Kavya Pothagani
Financial Analyst @Bank of America
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WORK HISTORY
Financial Analyst @Bank of America
Support Treasury FP & A and enterprise balance sheet analytics across Consumer and Global Banking portfolios, contributing to liquidity forecasting, capital efficiency, and balance sheet optimization.• Develop and maintain integrated financial and balance sheet models to forecast net interest income (NII), funding costs, liquidity positions, and capital ratios using Excel, SQL, and Python.• Perform scenario and sensitivity analysis to assess the impact of interest rate movements, deposit behavior, and macroeconomic stress on liquidity and capital planning.• Automate treasury reporting, reconciliations, and data validation processes, improving efficiency and reducing manual effort through SQL, Excel, and Power BI.• Design and manage Power BI dashboards integrating SAP, Oracle Financials, and internal treasury systems to provide real-time visibility into liquidity KPIs, funding mix, and asset-liability metrics.• Partner with Treasury, Risk, and Finance teams to support capital adequacy analysis, stress testing inputs, and internal planning assumptions aligned with regulatory frameworks.• Support budgeting, rolling forecasts, and long-range planning for treasury initiatives using SAP and Oracle Hyperion.• Conduct variance analysis across actuals, forecasts, and plans to identify key drivers impacting funding costs and capital utilization.• Assist with month-end close, balance sheet reconciliations, and treasury reporting, ensuring compliance with US GAAP, SOX, and internal controls.
EDUCATION
Concordia University-Wisconsin
Master's degree, Business Analytics
ABOUT KAVYA POTHAGANI
Financial Analyst with over 5 years of experience across Treasury FP & A, balance sheet analytics, and enterprise financial planning within banking and technology organizations. Currently supporting Treasury FP & A at Bank of America, with prior experience in FP & A roles supporting Google Ads and related product portfolios.Experienced in liquidity forecasting, net interest income (NII) modeling, capital planning, and scenario analysis, providing analytical support to treasury, risk, and finance leadership. Strong foundation in P&L, balance sheet, and cash flow analysis, with a consistent focus on accuracy, control, and decision support.Hands-on expertise in building and automating financial models and reporting using Excel, SQL, Python, BI tools, and enterprise finance systems including SAP, Oracle, Hyperion, and BlackLine. Regularly collaborate with Treasury, Risk, FP & A, Data Engineering, and Finance Systems teams to support budgeting, rolling forecasts, stress-testing inputs, and financial governance in compliance with US GAAP and SOX requirements.
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