Bala Chandini Thangundla
Financial Analyst @Wells Fargo
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WORK HISTORY
Financial Analyst @Wells Fargo
NY, US
Assisted in financial modeling & forecasting for Fargo, an AI-powered virtual assistant, supporting over $50M in digital investment decisions, with focus on scalability, business performance, and long-term financial planning.• Provided data-driven insights that supported platform scaling to 15M+ users and 336M+ interactions, helping improve collaborative product development, resource planning, and executive level status reporting.• Supported budgeting & cost analysis by identifying and quantifying $12M+ in annual savings through reductions in manual workflows, contact center reliance, and vendor costs.• Created and maintained KPI dashboards in Power BI and Excel, utilizing pivot tables, VLOOKUP, and macros to track CAC, user engagement, and digital operations, driving faster decision-making through real-time financial reporting.• Worked on scenario modeling for multilingual features and voice support, contributing to a 22% increase in self-service digital transactions and expanding the scope of user accessibility.• Automated reporting pipelines using SQL and Python, reducing manual reporting time by 30% and improving compliance with monthly close standards under GAAP-aligned reporting practices.• Participated in third-party vendor cost analysis and contract reviews, helping negotiate terms and optimize infrastructure spend, saving $1.7M annually and aligning with internal controls.• Collaborated cross-functionally with GenAI and data teams to align metrics with financial goals, contributing to roadmap development, investment analysis & valuation, and product performance reviews.• Prepared and delivered financial summaries to senior leaders, aiding SOX-compliant decision making for AI feature rollouts and spend management.• Supported audit-readiness processes and contributed to regulatory review documentation to mitigate financial risk in a changing compliance environment.
EDUCATION
University of Central Missouri
Master's degree
ABOUT BALA CHANDINI THANGUNDLA
As a Financial Analyst with 5+ years of experience, I specialize in driving strategic financial planning, digital transformation, and performance improvement within fast-paced banking and financial services sectors. My work has consistently supported high-stakes decision-making particularly in AI-driven platforms and digital banking innovations by delivering deep financial insights and unlocking measurable cost savings.I bring a strong command of tools like SQL, Python, Power BI, and Excel VBA, which I use to automate complex reporting processes, build robust financial models, and tell compelling data stories. I\'m passionate about transforming raw data into actionable intelligence whether it’s through KPI frameworks, ROI forecasting, or dashboarding that enables leadership to make faster, smarter decisions.Equally comfortable collaborating cross-functionally and communicating with senior stakeholders, I ensure compliance with financial regulations while fostering innovation across the board.
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