Abhijeet Patil

Results-driven Financial & Data Analyst with expertise in Financial Modeling, Forecasting, and Performance Analytics using Power BI, SQL, and Excel. Skilled in building Automated Dashboards, Predictive Reports, and Data-Driven Insights to support strategic business decisions. Proven track record of Enhancing Financial Transparency, Reducing Manual Errors, and Improving Efficiency through automation and analytics-driven storytelling.

My professional experience combines advanced financial analysis with business intelligence and data automation, primarily gained through freelance and internship work.

Key Professional Experience:-

• Developed Power BI financial dashboards and automated reporting workflows, achieving a 40% efficiency improvement for clients.
• Enhanced forecasting accuracy by 15% through advanced financial modeling using Power BI and Excel.
• Automated reporting schedules and consolidated financial data from SQL and API sources, enabling real-time monitoring with zero downtime.
• As a Forex Market Analyst Intern, reduced fraud risks by 20% with advanced risk assessments and strengthened regulatory compliance through financial due diligence and audit-ready reports.
• Automated financial data workflows and developed real-time dashboards during a Financial Data Analyst internship, reducing manual errors by 30% and improving reporting accuracy.

This experience demonstrates strong skills in financial modeling, forecasting, automation, data visualization, and strategic analysis using Power BI, Excel, and SQL.

The most relevant education supporting your expertise as a data and financial analyst includes:

Key Education:-

• MBA in Business Analytics & Financial Management from Sinhgad Institute of Management, Pune, completed in 2024 with a CGPA of 7.2.
• Bachelor of Commerce in Finance & Accounting from Yashwantrao Chavan Maharashtra Open University, completed in 2021 with a CGPA of 7.4.

Professional Certifications:-

• Microsoft Power BI Certification
• Advanced Excel & Financial Modeling Certification
• SQL Database Management Certification
• Python for Data Analysis certification
• TCS NQT (2025)
• Tally ERP 9.0 Certification

This education provides a strong foundation in business analytics, financial management, accounting, and modern data tools essential for analyst and reporting roles.