Highlights:

Skills:Financial Modeling, Budgeting & Forecasting, Financial Underwriting, Financial planning and analysis, Asset Management

Financial Analyst Intern 05/2024 - 08/2024
The Coleridge Group, Phoenix, Arizona United States
Industry: Real Estate, Consulting
Worked as Summer Financial Analyst Internship
• Conducted financial analysis for real estate investment opportunities, identifying challenges and delivering strategic recommendations to clients. Collaborated with cross-functional teams to develop actionable financial strategies that optimized revenue streams, enhanced operational efficiencies, and improved profitability • Designed and implemented advanced models such as Discounted Cash Flow (DCF), Net Present Value (NPV), and scenario analyses to evaluate project viability, guide investment decisions, and forecast property performance, ensuring alignment with organizational objectives • Prepared dynamic dashboards and financial reports using Tableau and Power BI, showcasing metrics such as cash flow, EBITDA, and operating margins. Translated complex financial data into actionable insights that supported executive decision-making and enabled stakeholders to achieve measurable results • Delivered actionable recommendations that enhanced ROI by 15% for evaluated projects, reduced operating expenses by 10%, and provided financial insights that directly influenced decision-making and long-term financial growth strategies--
Deputy General Manager (DGM) – Financial Planning and Analysis (FP&A) 06/2015 - 05/2022
Tata Realty & Infrastructure Ltd, Kolkata, West Bengal India
Industry: Real Estate, Construction
Worked as DGM-FP&A
• Led financial modeling and decision-making support by designing advanced, driver-based financial models for product-specific P&Ls, enabling accurate forecasting and performance tracking, directly aligning with the need for strategic financial models in operational finance initiatives • Directed budgeting and forecasting processes for real estate projects exceeding $135 million, conducting P&L management, variance analyses, and month-end close reporting to provide actionable insights to senior leadership • Developed dynamic dashboards and KPI monitoring tools using Tableau, Power BI, and Excel to track financial metrics such as operating margins, EBITDA, and ROI, improving real-time decision-making and ensuring compliance with corporate reporting standards • Partnered with cross-functional teams including Sales, Product, and Vendor Management to evaluate pricing strategies, conduct cost optimization, and develop business cases for strategic initiatives, aligning with the role’s collaborative FP&A focus • Created rolling forecasts and scenario planning models leveraging CRM data and market trends, achieving a 20% improvement in forecast accuracy and aligning financial performance with annual budgets • Supported operational finance initiatives by streamlining cash management processes through improved cash flow forecasting models, achieving a 15% improvement in working capital utilization • Conducted financial risk assessments that reduced exposure by 30%, ensuring adherence to IFRS and GAAP standards, reflecting the job’s requirement for advanced financial analysis and compliance expertise--
Area Manager – Multifamily Asset Management 08/2014 - 05/2015
Aditya Birla Capital Ltd, Bengaluru, Karnataka India
Industry: Real Estate
Senior Financial Analyst with over 15 years of experience in FP&A, financial modeling, and P&L management. Proficient in developing detailed financial models, dashboards, and KPIs to drive strategic decision-making. Skilled in budgeting, forecasting, variance analysis, and cross-functional collaboration to optimize costs, grow revenue, and deliver actionable insights to leadership
• Managed a $125 million multifamily investment portfolio, comprising over 1,500 units, by optimizing budgets, streamlining workflows, and enhancing operational efficiencies • Led a team of 10 Asset Managers and Investment Analysts, streamlining workflows and improving portfolio performance by 15% through effective collaboration and data-driven decision-making • Conducted underwriting and due diligence for acquisitions totaling $50 million, leveraging detailed financial modeling to identify risks and prevent a $3 million loss on a misvalued acquisition • Developed and utilized sophisticated financial models, including DCF, NPV, and sensitivity analyses, to evaluate acquisitions, forecast cash flows, and assess portfolio profitability • Leveraged financial analysis and operational strategies to increase property valuations by 20-30%, contributing to a ~$25 million in portfolio value appreciation • Achieved 25% cumulative ROI over three years through strategic renovations, operational improvements, and market-driven investment strategies • Reduced opex by $1.5 million annually by renegotiating contracts and implementing data-driven operational efficiencies • Collaborated with revenue management professionals to optimize rental pricing strategies, increasing gross potential rent by $2 million annually and improving occupancy rates by 10%, resulting in $3 million in extra annual rental income • Prepared and presented comprehensive budgets and business plans, driving a 12% increase in Net Operating Income (NOI) over two years by aligning financial goals with operational execution • Monitored asset performance through detailed benchmarking and submarket analysis, utilizing data insights to adjust strategies and enhance returns--
Assistant General Manager (AGM) 01/2007 - 07/2014
Invest Care Pvt. Ltd, New Delhi, Delhi India
Industry: Private Equity, Real Estate
Results-driven Senior Financial Analyst with over 15 years of experience in FP&A, financial modeling, and P&L management. Proficient in developing detailed financial models, dashboards, and KPIs to drive strategic decision-making. Skilled in budgeting, forecasting, variance analysis, and cross-functional collaboration to optimize costs, grow revenue, and deliver actionable insights to leadership
• Directed a $150 million diversified investment portfolio across multiple asset classes, achieving an annualized return of 12-15% while implementing strategies to reduce risk exposure by 20% • Conducted financial analysis on 200+ investment opportunities, approving $50 million in high-performing assets and mitigating $10 million in potential losses through detailed risk assessments • Created valuation models using comparable company analysis, precedent transactions, and market multiples to support deal negotiations and ensure fair pricing • Performed in-depth due diligence for new acquisitions and portfolio investments, evaluating financial statements, operational metrics, and market positioning • Researched macroeconomic trends, industry benchmarks, and emerging opportunities to inform investment strategies, resulting in a 15% increase in equity portfolio value • Streamlined portfolio monitoring processes and reduced reporting time by 25%, enhancing strategic decision-making and investor transparency--

Arizona State University 01/2023 - 12/2024
Phoenix, Arizona, United States
Degree: Master's Degree
Major:International Finance
Minor:International Business
Graduated from Arizona State University

DASH SANTANU RESUME Financial Planning & Analysis Resume