Project Management
Resume:
Manan Thakore
Sr. Financial Analyst
*******.*****@*****.***
Professional Summary:
. Financial/Business Analyst with MBA and 5 years of experience working
with Energy/Gas, Education, Entertainment and Finance Industries.
. Wide spectrum of skills in financial management, reporting, planning
and budgeting, capital project analysis, accounting, financial
markets, debt and equity financing and corporate finance.
. Proven background translating cell formulas in Excel into VBA code and
using Excel-based VBA to design, analyze, and deploy programs for
finance industry.
. Use Rapid Application Development (RAD) Programming techniques to
develop and execute applications and manage end-to-end tactical
solutions to meet business challenges
. Built, maintained, and scheduled SAS production jobs and data bases
. Good understanding of US GAAP and SOX Compliance.
. Advanced user of MS Excel and MS PowerPoint. Experience in several
Excel tools and functions (pivot tables, vlookups, hookups, macros,
inbuilt financial functions such as NPV, IRR, PMT, COVAR etc.)
. Strong Activity Based Costing skills and predictive modeling
experience
. Adept in using descriptive and inferential statistical analysis and
modeling including sampling, Monte Carlo simulations, multiple
regressions, normal and non-normal probability distributions and
hypothesis testing.
. Can undertake difficult mandates and meet tight deadlines and can work
independently with minimal supervision
. Analytical, conceptual, and quantitative skills backed by outstanding
verbal and written communication skills and exceptional organizational
skills
Technical Skills:
SAS 9.x, SQL Server, Oracle Financials (AP, AR, FA, FV, GL, HR, PA, PER,
PO, RA), SAP R/3 (Basis, MM, FI, CO, SD, HR, BW), Hyperion Financials,
Hyperion Reporting, Business Intelligence, Hyperion Essbase, MS Access
Education:
Master of Business University of La Mar 2008
Administration-Finance Verne, US
Bachelor of Commerce - Accounting Gujarat University, June 2004
India
Professional Experience:
Warner Brothers, Los Angeles, CA
September2009-Present
Sr. Financial/Reporting Analyst
Description- Performed complex financial and business-related projections
and performance analyses for Business initiatives. Analyzed financial
performance and prepared reporting packages for management. Performed
forecast updates on revenue, headcount, spending, P&L, and cash flow.
Prepared annual budgets and other long-term forecasts. Developed and
implemented new financial processes. Jumped in and helped in a wide
variety of projects and programs according to requirement.
. Performed routine financial analysis in support of management decision-
making.
. Worked with management to develop budget targets, and prepare and
analyze corporate and region budgets.
. Contributed to the preparation of the monthly and quarterly financial
and expense reviews as well as the preparation of quarterly external
disclosures (financial metrics).
. Responsibilities Capturing business requirements for information from
Global Information Warehouse (DB2 tables),SAS Datasets and related
databases (MS Access, SQL Server 2000 & Excel) fleshing them out into
comprehensive specifications that enable a solution to be designed in
detail
. Deliver first rate analysis utilizing all data sources to the full and
where necessary locating, obtaining, manipulating and analyzing
additional data.
Primarily using SAS and Excel monitor and analyze the performance and
profitability of both Customer and Prospect marketing initiatives and
incorporate learning's into future campaigns.
. Responsible for all project lifecycle phases, from specifications and
coding through deployment, testing, debugging, documentation, and
maintenance.
. Create VBA programs to automatically update Excel workbooks,
encompassing class and program modules and external data queries.
. Develop GUI interfaces using Open Database Connectivity (ODBC) to
connect to Oracle and Sybase Relational Database Management Systems
(RDBMS).
. Ensure projects are completed on time and within budget, achieving 97%
success rate.
. Extensively use Excel functions in development, focusing on read/write
integration to databases.
. Developed models to evaluate financial impact and levels of risk
associated with strategic alternatives.
. Assisted managers and directors with monthly variance analyses,
productivity variance analysis, and any other assistance requested by
managers and directors.
. Prepared and analyzed all new product proposals to ensure NPV and
IRR's are achieved. Focused on margin improvements, provided
recommendations to the project teams on what can be leveraged to drive
improved financial positioning.
. Performed in-depth research of financial, operating and economic data
and analyzed finding and reported to associated staff.
. Worked with business distributors to collect financial data, performed
high-level analysis, tested data for accuracy against other sources.
. Made frequent interaction with key customers to understand the
reporting needs from the Essbase cubes
. Manage any related processes that may provide source data handoffs to
the SAP cubes.
. Effectively uses computer-based financial systems to analyze and
interpret financial reports. SAP, Business Warehouse and Essbase
Environment: MS Office, MS Excel, MS PowerPoint, Hyperion Reporting,
Hyperion Financials, Essbase, SAP R/3, SAS
Volt (Southern California Edison), Los Angeles, CA Oct 2008 -
August 2009
Sr. Financial/Business Analyst
Description: Independently reviewed various projects by understanding the
business case and then identified the financial impacts in terms of one
time and recurring; capital and operating expense for financial impacts for
current and future years. Identified benefits as well as costs which allow
for a future post project review of whether the benefits were realized or
not. Extensively Used Excel and SAP to develop financial models & generated
various ad-hoc reports. Providing support in the area of financial
planning, variance/capital analysis and forecasting.
. Analyzed & reviewed monthly financial information, provided
recommendations to states based on analysis.
. Developed the Zero Based Budget (ZBB) for one of the large Business
Unit.
. Identified, recommended, and resolved issues and process improvement
opportunities at a business unit level following GAAP procedures
. Prepared complex manual and system generated Journal Entry related to
monthly activity and maintained adequate supporting document for key
assumptions.
. Manipulated thirty monthly flat files to build and maintained
mainframe SAS data bases
. Assisted with automation of finance department's manual processes by
writing VBA code and using macros and formulas to speed processes and
maximize accuracy.
. Prepared visible columns and formulas; imported data from SAP and
exported data for metrics.
. Exported information from report generated by accrual database to
accrual upload in SAP.
. Worked directly with energy efficient group to develop and implement
priority solutions.
. Analyzed general ledger and budgets with the Director and Finance
Manager to prepare necessary accruals for: revenue, expenses and
payroll.
. Prepared and analyzed of cash collections and cash flow results and
reports
. Prepared reforecast templates and participated in reforecast meetings.
Reforecast cost allocations and analysis.
. execution of SQL queries to retrieve, update, delete and manage data
. Utilized knowledge of standard level budgetary and accounting concepts
and practices and working collaboratively with cross-organizational
groups, concepts and practiced.
. Participate as the Business Intelligence User Support for organisation
Networks on new and existing reporting and analysis tools and
techniques.
. Prepared ad hoc requests and provide financial interpretation,
analysis and market-based information to multiple stakeholders.
. Worked with the management team in developing systems and tracking
internal controls.
Environment: MS Office, MS Excel, MS PowerPoint, MS Visio, Oracle
Financials, MS Access, Business Intelligence, MS Project, Hyperion
Reporting, Hyperion Essbase, SAS
University of La Verne, CA, USA
Feb 07 to Sep 08
Financial Analyst (Part Time)
Description: Provided support in the areas of financial planning,
forecasting, budgeting, profitability analysis, business plan development,
capital analysis, project accounting and ad hoc analysis. Created Pivot
tables and charts in Excel and also assisted senior managers with financial
reporting.
. Developed sophisticated financial models in Excel to evaluate
operational and strategic activities as required by decision makers
. Performed capital analysis including cost of capital, risk-adjusted
return on capital and shareholder value added analyses, logistic
regression modeling, and predictive modeling
. Developed department Activity Based Costing models and
comprehensive profit analysis discounting methodology
. Participated in B/S and P&L forecast for annual planning and
developed and supported standardized financial investment
methodologies (ROI, EVA, NPV, etc.)
. Worked extensively on IRR (internal rate of return) and NPV (net
present value) modeling applications, interpreted results and
formulated effective recommendations.
. Performed cost analysis for new product to ensure initial cost data
is available and accurate to support pre-production orders.
. Aided in development and management of Access database solutions
using SQL Server, including macros and reports.
. Helped migrate legacy spreadsheets from front-office technology to
valuation framework.
. Assisted in creation of internal applications for marketing and
customer relations departments, including financial reporting tools
and reports.
. Analyzed and tested systems. Provided on-site support and training
for new users.
. Supported financial process reengineering efforts for new
technologies, tools, and business practices
. Coordinated with various internal departments and outside sources
to gather and compile financial data.
. Identified one time capital and operating costs, recurring expenses
impacts, loss ratio implications, and revenue impacts.
. Worked with Operations Manager to measure and analyze Operations
Metrics to improve capacity, achieve working capital turns
improvement goals, and implement project cost reduction ideas.
Environment: MS Office, MS Excel, MS PowerPoint, MS Visio, Hyperion
Reporting, Hyperion Financials, MS Project, SAS
Shriyam Industries, India
Jan 2003 to Dec 2006
Sr. Financial/Business Analyst
Description: Responsible for gathering and analyzing financial and
statistical data, updating periodic reports and ad hoc reporting as
requested by management. Extensively used Excel tools and procedures for
developing financial models required for analysis and reporting.
Responsible for the timely and accurate monthly reporting of Sales, Cost
of Goods Sold, Work in Process, Project Cost and Inventory. Responsible
for migration of extensive filePro database to MS Access utilizing
tables, queries, forms, reports, macros, modules, and VBA. Troubleshoot
and maintain existing MS Access database for Telemarketing Dept.
Troubleshoot and diagnose UNIX, filePro, PC, and MS Windows related
problems for in-house staff.
. Performed routine financial analysis in support of management
decision-making
. Worked with management to develop budget targets, and prepare and
analyze corporate and region budgets.
. Participated in development and analysis of annual plan, three year
strategic forecast and quarterly outlooks
. Contributed to the preparation of the monthly and quarterly
financial and expense reviews as well as the preparation of
quarterly external disclosures (financial metrics)
. Developed department Activity Based Costing models and
comprehensive profit analysis discounting methodology
. Worked with Customer marketing budget, both promotional and
administrative.
. Established and implemented performance tracking metrics for
Customer Marketing promotional investments.
. Assisted with cost management initiative including Activity-Based
Costing (ABC) and management (ABC/M)
. Provided ongoing research and updates regarding competitor
intelligence.
. Acquired and reconciled data from various corporate and business
systems, monitored deviations from budget and reported variances to
senior managers
. Standardized and documented all existing processes and collaborated
with the process improvement team to achieve efficiencies.
. Provided capital expenditure and project tracking support for cap-
ex projects as needed
. Partnered with internal operations team for research on cost
benefit analysis and to provide financial consultation to other
business units
. Developed and tracked key operating performance metrics and makes
specific recommendations as to cost control/containment and profit
improvement focusing on Manufacturing Operations
. Developed models to evaluate financial impact and levels of risk
associated with strategic alternatives.
. Reviewed reports to ensure accuracy and compliance with contractual
and regulatory requirements.
. Produced final system reports in both Excel and Web format (HTML).
Created and maintained internal financial reporting databases.
Environment: MS Office, Hyperion Reporting, Hyperion Financials, Pl/SQL,
MS Access, MS Project, MS Visio, MS Excel, Business Object, Business
Intelligence
Indiabulls Investment, India
Aug 01- Dec 02
Analyst/Associate Relationship Manager- Investment Banking
Participated in a wide variety of equity advisory assignments including
public offerings, private placements and mergers and acquisitions,
Derivatives primarily for clients in the technology, consumer products,
real estate, healthcare and financial services industries.
. Managed a six-figure diversified portfolio that has experienced at
least 20% annual growth over the course of seven years. Conducted
company research and analyzed profiles, identifying a number of
startups that have yielded significant returns. Monitored account
activity online
. Coordinated and participated in due diligence and prospectus drafting
for public offerings of equity.
. Prepared internal memoranda and road show and marketing presentations
by working directly with senior investment bankers, research analysts,
attorneys, retail and institutional sales force and corporate clients.
. Conducted financial needs analysis and recommends appropriate products
to meet client needs.
. Delivered informational presentation to potential clients and assets
throughout completion of application process & stock market condition
while strengthening client relationship.
. Applied the Black-Scholes model to determine the option value and hedge
ratio for various companies
. Identified price patterns, support levels and resistance in the price
charts of various companies. Also used the technical indicators in
these charts to identify the buy or sell signal
. Identified, recommended, and resolved issues and process improvement
opportunities at a business unit level following GAAP procedures
. Prepared complex manual and system generated Journal Entry related to
monthly activity and maintained adequate supporting document for key
assumptions.
. Analyzed accuracy of all financial calculations and allowed management
to evaluate current results.
Environment: Excel/VBA, MS Office, Oracle8.0 (PL/SQL), Windows NT, Essbase,
Oracle, Ms Excel
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