Karan Kheni
Financial Analyst | Expert in Forecasting, Valuation (DCF, LBO), and Financial ModelingFinancial Analyst with 4+ Years of Experience in Strategic Planning & Risk Management
- Role
- Financial Analyst at Jackson Financial Group Inc
- Location
- Troy, MI, US
- LinkedIn followers
- 500 followers
About Karan Kheni
Accomplished Financial Analyst with around 5 years of experience in providing strategic financial insights and supporting data-driven decision making, skilled in financial modeling, forecasting, budgeting, and data analysis. Proficiently managed financial budgets and executed forecasting initiatives for clients, ensuring fiscal responsibility and sustainability. Collaborated effectively with internal and external teams to deliver accurate, timely financial reporting using industry-leading tools (Tableau, Bloomberg Terminal, Excel). Skilled in financial and statistical modeling, financial analytics, corporate finance, fixed income, credit risk modeling, portfolio risk assessment, and in-depth financial research to drive strategic decision-making and risk mitigation.
Experience
Financial Analyst
Nov 2024 — Present · MI, US
Streamlined accounting operations by deploying QuickBooks for end-to-end invoice processing, expense reconciliation, and payroll automation, reducing AR/AP cycle times by 30% and enhancing overall cash flow visibility. • Designed and implemented a comprehensive portfolio risk management framework tailored to annuity and insurance-linked portfolios, achieving a 25% reduction in volatility and enhancing Sharpe ratios across client portfolios. • Analyzed key solvency metrics, capital adequacy ratios, and liquidity buffers under various macroeconomic stress scenarios to support actuarial risk assessment and ensure ongoing compliance with NAIC, GAAP, and state-level insurance regulations. • Built dynamic financial forecasting models using Excel, Anaplan, and Monte Carlo simulations to evaluate interest rate sensitivity, lapse rates, and market risk exposure, improving capital planning accuracy by 25% across variable annuity product lines. • Delivered actionable insights through variance analysis of revenue drivers (policy premiums, investment income) and operating costs, uncovering $1M+ in potential savings and boosting forecast precision by 20% for quarterly earnings reports. • Collaborated with compliance, audit, and regulatory teams to ensure complete and timely submission of financial statements and statutory filings (CCAR, Basel contributing to zero audit exceptions and improved internal audit ratings. • Applied advanced valuation techniques, including Discounted Cash Flow (DCF) and Leveraged Buyout (LBO) modeling, to support strategic initiatives such as M&A evaluations, capital structure decisions, and insurance product profitability analysis.
Education
METAS Adventist College
Bachelor of Commerce - BCom
2019 — 2022
Central Michigan University
Master of Business Administration - MBA
2023 — 2024
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