Quantitative Analyst & Data Scientist · Financial Modeling · Capital Markets · Power & Utilities IB
Quantitative analyst specializing in financial modeling, DCF/WACC valuations, and capital markets advisory. Experienced in Power & Utilities IB, M&A transactions, and data-driven insights using Python, SQL, and BI tools.
Quantitative analyst with 2+ years of experience in financial modeling, DCF/WACC valuations, M&A advisory, and capital markets. Specialized in the Power & Utilities sector with deep expertise in FERC regulatory frameworks. Proficient in Capital IQ, FactSet, Bloomberg, Python, SQL, Power BI, and Tableau.
Built DCF and WACC models for Power & Utilities M&A transactions. Developed precedent transaction and comparable company analyses. Supported $2.1B acquisition pitch and credit/accretion-dilution modeling. Utilized Capital IQ, FactSet, and Bloomberg for deal sourcing and financial analysis.
Executed debt & equity capital markets advisory and syndicated finance transactions. Built $750M capital markets pitch book for utility sector client. Performed credit analysis and capital structure optimization. Supported live deal execution and client deliverables.
Graduate studies combining quantitative finance, machine learning, and data engineering. Applied statistical modeling and Python/SQL to financial datasets. Completed IB-focused projects in P&U M&A valuation and capital markets pitch book preparation.
A modern analytics stack built over 3+ years of real enterprise, healthcare, and financial environments.
DCF, WACC, comparable company analyses, precedent transactions, and accretion/dilution modeling for M&A and capital markets advisory.
Debt & equity capital markets, syndicated finance, capital structure advisory, M&A pitch books, and Power & Utilities sector expertise.
Advanced database manipulation for enterprise warehouses and analytical pipelines
Dashboard development, KPI reporting, and executive-level data storytelling
From KPI design to ML-powered forecasting and predictive insights
Regulated reporting environments and cross-industry analytical expertise
End-to-end data reliability from ingestion to audit-ready reporting
Translating business questions into data solutions and back again
Analyzing & Visualizing Data
Certified Professional Exam
Pace University · New York
Applied ML & Data Analysis
6 end-to-end case studies spanning financial markets, insurance analytics, healthcare intelligence, and AI-powered forecasting — each with dashboards, business recommendations, and documented methodology.
Analyzed daily S&P 500 market data to uncover price trends, sector rotation patterns, and volatility clustering. Built automated reporting pipelines that pull live market data, compute moving averages (SMA 50/200), and surface anomalies — all visualized in an interactive Power BI dashboard with drill-down by sector, time period, and individual ticker.
Built a full churn prediction pipeline on Travelers Insurance policyholder data — from raw feature engineering to a production-ready Logistic Regression + Random Forest ensemble (81% accuracy, AUC 0.69). Identified top churn drivers (policy tenure, claim history, premium changes) and delivered cost–benefit analysis that informed a targeted retention campaign worth an estimated 21% revenue uplift.
Designed and deployed a comprehensive analytics solution on Centene-scale Medicaid/Medicare claims data. Used advanced SQL (CTEs, window functions, multi-table joins across eligibility, medical, pharmacy, and provider tables) to detect utilization anomalies, cost trend outliers, and care gaps. Power BI dashboards provided real-time visibility into member health outcomes and provider performance.
Designed a two-stage fraud detection pipeline on a 500K synthetic credit card transaction dataset. Stage 1 uses Isolation Forest for unsupervised anomaly pre-screening; Stage 2 uses a calibrated Random Forest classifier trained on flagged transactions. Power BI streaming dashboard surfaces high-risk alerts in near real-time, with drill-down by merchant category, geography, and customer profile.
Built an NLP pipeline that scrapes Reddit/Twitter brand mentions, applies VADER + transformer-based sentiment scoring, and correlates weekly sentiment shifts to product revenue movements. Discovered a consistent 3-week leading indicator: negative sentiment spikes predicted revenue decline with 82% directional accuracy — enabling marketing teams to respond proactively before impact hits the income statement.
6 strategic case studies combining process analysis, stakeholder management, requirements engineering, ROI modeling, and data-driven business transformation.
Led business analysis for a regional bank's migration from a 15-year-old core banking platform to a cloud-native system. Produced comprehensive BRD (60-page), AS-IS/TO-BE process maps (22 workflows), stakeholder impact matrix, and phased implementation roadmap. Quantified ROI across 3 business units and secured C-suite sign-off through executive summary dashboard.
Performed a full pricing analysis for a B2B SaaS platform with 3,500 customers. Conducted cohort-based LTV analysis, feature adoption heatmaps, and price elasticity modeling across customer segments. Built a revenue simulation model in Python + Excel that allowed leadership to test 4 pricing tier structures and visualize MRR trajectory under each scenario before committing to a pricing change.
Developed a vendor risk intelligence model for a mid-market manufacturer recovering from COVID supply chain disruption. Built a weighted vendor risk scorecard (87 suppliers) across 6 dimensions: financial health, geographic concentration, lead time variance, quality compliance, dependency risk, and ESG footprint. Ran Monte Carlo simulations for 3 disruption scenarios to quantify revenue exposure.
Implemented a full RFM (Recency, Frequency, Monetary) segmentation model on a 200K+ customer e-commerce dataset. Combined RFM with a predictive CLV model (BG/NBD + Gamma-Gamma) to assign 12-month revenue forecasts to each customer. The resulting 5-tier segmentation strategy — each with tailored engagement recommendations — modeled a 34% improvement in marketing ROI by shifting budget from low-CLV to high-CLV acquisition channels.
Designed a comprehensive ESG intelligence framework for a Fortune 500 manufacturing firm preparing for SEC climate disclosure requirements (2024). Built a data aggregation pipeline pulling Scope 1/2/3 emissions, water usage, DEI metrics, governance scores, and regulatory filings into a unified Power BI dashboard. Gap analysis identified 8 compliance risks before the mandatory reporting deadline.
Conducted a full-scale Intelligent Process Automation (IPA) opportunity assessment for a mid-market insurance company. Used process mining techniques to analyze 12 high-volume business processes (claims intake, policy renewal, billing reconciliation), scored each on automation feasibility, built ROI models for 3 implementation waves, and created an AI adoption roadmap with vendor selection scorecard comparing UiPath, Automation Anywhere, and Microsoft Power Automate.
Institutional-quality M&A work product built to bulge-bracket standards — full-cycle deal execution from financial modeling and valuation to board-level advisory presentation.
Full buy-side M&A financial model replicating bulge-bracket analyst work on a regulated utility acquisition. Covers DCF, trading comps (11 peers), precedent transactions (10 deals), merger accretion/dilution, sources & uses, and four sensitivity analysis tables — all cross-linked across 11 sheets.
Bulge-bracket quality sell-side M&A pitch book for GridPower's Board of Directors. Covers strategic rationale, financial highlights, football field valuation (6 methodologies), comparable company analysis, synergy waterfall, and full sale process timeline.
Open to Data Analyst and Business Analyst roles in Finance, Healthcare, SaaS, Retail, and Logistics. Based in Jersey City, NJ — open to remote and hybrid.
nagul4768@gmail.com
linkedin.com/in/nagulshaik-dataanalyst
github.com/Nagul1914
Jersey City, NJ · Open to Remote/Hybrid
Nagul Shaik · Data & Business Analyst · 2024