Rama Kulkarni
Financial Analyst @ MSPbots.ai
About
Finance professional with experience in audit, financial planning & analysis, and taxation. I work with tools like Excel, Bloomberg, Capital IQ, and financial modeling to transform complex data into actionable insights that help organizations optimize performance and manage risk. I’ve contributed to projects ranging from statutory audits and internal control assessments to portfolio reallocation and economic forecasting, collaborating with cross-functional teams to drive informed business decisions. Currently, I’m pursuing my Master’s in Finance at UIUC, expanding my expertise in SQL, Python, valuation, and financial management. I’m passionate about using rigorous financial analysis to create measurable business impact.
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United States
Financial Services
Financial Modeling & Forecasting, Balance Sheet & Account Reconciliation, Financial Management, Data Analysis, Financial Modeling, Audit Reporting, Risk Assessment, Analytical thinking, Statutory Audits, Financial Statement Analysis, Financial Statement Auditing, Income Tax, Analytical Skills, Microsoft Word, Direct Taxation, Indirect Taxation, Due Diligence, Internal Audits, Microsoft PowerPoint, Financial Analysis
Experience
Financial Analyst
MSPbots.ai
1. Assisting in reconciling key balance sheet accounts using Excel and QuickBooks, enhancing reporting accuracy and ensuring compliance with U.S. GAAP. 2. Supporting the development of integrated financial models linking forecasts, income statements, and balance sheets, improving management reporting and financial visibility. 3. Preparing monthly financial reports and variance analyses to identify trends, risks, and opportunities for operational improvements. 4. Collaborating with cross-functional teams to gather financial data and streamline reporting processes, increasing efficiency and reducing errors. 5. Conducting ad-hoc financial analyses to support strategic decision-making and business planning.
Course Assistant
Gies College of Business - University of Illinois Urbana-Champaign
ACCY 504 - Auditing ACCY 501 -Accounting Analysis ACCY 503 - Managerial Accounting
Audit & Tax Assistant
Inamdar Baldota Jain & Co.
Pune, Maharashtra, India
• Conducted statutory audits and prepared financial statements and cash flow reports in compliance with Indian Accounting Standards (aligned with U.S. GAAP), ensuring accuracy and regulatory adherence. • Delivered income tax planning and filing services for corporate and individual clients, optimizing tax positions and ensuring timely submissions. • Managed indirect tax compliance, including processing refunds and addressing client inquiries efficiently.
Articled Assistant
Kirtane & Pandit Chartered Accountants LLP
Pune, Maharashtra, India
• Participated in internal audits across diverse industries, focusing on payroll, procurement, and operational controls to ensure compliance and effectiveness. • Conducted internal control, performed process walkthroughs, and led risk assessments to strengthen internal control frameworks. • Drafted detailed audit reports, monitored resolution of audit findings, and supported financial due diligence and cost variance analysis during audit engagements.
Education
Gies College of Business - University of Illinois Urbana-Champaign
Finance
Specialization in Asset Management | Coursework: Financial Modeling, Managing Market Risks for Financial Institutions, Financial Data Management & Analysis, Investments, Applied Portfolio Management, and Financial Economics.
Savitribai Phule Pune University
Accounting
Specialization in Advanced Accounting & Taxation | Coursework: Management Accounting, Advanced Accounting, Income Tax, Financial Analysis & Control, Advanced Auditing, and Capital Market & Financial Services.
Savitribai Phule Pune University
Accounting
Specialization in Cost & Works Accounting | Coursework: Corporate Accounting, Business Management,Advanced Accounting, Cost Accounting, Auditing & Taxation
Rama Kulkarni's Contact Information
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