Mahesh Guduru
Data Analyst @Charles Schwab
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WORK HISTORY
Data Analyst @Charles Schwab
US
Developed advanced SQL and Python-based forecasting models to support revenue planning, expense monitoring, andportfolio performance analysis across financial business units.• Designed predictive variance analysis frameworks to enhance financial trend visibility and support quarterly planningdecisions.• Built interactive Power BI dashboards integrating trading, operational, and financial KPIs to improve executive-levelreporting efficiency.• Performed large-scale transaction analysis on high-volume financial datasets to identify cost optimization opportunitiesand operational inefficiencies.• Applied anomaly detection techniques to monitor irregularities in portfolio performance and transactional activity.• Designed rolling cash flow and liquidity monitoring models to support treasury functions and exposure tracking.• Established data validation and reconciliation controls to improve reporting consistency and ensure data integrity acrossfinancial systems.
EDUCATION
Osmania University
Bachelor of Commerce - BCom, Computer Applications
University of Wisconsin-Milwaukee
Master of Science - MS, Information Technology Management - AI and Data Analytics Concentration
ABOUT MAHESH GUDURU
Financial Data Analyst with 3+ years of experience turning complex financial and operational data into clear, actionable insights that support strategic and executive decision-making. Strong background in financial reporting, forecasting, budgeting, P&L analysis, variance analysis, and KPI development across financial services and enterprise environments.Experienced in leveraging SQL, Python, Advanced Excel, Power BI, and Tableau to automate reporting, improve data accuracy, and enhance financial visibility. Proven track record of reducing reporting turnaround times, identifying cost optimization opportunities, strengthening data quality, and supporting leadership with timely, data-driven insights.Currently working at Charles Schwab, where I support portfolio analysis, forecasting, liquidity monitoring, and executive reporting across multi-million-dollar asset portfolios. Previously contributed to analytics and reporting initiatives at MetLife and Hexaware Technologies, partnering closely with finance, risk, and business stakeholders.Brings hands-on exposure to AI and machine learning techniques for predictive analytics, trend detection, and risk analysis, complementing strong fundamentals in financial and business analytics. Known for analytical rigor, attention to detail, and the ability to communicate complex insights clearly to both technical and non-technical audiences.Actively open to opportunities in Financial Data Analytics, Senior Financial Analysis, and BI-focused roles within Financial Services, FinTech, and Consulting organizations.
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