Medeeha K.

Senior Manager Corporate Finance at ShipBob, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Mount Laurel, JE
Languages
  • English Native or bilingual proficiency
  • Urdu Native or bilingual proficiency
  • Hindi Native or bilingual proficiency
  • Spanish Elementary proficiency

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Michael Lemongello

Medeeha is a results oriented financial analyst who focuses on understanding cost drivers and providing value-added financial analysis. She exhibits a process-centric approach to business analysis and has demonstrated the ability to design and implement improvements to financial reporting processes that reduce cycle time and improve the quality of reporting.

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Credentials

  • Business Analytics
    Rider University & SAS
    Dec, 2015
    - Nov, 2024

Experience

  • ShipBob
    • United States
    • Transportation, Logistics, Supply Chain and Storage
    • 500 - 600 Employee
    • Senior Manager Corporate Finance
      • Apr 2022 - Present

      Corporate finance manager leading monthly and quarterly P&L, Balance Sheet, and Cash Flow reporting, Board of Directors presentations, company forecasting, expense management, and headcount governance. High-visibility, constantly evolving role working with senior leadership and key stakeholders across the company to identify risks and opportunities to current processes and ensure IPO readiness. Corporate finance manager leading monthly and quarterly P&L, Balance Sheet, and Cash Flow reporting, Board of Directors presentations, company forecasting, expense management, and headcount governance. High-visibility, constantly evolving role working with senior leadership and key stakeholders across the company to identify risks and opportunities to current processes and ensure IPO readiness.

  • Johnson & Johnson
    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Senior Financial Analyst
      • Apr 2020 - Apr 2022

      North America Pharm FP&A Center of Excellence Cross-functional FP&A role in support of Strategic Customer Group (SCG) and Patient Engagement & Client Solutions (PECS), providing leading indicator analytics and managing budget of $680MM across 6 therapeutic areas. - Created financial reporting and added governance to processes, allowing each segment to better manage budget and provide better insights to cross-functional stakeholders - Simplified processes, reduced complexities, and… Show more North America Pharm FP&A Center of Excellence Cross-functional FP&A role in support of Strategic Customer Group (SCG) and Patient Engagement & Client Solutions (PECS), providing leading indicator analytics and managing budget of $680MM across 6 therapeutic areas. - Created financial reporting and added governance to processes, allowing each segment to better manage budget and provide better insights to cross-functional stakeholders - Simplified processes, reduced complexities, and provided meaningful insights to enable excellence in business partnering and decision making - Analyzed and presented monthly financials and identified opportunities and risks to cross-functional stakeholders while cultivating strong relationships with business partners to deliver results - Owned governance process for headcount reports of 450+ associates by putting controls in place to ensure correct onboarding of new hires and alignment of current associates by segment - Managed and developed CE FLDP rotational analyst - Co-led DE&I Pillar. Member of Retain Pillar. Co-led Philanthropy Pillar. Show less North America Pharm FP&A Center of Excellence Cross-functional FP&A role in support of Strategic Customer Group (SCG) and Patient Engagement & Client Solutions (PECS), providing leading indicator analytics and managing budget of $680MM across 6 therapeutic areas. - Created financial reporting and added governance to processes, allowing each segment to better manage budget and provide better insights to cross-functional stakeholders - Simplified processes, reduced complexities, and… Show more North America Pharm FP&A Center of Excellence Cross-functional FP&A role in support of Strategic Customer Group (SCG) and Patient Engagement & Client Solutions (PECS), providing leading indicator analytics and managing budget of $680MM across 6 therapeutic areas. - Created financial reporting and added governance to processes, allowing each segment to better manage budget and provide better insights to cross-functional stakeholders - Simplified processes, reduced complexities, and provided meaningful insights to enable excellence in business partnering and decision making - Analyzed and presented monthly financials and identified opportunities and risks to cross-functional stakeholders while cultivating strong relationships with business partners to deliver results - Owned governance process for headcount reports of 450+ associates by putting controls in place to ensure correct onboarding of new hires and alignment of current associates by segment - Managed and developed CE FLDP rotational analyst - Co-led DE&I Pillar. Member of Retain Pillar. Co-led Philanthropy Pillar. Show less

  • Bank of America Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President
      • Oct 2016 - Apr 2020

      Merrill Edge: Capacity Planning Manager Cross-functional role, offering business planning support to Merrill Edge Client Services (MECS) and Merrill Edge Planning and Business Operations (MEBPO), while serving as a subject-matter expert for attrition and headcount reporting. Put numerous controls in place to allow for accurate reporting, enabling senior management to more efficiently manage their businesses. Cultivate strong relationships with business partners to deliver results. Drive… Show more Merrill Edge: Capacity Planning Manager Cross-functional role, offering business planning support to Merrill Edge Client Services (MECS) and Merrill Edge Planning and Business Operations (MEBPO), while serving as a subject-matter expert for attrition and headcount reporting. Put numerous controls in place to allow for accurate reporting, enabling senior management to more efficiently manage their businesses. Cultivate strong relationships with business partners to deliver results. Drive efficiency and consistency across team by quickly evaluating processes, identifying redundancies, and implementing value-added process improvements. - Successfully manage and develop 2 associates in a remote location - Maintain, update, and reconcile capacity plans at a segment level for 1,500+ associates in MECS and MEBPO, allowing for more accurate financial forecasting. Review results with senior management on a monthly basis to ensure accurate reporting of volumes and durations. - Own governance process for headcount reports of 3,300+ associates by putting controls in place to ensure correct onboarding of new hires and alignment of current associates by segment - Manage attrition reporting in order to accurately track all movement out of and within Merrill Edge Home Office teams. Produce weekly and monthly dashboards to display trends, opportunities, and risks to senior management. - Received great feedback for creating high level calculators for business partners, which allow them to see real-time headcount impacts when they pull key levers (durations, # calls, processing items, etc.). These calculators allow the managers to proactively manage their businesses and understand where they can gain the most efficiencies. Show less Merrill Edge: Capacity Planning Manager Cross-functional role, offering business planning support to Merrill Edge Client Services (MECS) and Merrill Edge Planning and Business Operations (MEBPO), while serving as a subject-matter expert for attrition and headcount reporting. Put numerous controls in place to allow for accurate reporting, enabling senior management to more efficiently manage their businesses. Cultivate strong relationships with business partners to deliver results. Drive… Show more Merrill Edge: Capacity Planning Manager Cross-functional role, offering business planning support to Merrill Edge Client Services (MECS) and Merrill Edge Planning and Business Operations (MEBPO), while serving as a subject-matter expert for attrition and headcount reporting. Put numerous controls in place to allow for accurate reporting, enabling senior management to more efficiently manage their businesses. Cultivate strong relationships with business partners to deliver results. Drive efficiency and consistency across team by quickly evaluating processes, identifying redundancies, and implementing value-added process improvements. - Successfully manage and develop 2 associates in a remote location - Maintain, update, and reconcile capacity plans at a segment level for 1,500+ associates in MECS and MEBPO, allowing for more accurate financial forecasting. Review results with senior management on a monthly basis to ensure accurate reporting of volumes and durations. - Own governance process for headcount reports of 3,300+ associates by putting controls in place to ensure correct onboarding of new hires and alignment of current associates by segment - Manage attrition reporting in order to accurately track all movement out of and within Merrill Edge Home Office teams. Produce weekly and monthly dashboards to display trends, opportunities, and risks to senior management. - Received great feedback for creating high level calculators for business partners, which allow them to see real-time headcount impacts when they pull key levers (durations, # calls, processing items, etc.). These calculators allow the managers to proactively manage their businesses and understand where they can gain the most efficiencies. Show less

  • Bank of America
    • United States
    • Banking
    • 700 & Above Employee
    • Assistant Vice President
      • Jan 2013 - Sep 2016

      GLOBAL INFRASTRUCTURE FINANCE – Financial Business Support Managed cross-functional FP&A role, acting as a Controller and Business Finance Office. Focused on creating efficiencies and streamlining deliverables to reduce time spent creating reports, allowing for better financial analysis. Subject-matter expert in new SAP tools and functional reporting of allocated operational costs of $640+MM to all lines of businesses within the organization. - Responsible for internal allocation of… Show more GLOBAL INFRASTRUCTURE FINANCE – Financial Business Support Managed cross-functional FP&A role, acting as a Controller and Business Finance Office. Focused on creating efficiencies and streamlining deliverables to reduce time spent creating reports, allowing for better financial analysis. Subject-matter expert in new SAP tools and functional reporting of allocated operational costs of $640+MM to all lines of businesses within the organization. - Responsible for internal allocation of operational expenses based on metrics collected from finance partners - Collaborated with finance partners to create efficiencies in month-end processes, reducing 3+ days of work per month - Created and presented financial packages to 11 lines of business, providing senior management with transparency into allocated expenses from Global Technology & Operations, including material dollar and percent changes at a functional level - Partnered with business managers to forecast and manage P&L of $22+MM and headcount of 250+ associates. Analyzed year-to-date spend versus plan and forecast to identify cost reduction opportunities and mitigate financial risk. - Provided SAP training to finance associates across organization by building user manuals and holding training sessions, both in person and via Web-Ex. Received recognition awards from finance partners and senior management.

    • Assistant Vice President
      • Jul 2011 - Dec 2012

      GLOBAL WEALTH & INVESTMENT MANAGEMENT – Controllers Finance Acted as Controller to partner with 15 global businesses across GWIM to manage and accurately forecast P&L. Successfully managed and developed team analyst in a remote location. - Automated and streamlined forecast and plan process, reducing 4+ days of work per month - Created efficiencies in monthly financial packages for senior management, allowing for more thorough financial analysis - Responsible for monthly… Show more GLOBAL WEALTH & INVESTMENT MANAGEMENT – Controllers Finance Acted as Controller to partner with 15 global businesses across GWIM to manage and accurately forecast P&L. Successfully managed and developed team analyst in a remote location. - Automated and streamlined forecast and plan process, reducing 4+ days of work per month - Created efficiencies in monthly financial packages for senior management, allowing for more thorough financial analysis - Responsible for monthly incentive compensation and financial advisor compensation forecast

    • Officer - Finance Management Associate Program
      • Jul 2010 - Jul 2011

      GLOBAL MARKETS OPERATIONS & MIDDLE OFFICE – Institutional Operations Finance Acted in FP&A role to partner with global business managers to accurately manage P&Ls of $100MM+. Centralized month-end deliverables, reducing 2 days of work per month. Drove efficiency and consistency across team by quickly evaluating processes, identifying redundancies, and implementing value-added process improvements. - Streamlined buy-side cost allocations reporting package to illustrate consolidated… Show more GLOBAL MARKETS OPERATIONS & MIDDLE OFFICE – Institutional Operations Finance Acted in FP&A role to partner with global business managers to accurately manage P&Ls of $100MM+. Centralized month-end deliverables, reducing 2 days of work per month. Drove efficiency and consistency across team by quickly evaluating processes, identifying redundancies, and implementing value-added process improvements. - Streamlined buy-side cost allocations reporting package to illustrate consolidated view of $900MM operational support across 70 Global Banking and Markets sub-lines of businesses, reducing 3 hours of work - Built and enhanced monthly sell-side cost reporting tools to give finance and business management team better transparency into indirect allocated expenses

    • Officer - Finance Management Associate Program
      • Jun 2009 - Jul 2010

      GLOBAL WEALTH MANAGEMENT BANKING – Consumer Banking Solutions Consumer Banking function focused heavily on metrics analysis and reporting. - Created receiver view of ~$94B deposit and ~$104B loan data for line of business to easily view and compare monthly balances, interest, and spreads for actuals, forecast, and budget - Analyzed revenue generated by sales channels to update expense allocations to lines of businesses - Streamlined multiple existing monthly reporting packages… Show more GLOBAL WEALTH MANAGEMENT BANKING – Consumer Banking Solutions Consumer Banking function focused heavily on metrics analysis and reporting. - Created receiver view of ~$94B deposit and ~$104B loan data for line of business to easily view and compare monthly balances, interest, and spreads for actuals, forecast, and budget - Analyzed revenue generated by sales channels to update expense allocations to lines of businesses - Streamlined multiple existing monthly reporting packages via advanced Excel and Hyperion Essbase tools, reducing 2+ days of work per month - Analyzed $10MM+ per month of Card Reward Redemption costs to understand trends and improve expense transparency

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Analyst
      • Jun 2008 - Feb 2009

      GLOBAL BANK GROUP – Legal Books Accounting Accounting function focused on reconciling various bank transactions and intercompany accounts. - Created daily bank transaction reconciliations to proactively identify variances prior to month-end - Reconciled intercompany accounts to better understand money moving among the three banks - Investigated and cleared suspense accounts daily to better understand why variances arise and how to correct them - Performed core accounting… Show more GLOBAL BANK GROUP – Legal Books Accounting Accounting function focused on reconciling various bank transactions and intercompany accounts. - Created daily bank transaction reconciliations to proactively identify variances prior to month-end - Reconciled intercompany accounts to better understand money moving among the three banks - Investigated and cleared suspense accounts daily to better understand why variances arise and how to correct them - Performed core accounting activities such as preparing and booking journal entries, reconciling systems to identify risks, etc.

    • Analyst
      • Jun 2006 - May 2008

      GLOBAL INVESTMENT & WEALTH MANAGEMENT – Technology Finance, Pennington, NJ Acted in FP&A role to partner with technology teams to accurately manage headcount and forecast. - Maintained, updated, and reconciled resource budgets, allowing for more accurate forecasting - Analyzed year-to-date spend versus budget and forecast to identify cost reduction opportunities and mitigate financial risk - Approved and rejected new hire requests for consultants based on analysis of… Show more GLOBAL INVESTMENT & WEALTH MANAGEMENT – Technology Finance, Pennington, NJ Acted in FP&A role to partner with technology teams to accurately manage headcount and forecast. - Maintained, updated, and reconciled resource budgets, allowing for more accurate forecasting - Analyzed year-to-date spend versus budget and forecast to identify cost reduction opportunities and mitigate financial risk - Approved and rejected new hire requests for consultants based on analysis of year-to-date spend, budget, and forecast - Analyzed vendor payment reports to understand spending and reduce redundant expenses

Education

  • Rider University
    Master of Business Administration (MBA), Business Analytics
    2013 - 2015
  • Rutgers University
    BS, Finance
    2005 - 2009

Community

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