Keertana

Finance and data professional with 3+ years of experience building enterprise-scale financial models and FP&A solutions, with a strong academic foundation in global political economy, climate strategy, and sustainable finance.

Certified Anaplan Model

Builder (Levels 1–3) experienced in translating complex investment and ESG data requirements into scalable planning infrastructure. Proven track record optimizing capital allocation models, driving cost efficiency, and delivering high-impact analytics across $100M+ portfolios. Seeking to apply quantitative modeling, data governance, and strategic finance expertise to climate finance, impact investing, and sustainable capital markets roles.

Anaplan Model Builder at Greystar (2025-06 – 2025-12)

Developed and maintained FP&A and global revenue forecasting models supporting strategic capital planning decisions across a $100M+ regional portfolio.

• Developed and maintained FP&A and global revenue forecasting models supporting strategic capital planning decisions across a $100M+ regional portfolio.
• Designed secondary fee calculation models for real assets, streamlining deal workflows for the sales team and reducing manual processing time by ~20%—enabling faster capital deployment cycles.
• Led workspace optimization initiatives reducing model size by 35%, lowering infrastructure costs by an estimated $40K annually—improving analytical throughput for investment and finance teams.
• Built and validated Actuals data modules for Global KPI reporting, deploying 10+ development modules and validation reports to production with zero post-deployment issues.
• Created P&L and Sales UX dashboards for the South American investment team, cutting reporting turnaround by 30% and accelerating decision-making across $100M+ in regional revenue.
• Automated tax reporting processes for regional finance teams, eliminating manual data entry and saving an estimated 25 hours per month in operational effort.

Anaplan Model Builder at Wind River (2024-01 – 2025-06)

Built comprehensive Sales Planning and Revenue Forecasting Models and implemented enterprise data governance frameworks.

• Built a comprehensive Sales Planning and Revenue Forecasting Model in Anaplan, improving pipeline visibility by 20% and enabling more accurate capital allocation projections.
• Developed and implemented enterprise data governance frameworks, reducing data discrepancies by 40% and strengthening the integrity of financial reporting used by senior leadership.
• Authored functional specifications for new business requirements; led end-to-end implementation including unit and integration testing—deploying to production with zero disruption to existing workflows.
• Resolved performance bottlenecks and re-architected model structure, improving calculation speed and reducing workspace usage by 25%.
• Led multiple concurrent Anaplan implementation projects, managing timelines, stakeholder communications, and resource allocation across cross-functional teams.

Anaplan Model Builder at Relanto Inc. (2023-03 – 2026-02)

Built Account Segmentation Models and engineered complex workspace-to-workspace data integration pipelines.

• Built an Account Segmentation Model enabling targeted planning strategies and improving customer classification accuracy for investment-stage decision-making.
• Automated monthly exports of financial model templates into business systems, contributing to a 30% improvement in model optimization accuracy.
• Engineered complex workspace-to-workspace data integration pipelines, reducing manual data intervention by 40% and enabling scalable, repeatable financial analysis.
• Partnered with cross-functional stakeholders to gather business requirements and deliver tailored Anaplan solutions, improving planning and forecast efficiency by 35%.
• Applied Application Lifecycle Management (ALM) across development, testing, and deployment phases, ensuring seamless transitions and minimizing production risk.

M.A. in Economics – The New School for Social Research (2021 – 2023)

B.A. in Economics, Political Science & Public Administration – St. Francis College for Women (2017 – 2020)