CFA Charterholder FP&A · Financial Modelling $150M+ Revenue Overseen Excel VBA · Power BI · Python 20% Cost Reduction Delivered Bloomberg Terminal Top 10% · All Three CFA Levels 5+ Years Experience Budgeting · Forecasting · Variance Analysis 4 Countries · Global Experience CFA Charterholder FP&A · Financial Modelling $150M+ Revenue Overseen Excel VBA · Power BI · Python 20% Cost Reduction Delivered Bloomberg Terminal Top 10% · All Three CFA Levels 5+ Years Experience Budgeting · Forecasting · Variance Analysis 4 Countries · Global Experience
Financial Analyst · CFA Charterholder

Shantanu
Jalan

I turn complex financial data into clear, confident decisions. Currently partnering with the CFO at illumynt on revenue modelling, integrated planning and cost analysis for a $150M+ business.

$150M+Revenue Overseen
Top 10%CFA Score · All 3 Levels
5+Years Experience
Get in Touch → View Work ↓
Shantanu Jalan, CFA
FP&A◆ Financial Modelling◆ Bloomberg Terminal◆ CFA Charterholder◆ Excel VBA◆ Power BI◆ Python◆ Budgeting◆ Variance Analysis◆ Equity Research◆ DCF Valuation◆ Scenario Analysis◆ FP&A◆ Financial Modelling◆ Bloomberg Terminal◆ CFA Charterholder◆ Excel VBA◆ Power BI◆ Python◆ Budgeting◆ Variance Analysis◆ Equity Research◆ DCF Valuation◆ Scenario Analysis◆
About Me

Finance with a global perspective

I'm a Financial Analyst at illumynt, where I work closely with the CFO on the numbers that shape how the business moves. My work covers revenue and margin reporting, budgeting cycles, cost analysis and scenario modelling, all aimed at giving leadership reliable information when it matters most.

My career has spanned four countries across India, Thailand, France and the United States. It started with a Siemens internship in Bangkok during my undergrad, followed by building equity models in Jaipur and financial data work at a fintech in Noida. I went on to lead a research project for UniCredit in New York.

I completed dual Master's degrees from SKEMA Business School, including a final year at North Carolina State University earning a Master's in Finance.

I hold the CFA Charter and passed all three levels, scoring in the top 10% throughout. Three years of focused effort alongside full-time work, and it fundamentally shaped how I think about investment analysis, risk and valuation.

🎯
Analytical Rigour
CFA-trained mindset: every number has a story. I build models that explain what's driving results, not just what they are.
🤝
Executive Partnership
Equally at home in the CFO's office and the analyst's chair. I translate complexity into clear takeaways for senior stakeholders.
🌏
Global Experience
India, Thailand, France, USA. Working across cultures has shaped how I approach problems, communicate and build relationships.
📊
Data to Decisions
Power BI dashboards, Python regressions, Bloomberg factor models. I find the signal in the noise and make it actionable.
By the Numbers
$0 Revenue Under Analysis
Building and owning financial models for a $150M+ business at illumynt, with direct accountability to the CFO
0% Cost Reduction Achieved
Identified $400K+ in annual expense drivers across security, monitoring and licensing, then implemented the measures that fixed it
0% Reporting Time Saved
Automated Power BI dashboards replaced hours of manual work per cycle, freeing the team to focus on analysis rather than data assembly
🏆
CFA Charterholder
Top 10% across all three levels
📋
10,000+ Records Reconciled
SKU and PO-level across ERP systems
👥
20 Analysts Led
Managed, trained and grew productivity by ~20%
🌍
4 Countries Worked In
India · Thailand · France · USA
Career

Professional Experience

Jul 2024 to Present
illumyntillumynt
Boston, MA, USA
Current Role
Financial Analyst
  • Work directly with the CFO as the primary finance partner on a $150M+ revenue business, covering revenue and margin analysis, cost deep-dives and monthly reporting
  • Build and maintain commission and revenue models on $125M+ in annual trader activity, applying aged-inventory rules to keep payouts accurate and compliant
  • Own the monthly variance and KPI reporting cycle, turning raw financial data into clear narratives that leadership can act on
  • Reconcile 10,000+ SKU and PO-level records across ERP, trade and physical inventory, resolving mismatches and improving reporting accuracy
  • Dug into $400K+ in annual expenses across security, monitoring and licensing, identified what was driving costs and put measures in place that reduced them by 20%
  • Built Power BI dashboards that automated revenue reporting across product categories and client accounts, cutting manual work by 30%
  • Support the annual budgeting and forecasting cycle, providing reconciliations, scenario models and financial analysis to support accurate planning decisions
  • Work cross-functionally with operations, accounting and leadership to make sure financial reporting reflects what is actually happening on the ground
Nov 2023 to May 2024
UniCredit
New York, USA
Research Project
Team Lead
  • Led a team of 5 SKEMA Business School students on a research engagement for UniCredit, focused on how the EV transition is reshaping ICE production globally
  • Mapped EV adoption curves and regional divergences across markets over five years, covering the US, Europe, China and Southeast Asia
  • Researched the structural obstacles facing the auto sector as it shifts toward electrification, including supply chain, capex and regulatory dimensions
  • Synthesised findings into strategic recommendations and presented directly to UniCredit stakeholders
Dec 2021 to Jun 2022
K.C. Goenka & Company
Jaipur, India
Trading and Investment
Trade Analyst
  • Covered 10+ companies across sectors using DCF valuation and industry benchmarking to assess where the real investment opportunities were
  • Screened 50+ opportunities in the Indian equity market, testing forecast assumptions against what actually played out
  • Built data-driven investment theses by comparing organic growth rates across sectors and identifying standout opportunities
  • Produced regular research notes synthesising market trends, earnings results and competitive dynamics for senior decision-makers
Oct 2020 to Sep 2021
Daloopa Private Ltd
Noida, India
Promoted
Senior Analyst
  • Promoted from Research Analyst after two months, taking on team management and client delivery responsibilities across a growing analyst function
  • Managed and trained a team of 20 financial analysts, streamlining how models were built and improving team output by 20%
  • Reviewed 100+ financial models for European and US-listed companies, catching errors and keeping outputs consistent
  • Worked directly with institutional clients to manage expectations, resolve queries and deliver high-quality financial data against tight deadlines
  • Introduced process improvements that reduced rework and improved turnaround times on client deliverables
Oct 2020 to Nov 2020
Daloopa Private Ltd
Noida, India
Financial Data
Research Analyst
  • Conducted company and sector analysis to identify around 30 key performance indicators used across client financial models
  • Built 10+ financial models from scratch for US-listed equities, covering income statements, balance sheets and cash flow with full forward projections
  • Standardised data collection processes to streamline the valuation workflow for institutional clients
Jun 2019 to Jul 2020
Digimatics India Pvt. Ltd.
New Delhi, India
Trade and Sourcing
Trade Executive
  • Explored new sourcing options across China and Southeast Asia for IT hardware including servers, hard drives and PCs
  • Negotiated pricing with international suppliers, finalised deals and structured credit payment terms
  • Built relationships with key vendors across the region and identified cost-effective alternatives that improved procurement margins
May 2018 to Jun 2018
Siemens
Bangkok, Thailand
Internship
Financial Analyst Intern
  • Supported the month-end close process by preparing cost comparison reports for the regional finance team at Siemens Bangkok
  • Prepared performance reports and financial forecasts, getting hands-on exposure to corporate finance at a global engineering company
  • Gained early international work experience during undergraduate studies, working alongside senior finance staff in Thailand
Academic Background

Education & Qualifications

Master's in Finance
North Carolina State University
Raleigh, NC, USA
Aug 2023 to Apr 2024 · GPA 3.7/4.0
Derivatives · Alt. Investments · Asset Valuation · Behavioural Finance · Bloomberg Modelling · Credit Risk · Python · VBA
MSc. Financial Markets and Investments
SKEMA Business School
Paris, France
Sep 2023 to Apr 2024
Financial Modelling · Econometrics · International Finance · Power BI · Financial Analysis and Reporting
Master's in International Management
SKEMA Business School
Paris, France
Sep 2022 to Aug 2023
Organisational Development · Strategy · International Finance · Financial Analysis
CFA Charterholder
CFA Institute
All 3 levels passed · Top 10% throughout
Jun 2019 to May 2022
Asset Management · Investment Analysis · Portfolio Theory · Fixed Income · Derivatives · Equity
Bachelor of Business Administration
NMIMS (Narsee Monjee)
Mumbai, India · School Topper
2016 to 2019
Business Management · Finance · Marketing · Operations · Published academic research on Supply Chain Management
Bloomberg Market Concepts & SAP FICO
Bloomberg · SAP
Certifications
2018 and 2023
Bloomberg Terminal · SAP Financial Accounting and Controlling · Financial Modelling and Valuation
Professional Designation
CFA Institute

The CFA Charter

The CFA is the gold standard in investment analysis and portfolio management. Passing all three levels while scoring in the top 10% throughout the program reflects both technical depth and the sustained commitment required to earn the charter alongside full-time work.

CFA Level IJune 2019
CFA Level IINovember 2021
CFA Level IIIMay 2022
3Levels Passed
~10%Avg. Pass Rate
3/3First Attempt Every Level
Top 10%All Three Levels
Capabilities

Skills & Tools

📊
Financial Modelling
Integrated models and analysis
📈
FP&A and Budgeting
Planning and forecasting cycles
🔍
Variance Analysis
KPI reporting and commentary
💰
Cost Analysis
Driver identification and reduction
📦
Inventory Valuation
ERP and PO reconciliation
🎯
Scenario Planning
Sensitivity and stress testing
📋
Excel (Advanced VBA)
Automation and modelling
📉
Power BI
Dashboards and visualisation
🐍
Python
Regression and quant analysis
🔵
Bloomberg Terminal
Market data and factor models
🏗️
SAP FICO
ERP and financial accounting
💻
ERP Systems
Data reconciliation and reporting
💹
DCF Valuation
Intrinsic value and sensitivity
📑
Equity Research
Indian and US market coverage
🏦
Credit Risk
Counterparty and portfolio risk
🔄
Portfolio Construction
Factor tilts and optimisation
📐
Derivatives
Options, structured products
🌍
Relative Valuation
Multiples and benchmarking
🤝
Executive Communication
CFO-level reporting and presentations
👥
Team Leadership
20+ analysts managed and trained
🌐
Cross-functional Collaboration
Operations, accounting, leadership
📣
Stakeholder Management
Client and executive alignment
📊
Executive Presentations
Board and C-suite level reporting
🔬
Research and Analysis
Published academic work
Selected Work

Projects & Certifications

Mar 2024
Columbia Sportswear Equity Valuation
Full DCF and relative valuation arriving at an intrinsic value of around $70 per share, with scenario analysis on discount rate shifts and EBITDA multiple sensitivity.
DCFRelative ValuationScenario Analysis
Nov 2023
Bloomberg Factor Portfolio: Beat NASDAQ by 2%+
Built a factor-tilt portfolio in Bloomberg using Robust Value. Outperformed the NASDAQ index by over 2% year-on-year.
BloombergFactor InvestingPortfolio
Oct 2023
DJIA Macro Regression in Python
Multi-variable regression on 10 years of DJIA data, modelling unemployment, economic policy uncertainty and four other macro variables on index performance.
PythonRegressionMacroeconomics
Apr 2024
CAC40 Structured Product
Designed a structured product on the CAC40 combining a vanilla call, two one-touch options and two knock-out calls, putting derivatives theory to work in a real product structure.
DerivativesStructured ProductsOptions
Mar 2024
20-Year Portfolio Simulation
Constructed a long-horizon portfolio delivering over 10% returns across a 20-year period, tested across market cycles and rebalancing strategies.
Asset AllocationSimulationLong-term
2019
Published Research: Supply Chain Management
Comparative academic study on Supply Chain Management published during undergraduate studies at NMIMS. Graduated as School Topper.
ResearchSupply ChainPublished
Beyond Finance

Interests & Passions

🏏
Cricket
A lifelong fan and player. Cricket teaches patience, reading situations and thinking two steps ahead, which turns out to be useful in markets too.
✈️
Travelling
Having lived across India, Thailand, France and the US, travel is how I see the world. Every place teaches something different about people and economies.
📰
Following the Markets
I read the FT and Bloomberg most mornings. Keeping up with macro forces is part habit, part genuine fascination with how everything connects.
📚
Finance Books
From behavioural economics to business strategy, books are how I keep my thinking sharp. Drawn to writing that explains why smart people make bad financial decisions.
Get in Touch

Let's Connect

Open to conversations about FP&A, financial modelling, investment research or executive finance roles. Always happy to connect.

✉ Email Me LinkedIn +91 98997 22022