Bharath Reddy P.
Financial Analyst | FP&A, Forecasting, and P&L | Excel • SQL • Power BI • Python | Data-Driven Decision Making
- Role
- Financial Analyst at Morgan Stanley
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Bharath Reddy P.
I\'m a Financial Analyst with over 5 years of experience driving budgeting, forecasting…
Experience
Financial Analyst
Aug 2024 — Present · US
Supported quarterly forecasting and annual budgeting by consolidating financials across multiple business units, enhancing planning accuracy and strategic decision-making.• Built Excel-based driver models to project operating costs, headcount spend, and fee revenues, incorporating DCF-based valuation for long-range planning; improved forecast precision by 12% using historical trend analysis and stakeholder inputs.• Performed detailed P&L variance analysis across 8+ cost centers, identifying $1.3M YTD deviations and collaborating with controllers to implement corrective actions in alignment with GAAP accounting standards.• Automated SQL-based financial data pulls from Oracle and internal data marts, reducing month-end reporting cycles by 2 days and ensuring audit-compliant data consistency.• Designed interactive Power BI dashboards to track key financial metrics such as cost-to-income ratio, run-rate efficiency, and YoY growth, improving leadership visibility into operational performance.• Partnered with risk and compliance finance teams to monitor regulatory expense reporting and ensure full adherence to SOX controls and GAAP guidelines during monthly audits and close reviews.
Education
University of Cincinnati Carl H. Lindner College of Business
Master's degree, Business analytics (STEM)
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