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Open to opportunities — Dec 2025 grad

Building AI-Powered Automation for Finance & Analytics

Business Analytics graduate (UMass Amherst) specializing in AI-driven workflow automation, financial modeling, and data intelligence. Currently building FinOp agents with LLMs, RAG, and deterministic Python engines.

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2+
Years Experience
3
AI Platforms Built
15%
Efficiency Gains
3
New Markets
About Me

Background & Education

I'm a Business Analytics professional with a unique blend of finance domain expertise and modern AI/ML engineering skills. My journey spans from traditional business analysis at VTAR to building cutting-edge AI automation agents at Maven Strategic Solutions.

Currently completing my MS in Business Analytics at UMass Amherst (Isenberg), where I've deepened my expertise in machine learning, data visualization, and financial technology. I'm passionate about bridging the gap between complex regulatory requirements and automated, intelligent systems.

FINRA 15c3-1 Compliance RAG & LLM Applications Financial Modeling Workflow Automation Data Visualization Python & SQL Expert
MS Business Analytics — Data Analytics Track Dec 2025
University of Massachusetts Amherst, Isenberg School of Management
Data Management, Business Intelligence, AI in Business, Statistics, Data Visualization, ML, Data Science, Project Management, Python for Business, FinTech, Cybersecurity
Post Graduate Diploma in Business Management May 2024
The Maharaja Sayajirao University of Baroda
Bachelor of Business Administration May 2022
The Maharaja Sayajirao University of Baroda
Experience

Professional Journey

AI Integration Intern (Accounting & Finance)
Maven Strategic Solutions LLC
May 2026 – Present
  • Designed and deployed an AI-powered FinOp agent using Claude for Excel and Python to automate broker-dealer accounting workflows including financial statement generation, net capital computation, and FOCUS report preparation.
  • Built a dynamic Trial Balance parser capable of auto-discovering sheet names, column layouts, and account structures at runtime, processing any chart of accounts from QuickBooks or any accounting software without manual reconfiguration.
  • Automated FINRA Rule 15c3-1 net capital computation using a deterministic Python engine covering non-allowable asset deductions, haircut schedules across seven security types, undue concentration charges, and AI ratio compliance testing.
  • Architected an expanded agent integrating RAG using ChromaDB for FINRA regulatory knowledge retrieval, a FastAPI backend, Supabase data layer, and multi-interface deployment.
Business Data Analyst
VTAR Private Limited
Jul 2022 – Dec 2023
  • Conducted market research, sales, and product performance analysis using Excel, SQL, and Python to support pricing, forecasting, and market expansion decisions, contributing to entry into three new markets and a 5% revenue increase.
  • Built dashboards, reports, and KPI tracking tools using Excel, SQL, Python, and data visualization techniques to communicate insights to cross-functional stakeholders, improving workflow efficiency by 15% during new product launches.
  • Performed competitive analysis and market research to identify growth opportunities, translating insights into strategic recommendations for leadership and reducing procurement lead time by two weeks.
Projects

Featured Work

AI Data Analysis Platform

Automates data analysis, charts/dashboard generation, and insights — reducing manual work from hours to minutes. Uses cloud-based open-source LLM models with instant AI inference.

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AI CRM Platform

Automates lead generation, web scraping, CRM workflows, AI-assisted follow-ups and alerts, and project management with custom automations based on user preferences and workflows.

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Interactive Excel Dashboard: Best Places to Live in Europe

Comprehensive interactive dashboard analyzing 40 European countries across unemployment, cost of living, healthcare, transportation. Leveraged pivot charts, macros, Solver, conditional formatting to identify top 3 optimal destinations.

Skills

Technical Expertise

Database & Analytics
Advanced Excel (Power Query, VBA, Macros) SQL (MySQL, MS Access) Python R Programming XLMiner ETL DBMS DML Data Manipulation Data Cleaning Data Mining
Data Visualization
Tableau Power BI
AI & ML
Claude Code Cursor Replit Zapier Prompt Engineering APIs LLMs RAG
Other Tools
Microsoft Office (PowerPoint, Word) Salesforce CRM FastAPI Supabase ChromaDB
Contact

Let's Connect

I'm always open to discussing new opportunities, interesting projects, or just connecting with fellow data and AI enthusiasts.

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