MEGHA GOUSHAL

Moglia Advisors, Corporate Financial Consultants

Office: 847-884-8282

Megha Goushal is a Senior Business Intelligence Analyst at Moglia Advisors, where she focuses on turning complex financial and operational data into clear, actionable insights. Her work centers on building automated dashboards, cash flow forecasting models, and data processes that support the firm’s restructuring, turnaround, and financial advisory engagements.

One of her key responsibilities is developing 13-week cash flow forecasts, a critical tool for companies navigating liquidity challenges. This process involves gathering data from multiple sources, categorizing inflows and outflows, and creating comprehensive forecasts that help clients anticipate cash needs and make informed decisions. By structuring and validating data, she ensures the forecasts are accurate, timely, and easy to interpret, giving stakeholders confidence in our clients’ financial planning.

Beyond forecasting, she designs SQL and Python based models, integrate ERP and CRM systems into the analytics environment, and creates intuitive Power BI dashboards that highlight performance metrics. She also supports Moglia Advisors’ adoption of AI and automation, leveraging tools like OpenAI, Power Automate, Azure, and Microsoft 365 to streamline workflows and improve reporting efficiency.

Known for working on technical concepts, she collaborates closely with our colleagues and clients to translate analytical needs into practical, user-friendly solutions. Her work strengthens decision-making and enables our firm and our clients to respond quickly in demanding environments.

Before joining Moglia Advisors, she worked as a Machine Learning Intern at Lam Research, focusing on time-series analytics and dashboard development. She holds a master’s degree of Science in Data Analytics from San Jose State University. Megha’s career reflects a commitment to continuous learning and a passion for using data and technology to solve real business challenges.