Summary
Overview
Work History
Education
Skills
Clearance :
Timeline
Generic

SANIL KARIC

Bear

Summary

Financial analyst professional with 8+ years of success in financial planning, reporting, analysis, and conducting leadership meetings. Highly skilled at robust modeling and reporting techniques. Proven leadership in training employees and conducting business financial presentations. Strong in financial planning and analytical skills.

Overview

12
12
years of professional experience

Work History

Senior Financial Analyst

Booz Allen Hamilton
03.2024 - Current


  • Creates a financial management strategy to help the Program Executive Office (PEO) C3T succeed in understanding financial status and making financial decisions.
  • Works with business management professionals to develop an actionable plan for the Army (PEO C3T) Budgeting.
  • Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
  • Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
  • Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.

Senior Financial Analyst

Booz Allen Hamilton
08.2022 - 02.2024
  • Create/amend funding request letters used by the Comptroller to create funding documents for the Program Executive Office C4I (PEO C4I)
  • Reviews and analyzes an organization's financial status, including cash flow, accounts receivable, accounts payable, debt, equity, operating income, working capital, etc
  • Develops and maintains ad hoc departmental reports, develops profitability models, and analyzes departmental financial results versus budget/forecasts
  • Provides internal consulting on financial products and electronic funds transfers
  • Evaluate SCN (Ship building and Conversion for Navy) projects and provide divisional/sub-division level reporting for asset under construction on a monthly/quarterly basis using Power BI dash boards
  • Conducts audits on financial data; provides recommendations on corporate risk levels and credit
  • Identifying SCN- funding and developing the initial 7300, spend plans, and independent government cost estimate
  • Utilize Navy Enterprise Resource Planning (N-ERP) to execute funding and provide reports on the planned, programmed, committed, obligated, and expended funding across multiple FYs.

Financial Analyst (Personnel)

US Navy
08.2019 - 07.2022
  • Spearhead the annual and quarterly budgeting and forecasting processes
  • Produced monthly reports, which include key metrics, financial results, and variant reporting
  • Creating visualizations using MS Excel and MS Power BI dash boards
  • Maintained payroll and accounting databases for disbursement and collection of government funds
  • Served as agent cashiers to pay Government funds
  • Acted as collection agents of money owed to U.S Treasury by Navy personnel
  • Prepared accounting and financial statements within the command for the audits
  • Transformed data from various system and reshaped data for further usage
  • Assisted senior management in preparing timely reports for board meetings
  • Evaluated financial records for accuracy and conformance to regulations.

Financial Analyst (Investment)

Citi Bank
11.2017 - 07.2019
  • Oversaw, collected, and organized performance data for over 50 clients
  • Wrote quarterly commentators for 45+ UMAs (Unified Managed Accounts)
  • Collected quarterly bond information for 150+ fixed income mutual funds under firm advisement
  • Informed investment decisions by analyzing financial information to forecast business, industry or economic conditions
  • Evaluated financial and operational performance of companies facing financial difficulties to determine possible remedies
  • Worked cross-functionally with internal departments to align and validate data inputs.

Financial Analyst

Westchester Petroleum
08.2015 - 10.2017
  • Reviewed and analyzed financial data to identify problems in daily operations, increasing efficiency by 25%
  • Created a successful sales and inventory monitoring system, increasing inventory turnover rate by 15%
  • Established new pricing system, reducing design process by 25 minutes per customer on average and increasing customer satisfaction by 40%
  • Collaborated with other departments to ensure accurate budgeting and forecasting processes were followed
  • Performed quantitative analysis of historical data to identify patterns or anomalies in the data set.

Junior Financial Analyst

Aditya Birla Finance Ltd
06.2012 - 11.2014
  • Assisted in the implementation of critical business systems to meet company's reporting requirements
  • Identified key cost reduction opportunities across various functions, assist identifying and mitigating risks
  • Worked closely with functional leaders on the central support team to assist with strategy
  • Provided analytical, forecasting, reporting, and project support to senior management
  • Identified the opportunities for performance improvement across the organization
  • Implemented best practices for maintaining accurate records within accounting systems
  • Prioritized and expedited assigned work to meet changing business circumstances.

Education

MBA - Finance

Monroe College King Graduate School of Business
New Rochelle, NY
08.2016

MBA - Finance

Mahatma Gandhi University
Kerala, India
11.2014

Bachelor of Science - Accounting And Business Management

Mahatma Gandhi University
Kerala, India
04.2012

Skills

  • Microsoft Excel
  • Power BI
  • Financial Reporting
  • Financial Analysis
  • ERP
  • Navy ERP
  • Communication Skills
  • Planning and Analysis
  • Budget Forecasting
  • EVM
  • Variance Reports
  • Research and Data Analysis
  • Python
  • Variance reporting
  • Variance Analysis
  • Budgeting and Planning

Clearance :

Secret clearance

Timeline

Senior Financial Analyst

Booz Allen Hamilton
03.2024 - Current

Senior Financial Analyst

Booz Allen Hamilton
08.2022 - 02.2024

Financial Analyst (Personnel)

US Navy
08.2019 - 07.2022

Financial Analyst (Investment)

Citi Bank
11.2017 - 07.2019

Financial Analyst

Westchester Petroleum
08.2015 - 10.2017

Junior Financial Analyst

Aditya Birla Finance Ltd
06.2012 - 11.2014

MBA - Finance

Monroe College King Graduate School of Business

MBA - Finance

Mahatma Gandhi University

Bachelor of Science - Accounting And Business Management

Mahatma Gandhi University
SANIL KARIC