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PrasoonKumar

MBA Finance · Associate Manager — Business Planning & Strategy at Go Digit General Insurance · Turning complex financial data into decisions that move businesses forward.

Business Finance Strategy FP&A Power BI Excel Advanced Driver-Based Forecasting Variance Analysis Bloomberg Certified Insurtech
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What I bring to the table
📊 10+ Business Units I turn data into decisions Dashboards & reports leadership at Go Digit relies on every month.
⚡ 50% Effort Reduced I automate the boring stuff Cut manual reporting effort by half — team spends time on analysis, not copy-paste.
🔍 5–8% Margin Improvement I find what others miss Opportunities identified through variance analysis across business units.
🏦 4 Certifications I speak finance & business Bloomberg BMC, ESG, NISM & CRISIL, Yale Financial Markets — with honors.
01

About Me

Prasoon Kumar
Current Role
Associate Manager
Business Planning & Strategy
Company
Go Digit General Insurance
Bengaluru, India
Education
MBA Finance
Symbiosis International University
Targeting
Business Finance Strategy FP&A Analyst Business Analyst Fintech / Insurtech

I'm a finance-trained analyst who believes the real value of data lies not in dashboards but in the decisions those dashboards enable. At Go Digit, I work at the intersection of financial planning, performance analytics, and cross-functional strategy — building the models, reports, and insights that leadership relies on each month.

"Numbers tell the story. I make sure the right people hear it."

My background spans driver-based forecasting, variance analysis, MIS automation, and executive reporting — all built on a foundation of Advanced Excel and Power BI. I have meaningful insurance domain exposure and have presented analytical findings directly to senior leadership, giving me an unusually practical understanding of what business leaders actually need from analytics.

I'm actively seeking Business Finance, Strategy, or FP&A roles at high-growth companies — particularly in fintech, insurtech, or financial services — where rigorous analysis meets real business impact.

02

Experience

Apr 2025 — Present
Go Digit General Insurance
Full-time · Bengaluru

Associate Manager — Business Planning & Strategy

  • Prepared concise analytical summaries of cost & revenue variances and presented actionable data insights to senior leadership — uncovered 5–8% margin improvement opportunities with zero data errors across 15+ months of reporting.
  • Automated management reporting workflows using Power Query & DAX Studio, reducing manual effort by 50% — built repeatable, deadline-driven pipelines for monthly leadership reviews.
  • Drove variance analysis and financial performance reporting across 10+ business units, identifying cost & revenue trends and partnering with stakeholders — leveraging SQL to extract and structure large-volume datasets.
  • Calculated Return on Equity (ROE) for business partners to evaluate performance and support business continuation decisions — insights used to identify partners eligible for targeted partner campaigns.
  • Designed and maintained executive-ready KPI dashboards in Power BI Service using DAX for revenue and cost tracking across 10+ business units — translating complex multi-source data into decision-ready outputs.
  • Built an end-to-end Power BI dashboard analysing geographical distribution of general insurance business across top 10 insurers in India (FY2022-23 to FY2025-26), sourced from IRDAI NL-34 disclosures — 40 files into one consolidated master dataset.
  • Handled large-volume institutional data with strict data integrity, data tagging, and consistency standards — zero-error reporting discipline under tight deadlines.
  • Built structured Excel models using advanced formulas, pivot tables, and scenario analysis to support driver-based forecasting and variance reporting.
Apr 2024 — Jun 2024
Margin Sentiment Advisorys Pvt. Ltd.
Internship · Bengaluru

Financial Analyst Intern

  • Queried historical financial datasets (12–24 months) to back-test rule-based strategies and validate assumptions.
  • Conducted macroeconomic and market data analysis, performing internet research to identify trends impacting portfolio performance.
  • Built structured analytical documentation and qualitative data summarization frameworks to improve repeatability and reporting transparency.
Apr 2023 — Mar 2025
Symbiosis Institute of Management Studies
Leadership · Pune

Senior Coordinator — Bloomberg Cell

  • Organized 2 equity research competitions and 3 Bloomberg Terminal workshops for 100+ participants.
  • Coordinated a Bloomberg HQ visit for 40+ MBA students; prepared sector & market presentations.
  • Published monthly research digests summarizing sector moves and terminal screens for the finance community.
03

Skills & Tools

📊

Financial Modelling

Excel Advanced Driver-Based Forecasting Variance Analysis P&L Analysis Budgeting Scenario Analysis Pivot Tables
📈

Business Intelligence

Power BI DAX Power Query DAX Studio KPI Dashboards Power BI Service Tableau
🗄️

Data & Analytics

SQL Data Extraction Data Cleaning Data Tagging Data Integrity Python (Beginner)
🏦

Finance & Research

Bloomberg Terminal FP&A MIS Reporting Equity Research Macroeconomic Research Capital Markets
🤝

Strategy & Collaboration

Business Strategy Cross-functional Stakeholder Mgmt Executive Presentations Requirement Gathering Insurance Domain
🏅

Certifications

Bloomberg Market Concepts Bloomberg ESG NISM Certified CRISIL Certified Wealth Manager
04

Project Case Study

Power BI · DAX · Power Query · Excel · IRDAI Regulatory Data

Geographical Distribution of Business —
IRDAI NL-34 Insurance Dashboard

🏦 Insurance · Regulatory Analytics 📅 FY2022-23 → FY2025-26 👤 Individual Project 🏢 10 Insurers · 40 Data Files
40 NL-34 files extracted & unified
10 Insurers benchmarked side by side
4 yrs FY2022–23 through FY2025–26
₹2L+Cr Industry GWP made queryable
28 States tracked for positioning
Why It Matters India's general insurance market has no single public tool to compare insurer GWP by state. This dashboard fills that gap using IRDAI's own data — turning weeks of PDF research into a single drilldown view.
01 — The Problem

IRDAI publishes NL-34 regulatory disclosures — state-wise premium data for every general insurer in India — as raw PDFs scattered across multiple years and companies. There was no consolidated view to benchmark insurers, track market share shifts by geography, or identify which states were driving growth.

Leadership had no single analytical lens on how ₹2L+ Cr of industry GWP was distributed across states, lines of business, and competitors over time.

02 — The Approach
  • Manually extracted and structured data from 40 NL-34 PDF files — 10 insurers × 4 financial years
  • Built a consolidated master dataset in Power Query with standardised schema across all insurers and periods
  • Designed DAX measures for YoY growth, market share %, and peer benchmarking calculations
  • Created drilldown-enabled state-wise premium maps, insurer trend charts, and LOB-level breakdowns
  • Benchmarked Go Digit, HDFC Ergo, ICICI Lombard, Bajaj Allianz & 6 others side by side
03 — Results & Impact
  • Tracks Go Digit's competitive positioning across 28 states vs 9 peer insurers in a single drilldown view
  • Identifies underpenetrated geographies where GWP share lags industry average — actionable for regional strategy
  • Benchmarks YoY premium growth by LOB against HDFC Ergo, ICICI Lombard, Bajaj Allianz & others
  • Replaces manual PDF-hunting across IRDAI's portal with a unified, refresh-ready dataset updated each disclosure cycle
04 — Build Status
Data extraction — Complete
Power Query modelling — Complete
DAX measures — Complete
Dashboard visuals — Finalising
05 — Tools & Skills
Power BI DAX Measures Power Query Excel Data Extraction Data Cleaning Schema Design Peer Benchmarking Insurance Domain IRDAI Regulatory Data GWP Analysis State-wise Mapping
05

Case Study 2

D. E. Shaw — Analyst, Data Analytics (Credit Research) · Case Study · June 2026
Excel 3-Statement Model · SaaS KPI Framework · Comparable Company Analysis · DCF Valuation · PowerPoint Pitch

Entrata, Inc. — IPO Valuation & Three-Statement Model
Proposed NYSE: ENT · The Operating System for U.S. Rental Housing

📈 Capital Markets · Equity Research 🏢 Proptech · Vertical SaaS 👤 Individual Assessment ⏱ 24-hour submission
$15.43 Base-case IPO price per share (NYSE: ENT)
$3.2bn Implied base-case equity value
5.5x EV / FY26E revenue multiple
~21% Revenue CAGR FY25–28E ($509M → $901M)
97% Gross retention — key SaaS quality signal
Why It Matters Built end-to-end in 24 hours for a D.E. Shaw analyst assessment — from S-1 parsing to a full 3-statement model, comps table, and 9-slide pitch deck with a clear buy recommendation.
01 — The Brief

D. E. Shaw issued a 24-hour case study for the Analyst — Data Analytics (Credit Research) role. The task: analyse Entrata, Inc.'s Form S-1 filing, build a full financial model, and deliver a 10-minute investment pitch with a price target and recommendation.

Entrata is a vertical SaaS platform serving the US multifamily housing market — providing property management, payments, and leasing software to over 2.4 million residential units across the country.

02 — The Approach
  • Parsed Entrata's S-1 filing (SEC EDGAR) to extract 2 years of historical financials and key operating metrics
  • Built a driver-based revenue model — Units on platform × ARPU — projecting FY2026E to FY2028E
  • Constructed a fully linked 3-statement model (Income Statement, Balance Sheet, Cash Flow) with balance check = 0
  • Identified and tracked SaaS KPIs — gross retention (97%), Rule of 40 (44%), net debt/EBITDA, free cash flow margin
  • Built a comparable company analysis benchmarking Entrata against AppFolio, Yardi, and vertical SaaS peers
  • Derived bull/base/bear valuation at 4x / 5.5x / 7x EV/Revenue — implied price range $10.87–$20.00/share
  • Delivered a 9-slide PowerPoint pitch with investment thesis, revenue build, margin expansion, comps, and target price
03 — The Recommendation

Base-case IPO price of ~$15.43/share implying ~$3.2bn equity value at 5.5x FY26E revenue. Recommendation: slight discount to AppFolio peers; attractive at $11–15, full value ~$18–20. Adj. EBITDA margin projected to expand from 24% (FY25A) to 34% (FY28E) as the platform scales — a Rule of 40 compounder with high retention and clean unit economics.

04 — Tools & Skills Demonstrated
Excel Financial Modelling 3-Statement Model S-1 / SEC Filing Analysis SaaS KPI Framework Comparable Company Analysis DCF / EV Valuation IPO Structuring Revenue Forecasting PowerPoint Pitch Deck Capital Markets Equity Research Proptech / Vertical SaaS
Work Samples Excel model + PowerPoint pitch deck — submitted to D.E. Shaw, June 2026
Excel Cover — Headline Conclusion & Model Structure
Excel Model Excel Cover — Headline Conclusion & Model Structure
Revenue Build & KPI Dashboard (FY2024A–FY2028E)
Excel Model Revenue Build & KPI Dashboard (FY2024A–FY2028E)
PPT Slide 1 — IPO Title & Valuation Summary
Pitch Deck PPT Slide 1 — IPO Title & Valuation Summary
PPT Slide 4 — Units × ARPU Revenue Build
Pitch Deck PPT Slide 4 — Units × ARPU Revenue Build
PPT Slide 5 — Margin Expansion & Forecast Assumptions
Pitch Deck PPT Slide 5 — Margin Expansion & Forecast Assumptions
PPT Slide 7 — Target Price: Base Case $15.43/share
Pitch Deck PPT Slide 7 — Target Price: Base Case $15.43/share
06

Impact by the Numbers

10+
Business units covered in monthly Power BI dashboards
~15%
Rolling forecast accuracy gain from driver-based models
50%
Drop in manual reporting effort via Power Query automation
5–8%
Margin improvement opportunities identified through variance analysis
06

Education

MBA — Finance
Symbiosis Institute of Management Studies (SIU), Pune
June 2023 – March 2025
CGPA: 7.5 / 10.0
B.E. — Electrical Engineering
Gujarat Technological University, Gandhinagar
June 2016 – August 2020
CGPA: 8.31 / 10.0
Bloomberg Market Concepts
View Certificate ↗
Bloomberg Market Concepts Bloomberg for Education ↗ View
Bloomberg ESG
View Certificate ↗
Bloomberg ESG Bloomberg for Education ↗ View
NISM & CRISIL Certified Wealth Manager
View Certificate ↗
NISM & CRISIL Certified Wealth Manager NISM · CRISIL Academy ↗ View
Financial Markets — With Honors
View Certificate ↗
Financial Markets — With Honors Yale University · Coursera ↗ View

Let's build something together.

I'm actively exploring Business Finance, Strategy, and FP&A roles. If you're building a team that values rigorous financial thinking and clean reporting — let's talk.

Send me a message →
✉
Email prasoonkumar97@gmail.com
☏
Phone +91 76008 10638
in
LinkedIn linkedin.com/in/prasoonkumar97
📍
Location Bengaluru, Karnataka, India