Financial Analyst Power Bi

Saeideh Tavassoli

Vancouver, BC, 778-***-****, ad5lln@r.postjobfree.com https://www.linkedin.com/in/SaeidehTavassoli

Profile:

Detail-oriented Financial Analyst with a decade of experience in financial reporting, analysis, and budget management. Demonstrated ability to build and enhance reporting for portfolio leaders and leadership teams, consistently reviewing and analyzing financial data to identify opportunities for cost savings and process improvements. Adept at preparing budget overviews, validating data, and providing insightful support to project and portfolio management. Proven track record in developing data-driven solutions using BI software. Adept at implementing financial policies for operational efficiency and excelling in accurate financial projections. Collaborates on strategies to maximize profitability. Advanced proficiency in financial modeling and analysis, with strong skills in budgeting and forecasting.

Areas of Expertise:

Business Analysis Management & Requirements Gathering Data Analysis Reporting and Dashboard Creation Reporting and Analytics Project Management and Cross-Functional Collaboration Testing and Refinement of Reporting Solutions

Contract Management Compliance Finance Policies and Procedures Budget Management

Financial Operations People Leadership Full Cycle Accounting Financial Systems Analytics

Microsoft Office Data Modeling BI Tools (Power Pivot, Power Query, Power BI, Tableau)

SQL Database Foundations Data Infrastructure Project Control Software

Professional Experience:

Datapotion Analytics Inc., West Vancouver, BC

Senior Business Intelligence and Data Reporting Analyst (Nov 2023– Current)

Reporting to CEO, develop interactive reports and dashboards in Power BI and Tableau for clients in various industries, including Teck Resources, Real Estate, Supply Chain, Banking, and Investment

●Design and implement dimension and fact tables in Power BI for optimized data analysis

●Create and maintain ETL processes using Power Query and SQL to ensure data accuracy and consistency

●Develop complex calculated columns and measures in Power BI using DAX for enhanced data analysis capabilities

●Utilize VizSQL to build calculated fields in Tableau, improving data visualization and analysis

●Provide functional support for corporate financial information systems

●Develop business and system process documentation

●Act as a subject matter expert for internal clients

●Implement business intelligence solutions using SQL Server Data Tools and load data into SQL and Azure Cloud databases

●Manage SQL scripts, indexes, and complex queries to support data analysis and extraction

●Design and deliver interactive dashboards with advanced features to meet specific business needs

●Data Modeling: Design and develop dimension and fact tables in Power BI for efficient data analysis

●Collaborate with end-users to gather technical requirements based on their business needs

●Provide technical support to users on existing projects and conduct training sessions on Tableau and Power BI functionality

Western Wealth Capital, North Vancouver, BC (May 2023 – Nov 2023)

Manager Financial and Business Analysis

Reporting to the VP of Finance, effectively led data analysis for financial statements and monthly reports, collecting and analyzing financial data for strategic decision-making and identifying trends and discrepancies

●Developed and maintained comprehensive financial reports to inform data-driven decision-making.

●Led data analysis for financial statements and monthly reports (including a $6.1 billion real estate transaction)

●Track record in preparing and managing weekly and monthly cash flow statements for 70 properties and 4 corporates

●Managed data-driven planning and budgeting processes (~$15 billion), enhancing efficiency and accuracy in financial reporting

●Prepared and managed weekly and monthly cash flow statements for multiple business entities and on a consolidated basis

●Conducted detailed cash flow projections, regularly collaborating with the company's CFO and senior leadership to ensure financial accuracy and foresight. Reviewed and refined cash flow models, implementing improvements that have enhanced financial reporting efficiency by 20%

Saeideh Tavassoli

Vancouver, BC, 778-***-****, ad5lln@r.postjobfree.com https://www.linkedin.com/in/SaeidehTavassoli

●Played a key role in annual budgeting and monthly forecasting, aligning financial strategies with organizational goals

●Designed complex data models for forecasting and planning and conducted in-depth data analysis, including ROI and IRR calculations and data valuation assessments to determine asset worth

●Enhanced operational efficiency by establishing and implementing data management policies and procedures, oversaw data control systems, monitored risk factors, and managed investment strategies to maximize profitability

●Provided professional advice to senior managers on data-driven insights to support business decision-making

●Contributed to substantial cost savings by demonstrating proficiency in planning, organization, direction, control, and daily financial operations evaluation and financial analysis, budgeting, data valuation, and process improvement and automation

●Risk Analysis Modeling: Designed and implemented a risk analysis tool to monitor cash needs for 70 properties, resulting in enhanced forecasting capabilities for properties facing financial challenges

●Performed in-depth variance analysis and cash flow projections to identify financial trends and opportunities for improvement

●Reviewed property financial and operational performance to identify and communicate insights, findings, and issues

Senior Financial and Data Analyst (Nov 2020 – May 2023)

●Collaborated closely with business partners to translate complex data into actionable insights for enhanced operational decision-making

●Translated complex data into actionable insights for enhanced decision-making

●Conducted variance analysis and cash flow projections

●Collaborated with cross-functional teams to support strategic planning

●Excelled in data analysis, focusing on maximizing profitability and optimizing resource allocation

●Generated comprehensive reports to track results and effectively communicate data-driven insights

●Developed and maintained complex financial models for cash flow analysis, contributing to a 25% reduction in unforeseen expenditures

●Collaborated closely with the CFO and Executive Director, Finance, in strategic planning and financial decision-making processes

●Conducted in-depth financial analysis to support budgeting and forecasting efforts, resulting in a more streamlined and accurate process

●Utilized progressive tools to review, analyze, and visualize data, providing a comprehensive understanding of financial drivers, performance, and risk identification

●Effectively communicated data-driven results by identifying and investigating data variances and preparing accurate and insightful reports and analyses for month and quarter-end

●Acted as a strategic data business partner, supporting strategic planning, budgeting, forecasting, reporting, and providing ad hoc decision support

Senior Accountant and Financial Analyst (Sep 2017 – Nov 2020)

●Reported to the VP of Finance, delivering monthly financial reports, including cash flow, budget, and forecast analysis, to support strategic decision-making

●Delivered monthly financial reports and conducted financial analysis

●Collaborated closely with business partners to translate complex financial data into actionable insights for enhanced operational decision-making

●Excelled in financial analysis, focusing on maximizing profitability and optimizing resource allocation

●Ensured accuracy and consistency by collecting, cleaning, and preprocessing data from diverse sources

●Analyzed datasets to uncover trends, patterns, and anomalies, using statistical techniques and data visualization tools (Tableau) for clear presentation

Saeideh Tavassoli

Vancouver, BC, 778-***-****, ad5lln@r.postjobfree.com https://www.linkedin.com/in/SaeidehTavassoli

●Created and maintained clear, relevant reports and dashboards for sharing data-driven insights

●Implemented data validation and cleansing procedures to maintain data accuracy and quality

●Utilized data visualization tools like Tableau and Power BI to craft compelling data visualizations

●Generated comprehensive reports to track results and effectively communicate financial information

●Effectively collaborated with teams and departments to offer insights supporting data-driven decision-making

●Managed property working capital loan interests and principal repayment, optimizing cash flow management

●Monitored investor funds reconciliation and bond trackers, ensuring financial accuracy and compliance

●Conducted weekly reconciliation and directed/scheduled corporate reimbursement collections, enhancing process efficiency

The Acquisition Group, Vancouver, BC (Sep 2016 – Sep 2017)

Payroll Specialist

●Processed and analyzed bi-weekly, multi-state payroll and sales for approximately 100 employees

●Maintained accurate payroll database and records

●Implemented process automation and optimization using BI and ETL tools

The Multicultural Helping House Society, Vancouver, BC (Jan 2016 – Apr 2017)

Tax Preparation & Administration (Volunteer)

●Prepared individual income tax returns, seeking optimal deductions for clients

Tejarat Dana Payeh, Tehran, Iran (Jun 2013 - Nov 2015)

Senior Finance Manager

●Collaborated with cross-functional teams to formulate data strategies and define key performance indicators (KPIs) aligned with business objectives

●Established and maintained data quality standards, ensuring data accuracy, integrity, and consistency

●Prepared and presented data insights and recommendations to senior management, enabling them to make informed business decisions

Education:

Pursuing CPA Designation: Chartered Professional Accountants of Canada (In-progress)

Certification: Database, Analytics, and BI Technologies (In-progress), BCIT – Vancouver & Burnaby, BC

Certification: Financial Management, Accounting, and Finance, BCIT – Vancouver & Burnaby, BC,

Bachelor’s Degree: Accounting and Financial Management, Azad University (IAU) – Tehran, Iran

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