Prathna Gupta
Financial Analyst | Budgeting, Forecasting, Financial Modeling | Power BI, SQL, Anaplan | MBA | MS Data Science
- Role
- Financial Analyst at Capital One
- Location
- Jersey City, NJ, US
- LinkedIn followers
- 500 followers
About Prathna Gupta
I’m a results-driven Financial Analyst with 3+ years of experience delivering actionable insights through advanced financial modeling, budgeting, forecasting, and data visualization. My background spans high-impact roles in financial services and banking, including Capital One and Mphasis, where I led initiatives that improved forecast accuracy by 18% and reduced costs by over $1.5M annually.I combine strong business acumen with technical skills in tools like SQL, Excel (Advanced), Power BI, Tableau, Anaplan, and Python to automate reporting and create data-driven strategies. I’ve supported board-level reporting, M&A financial due diligence, KPI dashboarding, and cross-functional collaboration with operations, sales, audit, and compliance teams.Currently pursuing an MS in Data Science (May 2025) and holding an MBA in Finance, I bring a unique blend of analytical rigor and business insight. I’m passionate about leveraging data to drive smarter financial decisions and thrive in fast-paced environments where continuous improvement is key.Let’s connect if you’re looking for someone who can bridge finance and data to accelerate strategic impact.
Experience
Financial Analyst
May 2023 — Present · US
Led budgeting and financial forecasting for a $200M business unit, improving forecast accuracy by 18% through refined modeling and cross-functional collaboration. • Designed advanced Excel and Anaplan-based models for P&L forecasting, capex planning, and scenario analysis to support quarterly business reviews. • Developed monthly dashboards using Power BI and Tableau, tracking KPIs including gross margin, EBITDA, and net profit, enabling quicker executive decisions. • Coordinated with accounting teams to ensure accurate month-end close and adherence to GAAP and SOX compliance. • Conducted in-depth variance analysis (actual vs. forecast vs. prior period), delivering actionable insights that improved cost controls by 12%. • Supported strategic investment analysis for M&A opportunities, including DCF modeling, IRR/NPV calculations, and due diligence support. • Collaborated with the operations and sales teams to monitor and optimize working capital and liquidity planning. • Automated recurring reporting using SQL and Excel macros, reducing manual work by 30% and improving report turnaround time. • Provided executive-level presentations and supported board reporting with data-driven insights and visualizations. • Acted as a liaison between finance, audit, IT, and compliance teams to standardize financial processes across departments. • Trained and mentored 2 junior analysts in forecasting methodologies, Excel automation, and financial reporting best practices. • Identified opportunities to cut operational expenses by $1.5M annually through cost-benefit analysis and vendor renegotiation.
Education
New Jersey City University
BS-Management, Business Administration and Management
2020 — 2022
Gujarat University
Bachelor of Commerce - BCom, Advanced Accounting and Auditing
University of the Cumberlands
Master of Science - MS, Data Science
New Jersey City University
Master of Business Administration - MBA, Finance
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