Visweswar Reddy Chittela
Financial Analyst @Fisher Investments
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WORK HISTORY
Financial Analyst @Fisher Investments
US
Worked on the Portfolio Liquidity Optimization Project, creating Excel- and Python-based cash flow and liquidity forecasting models to track AUM inflows/outflows. Collaborated with portfolio managers, risk, and finance teams during requirement-gathering sessions, improving liquidity visibility. Conductedworkshopswithportfoliooperationsandfinanceteamstoidentify cash gaps, applying Excel-based scenario modeling, variance analysis, and working capital metrics. Developed forecasting frameworks aligned with SEC guidelines, GAAP, and investment policy,documenting assumptions, controls, and workflows comprehensively. Performed stress and scenario analysis on interest rate shifts, duration, FX exposure, and liquidity ratios. Leveraged Excel Monte Carlo simulations and Python modeling to reduce idle cash by 20%, optimize portfolio allocation, and mitigate short-term funding risk. Built automated dashboards in Power BI and Tableau, consolidating daily cash positions, forecast variances, liquidity ratios, and AUM related KPIs. Integrated Excel Power Query and Python ETL scripts, reducing reporting preparation time by 35% and improving data accuracy. Partneredwith investment operations, accounting, compliance, and IT teams to document Excel modeling logic, reconciliation processes, internal controls, and audit-ready procedures. Ensured adherence to SOX, GAAP, and Fisher Investments’ internal analytical and regulatory standards. Analyzed high-volume portfolio transactions using Excel, Python, SQL, and Power Query. Applied regression, correlation, and trend decomposition to forecast cash flows and optimize treasury and portfolio liquidity, achieving a 22% improvement in forecast accuracy and delivering actionable investment insights.
EDUCATION
Franklin University
Master's degree, Information Technology in DA
Anna University
Bachelor's Degree, Electrical, Electronics and Communications Engineering
ABOUT VISWESWAR REDDY CHITTELA
Financial Analyst with 3+yearsofexperienceacrossinvestmentmanagementandbankingenvironments,specializinginfinancialmodeling,forecasting, and data-driven analysis. Strong expertise in liquidity analysis, budgeting, variance analysis, and regulatory-aligned reporting. Proficient in Python, SQL, and advanced Excel for automation, analytics, and decision support. Experienced in building dashboards, improving forecast accuracy, and collaborating with cross-functional finance, risk, and operations teams to enhance financial performance and operational efficiency.
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