Karan Jawale

Financial Analyst | SAP FICO Certified | Financial Modeling & Forecasting | MIS, Budgeting, Variance Analysis | Advanced Excel & Power BI | MBA Finance

Role
Financial Analyst at PrimeWealth
Location
Pune Division, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Karan Jawale

Financial Analyst with 2.5+ years of hands-on experience across FP & A, financial modeling, budgeting, forecasting, MIS reporting, and investment analysis. Strong ability to convert complex financial data into actionable insights for business and investment decisions. Corporate Finance & FP & A:• Budgeting, Forecasting & Variance Analysis• MIS & Management Reporting• Financial Modeling for planning and decision support• Capital activity projections & compliance reporting Investment & Portfolio Analysis:• Portfolio performance & return analysis• Investment dashboards & reporting• Goal-based investment planning support Tools & Credentials:SAP FICO | Advanced Excel (Pivot Tables, Power Query, Automation)| Financial Modeling | MBA Finance – SIMCurrently seeking opportunities as a Financial Analyst / FP & A Analyst / Investment or Portfolio Analyst, where I can add value through strong analytical, modeling, and data-driven decision-making skills.

Experience

  1. Financial Analyst

    PrimeWealth

    May 2024 — Present · Pune, IN

    Developed and maintained financial models for capital activity forecasting and scenario analysis • Created revenue reports and variance dashboards for senior leadership using Excel • Handled fund capital processes including subscriptions, redemptions, and transfers • Ensured compliance with AML guidelines during HNI/NRI/trust KYC onboarding • Supported audit preparation and risk management reporting using SAP FICO

Education

  • Shivaji University, Kolhapur

    Bachelor of Commerce - BCom, Accounting

  • Sinhgad Institute Of Management

    Master of Business Administration - MBA, Finance and Financial Management Services

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Karan Jawale — Financial Analyst at PrimeWealth in Pune Division, MH, IN | Unifers