Purav Raj
Actively Seeking Opportunities | Financial Analyst Intern at Northern Trust | Ex-CitiusTech | Driving Insights through FP&A, Forecasting & Investment Analytics | Excel, Power BI, SQL, Python
- Role
- Financial Analyst at Northern Trust
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Purav Raj
Financial Analyst with 4+ years in FP & A, cash flow modeling, and balance sheet analytics…
Experience
Financial Analyst
Mar 2025 — Present · US
Led financial planning, forecasting, and budgeting for a $300K investment management portfolio, implementing advanced modeling frameworks in Excel and Anaplan that improved forecast precision by 15% and enabled faster scenario analysis for senior leadership.• Designed automated interactive Power BI dashboards consolidating financial and operational data from SAP and SQL Server, allowing executives to monitor KPIs like AUM, ROA, and operating margin in real time and make faster capital allocation decisions.• Conducted variance, trend, and sensitivity analyses for investment portfolios, identifying anomalies in expense distribution and reallocation opportunities that increased overall portfolio profitability by $25K annually.• Created DCF, NPV, and IRR-based models to evaluate investment strategies and funding proposals, supporting senior management in risk-adjusted decision-making and ensuring optimal liquidity management under varying market conditions.• Collaborated with Audit, Compliance, and IT to strengthen GAAP/SOX reporting controls; the latest audit cycle returned zero findings and improved financial-statement transparency.• Automated financial reconciliations and month-end close workflows using SQL scripts and Python-based macros, reducing report generation time by 35% while enhancing accuracy across multiple subsidiaries.• Partnered with BI and finance technology teams to integrate Workday, Oracle, and SAP data into a centralized enterprise data warehouse, improving data traceability, standardization, and governance readiness for audits.• Prepared comprehensive quarterly board decks and variance summaries, visualizing portfolio performance, risk ratios, and ROI metrics, which helped executives implement data-backed investment adjustments in real time.• Conducted cross-functional financial risk assessments and sensitivity analyses for new asset classes, ensuring exposure mitigation and regulatory compliance under evolving market conditions.
Education
SBGE at Seattle Pacific University
Masters of science in data analytics for business, Data Modeling/Warehousing and Database Administration
Sinhgad Institute of Technology & Science
BBA-CA, Computer Programming, Specific Applications
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