Santosh Kumar Y.

About Santosh Kumar Y.

Results-driven Financial Analyst with over 6 years of experience in financial modeling, dataanalysis, and reporting, delivering measurable improvements in forecasting accuracy, budget efficiency, and client satisfaction. Adept at leveraging advanced tools, including SAP, Oracle, QuickBooks, and NetSuite, to optimize ERP and financial processes. Skilled in transforming complex datasets into actionable insights using Tableau, Power BI, and Microsoft SQL Server, and providing market intelligence through Bloomberg Terminal. Proven success in enhancing budget accuracy and streamlining client communication, with a strong record of maintaining GAAP compliance and strengthening financial controls.Key Achievements:Financial Analysis & Reporting:Created financial projections and reviewed monthly/year-end statements to ensure compliance with accounting principles.Efficiency Improvements: Streamlined month-end processes, boosting efficiency and reducing errors.Team Leadership: Mentored a team of junior analysts, increasing overall productivity by 20%.Client Engagement: Presented research findings and investment recommendations, enhancing client strategic decision-making and reducing response time by 25%.I hold a Master of Science in Finance and Finance Analytics from the University of New Haven and an MBA in Finance from Jawaharlal Nehru Technological University. My continuous learning and professional development have equipped me with a robust skill set, including financial forecasting, data visualization, and risk management. Skills:Financial Modeling | Data Analysis & Visualization | Budgeting & Forecasting | Investment AnalysisFinancial Planning | Risk Management & Mitigation | SQL & Database Management | Financial Reporting GAAP Compliance | Inventory Management Systems | Statistical & Quantitative Analysis | ERP Systems Microsoft Excel | Business Intelligence Tools | Month-End Closing Processes | Accounting SystemsPersonal Interests:Outside of work, I am passionate about mentoring aspiring finance professionals and staying updated with the latest market trends. I enjoy participating in industry conferences and management meetings to gather firsthand insights that enhance my research accuracy.Let\'s connect! I am eager to network with like-minded professionals, explore new opportunities, and share insights about the ever-evolving financial landscape.

Experience

1. Financial Analyst

   Black Gold Group

   Feb 2025 — Present · Norwalk, CT, US

Education

• University of New Haven

  Master of Science - MS, Finance, Financial Analytics

• Jawaharlal Nehru Technological University, Kakinada

  Master of bussiness administration, Finance and HR

  2014 — 2016

• Krishna University, Machhlipattanam

  Bachelor of Commerce (B.Com.), Accounting

  2011 — 2014