Ishan Malavia

About Ishan Malavia

Results-driven Financial Analyst with 3+ years of experience in budgeting, forecasting…

Experience

1. Financial Analyst

   Capital One

   Aug 2024 — Present · US

   Led end-to-end financial planning, budgeting, and forecasting for a $200M business unit, building dynamic models in Excel and Anaplan that improved forecast accuracy by 18% and enhanced data-driven decision-making across leadership teams. • Designed P&L, CapEx, and scenario-based models for quarterly reviews, enabling executive management to assess multiple business outcomes, evaluate risks, and make proactive adjustments to growth strategies. • Developed and automated KPI dashboards in Power BI and Tableau to track gross margin, EBITDA, cash flow, and net income in real time, reducing manual reporting cycles by 35% and improving financial transparency. • Partnered with accounting and audit teams to ensure GAAP and SOX compliance, streamlining month-end close activities, improving reconciliation accuracy, and strengthening audit-readiness documentation. • Conducted variance, sensitivity, and trend analysis (Actual vs. Budget vs. Forecast) across business units, uncovering cost inefficiencies and recommending actions that reduced operational spending by 12%. • Supported investment and M&A analysis by building detailed DCF, IRR, and NPV models, evaluating multiple acquisition scenarios, and providing valuation insights that shaped executive-level strategic decisions. • Automated recurring reporting workflows using SQL queries and VBA macros, reducing manual reporting efforts by 30% while improving turnaround times and accuracy across monthly deliverables. • Collaborated with sales, operations, and compliance teams to optimize working capital, streamline financial controls, and drive liquidity improvements that enhanced cash flow management. • Delivered board-level financial presentations summarizing key business drivers, risk analyses, and predictive forecasts, helping stakeholders prioritize high-impact investment opportunities.