Harsh Kakani

CFA Level II Candidate | Strategic Finance Analyst | Automating Valuation & Forecasting with AI & Data Science

Role
Financial Data Analyst at Community Dreams Foundation
Location
San Diego, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Harsh Kakani

Finance is evolving. I built my skillset to ensure I don\'t just keep up but I lead.While traditional analysts rely solely on historical data and manual spreadsheets, I leveraged my MS in Business Analytics & AI to master the technical stack required for modern high finance: automating forecasts, engineering data pipelines, and executing predictive modeling.I bridge the gap between institutional investment rigor and data science.Institutional Discipline: CFA Level II Candidate. Deeply grounded in equity valuation, corporate finance, and unit economics.My Track Record- Strategic Valuation: Experienced in building complex rNPV/DCF models and Long-Range Planning (LRP) for high-growth assets, incorporating probability weighting and competitive entry risks- Technical Leverage: I don\'t just analyze data, I also build the infrastructure. From engineering Unified Data Warehouses to automating variance analysis with Python and SQL, I reduce manual effort to focus on strategic capital allocation- Core Competencies: Financial Modeling (DCF, LRP)| Variance Analysis | Python & SQL | BI & Data Visualization | Strategic FP & A.

Experience

  1. Financial Data Analyst

    Community Dreams Foundation

    Aug 2025 — Present

Education

  • Indian Institute of Information Technology Vadodara

    BTech - Bachelor of Technology, Information Technology

    2018 — 2022

  • Naveen Jindal School of Management, UT Dallas

    Master of Science - MS, Business Analytics - Data Science

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Harsh Kakani — Financial Data Analyst at Community Dreams Foundation in San Diego, CA, US | Unifers