Ruthvik Meka
Financial Analyst • Springfield, MA • r************@gmail.com • +17******958 • linkedin/••••• • drivetube.ai/•••••
Professional Summary
Financial Analyst with 4+ years of experience delivering FP&A, financial modeling, variance analysis and regulatory reporting across banking, financial services and IT services (BFSI) clients. Proficient in building driver-based Excel models and automated SQL/Python pipelines to consolidate multi-source data for monthly close, forecasting and executive reporting. Experienced creating Power BI and Tableau dashboards that replaced static reports and enabled self-service analysis for leadership. Managed budgeting cycles and GL reconciliations in Oracle/Workday environments while supporting Basel III and GAAP reporting. Demonstrated impact includes forecasting for a $3.2B AUM portfolio, informing corrective budget reallocations and automating close tasks to shorten turnaround. Strong stakeholder communication, audit-ready documentation and end-to-end ownership of financial workflows.
Technical Skills
Programming Language: VBA,SQL,Python
Data Analysis & Visualization: Pivot Tables,Pandas,openpyxl,Power BI,Tableau,FP&A,Scenario Analysis
Generative AI & LLMs: Generative AI
Planning & Forecasting Tools: Workday Adaptive Planning
Compliance & Governance: SOX Compliance
Project Management & Collaboration: Cross-Functional Collaboration,Agile
Financial Planning & Analysis (FP&A): Variance Analysis
Risk & Credit Analysis: Basel III
Financial Reporting & Compliance: GAAP,IFRS,Regulatory Reporting,Month-End Close
Financial Systems & Data Tools: Oracle Financials,QuickBooks
Marketing Analytics: ROI Analysis
Product Management: Workflow Automation
Work Experience
Northern Trust
USA
Financial Analyst
June 2025 – Present
Banking and asset servicing firm — supported FP&A, monthly close, budgeting and regulatory reporting for institutional portfolios and finance stakeholders.
Tech Stack: VBA, Tableau, Oracle Financials, Workday Adaptive Planning, GAAP, Basel III, Regulatory Reporting
- Developed and maintained rolling monthly financial forecasts for a $3.2B AUM portfolio using driver-based Excel models, improving scenario coverage and reducing manual adjustments.
- Performed variance analysis on actual vs. budget P&L across 15+ cost centers and summarized key drivers for VP-level business reviews.
- Presented variance findings to VP stakeholders that informed $1.5M in corrective budget reallocations.
- Automated recurring reporting workflows with Python (pandas, openpyxl) and Excel VBA, shortening monthly close turnarounddays.
- Built Tableau dashboards tracking ROE, NIM, cost-to-income ratio and portfolio yield, replacing static reports and enabling self-serve analysis for senior leadership.
- Backed the annual budgeting cycle by consolidating submissions across multiple business units in Workday Adaptive Planning and reconciling cost inputs against capital allocation targets.
- Led monthly GL reconciliations and close activities in Oracle Financials under GAAP, maintaining audit-ready controls and supporting regulatory reporting (Basel III, Dodd-Frank).
Mphasis
India
Financial Analyst
June 2020 – July 2023
IT services provider — delivered financial reporting, cost allocation and forecasting models for BFSI client engagements and internal project finance.
Tech Stack: SQL, Python, QuickBooks, IFRS, GAAP
- Built Excel financial reporting models (pivot tables, INDEX-MATCH, scenario analysis) for BFSI client engagements to support quarterly business reviews.
- Maintained cost allocation models across project budgets and flagged variances for corrective action with project leads.
- Partnered with project leads to investigate and remediate budget overruns, recovering $180K in excess costs.
- Prepared monthly cash flow statements, income statements and balance sheet summaries under IFRS/GAAP to support month-end close processes.
- Developed revenue forecasting models using regression analysis and trend extrapolation, improving forecast accuracy by 15% as actuals were incorporated.
- Automated data extraction from 4+ source systems using SQL and Python, consolidating inputs into centralized reporting templates.
- Backed client accounting tasks and summary reporting using QuickBooks and prepared SOX-compliant documentation for audit support.
Education
Western New England University
Master of Science in Business Analytics • Springfield, MA, USA • Aug 2023 – May 2025
Coursework: Data Mining, Business Intelligence, Statistical Modeling, Database Systems, Machine Learning
CVR College of Engineering
Bachelor of Technology in Information Technology • Hyderabad, India • Aug 2018 – May 2022
Coursework: Database Systems, Statistics, Data Structures, Algorithms, Data Warehousing
Certifications
Microsoft Certified: Fabric Analytics Engineer Associate — Microsoft • Sep 2026
Microsoft Certified: Power BI Data Analyst Associate — Microsoft • Aug 2026
Google Data Analytics Professional Certificate — Google / Coursera • Jun 2025
Generative AI Essentials: Using LLMs to Work with Data — IBM SkillsBuild • Feb 2026
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