Pranay Bansal

Background

About Pranay Bansal

Financial Analyst | Investment Strategy | Data-Driven Decision Maker With over 2 years of hands-on experience in financial analysis and investment strategy, I specialize in turning complex data into actionable insights that drive measurable business value. At PNC Financial Services, I reduced forecasting variance by 15%, identified budget inefficiencies saving $350K annually, and built KPI dashboards that enabled a 10% cut in overhead costs. I also supported due diligence and modeling that guided $2M+ in private equity/credit investments. At Vivma Software Inc, I helped improve portfolio returns by 8% through strategic fund reallocation and optimized a $50M liquidity portfolio, boosting yield by 12%. My work enhanced month-end close efficiency and improved financial reporting accuracy to 98%. Currently pursuing a Master’s in Financial Management at Boston University, with a focus on Investment Analysis, and a CFA Level I pass under my belt, I combine deep financial expertise with a strong command of data tools like Power BI, Tableau, and Excel VBA. Whether it’s portfolio optimization, investment analysis, or financial forecasting—I’m driven to deliver high-impact results through data, strategy, and innovation.