Pavan Vinay Veesam

Graduate Research Assistant @ California State University - East Bay

About

Financial Analyst with 3+ years of experience in financial reporting, budgeting, forecasting, variance analysis, and month-end closing across banking and service industries. Skilled in Excel, Power BI, SQL, and ERP systems to deliver insights that improve planning and decision-making. Experienced in financial modeling and building dashboards to support strategic goals.

Country

City

United States

Industry

Banking

Skill

Monthend Closing, Dashboard Building, Variance Analysis, Financial Forecasting, Financial reporting, FastAPI, Dialogflow, Natural Language Processing (NLP), python, SQL, Financial Modeling, Python (Programming Language), Tableau, NetSuite, Machine Learning, Microsoft Excel, Amazon Web Services (AWS), Extract, Transform, Load (ETL), Financial Data Analysis, Data Sampling and Class Imbalance Handling

Experience

Graduate Research Assistant

California State University - East Bay

2024-2 - 2025-12 · 1 yr 11 mos

Hayward, CA

Financial Analyst | Associate

Federal Bank

2021-1 - 2023-12 · 3 yrs

Enhanced quarterly reporting efficiency by 20% by developing Power BI dashboards to visualize KPIs for a $24M retail banking portfolio, enabling faster insights for strategic planning. Improved forecast accuracy by 15% by building statistical financial models and conducting deep-dive variance analysis to identify budget deviations and optimize resource allocation. Performed data extraction and portfolio segmentation using SQL and Excel macros, uncovering inefficiencies that led to targeted cost-saving strategies during quarterly reviews.

Data Analyst | System Engineer

Infosys

2019-1 - 2020-12 · 2 yrs

Accelerated month-end close process by 12% by automating reconciliation workflows with Python and Excel VBA, reducing manual effort and increasing accuracy in financial statements. Supported operational leadership by analyzing cost center data and creating financial summaries in NetSuite and Excel, driving informed decisions across delivery units. Standardized reporting templates for business performance metrics and reduced report creation time by 18%, improving executive access to real-time data