Mohana Appala

Financial Analyst | Data-Driven Decision Maker | Expertise in Financial Modeling, Forecasting, and Automation (Python, SQL, Power BI, SAP, Oracle)

Role
Financial Analyst at JPMorganChase
Location
Birmingham, AL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Mohana Appala

Financial Analyst with 3 years of progressive experience supporting financial planning, reporting, and process automation across global business environments. Skilled in building financial models (DCF, IRR, NPV, sensitivity analysis) and rolling forecasts to improve strategic planning accuracy. Experienced in ERP systems such as SAP FICO and Oracle Financials, and adept at integrating financial data with modern cloud platforms like Snowflake for faster and more reliable reporting. Recognized for delivering actionable insights through ratio, variance, and trend analysis that support executive decisionmaking and compliance with GAAP, IFRS, and SOX standards.

Experience

  1. Financial Analyst

    JPMorganChase

    Jul 2024 — Present · Birmingham, AL, US

    Built advanced Excel and Python-based models (DCF, sensitivity, scenario analysis) to improve forecasting accuracy by 18% and support capital planning. Designed and deployed Power BI dashboards integrated with Snowflake, providing real-time variance analysis and increasing executive KPI visibility by 28%. Assisted in rolling forecasts and budget analysis, enabling more agile financial planning cycles across multiple business units. Leveraged Bloomberg Terminal for market research on equity trends, bond yields, and FX exposure, improving portfolio ROI by 10%. Partnered with treasury teams to analyze liquidity risks and optimize cash flow, strengthening working capital positions. Supported quarterly close and audit cycles by ensuring GAAP and SOX compliance, reducing audit timelines by 18.

Education

  • Cumberland University

    Masters in information technology Management, Information Technology

  • Acharya Nagarjuna University (ANU), Guntur

    Bachelor's degree, Biotechnology

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Mohana Appala — Financial Analyst at JPMorganChase in Birmingham, AL, US | Unifers