Prerna Jain

Senior Business Analyst · Financial Planning & Analysis · Analytics & Process Transformation

Boston, MA

Open to senior FP&A and analytics roles
Information

Profile

Senior Business Analyst with three years of experience in financial planning, reporting, and operations analytics within banking and financial services.

I build the dashboards, forecasting models, and process improvements that finance and operations teams rely on to plan and make decisions. M.S. in Applied Business Analytics, Boston University; FPAP in progress.

Contact

Email jainprerna812@gmail.com
Location
Boston, MA
Contact
Capabilities
01

Data &
Visualization

Power BI Tableau IBM Cognos Advanced Excel
02

Programming &
Analytics

SQL Python R Google Analytics Salesforce CRM
03

Planning &
Reporting

Excel Forecasting KPI Design Variance Analysis Financial Reporting
04

Core
Competencies

FP&A Process Optimization Compliance & Risk DocuSign Automation Stakeholder Mgmt Executive Presentation
Work Experience

Senior Business
Analyst

Millyard Bank

New Hampshire · Sep 2023–Present · Banking · FP&A · Operations

  • Build and maintain 10+ KPI and risk dashboards per quarter in Power BI and IBM Cognos; present findings to senior and executive leadership.
  • Lead end-to-end process improvement initiatives across lending, compliance, and operations — cutting processing time by 70% via DocuSign-driven digital transformation.
  • Develop Excel forecasting models for variance and scenario planning; BSA/AML audit standardization reduced prep time by 20%.
70%
Faster processing
20%
Less audit prep
10+
Dashboards/qtr

Relationship
Banker

Citizens Bank

Massachusetts · Jun 2021–Sep 2023 · Retail Banking · Compliance

  • Contributed to $2M+ in deposit growth and $5M in lending activity in Q1 2023; tracked branch performance metrics to inform planning strategies.
  • Executed daily operations under BSA, AML, and Fair Lending compliance; trained and mentored new associates.
$2M+
Deposit growth
$5M
Lending activity

Sales
Supervisor

ECCO

Retail · Jun 2019–Sep 2021 · Retail · People Management

  • Supervised a team of 4; set targets, monitored metrics, and promoted consultative selling to drive revenue growth and retention.
Skills & Education
Primary Domain

Financial Planning & Analysis

3 Years · Banking & FS
Tool Proficiency Advanced
Power BI ●●●●○
Excel ●●●●●
SQL ●●●●○
Python ●●●○○
IBM Cognos ●●●●○
Domain Tags
FP&A BSA/AML KPI Design Forecasting Process BPM Exec Reporting Compliance Scenario Analysis DocuSign Stakeholder Mgmt
CAREER_METRICS
$ years_experience = 3
$ industries = ["Banking", "FS", "Retail"]
$ dashboards_per_quarter = 10+
$ processing_improvement = "70%"
$ audit_efficiency_gain = "20%"
$ status = "OPEN_TO_WORK"
Profile Log v.2026
Education
2022
M.S. Applied Business Analytics
Boston University · Boston, MA
2019
B.S. Physical Sciences
Delhi University · Delhi, India
Certifications
Financial Planning & Analysis Professional (FPAP)
Corporate Finance Institute · In Progress
Advanced Google Analytics
Google · Completed
Fundamentals of Macroeconomics
University of Illinois · Completed