Anuraag Koyalkar
Financial Data Analyst @Citi
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WORK HISTORY
Financial Data Analyst @Citi
Prepared detailed monthly financial statements, reconciliations, and audit-ready documentation using SAP FI/CO, OracleFinancials, and advanced Excel tools, ensuring consistent accuracy and compliance across reporting cycles. Performed competitor and pricing analysis using SQL joins, CTEs, and window functions to strengthen budgeting decisions,forecasting accuracy, and overall visibility into market performance and industry movements. Built interactive Power BI dashboards with DAX measures, calculated columns, and strong data modeling techniques to monitorportfolio trends, operational KPIs, and financial performance for leadership teams. Rewrote multiple documentation sets and process logs to enhance audit transparency, improve compliance traceability, andreduce internal review gaps throughout key financial reporting workflows. Collaborated with cross-functional teams to reconcile data inputs, validate financial accuracy, and maintain consistent dataintegrity across enterprise-level reporting pipelines and dashboards. Automated recurring Excel and Power BI reports using VBA macros and scheduled refresh settings, reducing manual reportingtime by nearly 15% while improving delivery consistency. Developed financial models in Excel to forecast revenue growth and cash flow, enabling strategic market expansion. Supported cash-flow and working-capital analysis by preparing structured SQL extracts and building Excel-based forecastingmodels that helped teams understand liquidity requirements more effectively.
EDUCATION
Campbellsville University
Master's degree
Jawaharlal Nehru Technical University
Bachelors , Computer Science
ABOUT ANURAAG KOYALKAR
Financial Analyst with 5+ years of experience in financial reporting, forecasting, budgeting, and data analysis across banking and finance industries. Experienced in building financial models, automating reports, and developing dashboards to support executive decision-making and operational performance. Skilled in SQL, Excel, Power BI, SAP, and Oracle Financials, with a strong background in variance analysis, KPI reporting, reconciliations, and forecasting. Proven ability to work with large datasets, improve reporting processes, and deliver data-driven insights to support business strategy. I specialize in financial planning & analysis (FP & A), financial modeling, dashboard development, and reporting automation, and I am passionate about using data to improve financial performance, forecasting accuracy, and business decision-making.
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