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Pranjali Joshi

@pranjalijoshi

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Financial analyst leveraging data, modeling, and visualization to drive profitability.

United States

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What I'm looking for

I seek a data-driven finance role where I can apply modeling, automation, and visualization to improve profitability, forecasting, and strategic decision-making in a collaborative environment.

I am a results-driven financial analyst with experience in financial modeling, data analysis, and performance tracking across banking and corporate environments.

I have delivered measurable improvements in ROI, client retention, and cost reduction using SQL, Python, Excel automation, Power BI, and Tableau.

I build reusable analytical templates, ETL pipelines, and executive dashboards that reduce manual reporting time and improve decision-making accuracy.

I partner with cross-functional teams and leadership to translate data into strategic actions, emphasizing forecasting, variance analysis, and GAAP-compliant financial planning.

Experience

Work history, roles, and key accomplishments

Current

Financial Analyst

Current

HSBC

Oct 2024 - Present (1 year 2 months)

Conducted client segmentation and profitability analysis using SQL and QuickBooks, improving ROI by 9% and reducing manual reporting time by 40% through reusable Excel models and automated templates.

Financial Modeling SQL VBA Matplotlib

Financial Analyst Intern

The Musicians Club

Sep 2024 - Oct 2024 (1 month)

Extracted and analyzed $2M in revenue and expenses from QuickBooks, automated monthly reporting to reduce manual time by 60%, and delivered Power BI dashboards that increased financial visibility by 40%.

Quickbooks SQL Power BI Matplotlib Alteryx

Financial Analyst

Paradyes

Jan 2020 - Aug 2023 (3 years 7 months)

Led sales forecasting, ETL pipeline development, and KPI dashboarding using Python, SQL and Tableau, improving budgeting accuracy and enabling real-time financial decision-making.

Python SQL Tableau ETL Forecasting Hypothesis Testing Financial Reporting

Education

Degrees, certifications, and relevant coursework

Pace University

Master of Science, Data Science

2023 -

Pursuing a Master of Science in Data Science with coursework and projects focused on data analysis, statistical modeling, and machine learning to support data-driven financial decision-making.

Institute of Advanced Research

Bachelor of Business Administration, Business Administration

2018 - 2021

Completed a Bachelor of Business Administration with emphasis on finance and business fundamentals to support roles in financial analysis and corporate reporting.