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
Finance & AccountingView LinkedIn profile

About Rohit P

I’m an AI/ML Engineer with 5+ years of experience building and deploying machine learning…

Experience

  1. Financial Analyst

    Wells Fargo

    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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Rohit P — Financial Analyst at Wells Fargo in San Francisco, CA, US | Unifers