Varun Soni

Financial Analyst (FP&A) | Investment Analyst

PROFILE
Financial Analyst with a strong background in Financial Analysis & Industry Research. Skilled in delivering valuable insights to support
strategic decisions and enhance business performance. Proven ability to evaluate financial analysis, industry research, comps analysis
and support cross-functional teams. Strong grasp of corporate finance, performance improvement, and operational planning in high-
growth companies. I enjoy breaking down complex topics and sharing them with a bit of humor on LinkedIn, where I have gained
32,000+ followers. Known for adaptability, written communication, and applying business intelligence effectively.

KEY COMPETENCIES
Financial Modeling | Capital Market | Financial Statement Analysis Strategic Thinking | Problem Solving | Time Management
Business Intelligence | Planning | Reporting Interpersonal | Leadership | Focused
Google Suite | Salesforce | Looker | Slides Accounting | Data Interpretation | Analytical
Monthly Close Process Quarterly Reporting | Reporting Tools

EDUCATION
BBA: Presidency University | Specialization in Financial Management | Bangalore, KA July 2020 - July 2023

PROFESSIONAL EXPERIENCE
The SmartBridge, Hyderabad Nov 2023 - Nov 2024
Financial Analyst (FP&A)
Performed financial analysis, cost analysis, budget forecasting, and variance analysis for 20+ projects with accuracy, timelines, and
regulatory compliance using financial systems.
Analyzed various sectors and recommended cost optimization through process improvement initiatives, identifying business
opportunities and addressing Opex challenges.
Prepared individual MIS reports including Profit & Loss, supporting monthly close and annual budget planning.
Created dynamic dashboards using PowerBI and spreadsheets, leveraging large datasets and reporting tools to visualize KPIs and
accounting metrics.
Delivered weekly reports incorporating P&L, cost data, and interactive dashboards, improving performance tracking and financial results
visibility.
Managed project cash inflows and prioritizations, ensuring efficient cash flow management and consolidated reporting for stakeholders
and investors.
Presented financial dashboards to management, highlighting performance improvement opportunities and close process efficiencies.
Utilized pivot tables, databases, and advanced Excel for monthly reporting, variance tracking, and operational planning.

INTERNSHIP EXPERIENCE
Refyne India, Bangalore Jan 2023 – April 2023
Financial Analyst
Conducted internal audits, reconciliations, and data analysis to support monthly close and financial statement preparation.
Analyzed GST fees and transactions segmented by employers, applying business intelligence for trend extraction.
Developed real-time dashboards for payment tracking, boosting transparency and planning efficiency.
Automated cohort analysis for 170 clients using Python, supporting scalable evaluations and financial reporting.
Produced usage reports and employer-level insights, aligning with reporting tools and financial planning initiatives.
July 2022- Aug 2022
Researchfin.ai - Research Intern, Bangalore, KA.
Research Analyst
Collaborated with research and marketing teams to align industry insights with market expectations.
Conducted secondary research on capital markets and growth companies, identifying patterns for investment analysis.
Analyzed equity market trends, producing concise reports for investors.
Maintained industry expertise and detail orientation, strengthening analytical responsibilities.

SELF PROJECTS
Financial Model of Food Restaurant using Excel:
Created a financial model analyzing three key statements with forecasts for revenue, EBITDA, and KPIs (ROI, IRR, ARR).
Performed weekday/weekend forecasts for lunch/dinner sales and operational planning of cost drivers.
Conducted operational and non-operational cost analysis using Excel and MS tools, improving financial results visibility.
Real Estate Financial Model & Forecasting of DLF using Excel:
Developed a model analyzing three statements with revenue/EBITDA forecasts and KPI analysis.
Performed DuPont, Altman’s Z, Monte Carlo simulations, Football Field, Sensitivity & Comparable analysis.
Conducted DCF and Trade Comps-based valuation; calculated Levered Beta, WACC, ROIC, and Intrinsic Growth.
Presented visual insights using Excel dashboards, supporting planning and performance improvement strategies.

CERTIFICATIONS
Micro & Macro Economics (Coursera)
Investment Banking Virtual Internship (Forage)
Financial Modeling (The Valuation School)
Experience with Netsuite, Workday, SaaS, and strong knowledge of responsibilities across finance roles.