SS
Financial and Business Analytics

Sai Siri

Financial Analyst | FP&A and Business Analytics | SQL, Power BI, Tableau

I turn financial and operational data into forecasts, variance analysis, and executive ready reporting across U.S. banking and international operations. Greater Boston, MA.

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About

Financial and Business Analyst who turns financial and operational data into forecasts, variance analysis, and executive ready reporting across U.S. banking and international operations.

My toolkit spans SQL, Power BI (DAX), Tableau, Python, R, and Excel. I use it to build KPI dashboards, driver based forecasts, and valuation models that hold up under scrutiny. At PNC, I work a $50M expense base, redesigned monthly reporting, and cut the month end close from 5 days to 3. Before that, I built forecasting and dashboard infrastructure at upGrad, BYJU'S, and Bharat Sanchar Nigam Ltd (BSNL).

Experience

Professional Experience

Jun 2025 to Present
Cleveland, OH
Financial Analyst, Operations Finance / FP&A
PNC Financial Services
  • Build and maintain executive KPI dashboards tracking operational performance against budget and quarterly targets.
  • Query, validate, and analyze production datasets of tens of thousands of rows in SQL and Excel to drive monthly variance analysis across a $50M expense base.
  • Redesigned reporting templates and processes, cutting the month end close from 5 days to 3 days.
Apr 2022 to Jul 2023
Hyderabad, India
Financial Analyst
upGrad
  • Designed and maintained Power BI and Tableau dashboards translating financial and operational data for non finance stakeholders.
  • Automated recurring reporting workflows in Oracle NetSuite and Banner ERP, cutting a full day from the monthly reporting effort.
  • Built forecasting models for tuition revenue and auxiliary income; ran NPV/IRR analysis across capital investment cases.
Aug 2020 to Mar 2022
Vijayawada, India
Sales Analyst
BYJU'S
  • Prepared monthly MIS on gross margin per unit, capacity utilization, and operational KPIs for leadership review.
  • Built dynamic pricing models and ran ROI/payback analysis to support sales and capital decisions.
  • Analyzed departmental budgets and standard cost variance to surface cost control opportunities.
Jan 2019 to Aug 2019
Hyderabad, India
Junior Financial Analyst
Bharat Sanchar Nigam Ltd (BSNL)
  • Performed actual vs budget analysis on overhead and labor cost drivers in SAP and Oracle ERP.
  • Prepared monthly leadership MIS on EBITDA margins and debt to equity.
  • Monitored daily cash positions to support procurement and CAPEX liquidity.
Projects

Featured Work

Four builds with problem, outcome, stack, and result. More on GitHub.

Dashboards and Reporting
Power BI Sales Dashboard
Problem
Leadership needed one view of sales performance vs plan, not scattered Excel tabs.
Outcome
Executive KPI dashboard with MTD and SPLY tracking, sample data, and reusable DAX measures.
Stack
Power BI · DAX
Result
Clear MTD / SPLY signal for sales and ops reviews.
Dashboards and Reporting
FP&A Variance Dashboard
Problem
Month end flash mixed Actual, Budget, and Forecast across separate files.
Outcome
Monthly FP&A flash: Actual vs Budget vs Forecast, margin and OpEx variance, volume vs rate.
Stack
Excel · FP&A
Result
One flash pack ready for variance meetings.
Forecasting and Modeling
Three Statement Model
Problem
Standalone P&L models break when balance sheet and cash flow stay unlinked.
Outcome
Fully linked income statement, balance sheet, and cash flow for a sample company.
Stack
Excel · Financial modeling
Result
Books that balance across IS, BS, and CF.
Forecasting and Modeling
DCF Valuation Model
Problem
Investment cases need a transparent path from free cash flow to value.
Outcome
Unlevered DCF with FCF build, WACC, terminal value, NPV, and IRR.
Stack
Excel · Valuation
Result
NPV and IRR ready for capital decisions.
Skills

Core Skills

Data and Analytics
SQL Power BI (DAX) Tableau Python (pandas) R Excel (Power Query, Power Pivot)
Financial Analysis
Forecasting and Budgeting Variance Analysis Driver Based Modeling KPI Design NPV / IRR ROI / Payback
Reporting and Controls
Executive KPI Dashboards MIS Reporting Standardized Reporting Templates US GAAP / SOX Awareness
Systems
Oracle NetSuite Banner SAP Oracle ERP
Education
Degrees
M.S., Business Analytics
University of New Haven · Beta Gamma Sigma
Aug 2023 to May 2025
MBA, Accounting and Finance
JNTU Kakinada · Merit Scholarship
Jul 2018 to Dec 2020
Bachelor's, Accounting and Finance
Acharya Nagarjuna University
Aug 2015 to May 2018
Certifications
  • Scrum Fundamentals Certified (SFC)
  • Six Sigma Yellow Belt (SSYB)

Let's talk.

Open to Financial Analyst, FP&A, Business Analyst, and Data Analyst roles. Based in Greater Boston, MA.

bandarusaisiri1207@gmail.com +1 (203) 533 9355 linkedin.com/in/saisiri1207 github.com/saisiri1207
© Sai Siri