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Financial Systems Data

Location:
Naperville, IL
Posted:
January 13, 2024

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Resume:

BHAVIK SHELAT *** - *** - **** ad2qy5@r.postjobfree.com

https://www.linkedin.com/in/bhavik-shelat-0780b218/

Summary and Technical Expertise: Grant Fund Management & Financial-Data Analysis -

Twelve plus years of experience: Excel in maximizing grant fund compliance driven projects effectiveness via meticulous financial-information management and data-driven insights.

Data-Driven Decision Making: Designed and generated 150+ all-tier monthly and quarterly reports, enhancing organizational decision-making with clear and actionable data line items categorically displayed in accordance with compliance.

Rigorous Compliance: Ensured grant compliance with different regulatory bodies (NSF, NOAA, NASA, City of SF, Audit and GAAP) for accurate and reliable financial reporting and tracking to ensure foreseeable audit-based requirements.

Streamlined Systems Integration: Seamlessly integrated data from myriad sources (Accounting-Finance applications, Payroll allocations, Budget-Actual Grants, Funds data) into comprehensive financial systems utilizing Microsoft Excel for analysis while adhering to strict federal and non-federal regulations.

Technical Expertise: Mastered financial systems for over 14 years, including Microsoft Dynamics Great Plains, Hyperion Oracle Pillar, Sage, Microsoft Excel, BI, Frx Certification, UltiPro, ADP, and Paylocity integration.

Financial Acumen: Leveraged my expertise in finance, accounting, payroll, and grant compliance to analyze data, prepare insightful reports, and deliver strategic recommendations for optimal grant utilization and management.

Education

Coursera Online Certification in progress, Data Analytics, 2023-2024

BSc., Computer Information Systems, San Francisco State University, CA, 2004

Associate in General Science, College of Lake County, 1999

Automobile Technology Diploma, Lincoln Technical Institute, 1997

Experience

Lake City X-Ray and Diagnostic, Business Partnership 12/2019 – 02/2023

Managed resources, allocations, marketing, and relations with affiliates.

Set up a Full-Body Health Checkup center, X-ray through licensed physicians and pathologists. Intermediatory liaison between patient and 3rd-party lab for diagnosis.

Sample collection protocol and training for lab technicians.

Accounting Assistant Manager, Alcatraz Cruises at Hornblower Corp, CA 07/2016 – 06/2019

Managed end-to-end Payroll process for 150+ employees, ensuring accuracy and compliance.

Consolidated revenue reports for California National Park Service, facilitating informed decision-making.

Developed organized templates incorporating California payroll regulations, enhancing efficiency.

Designed automated revenue collection worksheets, eliminating manual errors, and increasing transparency.

Financial Analyst, The Exploratorium, San Francisco, CA 04/2011 – 02/2012

Streamlined ERP Reorganization: Successfully integrated Jet-Reporting and Analyzer within Microsoft Dynamics Great Plains, enhancing data accessibility and strategic decision-making.

Financial Systems Implementation: Played a leading role in planning and implementing financial modules, ensuring seamless operational data assessment.

Data-Driven Training: Trained managers with new Financial Data Analysis with new reporting applications.

Budgeting and Tracking Efficiency: Enhanced budgeting and tracking processes through innovative solutions, resulting in a quantifiable reduction in reporting time.

Assistant Director, Mediated Experience & Online Engagement Groups, The Exploratorium 07/2008 – 04/2011

Budget Variance Analysis: Analyzed Budget Vs. Actuals data, identifying cost discrepancies and proposing corrective actions, leading to improved project efficiency and scope assessment.

Financial Tool Creation: Developed Excel-based financial templates for management, automating data entry and streamlining analysis and reporting processes, achieving a quantifiable increase in productivity.

Proactive Financial Planning: Created a six-year pro-forma model for trend analysis and strategic decision-making, enabling anticipatory budgeting.

Contract Management: Effectively managed contractual agreements with external consultants, including capital campaign projects, ensuring adherence budget and deliverables.

Assistant Director, Mediated Experience Group, The Exploratorium 02/2008 – 04/2011

Centralized Financial Services: Established a centralized point of contact for financial analysis, providing comprehensive support to departments and project managers boosting operational and administrative efficiency.

Financial System Expertise: Utilized diverse financial for budgeting, forecasting, and pro forma analysis, ensuring accurate data and reporting.

Compliance Assurance: Maintained strict adherence to GAAP, NSF, NOAA, and NASA regulatory requirements, minimizing audit risks and upholding regulatory integrity.

Lead Accounts Payable / Supervisor, The Exploratorium 12/2004 – 02/2008

Led the Accounts Payable department in delivering over 150 accurate and timely financial reports monthly, and quarterly ensuring smooth financial operations.

Manager Training and Development: Facilitated manager training in financial reporting and compliance, designing custom reports to meet federal requirements.

Payroll Support: Provided backup support for Payroll, ensuring timely and accurate processing for over 330 plus employees.

Policy Optimization: Decoded and simplified grant-based federal and non-federal regulatory policies for ease of reference and organizational efficiency.



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