Financial analysis & forecasting
Budget-to-actual analysis, driver-based forecasting, working-capital thinking, reconciliations, and clear management reporting.
Finance · Analysis · Decisions
Financial thinking, made decision-ready.
I’m Faiz Chhapra—a finance professional working across financial analysis, forecasting, valuation, and investment research. I use data and automation where they sharpen the financial judgment, not replace it.
Current
Financial Coordinator · Zydus Pharmaceuticals (USA)
Education
M.S. Finance · Gies College of Business
Focus
Analysis · Valuation · Forecasting · Research
Analytical strengths
Finance first.
Technology in service of the answer.
My strongest work starts with the economics of the problem—business drivers, cash flows, risk, and decision context. The tools follow from there.
Valuation & investment research
DCF reasoning, fundamental analysis, portfolio context, credit risk, and investment conclusions grounded in primary evidence.
Data-enabled finance
Excel, SAP, Power BI, Python, SQL, and R used to structure information, automate repeatable analysis, and surface decision-relevant patterns.
Selected work
The proof layer is being built deliberately.
The underlying analyses exist; the public case studies are being upgraded to professional standards. Nothing here is presented as more complete than it is.
See the work roadmap →Investment research
Macro-informed equity strategy
A forecasting and valuation framework using macroeconomic indicators, scenario thinking, fundamental analysis, and portfolio context.
Equity valuation
Lennox & Trane analysis
Equity research grounded in company filings, earnings materials, valuation work, and a clearly stated investment view.
Financial experiment
Wealth planning simulator
An early interactive experiment for turning income, expense, and age inputs into planning-oriented financial observations.
Interactive finance
Two ways to explore the thinking.
These are educational simulations—not claims of investment performance. They make financial trade-offs visible and invite visitors to engage with the reasoning.
Strategic finance · 5 rounds
CFO Decision Lab
Choose, compare, and confirm decisions across capacity, pricing, M&A, rates, and reforecasting.
Personal finance · Live model
Wealth Planning Simulator
Adjust income, expenses, debt, and age to see cash-flow capacity, an essential buffer range, and a contribution runway.
My journey
Experience behind the analysis.
A condensed view here; the résumé provides qualification, while this site provides context and evidence.
Explore my journeyZydus Pharmaceuticals (USA)
Financial Coordinator · Current
Budget-to-actual analysis, product-level spending review, SAP transaction analysis, and recurring financial reporting.
Community Dreams Foundation
Financial Analyst
Revenue modeling, financial dashboards, reconciliations, and performance reporting designed to make decisions easier.
International Monetary Fund
Project Analyst
Long-horizon economic data integration, regression and time-series work, and concise briefs for senior stakeholders.
Gies College of Business
M.S. Finance
Asset Management specialization with a Data Analytics in Finance concentration.
Practical finance toolkit
Methods tied to a decision—not a software list.
The important question is not whether I know a tool. It is what financial problem I can structure, what evidence I can produce, and how clearly I can communicate the answer.
01
Planning & performance
Budget-to-actual analysis, driver-based forecasting, product spending, working capital, and variance investigation.
Output · Management view
02
Valuation & capital decisions
DCF reasoning, scenario analysis, sensitivities, capital budgeting, WACC, and financially grounded recommendations.
Output · Model + recommendation
03
Investment research
Company filings, earnings materials, macroeconomic context, fundamental analysis, and portfolio-aware thesis development.
Output · Investment memo
04
Data-enabled finance
Excel, SAP, Power BI, Python, SQL, and R used to reconcile, automate, investigate, and communicate repeatable analysis.
Output · Reliable workflow
Start a conversation
Looking for analytical rigor with practical business context?
I’m interested in finance roles and conversations where careful analysis improves decisions—across corporate finance, valuation, and investment research.