Open to opportunities

Shruti Narmeti

Senior Financial Analyst & FP&A Specialist

Finance professional with 6+ years of experience in financial planning, forecasting, and data-driven decision support. Proven track record of building scalable financial models, improving forecasting accuracy, and driving strategic insights for senior leadership.

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6+
Years Experience
40%
Forecasting Accuracy Gain
50+
Clients Managed
30%
Reporting Time Saved

About Me

Finance professional based in Somerset, NJ

I'm a finance professional with over six years of experience spanning enterprise and consulting environments. My expertise lies at the intersection of financial analysis, strategic planning, and technology – 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.

shrutinarmeti94@gmail.com
+1 (732) 543-9968
linkedin.com/in/shrutinarmeti
Somerset, NJ, USA
📊
6+
Years in Finance
🏢
3
Companies
🎓
MFA
Rutgers Business School
🏆
5+
Certifications

Core Competencies

Tools, techniques, and domains I work with

📈

Financial Planning & Analysis

Forecasting Budgeting Variance Analysis Margin Optimization Revenue Modeling
🏦

Financial Modeling & Valuation

DCF Valuation Equity Valuation DuPont Analysis Monte Carlo Simulation Factor Models
🛠️

Systems & Tools

NetSuite Anaplan Salesforce Power BI Advanced Excel VBA Python
📋

Reporting & Insights

Executive Dashboards KPI Tracking Cash Flow Forecasting AR Analytics Strategic Reporting

Professional Experience

6+ years across enterprise and consulting environments

Senior Financial Analyst
Apr 2022 – May 2025
Qualitest  ·  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 30–40% 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 – Mar 2022
Nexdigm (SKP)  ·  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 – Taxation & Compliance
Jan 2020 – Feb 2021
Pro Taxfino Pvt Ltd  ·  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.

Education

Academic foundations in finance and management

🎓
Master of Financial Analysis
Rutgers Business School
New Brunswick, NJ  ·  Expected May 2026
📚
MBA (Finance)
Indira Institute of Management
Pune, India  ·  2017

Certifications & Development

Continuous learning in finance and quantitative methods

📜
CFI Financial Analysis
Corporate Finance Institute
📊
Regression & Bayesian Analysis
Professional Certification
🎲
Monte Carlo Simulation
Professional Certification
🏅
Financial Modeling
NSE India & NSDC
🚀
Financial Modeling & Quantitative Finance Bootcamp
The Wall Street Quants  ·  2025–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.

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.

✉️ shrutinarmeti94@gmail.com 📞 +1 (732) 543-9968 💼 linkedin.com/in/shrutinarmeti 📍 Somerset, NJ, USA

Ready to work together?

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

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