Rohit P
Financial Analyst | FP&A | Budgeting & Forecasting | Power BI, Excel, SQL | SAP & Oracle ERP | Driving Data-Backed Decisions
- Role
- Financial Analyst at Wells Fargo
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Rohit P
I’m an AI/ML Engineer with 5+ years of experience building and deploying machine learning…
Experience
Financial Analyst
Feb 2023 — Present
Built and maintained Power BI dashboards used by finance leadership to monitor $150M+ in operatingbudgets, track cost trends, and visualize key business unit performance indicators.• Assisted in monthly budget vs. actuals variance reporting, identifying deviations greater than 8% andpreparing actionable insights that improved monthly review accuracy and accountability.• Developed Excel-based forecast models adopted by 4 business units, streamlining inputs and enablingquarterly forecasts to be completed 30% faster.• Participated in month-end close activities, reconciling key accounts and preparing journal entry supportdocuments in coordination with accounting and compliance teams.• Partnered with operations and procurement teams to analyze cost allocations and highlight $420K inpotential savings by eliminating redundant vendor contracts.• Ensured reporting and financial packages were SOX- and GAAP-compliant, supporting both internal controls and audit documentation processes.• Introduced Power Query automation within Excel that reduced manual data transformation efforts by 60%, freeing up analyst hours for higher-value work.• Tracked and monitored financial KPIs such as operating expense ratio, contribution margin, and revenue per FTE across business lines, with findings directly feeding into quarterly business reviews.
Education
SRM University, AP
Bachelor's of technology in computer science engineering
Clarkson University Graduate School
Master of Science - MS
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