Vandana P
Financial Business Analyst | Data Analytics & AI in Finance | Forecasting • Risk Modeling • Power BI • SQL • Excel
- Role
- Financial Business Analyst at Edward Jones
- Location
- Edison, NJ, US
- LinkedIn followers
- 500 followers
About Vandana P
Detail-oriented Financial Business Analyst with 5+ years of experience bridging finance…
Experience
Financial Business Analyst
Feb 2023 — Present · NY, US
Conduct budgeting, forecasting, and variance analysis across investment products and portfolios to support quarterly financial reviews.Build executive dashboards in Power BI and Excel to monitor KPIs such as AUM growth, expense ratios, fee income, and client churn.Perform sensitivity and scenario analysis on capital allocation and revenue drivers to assess market impacts and guide planning.Collaborate with risk and treasury teams to ensure compliance-ready reporting with accurate, governed datasets.Integrate predictive analytics and AI models (credit risk scoring, portfolio forecasting, customer segmentation) into reporting workflows.Automate ETL and reporting pipelines using SQL, Python, and Airflow, improving timeliness and reliability of financial insights.
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