Khyati Kapur

About Khyati Kapur

I am a Strategic Finance and FP & A professional with 3+ years of experience driving revenue forecasting, margin optimization, and credit risk analytics across North America, EMEA, and APAC markets.At Gems Setra, I lead revenue and price realization analytics, own monthly close reporting, and manage cost center forecasting in OneStream — improving forecast reliability and reducing reporting cycle time by 30%.Previously at Goldman Sachs, I built multi-factor portfolio models for multi-billion-dollar credit exposures, improved forecast accuracy by 10–12%, and enhanced risk-adjusted returns by 150 bps through data-driven underwriting strategy insights.I specialize in:• Revenue & Margin Forecasting• Pricing & Profitability Analytics• Capital Allocation & Risk Attribution• Financial Modeling (Advanced Excel)• SQL & Power BI Automation• Executive-Level ReportingI bridge Finance, Risk, and Commercial strategy to drive measurable business impact.Currently open to Strategic Finance, FP & A, and Business Finance roles across the U.S.

Experience

1. Financial Planning Analyst

   Gems Setra

   Apr 2025 — Present · US

   Own end-to-end monthly close reporting cycle covering Sales, Orders, and Backlog across North America and EMEA, delivering executive-ready variance analysis that explains revenue, mix, and margin movements across all product lines to Finance and Commercial leadership. • Lead regional revenue and price realization analysis, identifying gross margin leakage drivers and translating findings into corrective pricing strategies reducing unexplained margin variance by approximately 15% within the first two quarters. • Manage cost center forecasting and annual operating plan tracking in OneStream, applying trend-based adjustments and running cross-functional budget reviews that improved forecast accuracy by ~10% versus prior-year baseline. • Built automated reporting workflows integrating JD Edwards ERP, Power BI, and Excel, cutting manual reporting effort by 30% and accelerating month-end close turnaround by 2 business days. • Developed dynamic revenue and backlog conversion models in Advanced Excel, enabling the commercial planning team to model forward pipeline scenarios and make proactive resource allocation decisions. • Reconciled ERP outputs against forecast submissions across entities, resolving data integrity issues and ensuring financial reporting compliance with corporate standards ahead of each close cycle.

Education

• Clark University

  Master's of Science in Business Analytics

• SYMBIOSIS INTERNATIONAL UNIVERSITY

  Bachelor's degree in Accounting and Finance

  2019 — 2022