Deepali Jain

Financial & Risk Analyst | Investment Analysis, Credit Modeling & Audit Support | Excel VBA, SQL, Power BI, OneStream|

Role
Financial Analyst at Holman
Location
Seattle, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Deepali Jain

I’m a finance and risk analyst who builds systems and teams that turn messy data into…

Experience

  1. Financial Analyst

    Holman

    Sep 2024 — Present · WA, US

    Increased efficiency by 15% by optimizing financial forecasting by converting an annual workbook from HRM to OneStream XFGet and developed a flexible and reusable template for controllers across dealerships.• Streamlined financial reporting by automating and standardizing recurring reports, enhancing data accuracy and operational efficiency. This initiative reduced manual effort, accelerated report generation, and facilitated more informed decision-making.•Developed ad-hoc financial and operational analyses using OneStream, providing actionable insights to support FP & A leadership, dealership operations, and corporate strategy.• Produce recurring daily, weekly, and monthly financial & operational reporting.• Participate in regular cross-training with other members of the FP & A team on their responsibilities with a focus on career growth and continuous learning.• Extracted and analyzed financial data from CDK, aXcessa, Hyperion/OneStream, and Azure Data Warehouse, improving reporting speed by 30%.• Support FP & A Manager, FP & A Supervisor, and team members during key planning processes and deadlines.• Support the dealership accounting operations and corporate accounting operations through maintenance of the chart of accounts, month-end close processes, and data processes for Hyperion & OneStream.• Work directly with key stakeholders in variable, aftersales, central services, and other departments to receive feedback on existing reporting, enact changes, answer questions, and troubleshoot issues/variances.

Education

  • University of Delhi

    Bachelor of Commerce - BCom, Business/Commerce, General

  • University of California, Riverside

    Master of Business Administration - MBA, Business Administration and Management, General

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Deepali Jain — Financial Analyst at Holman in Seattle, WA, US | Unifers