Balpreet Chahal
Program Analyst @California State Treasurer's Office
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WORK HISTORY
Program Analyst @California State Treasurer's Office
Sacramento, CA, US
Served as lead analyst on 8+ loan and bond transactions ranging from $1M to $100M+, reviewing borrower financials and verifying documentation to ensure full alignment with program criteria and regulatory standards.Coordinate directly with 15+ external stakeholders per project, including borrowers, legal counsel, and financial advisors, to resolve discrepancies, finalize documentation, and streamline approval timelines.Authored 10+ formal staff reports and QFA memos for high-profile borrowers such as Stanford and UC-affiliated healthcare institutions, summarizing financial analyses and delivering actionable recommendations to senior leadership.Maintained internal Excel-based trackers to monitor deal progress, document collection, and reporting deadlines across multiple programs, improving transparency and accelerating staff review cycles.Identified ineligible funding requests (e.g,$700K+ in non-qualified vehicle purchases), prompting revisions to project scopes and ensuring compliance with restricted-use financing programs.
ABOUT BALPREET CHAHAL
Having recently graduated with an MBA from California State University, Stanislaus, I am passionate about pursuing a career in finance. At Foster Farms, I gained hands-on experience in procurement and business analysis by leading a significant project to streamline the Purchase Requisition process. My core competencies include cost analysis, market research, and advanced proficiency in Microsoft Excel and SAP ERP. These skills have driven effective sourcing strategies and enhanced supply chain efficiency. Our team\'s success at Foster Farms hinged on collaboration and a commitment to operational excellence. Utilizing Microsoft Office tools and in-depth market knowledge, we enhanced procurement decisions and addressed supply chain emergencies effectively. These experiences were fueled by a motivation to create cost-effective, sustainable business practices. With a strong foundation in financial principles and a keen interest in financial analysis, I am eager to leverage my skills in cost analysis, data-driven decision-making, and market research in a financial analyst role. I am driven by a passion for innovation and efficiency, and I am excited to bring this same drive and perspective to a finance team that values these principles.
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