Mohana Appala
Financial Analyst @JPMorganChase
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WORK HISTORY
Financial Analyst @JPMorganChase
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
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.
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