Akanksha Rai

Financial Analyst @Occams Advisory

San Diego, CA, US

Built an AI-powered CFO platform that ingests QuickBooks data and delivers automated financial dashboards and plain-English CFO reports for business owners — live product with paying customersDesigned and engineered the full LLM prompt system including reasoning frameworks, causal language rules, and output guardrails that transformed raw financial metrics into genuinely advisory, action-oriented insightsWorked inside an MCP server pipeline integrating Python-based financial calculations, forensic anomaly detection, and structured LLM context delivery — identified and resolved critical bugs in the metric pipeline that were generating false alerts across client reportsBuilt synthetic QuickBooks datasets to stress-test edge cases and validate the full prompt-to-report pipeline before real client data was processed — ensuring output accuracy and report reliability at launchTranslated complex accounting logic to the engineering team (margin formulas, liquidity ratios, DSO interpretation by industry), directly improving metric accuracy and preventing misleading outputs from reaching clientsDesigned the structured report output schema with embedded Chain-of-Thought triggers, tiered health indicators, and dollar-impact recommendations — defining exactly how the LLM reasons, writes, and prioritizes findings

University of San Diego - Knauss School of Business

Master of Science - MS, Business Analytics | STEM

Somerville House

High School Diploma

Guru Gobind Singh Indraprastha University

Bachelor's degree, bcom(h)

IBS Hyderabad

Master of Business Administration - MBA, Marketing Research