Headline

Associate Manager | Business Planning and Strategy & FP&A | Power BI · Excel · SQL | Insurance & Fintech | MBA Finance – Symbiosis ’25

About

Feel free to reach out or check my work: prasoonkumar97.github.io 1.4 year in. 10+ business units consolidated. 15% forecast accuracy improvement. That's what FP&A, business finance, and strategy work looks like in practice — not in theory. As Associate Manager – Business Planning & Strategy at Go Digit General Insurance, I build the financial infrastructure senior leadership uses to make decisions: driver-based forecasting models, MIS dashboards, P&L variance reports, and KPI tracking across business lines. I work in Power BI (DAX, Power Query, Service), Advanced Excel, and SQL daily. What I bring to the table: ▸ Driver-based forecasting & AOP planning across 10+ business units ▸ Power BI dashboards with DAX measures — from data model to Power BI Service publish ▸ P&L consolidation, variance analysis, and IRDAI-aligned regulatory reporting (NL-34) ▸ Partner performance evaluation (ROE analysis) supporting business continuation and campaign decisions ▸ MIS automation that cut manual reporting time by ~50% ▸ Cross-functional business partnering with BU heads and senior leadership on strategic decision-making Bloomberg-certified (BMC + ESG). NISM & CRISIL Certified Wealth Manager. Prior internship screening equities in a ₹500Cr+ portfolio. Open to FP&A, Business Finance, and Strategy roles — fintech, insurance, or high-growth companies in Bengaluru, Mumbai, or Delhi NCR.

Location

Bengaluru

AI stack

claude code

claude

gemini

geminicli

notebooklm

openai

Work experience

Associate Manager at Digit Insurance, Jun 2026 - Oct 2026 · 4 mo, Bengaluru, Leading budgeting, forecasting, and variance analysis across 10+ business units, with growing responsibility in strategic business partnering and cross-functional decision support for senior leadership. Driving executive-ready reporting and KPI dashboards in Power BI (DAX, Power Query) to support margin and performance-improvement initiatives. Partnering with business unit stakeholders on performance evaluation (including ROE analysis) to support business continuation and campaign decisions Scaling the automated reporting workflows and IRDAI-based market intelligence dashboards built during my time as Management Trainee to a wider leadership audience

Management Trainee at Digit Insurance, Apr 2025 - Jul 2026 · 1 yr 4 mos, • Built and maintained 4–5 Power BI dashboards (DAX, Power Query, Power BI Service) tracking GWP, loss ratio, and combined ratio across 10+ business units — enabling real-time variance analysis for monthly leadership reviews. • Improved rolling forecast accuracy by ~15% through structured driver-based planning models incorporating BU-level assumptions, supporting AOP and quarterly reforecast cycles. • Automated recurring MIS reports using Power Query and Power Pivot, reducing manual processing time by ~30% and improving turnaround on monthly review cycles. • Consolidated monthly Management P&L across 10+ business units; identified 5–8% margin improvement opportunities through cost and revenue variance analysis. • Developed an IRDAI NL-34 regulatory dashboard in Power BI and Excel consolidating LOB-wise data across 5–10 insurance companies for competitive benchmarking. • Computed ROE across multiple Lines of Business to provide leadership with profitability benchmarks supporting capital allocation decisions. • Extracted and filtered structured datasets using SQL (queries, filters, aggregations) to power performance reporting across business units.

Financial Analyst at Margin Sentiment Advisorys Pvt Ltd, Apr 2024 - Jun 2024 · 3 mos, Bengaluru, Karnataka, India, • Screened 100–200 tickers/week for intraday & swing setups using RSI, MACD, EMA, and VWAP frameworks; issued 15–25 decision notes/week for senior review. • Delivered pre-open market outlooks on 3–5 sectors tracking 8–12 macro indicators (CPI, IIP, yields, DXY, crude); achieved 85–95% on-time morning circulation. • Back-tested rule-based strategies across 12–24 months of data; documented entry/exit criteria and improved signal precision.

Senior Coordinator at Bloomberg Club, SIMS Pune, Feb 2024 - Mar 2025 · 1 yr 2 mos, Pune District, Maharashtra, India, • Organized 2 Equity Research Competition and 3 Bloomberg Terminal workshops. • Coordinated Bloomberg HQ visit for 40+ MBA students, preparing industry presentations. • Key Results: Led financial research initiatives, enhancing analytical and leadership skills. • Published monthly research digests summarizing sector moves and noteworthy terminal screens for the student community.

Education

Master of Business Administration - MBA, Finance, General, Symbiosis institute of Management Studies

Bachelor of Engineering - BE, Electrical Engineering, Gujarat Technological University (GTU)

Public links

prasoonkumar97.github.io: https://prasoonkumar97.github.io/