Bansari Satashia

Financial Analyst with 4+ years of experience delivering data-driven insights across financial planning, modeling, forecasting, and budgeting within large-scale operations. Strong expertise in GAAP-compliant reporting, variance analysis, cost optimization, working capital management, and streamlining month-end close processes. Highly proficient in Advanced Excel, SQL, Power BI, Tableau, and enterprise ERP/planning systems, with a proven ability to perform data cleansing, build dynamic dashboards, and uncover actionable trends.

Financial Analyst - Cigna Healthcare, USA - USA

(2025-03)

• Analyzed enterprise-wide KPIs, converting complex financial data into clear, actionable insights for senior leadership decision-making.
• Streamlined month-end close processes, reducing reporting timelines by 3 to 5 days while maintaining strict adherence to GAAP standard.
• Drove working capital optimization initiatives, improving cash flow efficiency and unlocking over $2M in additional liquidity.
• Reinforced compliance standards by producing audit-ready documentation, consistently achieving error-free audit outcomes.
• Utilized SQL and ERP data analysis to uncover cost-saving opportunities, lowering unnecessary expenditures by 4 to 7%.
• Built interactive Power BI dashboards, increasing transparency into revenue performance and key financial metrics.
• Led recurring financial assessments to optimize healthcare expenditures, driving a reduction in operating costs by approximately 5 to 8%.
• Oversaw expense governance across departments, ensuring consistent budget adherence across diverse healthcare programs.
• Performed detailed variance and sensitivity analysis, proactively mitigating financial risks and preventing potential losses of up to $700K.
• Integrated forecasts from actuarial, finance, and operations teams to strengthen alignment and improve quarterly planning accuracy.
• Developed robust multi-scenario forecasting models, enhancing budget precision and improving financial predictability by nearly 14% yearly.

Financial Analyst - Hexaware Technologies, India - India

(2020-10 - 2023-07)

• Delivered variance analysis and insights to senior leadership, helping resolve forecast gaps exceeding $650K annually.
• Designed automated reporting frameworks using Excel and Power Query, cutting manual processing effort by nearly 50%.
• Monitored P&L fluctuations for outsourcing engagements, ensuring alignment with contractual obligations and performance targets.
• Supported quarterly budgeting cycles by evaluating historical data, operational drivers, and forward-looking financial indicators.
• Applied quantitative and statistical forecasting methods to improve accuracy for both volume-driven and fixed-cost accounts.
• Consolidated and presented financial reports for executive stakeholders, enhancing clarity in strategic, portfolio-level decisions.
• Assessed financial viability of technology initiatives by estimating ROI and long-term business impact across programs.
• Ensured audit readiness through precise reconciliations and structured documentation, consistently maintaining zero audit issues.
• Contributed to transformation initiatives by identifying cost inefficiencies, achieving around 6% year-over-year savings.
• Built KPI dashboards and scorecards, increasing transparency into operational performance, delivery efficiency, and client profitability.
• Performed in-depth revenue and cost analysis across multiple U.S. client portfolios, improving margin consistency by approximately 10%.

Master - Information Technology and Management - The University of Texas at Dallas

Bachelor - Information Technology - Swarnim Startup and Innovation University