Sales Financial

Khushbu Shah

512-***-**** ● *******.*******@*****.***

Professional Summary

•Experienced in creating comprehensive models and deriving insights from financial statements by harnessing knowledge from both the cost and revenue centers of the business.

•Strong partnership with business units and management at all levels. Proficient technical skill set of Excel, PowerPoint, and knowledge of SQL, Access and Macros.

•Ability to fully utilize financial systems such as SAP, Oracle, Hyperion Essbase, Bear buy, PeopleSoft, and QuickBooks.

•Proven success in leading cross-departmental projects, facilitating collaborative efforts, and motivating team members to achieve completion on time.

Education

May 2016 TEXAS A&M UNIVERSITY SAN ANTONIO, TX

Master of Business Administration (MBA), Graduate School of Business

Concentration: Corporate Finance and Competitive Strategy, GPA: 3.87

Member: Business Administration Member, Delta Mu Delta International Honor Society

Prize winning international business plan project at Free Trade Alliance competition 2016

May 2011 VEER NARMAD SOUTH GUJARAT UNIVERSITY GUJARAT, INDIA

Bachelor of Business Administration, SRIMCA

Concentration: Finance and Accounting, GPA: 3.80

Technical Skills

•Programming Tools: SAS 9.2, SQL, Oracle Business Intelligence Enterprise Edition (OBIEE), SAP, Hyperion Planning, NetSuite, QuickBooks, Sales Force, Bear Buy, PeopleSoft, DocuSign.

•Advanced skills in Word, Excel (SUMIF, SUMINFS, COUNTIF, VLOOKUP, HLOOKSUP PIVOT TABLE, INDEX, SMALL, and MATCH, MACROS etc), Access, PowerPoint, Visio.

•Programming experience in SAS: data steps (merge, sub setting data sets, arraying, date format), statistical analysis and report manipulation.

Experience / Leadership

RELISTO - SAN FRANCISCO, CA Sep 2016 - Present

Financial Analyst

•Manage business unit financial planning for various G&A functions; budgeting, forecasting, variance analysis, month-end accounting close; headcount related expense / fixed assets / capital expenditure; financial presentation for BU SVP's.

•Manage financial modeling to analyze future trending, benchmark, and measure financial performance. Interpret financial data with meaningful ratios. Maintain revenue forecast models and profitability reports.

•Prepare and summarizes recommendations for financial plans, acquisition analysis, and forecasts.

•Perform calculation on Internal rates of return, depreciations, working capital requirements.

•Analyzing investment opportunities, investment performance, and impact of governmental requirements.

•Control expenses as approver of all purchasing transactions for 1000+ person group.

•Originate and approve transactions including requisitions, journals, and other payments (iOU, PCards).

•Approve and track expenses against a government grant and reported quarterly.

•Manage internal reporting on weekly basis / consolidate financial statements, sales reports, inventory reports, scorecards for division reviews on cost effectiveness.

•Manage corporate finance / internal reporting / consolidation of financial reports / quarterly business review (QBR) for the finance executives with revenue and operating margin by product segments.

AUSTIN BUSINESS CONSULTANCY, INC - AUSTIN, TX Jan 2016 – Aug 2016

Financial Analyst

•Process Accounts payable- auditing a/p invoices, preparation of job reports per client requests in excess of 2.9 million monthly.

•Provide timely explanations of variances between actual results and forecasts/budgets; provide corrective action recommendations to management, where necessary.

•General Ledger- journal entries, bank reconciliation, accrual projects reports per client, variance reports, with month to month yield.

• Managed and reviewed revenue forecasts on a weekly or daily basis as required.

• Oversaw analysis and resolution of billing discrepancies.

• Conducted performance audits on a regular basis.

• Preparation of all financial reports, including Profit and Loss Statement, Balance Sheet and

Statement of Cash Flows, as well as the year-end financial reports.

•Manage operational activities / maintenance of cost centers, expense accounts and procurement activities. Provided pricing and ROI analysis for sales managers.

•Worked on Bill and Invoice issuing and payments; account reconciliation; Compiling source documents; Issue receipts and refunds as needed.

TEXAS A&M UNIVERSITY - SAN ANTONIO, TX Jan 2015 – Dec 2015

Graduate Research Assistant

•Prepared presentations on core subject matters for use in conferences.

•Processed the data through statistical packages: SPSS, SAS, Stata, and Excel

•Performed regression model by utilizing Excel, and Process the outcomes.

•SAP simulation with the focus on finance and marketing.

RELIANCE INDUSRIES LTD - GUJARAT, INDIA Jan 2013 – Dec 2014

Financial Planning Coordinator

•Developed financial and valuation models to evaluate corporate and industry operating performance and efficiency.

•Analyzed and interpret monthly variances and trends between budgets, actual and prior results in developing projections and forecast.

•Models early product development. Sets P&L’s to provide guidance, recommendations, and evaluates alternative financial plans.

•Created NPV, IRR, discount cash flow, and ROI models for evaluating financial implications of new products and investments, and provide recommendations to senior management.

•Prepared materials for senior management presentations for the Board of Directors and assisted with preparing annual reports, financial statement forecasts and variances.

•Created and implemented strategic programs to increase team sales and grew the revenue of key accounts, resulting in my team exceeding sales goals by over $1MM in 2013.

•Assist with the implementation of the accrual automation solution. Work with cross functional business partners to develop training materials, manage the project plan, and provide executive readouts on status updates and progress.

J K PAPER LTD, INDIA - GUJARAT, INDIA Summer 2012

Finance and Accounting Intern (Summer)

•Processed an average of 150+ invoices daily & 300+ month end for a large dealership with the in-house software of JK Paper Ltd, set up new vendors and communicate.

•Collected reimbursement checks, wrecker request and regular vendor checks, handled journal entries, researched and reconciled account payable discrepancies on statement/aging reports, ordered business cards, forms and office supplier, ensure correct approval, sorting, coding and matching of invoices/receipts, and regularly tabulate data and compile necessary reports.

Additional Data

Volunteer Work: Austin Public Library

Contact this candidate