Tania Banerji
Financial Business Analyst @Puyenpa
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WORK HISTORY
Financial Business Analyst @Puyenpa
Washington, DC, US
EDUCATION
Indian Institute of Quantitative Finance
Quantitative Finance and Risk Management (QFRM)
Financial Planning Standards Board Ltd. (FPSB , India)
Certified Financial Planner (CFP)
The George Washington University School of Business
Master's degree
University of Calcutta
Bachelor of Business Administration - BBA
ABOUT TANIA BANERJI
A Financial Professional with over 3 years of experience across financial consulting, FP & A, and operations, I bring a deep passion for solving business challenges with strategic, data-driven insights and an even deeper commitment to building meaningful client relationships.My career so far has spanned global markets, from working with high-net-worth clients on investment strategies and risk planning in India, to helping a U.S-based wellness nonprofit optimize its annual budget through financial modeling and KPI tracking. Whether it\'s creating dashboards in Power BI, restructuring debt portfolios, or conducting M&A due diligence, I thrive at the intersection of analytics, strategy, and human connection.With a Master\'s in Finance from The George Washington University and certification as a CFP®, I blend technical skills (Excel, SQL, Power BI, Python) with a collaborative mindset to support impactful decision-making from the boardroom to the balance sheet.Let’s connect if you\'re looking for someone who blends strategic insight with a learner\'s mindset and a client-first approach.
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