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Rutvik Rana

@rutvikrana

Financial analyst at CRH International who improved reporting traceability and reduced manual effort by approximately 25%.

Netherlands

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What I'm looking for

I’m seeking to support Rothschild & Co’s Wealth Management team through investment analysis, portfolio reviews, client communications, and tailored financial insights.

At CRH International, I supported financial reporting by reconciling source data against recurring and regulatory reports, developing SQL queries and data models, and documenting reporting workflows. I also helped standardize KPI definitions and supported automation that reduced manual effort by approximately 25%.

At British Telecom (BT Group), I automated monthly reporting and developed Power BI dashboards and data models used by Finance, Sales, and Operations stakeholders. I analyzed forecast-versus-actual performance, pricing, and volume drivers to support commercial planning and performance reviews.

Earlier, as a Jr. Financial Analyst at OMSAI TRADERS, I prepared P&L reports and analyzed customer and product profitability, pricing, and margins. At Equity Pandit Financial Services, I analyzed equity markets and explained market developments and investment concepts to retail clients. I hold a Master's in Financial Technology from the University of Liverpool, where my dissertation applied time-series analysis and volatility modelling to cryptocurrency portfolio risk and returns.

Experience

Work history, roles, and key accomplishments

Financial Reporting Analyst

CRH International

Jun 2026 - Sep 2026 (3 months)

Reconciled sourced data against recurring and regulatory reports using SQL, Excel, Power BI, and ExQL, investigating discrepancies with Finance and Compliance stakeholders. Developed SQL queries and data models for source-to-report reconciliation, improving data integrity and supporting consistent financial reporting.

SQL Excel Power BI ExQL Data Reconciliation KPI Standardization Report Automation Data Governance

Business Intelligence Analyst

British Telecom (BT Group)

Mar 2024 - Jul 2025 (1 year 4 months)

Automated monthly reporting processes using SQL and optimized data extraction, reducing reporting preparation time by approximately 30%. Developed and maintained Power BI dashboards and data models used by more than 25 Finance, Sales, and Operations stakeholders.

SQL Power BI Data Modeling DAX Dashboard Development KPI Standardization Data Analysis Report Automation

Jr. Financial Analyst

OMSAI TRADERS

Dec 2019 - Aug 2021 (1 year 8 months)

Prepared monthly Profit and Loss reports and monitored operating costs, contributing to initiatives associated with a 10-15% reduction in overhead costs. Analyzed customer and product profitability, pricing, and margins, supporting commercial decisions associated with an approximately 4% improvement in profitability.

Financial Reporting P&L Analysis Budgeting Forecasting Variance Analysis Excel Cost Analysis Profitability Analysis

Equity Trading & Market Analysis - Intern

Equity Pandit Financial Services

Jun 2019 - Nov 2019 (5 months)

Analyzed equity-market information and market developments to support investment-related decision-making in a stockbrokerage environment. Communicated financial market developments and investment concepts to retail clients, translating financial information into clear, practical insights.

Equity Research Market Analysis Investment Analysis Client Communication

Education

Degrees, certifications, and relevant coursework

University of Liverpool

Master's, Financial Technology

2021 - 2022

Master's in Financial Technology with coursework in financial modelling, market risk analysis, quantitative methods, and Python programming. Dissertation applied time-series analysis and volatility modelling to assess risk-return characteristics in cryptocurrency portfolios.