Highlights:Financial Analysis and Strategic Planning Led $413M+ capital expenditure analysis at Bank of New York, conducting comprehensive feasibility studies and ROI assessments Spearheaded enterprise software license evaluations, managing budgets of $44M and $67M to ensure maximum operational efficiency Developed in-depth financial assessments for capital projects, focusing on cost and revenue projections Advanced Technical and Analytical Skills Proficient in financial analytics tools: Power BI, Tableau, SQL, Python Expert in financial modeling, Excel VBA, and automated reconciliation processes Skilled in creating sophisticated dashboards and financial reports for senior leadership Proven Track Record of Financial Optimization At Reliance Retail, resolved GST discrepancies securing ?8.13 crore in financial gains Created marketing and cashback dashboards to optimize promotional strategies Conducted multi-level gross margin variance analysis across stores, states, and zones

Skills:Variance analysis, SAP, Oracle, People soft, MS Access, Excel, Word, Powerpoint, Power BI, Tableau, Capital budgeting

Goal:To leverage my extensive financial analysis expertise and advanced technical skills to drive strategic financial decision-making, optimize operational efficiency, and contribute to high-impact corporate financial management. I aim to continue advancing in roles that allow me to combine my strong analytical capabilities, financial acumen, and technological proficiency to deliver measurable business value.

Membership:Chartered Accountant (Institute of Chartered Accountants of India, 2019)

Certification:Pursuing CFA Level 2 Completed CFA Level 1 in 2023 Business Analytics from ISB Hyderabad

Honor:WOW Award from BNY Spark Recognitions from BNY Extra Miler Award from Reliance Certificate of appreciation – Earth Saviors foundation (NGO) Certificate of recognition - BYST (NGO)

Senior Associate 05/2022 - 11/2024
Bank of New York, , India
Industry: Financial Services
In my role as Lead Financial Analyst, I drove comprehensive financial assessments across multiple critical dimensions, delivering strategic insights and operational efficiencies that significantly impacted the organization's financial performance.
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Deputy Manager 07/2021 - 05/2022
Reliance Retail, , India
Industry: Retail
Developed monthly gross margin reports using MS Access for 2,400 stores Integrated critical financial metrics: COGS, D&L costing, and comprehensive expense tracking Conducted multi-level gross margin variance analysis (store/state/zone) Created marketing and cashback dashboards for strategic resource allocation
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Specialist - Tax & Regulatory Services 01/2019 - 07/2021
Jain and associates, , India
Industry: Consultancy
• Managed end-to-end GST compliance including GSTR 1/3B/6/7/9 and ITC-04 filings • Conducted P&L, Sales Register, and GSTR reconciliations for statutory audits while executing monthly closures • Led vendor reconciliation for 18 GSTINs, strengthening internal controls and regulatory compliance. SRS Real Estate Ltd.
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Assistant manager 03/2016 - 01/2019
SRS Real Estate Ltd, , India
Industry: Real Estate
• Generated monthly MIS reports with budget/AOP variance analysis for financial tracking. • Supported quarterly/annual audits ensuring statutory compliance and documentation. • Optimized business workflows post-GST implementation. • Reviewed turnkey contracts for GST compliance and guided contract revisions.
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Intern 03/2014 - 03/2016
Khanna and Annadhanam, , India
Industry: Consultancy
• Led central statutory audits including Basil and margin verification at head office level. • Coordinated branch/zonal audit reports and LFAR discussions at State Bank of Hyderabad • Executed statutory audits across real estate, manufacturing, and infrastructure sectors
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Institute of Chartered Accountants of India 11/2013 - 11/2019
, , India
Degree: Professional Degree
Major:Finance and accounts
Minor:taxation
Chartered accountancy degree from Institute of Chartered Accountants of India

Priyanka Goel Budget, Variance, Trend, capital expenditure, financial analysis, strategic analysis