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Click here or scroll down to respond to this candidateCandidate's Name ,CFARedmond, WA Street Address
EMAIL AVAILABLEPROFILEFinance professional with more than 20 years of experience working with multi-national companies in Finance, Accounting and Systems. Core competencies include:Financial Planning & AnalysisAdvanced Excel Financial Modeling SkillsFinancial Analysis for AcquisitionsBudgeting & ForecastingData Analytics & Business analysisERP system implementationsPower BI and PowerPivot modelingStrategic FinanceFinancial & Cost AccountingEDUCATION & CERTIFICATIONSChartered Financial Analyst,USACertified Public Accountant (Certificate Holder - Washington)Post Graduate Diploma in Management (Finance)- Indian Institute of Management, Calcutta (Ranked 2nd in Top Business Schools in India)Chartered Accountant, IndiaBachelor of Commerce-(Corporate Accounting), IndiaPROFESSIONAL EXPERIENCEManaging Investment Portfolio From April 2023 onwardsManaged personal investment portfolio in stocks, bonds and commodities .Director Financial Planning & Analysis, Bright Spark Seattle Nov 2021 to Mar 2023Bright Spark is a Non-Profit Organization in the early learning sector which supports thousands of smaller organizations and families through Federal, State,County and Private funded programs.Led the organization wide annual budgeting process and developed appropriate internal reporting for more than 45 programs.Built financial models for budgeting, forecasting and monthly reporting to programs.Analyzed business performance against budget to identify variances and recommend corrective actions as needed.Prepared monthly, quarterly, and annual reporting package for the Board and senior leadership.Made presentations to Board and Finance Committee on monthly, quarterly financial reports.Worked closely with program leadership and other senior managers to implement and maintain fiscal plans for programs, analysis and reporting requirements, and agency mission objectives.Provided analytical support for executive management decisions regarding current operations, new program investments, trends, risks .Analyzed for contract negotiations with government agencies to ensure full cost reimbursements . Carry out analysis for bidding for new program contracts .Created dashboards for financials and operating metrics.Monitored programs by tracking progress of several databases by creating data visualization models in Tableau.Analyzed and approved bi-weekly payroll payouts.Created and amended financial policies, procedures, internal controls in accounting, and set up process controls.Evaluated vendors for new accounting system and requirements planning.Participated in leadership team for collaborative decision making on different issues related to the organization.Led analysis and calculation model for receiving Employee retention Credit from the IRS.Provided technical guidance, guidelines, and spreadsheet models for new accounting regulations.Finance Manager, Hollander Sleep Products, WA From Dec 2011 to Mar 2021Hollander is a leading manufacturer of Bedding products in the US with annual revenues greater than $400 Million. Provided critical financial planning and analysis to senior management including:Owned the annual budgeting process working with senior management, internal business partners, manufacturing managers and functional heads.Carried out monthly and quarterly financial reporting to senior management and board of directors with variance analysis and MD&A with emphasis on product segment analysis, gross margin, channel, SG&A and program analysis.Ensured bank reporting worked with banks and auditors to ensure compliance with covenants.Created cash forecasting models on a weekly basis to ensure liquidity management.Tracked key performance indicators and drivers at divisional and corporate levels by creating data visualization models using Microsoft Power BI.Monthly and quarterly financial forecasts for product segments, customers and channel, manufacturing expenses by plant and SG&A with segment level financial statements.Provided critical business partner decision support to sales and manufacturing teams by providing business intelligence and analysis of product segments, channels, margins, and pricing, and labor cost efficiencies .Analyzed and made recommendations for reduction of inventory by 30%, proactively worked on reduction of labor expense adverse variance.Detailed analysis of various components of cost of goods sold, created power BI models for analysis of manufacturing variances for large volumes of data.Monthly close and adjustment entries in SAP along with review of financial results by senior management.Senior Financial Analyst, Lennar Mortgage, Bellevue,WA April 2007 Aug 2011A mortgage bank subsidiary of Lennar Corporation, the third largest home builder in the USProvided critical and timely financial planning and analysis to executive leadership, including analysis, and forecasting of annual, quarterly and monthly financial and operational data. Managed the annual and monthly close process for group company.Delivered financial analysis to drive decision making for investment options, resource allocation and cost saving initiatives.Drive annual budgeting process, consolidation, and measurement of performance against budget.Involved in monthly close process to ensure results are accurate and communicated effectively to business partners and senior finance management. Carried out business metrics analysis, financial forecasting, and analysis of branch profitability.Identified key business drivers and tracked performance against these measures.Ad-hoc financial and business analysis for the CFO.Conducted financial reporting to federal agencies, to ensure 100% organizational compliance.Senior Financial Analyst, Microsoft, (Corestaff), Redmond, WA 2006Provided financial planning and analysis for the operating expense budget, quarterly operating expense forecast and monthly financial close process for the product engineering group.Provided decision support to business partners and had ownership for forward looking business and operational planning, ongoing line of business information analysis, product line of business-based reporting.Developed monthly management reports, variance analyses, trend analysis, and financial review documents.Senior Financial Analyst, Microsoft, (Corestaff), Redmond, WA 2004 - 2005Provided direction and support to the Worldwide OEM Sales team for incentive compensation plan design. Managed processing of the plan, quota setting process, exception case management, compensation calculations, revenue adjustments, and payouts.Prepared attainment reports based on monthly performance of worldwide regions against quotas.Analyzed and performed calculations for Quarterly payouts of RBI advances.SAP Consultant, ABCOM Consulting, Phoenix, AZ 1999 - 2003Carried out business process mapping for financial systems of client organizations in financial accounting and treasury to reduce costs, slash throughput times, and establish connectivity to third party systems.. Configured SAP systems for GL, AR/ AP, Treasury and Asset Accounting.Additional Experience:Manager (Investments), TAIB Capital Corporation Ltd, IndiaPerformed financial appraisals of over 20 private equity investment projects in India, with valuation of US$30 millionAnalyzed multiple industries through market feasibility studies, financial analysis, and business valuations. Carried out due diligence exercises, including the drafting of subscription agreements.Deputy Finance Manager, Asea Brown Boveri (ABB) Ltd, IndiaCorporate Development -New Projects, Acquisitions, Joint VenturesLead Manager for Identification, Analysis, Valuation for Acquisitions, Joint Ventures, Divestures, analyzed and valued more than 7 acquisitions.Performed demand assessment, competitor analysis, marketing channel assessment, financial analysis, and Business valuation. Analyzed more than 20 capital expenditure and make/buy proposals and carried out financing of these projects.Used discounted cash flow model for evaluating investment decisions.Project and Trade FinanceAdvised customers establishing power plants, mass transport systems and other infrastructure projects in project finance and structuring of projects in India. Work included financial modeling, structuring, and financing of projects, negotiation of major contracts and agreements.Represented ABB Project and Trade Finance International Ltd, Switzerland in India.Trained by ABB Project and Trade Finance International, Switzerland.Team member making tender offers and negotiations for large infrastructure contracts. |
