Open to opportunities

Shruti Narmeti

Senior Financial Analyst & FP&A Specialist

Finance professional with 7+ years of experience in financial planning, forecasting, and data-driven decision support โ€” now extending that foundation into quantitative finance and applied AI. Proven track record of building scalable financial models, improving forecasting accuracy, and driving strategic insights for senior leadership.

7+
Years Experience
40%
Forecasting Accuracy Gain
50+
Clients Managed
30%
Reporting Time Saved

About Me

Finance professional based in Monmouth Junction, NJ

I'm a finance professional with over seven years of experience spanning enterprise and consulting environments. My expertise lies at the intersection of financial analysis, strategic planning, and technology โ€“ translating complex data into clear, actionable insights for executive leadership.

Currently pursuing a Master of Financial Analysis at Rutgers Business School, I combine academic rigor with hands-on experience in tools like NetSuite, Anaplan, Salesforce, and Power BI to deliver impactful financial solutions.

I'm passionate about automation, financial modeling, and helping organizations make smarter decisions through data.

+1 (732) 543-9968
Monmouth Junction, NJ, USA
๐Ÿ“Š
7+
Years in Finance
๐Ÿข
5
Companies
๐ŸŽ“
MFA
Rutgers Business School
๐Ÿ†
5+
Certifications

Core Competencies

Tools, techniques, and domains I work with

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Financial Planning & Analysis

Forecasting Budgeting Variance Analysis Margin Optimization Revenue Modeling
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Financial Modeling & Valuation

DCF Valuation Equity Valuation DuPont Analysis Monte Carlo Simulation Factor Models
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Quantitative Methods & AI

Alpha Generation & Backtesting Signal Generation Portfolio Optimization OLS / Ridge / LASSO Bayesian Inference Python (pandas, NumPy)
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Systems & Tools

NetSuite Anaplan Salesforce Power BI Advanced Excel VBA Python
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Reporting & Insights

Executive Dashboards KPI Tracking Cash Flow Forecasting AR Analytics Strategic Reporting

Professional Experience

7+ years across enterprise and consulting environments

Senior Financial Analyst
Apr 2022 โ€“ May 2025
Qualitest  ยท  Bangalore, India
  • Improved financial data integrity by 30% by designing validation and reconciliation frameworks in NetSuite, reducing reporting discrepancies and enhancing audit readiness.
  • Designed Salesforce-based project dashboards for new and existing clients, increasing forecasting accuracy by 30โ€“40% and improving margin visibility across business units.
  • Automated PSA forecasting workflows in Anaplan, reducing manual reporting time by 40% and enabling proactive resource allocation.
  • Delivered executive-level financial insights to senior leadership, influencing strategic decisions related to margin optimization and operational efficiency.
Associate Assistant
Apr 2021 โ€“ Mar 2022
Nexdigm (SKP)  ยท  Pune, India
  • Built monthly projection and revenue forecasting models across four service lines, improving visibility into revenue and cost trends.
  • Developed Power BI dashboards tracking AR aging, billing velocity, and budget vs. actual performance, increasing planning accuracy by 15%.
  • Designed debtor collection reporting systems that improved cash flow predictability and accelerated follow-ups.
Associate โ€“ Taxation & Compliance
Apr 2020 โ€“ Mar 2021
Pro Taxfino Pvt Ltd  ยท  Pune, India
  • Managed end-to-end compliance for 50+ clients, ensuring 100% regulatory adherence across financial reporting and statutory audits.
  • Built customized financial models and cash flow forecasts, improving business planning accuracy by 30%.
  • Advised clients on tax planning strategies resulting in measurable cost savings.
Finance Associate
Jan 2020 โ€“ Mar 2020
Financepeer  ยท  India
  • Built a structured sales pipeline for income-share financing products, expanding new opportunities by 20% within two quarters.
  • Performed credit risk analysis on borrower profiles to support underwriting and portfolio risk assessments.
  • Modelled revenue scenarios tied to loan disbursement volumes and expected default rates for forward-looking receivables planning.
Finance Executive
Nov 2017 โ€“ Dec 2019
Super Concepts  ยท  India
  • Processed 500+ invoices per period with 99% accuracy, ensuring GAAP-compliant revenue recognition.
  • Reconciled AR ledgers and the general ledger monthly, reducing discrepancies by 20% and shortening month-end close.
  • Built foundational Excel models for billing and payment tracking, establishing reconciliation discipline later applied in enterprise FP&A roles.

Education

Academic foundations in finance and management

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Master of Financial Analysis
Rutgers Business School
New Brunswick, NJ  ยท  Expected May 2026
๐Ÿ“š
MBA (Finance)
University of Pune
Pune, India  ยท  2017

Certifications & Development

Continuous learning in finance and quantitative methods

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CFI Financial Analysis
Corporate Finance Institute
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Regression & Bayesian Analysis
Professional Certification
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Monte Carlo Simulation
Professional Certification
๐Ÿ…
Financial Modeling
NSE India & NSDC
๐Ÿš€
Financial Modeling & Quantitative Finance Bootcamp
The Wall Street Quants  ยท  2025โ€“Present
  • Built advanced financial models including DCF, factor models, and trading strategies.
  • Applied Python for financial data analysis and backtesting.
  • Worked on real-world market datasets for forecasting and risk modeling.

Featured Projects

Applying quantitative and AI methods to real finance problems

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ML-Enhanced Multi-Factor Equity Backtester

Live Demo

Walk-forward cross-sectional backtest comparing XGBoost, Ridge, Lasso, and OLS return-prediction models against a traditional equal-weighted factor score โ€” momentum, low-volatility, and reversal factors across 55 US equities, rebalanced monthly since 2014 with no lookahead bias.

Python XGBoost scikit-learn pandas Streamlit
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FP&A AI Variance Copilot

Live Demo

Upload budget-vs-actual data and get instant volume/rate/mix variance decomposition plus an AI-generated executive summary. The math is computed deterministically in pandas โ€” the LLM only narrates numbers that already exist, never calculates them.

Python Pandas Groq ยท Llama 3.3 Streamlit
โ‚ฟ

Statistical Arbitrage in Crypto

Research

Validation-based research into a BTC/USD momentum strategy using 2012โ€“2025 Bitstamp minute-level data. Selected a 30-day long-only momentum rule that matched buy-and-hold Sharpe (0.76 vs. 0.75) with a 40% smaller max drawdown over a 2022โ€“2025 held-out test period.

Python pandas Backtesting Time-Series

Let's Connect

Open to full-time roles, consulting, and collaborations

I'm currently seeking opportunities in FP&A, financial analysis, and strategic finance in the US. Whether you have a role, a project, or just want to connect, I'd love to hear from you.

Ready to work together?

Download my resume to learn more about my experience and qualifications.

Download Resume