SUJAL SHAH

***** ******* **, *******, ** ***** https://www.linkedin.com/in/sshah6/

562-***-**** ad4ud8@r.postjobfree.com US Citizen – Authorized to work for any employer CAREER SUMMARY

Experienced and self-motivated finance professional with a proven track record of 18+ years in financial management. Well-versed in GAAP standards, Tax compliance, SOX controls, and management reporting. Skilled in solving complex business queries, providing management insights on risks and profitability. Known for cost-saving efforts and continuous process improvement. WORK EXPERIENCE

Director of Accounting – Venture360 Inc., Los Angeles, CA (Remote) Series A-SaaS July 2023 to Present

• Led finance team overseeing diverse funds across sectors, regions, and strategies

• Managed monthly/quarterly closings, ensuring accurate consolidated financial reporting

• Led reconciliation and management of diverse funds, SPVs, and Holdco entities

• Partnered across departments to integrate systems and improved fund investment initiatives

• Oversaw fund operations on cash distribution and Capital Call calculations

• Managed fund audits, including preparation, liaison with auditors, and issue resolution Senior Controller - CBRE Group Inc., Los Angeles, CA (Hybrid) May 2022 to July 2023

• Led the review and sign-off of monthly individual and consolidated TBs in Yardi

• Collaborated with the tax department for the preparation of filings for two funds totalling USD $3 billion

• Prepared and reviewed Capital Calls and co-investments for investors

• Managed, planned, and coordinated the consolidation process for each commingled fund

• Oversaw property, REITs & Fund level bank reconciliations

• Guided the team in complex transaction accounting and participated in new business proposals and onboarding new funds

Accounting Manager - J.F. Shea & Co. Inc., Walnut, CA (Hybrid) Dec 2020 to April 2022

• Prepared and collaborated on monthly financial reports and tax filings for entities totalling USD $2 billion

• Identified areas for process improvements and automation

• Collaborated with legal, money managers, and senior management

• Managed new investments and brokerage accounts with a total value of USD $1 billion

• Facilitated timely receipt of K 1s, 1099s from banks, investment funds, and real estate partners

• Conducted financial due diligence on potential projects and recommended investment decisions Accomplishments:

• Implemented Investran, increasing productivity by 50% and providing $100k in cost savings Accounting Manager - Cultural Office-Consulate of Kuwait, Los Angeles, CA Apr 2012 - Nov 2020

• Reviewed month-end financial statements and prepared management packs for Senior Leadership

• Collaborated with the CEO/Regional Head on annual budgets ($250m) and quarterly forecasts

• Monitored daily treasury activities, including intercompany transfers, FX transactions, and AP approvals

• Managed ongoing operational accounting functions, ensuring compliance with GAAP and IFASB standards

• Supervised and developed a high-performing finance team of 7 members Accomplishments:

• Negotiated vendor contracts, yielding $80k in annual savings

• Enhanced third-party billing processes, increasing short-term cash flow by 20% annually

• Spearheaded QuickBooks implementation, resulting in a 30% productivity increase and $60k in cost savings

Sr. Financial Analyst - Viteos Fund Services LLC -Newport Beach, CA Mar 2009 - Apr 2012 Investment Analyst - Credit Suisse Securities LLC - Morrisville, NC Jan 2008 - Nov 2008 Jr. Trader-Equity Arbitrage Desk - BLB LTD, Ahmedabad, India May 2003 - Jan 2005 Audit Accountant - P. Shah & Co. CPAs, Ahmedabad, India May 2001 - May 2003 SYSTEM SKILLS

SAP Pipedrive QuickBooks Oracle JDE E1 Investran NetSuite Xero Slack Hyperion Cognos Tableau Bloomberg MS Office (Excel – Proficient at using V-lookup & Pivot Tables) Yardi TECHNICAL SKILLS

Financial Reporting & Analysis, Treasury Management, Budgeting & Forecasting, Revenue Management US GAAP & SOX Compliance, Capital Management, Profitability Analysis, Risk Management, Portfolio Management, Financial Planning, Project Management, Process Innovation, Cost Management, Client Relations EDUCATION

MBA - Finance, Pace University, New York City, USA 2005 – 2007 PGDM – Management & International Finance 2002 – 2003 Master of Commerce - Accounting, Gujarat University, India 2001 – 2003 Bachelor of Commerce - Accounting, Gujarat University, India 1998 – 2001

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