Senior Financial Analyst

• Jan 2022 - Present

Financial Analyst FP&A, Flatiron School

• Jan 2019 - Jan 2022

1) Build and maintain 5-year, three-statement financial model which is used as the primary financial input for strategic and operating decision making at the company. 2) Collaborate closely with CFO to create projections and optimize forecasts. 3) Support the CFO in developing annual expense budget by liaising with seven separate operating units to translate operating requirements and performance expectations into financial forecasts. 4) Collaborate with the accounting team review financial statements and track performance against forecast/budget and produce executive reports. 5) Construct and monitor 13-week cash flow model to accurately track, forecast and analyze cash flows. 6) Develop projections to forecast cash flows from student/customer financing instruments. 7) Manipulate large datasets using advanced Excel skills to conduct ad-hoc analyses including gap analysis, sensitivity analysis, cash burn and profitability analysis. 8) Build pricing and financial models for B2B deals. 9) Create and manage operational reports and dashboards in Excel, NetSuite, Looker and Salesforce. 10) Participated in creating investor decks and due diligence reports during sale of Flatiron to private equity fund. 11) Supported the COO in creating business model for expansion into the Asia- Pacific region. 12) Led the process to create a new accounts payable workflow as part of NetSuite implementation Show less

Financial Analyst - Flatiron School

• Jan 2019 - Aug 2020

Finance Intern

• Jun 2018 - Jan 2019

1) Develop Excel models for Revenue Forecasting, Budgeting, Trend Analysis and Sales Capacity. 2) Analyse and report on SaaS metrics such as Revenue Churn, Lifetime Value (LTV), CAC etc. 3) Assist the CFO in day-to-day activities including drafting Corporate Compliance documents and Investor Presentation decks. 4) Financial database management – analyse the current excel repository of financial workbooks and documents and transition them into new software solution. 1) Develop Excel models for Revenue Forecasting, Budgeting, Trend Analysis and Sales Capacity. 2) Analyse and report on SaaS metrics such as Revenue Churn, Lifetime Value (LTV), CAC etc. 3) Assist the CFO in day-to-day activities including drafting Corporate Compliance documents and Investor Presentation decks. 4) Financial database management – analyse the current excel repository of financial workbooks and documents and transition them into new software solution.

Analyst

• Jul 2015 - Jun 2017

Managed end to end NPS (Net Promoter Score) Survey starting with Survey Launch, Data Collection, Data Validation through Research and Data analysis 1) Analyzed different sets of Qualitative and Quantitative data and drew insights (verbatim analysis, gap analysis, regression analysis etc.) 2) Articulated data findings through visually appealing/ appropriate framework to identify trends, threats and potential opportunities for improvement. 3) Prepared Leadership Reports, Business Performance Reports and Competitive Analysis based on analysis for various scopes including, Industry Segments, Geographical Region and Revenue Share. 4) Involved in bringing new ideas for process improvement and enhancing efficiency in team. 5) Survey Analysis – supported client engagements and thought leadership reports by gathering hard to find information from expert interviews and analyzing data to identify strategic implications Show less

Intern

• May 2014 - Jul 2014

1) Managed client database pool. 2) Analyzed client profile and prepared Basis of Preparation of Income tax return. 3) Prepared registration applications, consultation notes (arrival/departure), returns, withholding tax calculations etc . 4) Engaged in client day to day queries and operational activities and assisted the team on the same. 1) Managed client database pool. 2) Analyzed client profile and prepared Basis of Preparation of Income tax return. 3) Prepared registration applications, consultation notes (arrival/departure), returns, withholding tax calculations etc . 4) Engaged in client day to day queries and operational activities and assisted the team on the same.