Financial Planning Reporting
Resume:
SUMMARY
Experienced finance professional with a strong background in accounting, financial planning, and analysis, seeking a challenging role as an Accounting & Operations Financial Planning Analyst. With over seven years of progressive experience in financial management, budgeting, and reporting, I am well-equipped to lead efforts in compiling and analyzing annual operating expense budgets while driving process improvements for increased efficiency and accuracy. Possessing a Bachelor's degree in Finance and proven expertise in corporate financial planning and analysis, committed to ensuring compliance with GAAP standards and maximizing financial performance. Demonstrated ability to collaborate effectively with cross-functional teams, coupled with excellent communication and problem-solving skills, making a valuable asset in achieving organizational goals.
CONTACT
Market Controller May 2022 - Present
Reagan Advertising
Responsible for overseeing financial operations with a focus on market analysis and budget management. Responsibilities involve developing strategic financial plans, monitoring advertising expenditures, and optimizing ROI across various media channels. Leading a team in financial reporting, ensuring compliance with regulatory standards while providing actionable insights to support decision-making. Additionally, collaborating cross-functionally to align financial strategies with marketing objectives, driving sustainable growth and maximizing profitability for the company.
Successfully maintained robust internal safeguards for revenue receipts, costs, and team and organizational budgets, ensuring accurate financial tracking and compliance with regulatory standards.
Collaborated with the CFO to establish comprehensive financial and operating benchmarks, budgets, and reporting standards on biweekly, monthly, and annual schedules, facilitating effective performance monitoring and decision-making.
Implemented uniform accounting policies, practices, and procedures across all programs, ensuring consistency and compliance with national and local legal standards, while staying abreast of proposed legislation to proactively adapt practices.
Developed and enforced internal controls, enhancing protection of company assets, policies, procedures, and workflows, mitigating risks and optimizing operational efficiency.
Provided dynamic leadership to the accounting team, fostering an environment of trust and productivity, enabling team members to excel in their roles and contribute effectively to organizational goals.
MUNTAZIR SHAHERYAR
ACCOUNTING SPECIALIST
Competencies:
Financial Planning
Budget Management
Financial Analysis
GAAP Principles
Financial Reporting
Process Improvement
Cost Control
SOX Compliance
Auditing
Forecasting
Financial Modeling
Excel Proficiency
Team Management
Vendor Management
Relationship Management
Risk Assessment
Internal Controls
Stakeholder Engagement
Adaptability
Strategic Thinking
Communication Skills
Attention to Detail
Time Management
Organizational Skills
Software Skills:
MS Office
Temenos
QuickBooks Online
Sage Intacct
NetSuite
Xero
Wave Financial
Microsoft Power BI
SKILLS
*****************@*****.***
CORE QUALIFICATIONS
WORK EXPERIENCE
Advanced expertise in financial planning and analysis, demonstrated through successful management of annual operating expense budgets and variance analysis.
Strong understanding of accounting principles, GAAP Principles, and financial reporting standards, ensuring accuracy and integrity in financial data.
Proven track record in driving process improvements and efficiencies within accounting operations, resulting in streamlined workflows and cost savings.
Exceptional communication and interpersonal skills, enabling effective collaboration with cross-functional teams and senior management.
Leadership experience in guiding and mentoring finance team members, fostering a culture of trust, productivity, and continuous improvement.
Proficiency in financial software tools, including Microsoft Excel, with a focus on data analysis, financial modeling, and reporting
Bachelor’s degree in Finance
University of Seattle 2016
EDUCATION
Senior Finance Analyst Mar 2020 – May 2022
Velocity Credit Union
Responsible for conducting financial analysis to support strategic decision-making, preparing detailed reports on financial performance, monitoring key performance indicators, and providing actionable insights to optimize financial processes. Additionally, collaborated cross-functionally to develop and implement financial strategies aligned with organizational goals, ensuring compliance with regulatory requirements and contributing to the achievement of sustainable growth objectives.
Spearheaded the financial planning and budgeting processes, driving accurate projections and models that guided strategic decision-making.
Delivered insightful analytics and reports to support both business operations and internal Finance, enabling informed decision-making at all levels.
Led cross-functional collaboration, effectively partnering with various departments to manage day-to-day financial activities including contract review, audit compliance (SOX), and timely financial reporting.
Developed robust financial models for budgeting and forecasting, ensuring meticulous tracking of expenditures and ongoing operating expenses to optimize resource allocation.
Provided regular updates to leadership, offering comprehensive insights into the firm's financial performance and highlighting areas for improvement or growth opportunities.
Collaborated closely with sales/marketing and legal teams to provide expert guidance on accounting principles embedded within contracts, ensuring alignment with financial objectives and regulatory standards.
Implemented rigorous review processes for expenditure requests pertaining to personnel, capital, and purchases, ensuring adherence to budgetary constraints and financial goals.
Manager, Branch Administrator Oct 2017 – Mar 2020
Capital One Bank
Oversaw daily branch operations to ensure efficiency and adherence to company policies and procedures.
Managed and supervised branch staff, including training, scheduling, and conducting performance evaluations.
Developed and implemented strategies to meet branch goals and targets for customer service, sales, and operational excellence.
Provided guidance and support to staff on customer inquiries, account maintenance, and transactional activities.
Ensured compliance with regulatory requirements and internal controls, including overseeing audit processes.
Fostered a culture of teamwork, collaboration, and continuous improvement among branch staff.
Upheld the bank's values and promoted a positive work environment conducive to employee engagement and professional growth. Senior Account Representative Supervisor Jan 2017 – Oct 2017 IBC Bank
Supervised a team of account representatives, providing guidance and support to ensure exceptional customer service delivery.
Managed daily operations, including account maintenance, transactions, and problem resolution, ensuring efficiency and accuracy.
Conducted performance evaluations, provided feedback, and facilitated training to optimize team performance and productivity.
Developed and implemented strategies to enhance customer satisfaction, retention, and loyalty, fostering long-term relationships.
Collaborated with cross-functional teams to address customer inquiries, resolve escalated issues, and improve service quality.
Monitored key performance metrics and implemented process improvements to meet or exceed departmental goals and objectives.
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