Karan Kharat

• Formulated a $800M+ revenue forecast model with scenario-based outcomes, enabling data-driven operating plan decisions for senior
leadership.
• Led complex client repricing initiative, structuring phased discounts of $16M to manage revenue impact and retain key client relationships.
• Built AI automation suite by using Claude to automate MBR/QBR reporting, bps analysis, forecasting and repricing workflows, reducing
preparation time by 90%+.
• Automated UK Regulatory report using Custom GPT, cutting monthly processing from 5 hours to 5 minutes (98% reduction).
• Performed variance analysis and financial controls across reporting cycles with clear revenue and run-rate commentary for finance
leadership.
• Collaborated with cross-functional teams on operating plan targets and strategic execution.
• Conducted AUM and cash flow analysis to benchmark MSCI against competitors using tools like Refinitiv, Morningstar, and eVestment.
• Prepared MBR/QBR decks and Earnings materials with actionable insights for C-suite and Board-level decision-making.
• Migrated Excel database to a rule-based cloud system, improving financial controls and eliminating manual errors by 50%.
• Served as an SME, onboarding new joiners on finance fundamentals, reporting standards, and business operations.
Recognition: 2 Promotions
◦ 2 Star Awards
◦ Firm-wide manager commendation for exceeding expectations

• Developed investor pitch decks and business plans with growth projections to attract funding from potential investors.
• Collaborated directly with clients on financial analysis, translating business objectives into structured financial narratives.

• Built and managed a virtual portfolio using fundamental analysis to identify strong investment opportunities.

• Managed high-volume client escalations, demonstrating strong analytical problem-solving and stakeholder communication skills.
• Drove service improvements that boosted CSAT scores by 30%, reflecting a results-oriented and client-centric approach.