excel, improving forecast accuracy by 18% and reducing manual reporting effort by 42%. Performed variance analysis and supported month-end close activities, ensuring GAAP and SOX compliance.
Education
Degrees, certifications, and relevant coursework
Neeraj hasn't added their education
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Tech stack
Software and tools used professionally
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