Financial Analyst · CPA Candidate · Wichita, KS

Samip Thakuri

MBA (Finance) · CA (ICAI) Intermediate · CPA Candidate (FAR, June 2026) · MS Business Analytics — 4+ years turning financial records, actuarial datasets, and economic data into variance reports, FP&A management packs, KPI dashboards, and executive-ready financial insights for insurance, corporate finance, and public-sector institutions.

View Projects → GitHub LinkedIn
4+ Years financial analysis
50K+ Insurance records analyzed
~20% Data accuracy improvement
~25% Reporting turnaround reduction

In Progress

CPA Candidate

California Board · FAR June 2026

MBA, Finance

Pokhara University, Nepal — 2021. Graduate business education with a finance concentration covering financial management, corporate finance, and investment analysis.

CA ICAI Intermediate

Institute of Chartered Accountants of India — both groups completed. Financial Reporting, Cost & Management Accounting, Taxation, Auditing, Financial Management.

MS Business Analytics (STEM)

Wichita State University — Expected May 2026. Econometrics, Financial Analytics, Statistical Modeling, Predictive Analytics, Business Intelligence.

Power BI PL-300 Certified

Microsoft certified in DAX, Power Query, executive KPI dashboards. IBM SQL for Data Science certified. F-1 STEM OPT — authorized to work in the U.S.

① FP&A & Financial Reporting Budget vs actual, EBITDA bridge, variance analysis, and CFO management packs — grounded in MBA Finance, CA ICAI, and CPA-track training.
② Actuarial & Insurance Domain 2+ years analyzing 50K+ insurance records — claims ratios, loss ratios, lapse rates, underwriting margin, and premium growth.
③ BI as a Differentiator Power BI (PL-300), SQL, Python, and Excel — data skills that make financial analysis faster, deeper, and more visual for leadership.
④ Stakeholder Reporting Executive dashboards, financial briefs, and published economic research for public-sector partners at CEDBR, WSU.

Toolkit

Financial & Analytical Skills

Finance-first capabilities — from IFRS financial reporting and FP&A variance analysis to actuarial modeling and executive KPI dashboards.

📒 Core Strength

FP&A & Financial Analysis

Budget vs actual reporting · EBITDA bridge · Variance analysis · Margin analysis · Management commentary · Financial forecasting · Profitability evaluation · Scenario analysis · Revenue trend analysis

🏛️ Core Strength

Accounting & Credentials

MBA Finance (Pokhara University) · CA ICAI Intermediate · CPA Candidate (FAR, June 2026) · IFRS · Financial reporting · Cost accounting · Auditing · Taxation · FDIC/SOX compliance

📊

Excel & Financial Modeling

Advanced Excel · Financial forecasting models · Budget vs actual reporting · Scenario & sensitivity analysis · Pivot tables · Three-statement modeling · VBA automation

🐍

Python & SQL

Pandas · NumPy · Matplotlib · ETL pipelines · Actuarial data processing · Joins, CTEs, window functions · Regression modeling · Time series forecasting

📈

Business Intelligence

Power BI (PL-300 certified) · DAX · Power Query · KPI dashboards · RAG status reporting · YoY trend analysis · Tableau · Matplotlib/Seaborn

🔬

Economic & Statistical Methods

IMPLAN economic impact modeling · BLS & ACS Census data · Econometrics · Regression analysis · Survey instrumentation (Qualtrics)

Portfolio

Financial Analytics Projects

Applied financial and business intelligence projects — real datasets, documented methodology, and executive-ready outputs.

Cluster 1 FP&A · Budget vs Actual · Management Reporting
★ Featured · FP&A New · January 2025

FP&A CFO Management Pack — US Financial Services Business Unit

$151M revenue · 6 product lines · 12-month budget vs actual · EBITDA bridge · FY2025 outlook

$151M FY Revenue
+1.5% vs Budget ✅
47.1% EBITDA Margin
-0.9pp Margin Compression

Full-year FP&A management pack for a US financial services business unit — analyzing $151M revenue across 6 product lines with 12-month budget vs actual variance, EBITDA bridge, and product-level cost overrun analysis. Revenue beat budget by +1.5% but costs grew +3.2%, compressing EBITDA margin by 0.9pp. Technology (+13.5%) and Marketing (+11.2%) identified as primary overrun drivers. Delivered a 7-slide CFO PowerPoint deck, SQL analytical queries (CTEs + window functions), Python variance charts, and a 5-action FY2025 management outlook — all in USD with FDIC compliance context.

EBITDA bridge Variance analysis Management commentary Cost overrun analysis FY2025 outlook
Download CFO Report (PPTX) View on GitHub →
SQL Python Power BI Excel FP&A EBITDA Bridge Variance Analysis
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Cluster 2 Insurance & Actuarial Financial Analytics
Featured · Finance

Life Insurance KPI Dashboard — Enterprise Financial Performance

Nepal Life Insurance · 50K+ policy & claims records

End-to-end financial analytics project analyzing 50K+ policy, claims, and financial records at Nepal Life Insurance. Built Power BI KPI dashboard tracking claims ratio, premium growth, policy lapse rates, and underwriting margin — with conditional formatting RAG status and YoY trend analysis. Conducted variance analysis and revenue trend reporting to support pricing strategy and risk management decisions for senior leadership. Built Python ETL pipelines improving financial data accuracy by ~20%.

50K+ records ~20% accuracy gain ~25% faster reporting Claims ratio · Loss ratio · Underwriting margin
Power BI DAX Python SQL Actuarial Data
↗
Cluster 3 Economic Impact & Regional Financial Analysis
Economic Analytics

Workforce & Economic Analytics Dashboard — BLS Regional Labor Market

Kansas industries · 10+ sectors · Post-COVID wage & employment analysis

Analyzed BLS employment, wage, and labor force datasets covering Kansas industries to identify post-COVID workforce trends, regional employment shifts, and wage disparities across 10+ industry sectors and 10+ regions. Delivered as interactive Power BI dashboards used by economic development stakeholders for policy and investment decisions at CEDBR, WSU.

10+ industry sectors 10+ Kansas regions Wage disparity analysis
Python SQL Power BI BLS Data
↗
In Progress

Return on Investment Analysis — Higher Education Financial Returns

College Scorecard · IPEDS · 90 Midwest universities

Financial ROI analysis calculating 10-year student returns across 90 Midwest public universities — replicating Georgetown CEW methodology using College Scorecard earnings data and IPEDS net price. Evaluating ROI by institution type, program category, and Pell recipient status.

90 institutions 10-year ROI modeling
Python SQL Financial Modeling
↗

Research Output

Publications & Research Contributions

Applied financial and economic research distributed through institutional publication channels.

📰

Contributing Analyst · CEDBR, Wichita State University · April 2025

Kansas Economic Update — Issue 4: Trade Impact Analysis

Contributed financial data analysis and economic research to CEDBR's quarterly Kansas Economic Update. Issue 4 examined trade dynamics, tariff exposure, and financial impacts on Kansas industries and regional supply chains — distributed to public-sector partners and economic development stakeholders across the state.

Read on LinkedIn Pulse →

Work History

Experience

Jan 2022
— May 2024

Kathmandu, Nepal

Nepal Life Insurance Co. Ltd

Business Intelligence & Financial Analyst

Insurance · Actuarial Data · Variance Analysis · Financial Reporting

  • Analyzed 50K+ policy, claims, and financial records using SQL and Python to identify risk drivers, revenue trends, loss ratios, and performance patterns across multiple insurance product lines
  • Conducted financial performance analysis across product lines — delivering variance reports and revenue trend insights that supported pricing strategy and risk management decisions
  • Built Power BI KPI dashboards tracking claims ratio, premium growth, policy lapse rates, and underwriting margin — with RAG status and YoY trend analysis for senior leadership
  • Developed Python ETL pipelines for actuarial dataset transformation — improving financial data accuracy by ~20% and reducing reporting turnaround by ~25%
Jan 2014
— Apr 2018

Kathmandu, Nepal

N. Amatya & Co.

Financial Data Analyst

Financial Modeling · Audit & Compliance · IFRS · Budget Analysis

  • Performed quantitative financial analysis across budgets, balance sheets, income statements, and client portfolios — delivering recommendations for investment strategy and financial planning
  • Built Excel-based financial models for forecasting, profitability evaluation, and scenario analysis for internal and client-facing reporting
  • Supported audit and compliance workflows — reviewing financial records, applying IFRS and local accounting standards, and preparing structured reports
Mar 2025
— Present

Wichita, KS

CEDBR, Wichita State University

Graduate Research Assistant — Economic & Financial Analysis

IMPLAN · BLS Data · Financial Briefs · Economic Impact Modeling

  • Conduct IMPLAN input-output analyses quantifying direct, indirect, and induced economic contributions across 10+ Kansas regions — producing GDP impact estimates and employment multipliers for published stakeholder reports
  • Build Python time series models analyzing employment dynamics and labor force participation — delivering findings through executive-ready Power BI dashboards
  • Synthesize multi-source datasets — BLS, Census, and primary survey data — into financial and economic briefs informing resource allocation and investment decisions for Kansas public-sector partners
  • Co-designed business sentiment survey instruments in Qualtrics — integrating primary data into economic impact models and presenting findings to institutional stakeholders

Credentials

Education & Certifications

CPA Candidate

California Board of Accountancy

FAR examination — June 2026

Active candidate

Graduate Degree · 2021

MBA, Finance

Pokhara University, Nepal

Financial Management · Corporate Finance · Investment Analysis · Business Strategy

Accounting Credential

CA ICAI Intermediate

Institute of Chartered Accountants of India

Financial Reporting · Cost & Management Accounting · Taxation · Auditing · Financial Management

Expected May 2026

MS Business Analytics (STEM)

Wichita State University, Wichita KS

Econometrics · Financial Analytics · Statistical Modeling · Predictive Analytics · Business Intelligence

Certifications

Microsoft Power BI PL-300

IBM SQL for Data Science

Johns Hopkins Healthcare Informatics Specialization

Work Authorization

F-1 OPT · STEM Eligible

Authorized to work in the United States

Available May 2026

Let's Connect

Open to new opportunities

MBA (Finance) · Financial Analyst · FP&A · CPA Candidate · CA (ICAI) Intermediate
Wichita, KS · Available May 2026 · F-1 OPT (STEM eligible)

✉ samipthakuri@gmail.com 📞 +1 316-372-5352 ⌥ GitHub in LinkedIn

Samip Thakuri · Financial Analyst Portfolio · 2026