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Pankhuri SaxenaPS
Open to opportunities

Pankhuri Saxena

@pankhurisaxena

I improve financial reporting and forecasting through data analysis, automation, and process design.

United States
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What I'm looking for

I'm looking to improve financial reporting, forecasting, and business processes through data analysis, automation, and cross-functional collaboration.

At Worldpay, now Global Payments, I redesign and automate Excel- and Salesforce-based tools for Enterprise financial tracking, forecasting, and pipeline reporting. I built a Copilot AI agent that converts unstructured documents into structured Excel files, increasing efficiency by 75%.

I've also supported strategic investments and revenue management at Toyota Motor North America through variance analysis, forecasting, profitability analysis, and reporting. My work combines financial analysis, data accuracy, and process improvement to help teams make better decisions.

Experience

Work history, roles, and key accomplishments

WP
Current

Business Process Analyst

Worldpay (now Global Payments)

Jul 2025 - Present (1 year 3 months)

Streamlined financial tracking and forecasting by automating Excel and Salesforce tools, delivering a Top 30 Opportunities dashboard. Audited Salesforce accounts, built a Copilot AI agent, and owned the quarterly RFP review cycle.

UC

Vice President, UC Piloting Club

University of Cincinnati

Mar 2024 - May 2025 (1 year 2 months)

Facilitated executive board alignment and supported the president in driving organizational goals. Oversaw a $6,000 budget and coordinated funding for flying events.

UC

Financial Officer, Women in Finance

University of Cincinnati

Jan 2024 - May 2025 (1 year 4 months)

Cultivated an inclusive community for women in finance by organizing events and managing budget allocations to ensure optimal use of resources.

UC

Senior Analyst, Queen City Consulting

University of Cincinnati

Jan 2024 - May 2025 (1 year 4 months)

Collaborated with Canned Spinach to analyze project types and clientele, delivering strategic financial recommendations. Conducted a comprehensive analysis of EQ Management's website and proposed design strategies.

Toyota Motor North America logoTA

Strategic Investments Intern

Toyota Motor North America

Aug 2024 - Dec 2024 (4 months)

Standardized month-end variance analysis and developed templates for reporting and forecasting using Excel and BPC. Executed research and data analysis to support strategic investment decisions.

Toyota Motor North America logoTA

Revenue Management and Product Profitability Intern

Toyota Motor North America

May 2024 - Aug 2024 (3 months)

Delivered financial analysis on Vehicle BoMs and Profit by Model using SAP, BPC, Excel, and PowerPoint. Analyzed actual vs. budget variances and assessed battery component costs across manufacturing locations.

Education

Degrees, certifications, and relevant coursework

University of Cincinnati logoUC

University of Cincinnati

Bachelor of Business Administration and Bachelor of Science, Finance and Business Analytics

Graduated in May 2025 with a Bachelor of Business Administration in Finance and a Bachelor of Science in Business Analytics.

Tech stack

Software and tools used professionally

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