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Aryaman Luthra

Mid-level FP&A and Financial Analyst specializing in AI-driven strategy

CLEARBOOKS CPAUniversity of San FranciscoNew York, NY4 Years ExperienceMid LevelWorks On-Site

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About

Growth-stage accounting/fintech operator at ClearBooks CPA who evolved from executing client onboarding and reporting to building AI-enabled operating infrastructure. They used Claude and ChatGPT to automate data validation and executive financial narratives, cutting onboarding time by 30% and reporting turnaround by 25%, while also introducing team cadence and CRM-based accountability that helped drive a 15% lift in client conversion.

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Key Strengths

  • built scalable operating systems in a growth-stage accounting firm
  • end-to-end ownership of client onboarding and financial reporting
  • applied AI tools to automate validation and executive reporting
  • reduced onboarding time by 30%
  • reduced reporting turnaround by 25%
  • introduced team cadence and accountability through weekly syncs and CRM tracking
  • surfaced and unblocked operational bottlenecks early
  • improved reporting predictability at month-end close
  • contributed to 15% lift in client conversion
  • strong operator-to-systems-builder transition
  • hands-on process diagnosis through data cleaning, migration, and workflow documentation
  • fast learner in new domains

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Experience

Lead Financial Operations AnalystCLEARBOOKS CPA · Feb 2026 – Present
WMS Support Analyst InternDependables Supply Chain Services · Jun 2025 – Aug 2025internship
Financial AnalystNational Stock Exchange · Jun 2023 – Aug 2023
Business AnalystElite Wealth · Apr 2021 – May 2023
Graduate ConsultantMalloy Groupfreelance

Education

University of San Franciscomaster, Information Systems (Analytics, FinTech & Technology Strategy) (2025)
Delhi College of Arts and Commerce, University of Delhibachelor, Commerce (Honors) – Finance & Business Management (2024)

Languages

English

Certifications

Advanced Excel for Business AnalyticsTableau & Power BI for Data VisualizationNISM Series V-ANISM Series VIIMcKinsey Forward ProgramGenerative AI for Business AnalystsProfessional Certificate of Project ManagementSix Sigma White BeltAdvanced Data AnalyticsAI for Everyone

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Connect with Aryaman

Aryaman already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

Recommended

Already have an account?

Hire with Reval

Find your next great hire

Our AI agents source, screen, and vet candidates for your open roles. Get qualified candidates within 48 hours.

$250one-time kickoff
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Aryaman LuthraMid-level FP&A and Financial Analyst specializing in AI-driven strategy