Applications

of Data
Analytics in
Finance
Fintech Fundamentals
Group
Members
Ayush Srivastava
Shreecha S
Himon Ghosh
Debashish Das
Shubhojeet Deb Nath
 Introduction

Data Analyst Financial Analyst

Roles of Data Financial Data Importance of

What is data Analytics
Analysts Financial Data
analytics? Roles of
Essential skills Analytics
financial
analysts
 Pedictive Sales
01 Analytics

Applications Of Client Profitability

02 Analytics
Data Analytics
In Finance
Product Profitability
03 Analytics
 04 Cash Flow Analytics

Applications Of Value Driven Analytics

05
Data Analytics
In Finance
Shareholder Value
06 Analytics
 Predictive Sales Analytics

01 02

Tableau IBM SPSS

Various
Tools
03 04

ZoomInfo Logility
 Part of management accounting,
determine profit a customer makes

Distinguish between profitable and

Client non-profitable customers

Profitability
Analytics Decision about keeping or releasing
business with customer

Size of customer is not directly

proportional to the profit
 Product Profitability Analysis
Methods for
Uses Connecting
analysing product
profitability Business
growth growth enterprise’s
12 36 normal
% % income
Increased customer
Determining true cost
awareness
Increased visibility of Making assessments and With
merchandise understanding margins
Product decisions- pricing, Keeping detailed
earnings of a
investment documentation specific
pass-sell/ up-sell decisions Looking at external factors product
 Cash Flow Analytics

Where your money comes from,

Trasactions Where it goes

Cash flow Status from various ends

Reduced
Inventory
Variable
Management
Cost

Cater to Control on
customers that receivables Match open sales
require your orders with open
product purchase orders
 Value driven analytics
Challenges

Untapped potential of
data
Pace of insights
Blurred lines-
reporting
Real time –new norm
Wide range of tools

Total investment Operating expenses Annual budget

$8,330,000
$23,350,000Creating a value
$18,230,000
driven data analytics strategy
 Shareholder Value Analytics

75%
Return on invested
25%
capital
2021 2022
Benefits of SVA
>
Data Analytics in SVA

% Weighted average
of cost of capital
Key financial value
drivers
 Conclusion
Extraction of meaning from raw
Roles and responsibilities of
data
financial data analysts

60 % 10
%

30 %
Predicting
Generating Developing
financial
data models
Applications of Financial results
analytics