OBJECTIVE

Passed CFA Level * in June **** seeking to contribute to the success of a great organization by leveraging my 8+ years of extensive investment and financial analysis experience in developing models, conducting financial planning/ analysis and valuations, and writing reports across multiple industries.

HIGHLIGHTS OF QUALIFICATIONS

Proven financial modeling skills demonstrated through developing models and multi-year/multi-tier projections of financial statements for revenue positive and pre-revenue companies.

Comprehensive knowledge of GAAP/IFRS accounting, and valuation for financial reporting including identification and valuation of put options, intangible assets and goodwill impairment through assessing and selecting an appropriate valuation approach and developing a model.

Specialized in FP&A, budgeting, P&L and financial statements analysis, key performance metrics (KPI reporting), simulation, report automation and process improvement, benchmarking, and cross-functional communication.

Ability to work as a strong finance business partner, with little definition, with teams/functions all around the globe. Ability to earn trust quickly and drive initiatives effectively.

Proven written, data collection and interpretation skills demonstrated through independently initiating and updating more than twenty 25-page investment research reports covering 15 small and mid-cap and private companies in Special Situations, Mining, Financials, and Technology industries across North America. Research papers being used by over 100,000 subscribers including financial advisors and some of the largest institutional investors who access it through Thomson Reuters, FactSet, Capital IQ.

Solid knowledge of using institutional platforms such as Anaplan, Host Analytics (both Core and Modeling applications), NetSuite, Capital IQ, Thompson Reuters and Bloomberg to gather real time data and updates on M&A, IPOs, equity financing and corporate results for budgeting/ forecasting and conducting valuations, industry and peer analysis.

Advanced SQL, MATLAB, VBA programming, SAP and Excel skills for automating multiple financial models and value different instruments such as bonds, options, derivatives and portfolio optimization.

PROFESSIONAL EXPERIENCE

Anomali, Redwood City CA 2018-Present

Strategic FP&A Manager

Developing the company's complex corporate model which is used for budgeting, forecasting, valuation, Scenario, and financing processes. Additionally, created and introduced the current Management Reporting dashboard that provides the executive team full financial transparency as it relates to the global operation, improving our strategic alignment, SaaS KPI's, ROIs etc.

Partnering closely with the Executive team to develop and improve our existing business processes.

Acting as strategic partner to CFO, providing executive level financial guidance and support which led to $40M Series D funding, and developing quarterly/annual Board of Director / Investor reporting.

Rigel Pharmaceuticals, South San Francisco CA 2017-2018

Corporate Finance Lead

Managed and led the implementation of the company’s EPM system (Adaptive Insights).

Built and maintained 3 years financial plan for the company, including detailed forecast of financial statements

Worked as liaison between department budget owners and corporate finance team to manage the budgeting/forecasting and tracking process for operating and designing reporting templates.

Mede Analytics, Emeryville CA 2017-2017

Senior FP&A Analyst

Managed and led the implementation of the company’s EPM system (Host Analytics).

Partnered closely with the CFO and VP of finance and other global function leaders to develop and improve our existing business processes (i.e. HR planning and forecasting, P&L and expense forecasting, SaaS KPI’s, Board materials, etc.).

Managed, mentored and trained the Analyst team (i.e., Improving financial reporting, modeling and processes).

Ivanti (Former Heat Software), Milpitas, CA 2016-2017

Senior Financial Analyst

Built detailed, short-term and long-term, revenue model to estimate all the revenue lines across different company’s products and sources. The model is used as a planning tool in support of gross/operating margins targets.

Designed automated and comprehensive headcount model in order to estimate/track actual and planned number of FTE and OTE on a monthly basis.

Acted as Host Analytics and Anaplan administrator to develop and provide dashboards and models to improve visibility of performance against goals and KPI’s lead on a regular basis.

Led annual and quarterly financial planning and business review process and worked interactively with cross functional groups to provide support to the business units and functional areas for monthly/quarterly/annual reporting.

Talend Inc., Redwood Shore, CA 2015-2016

FP&A Specialist

Developed and owned comprehensive and complex 3-year business model for CFO. The model forecasts booking, billing, revenue, COGS and operating expenses on quarterly basis, provides possibilities to conduct different types of sensitivity analysis on multiple inputs.

Built and forecasted three financial statements for the company over the next four years and developing and reconciling monthly cash forecast using direct and indirect methodology.

Led the continued development of company’s annual budget including headcount and operational expenses. Oversaw and updated operational forecasts across different functions on monthly basis.

Prepared board material and KPI reports on monthly and quarterly basis by summarizing and outlining key financial and operational metrics and benchmarks and analyzing trends and variances.

Supported FP&A team by developing complex data driven financial models, automating existing procedures using macros, and generating ad-hoc reports using different financial planning/reporting tools such as Host Analytics, NetSuite, Salesforce and Success Factors.

GLENTEL Inc., Burnaby, BC 2013-2015

Financial Analyst, Corporate FP&A

Forecasted a two-year and five-year financial statements (I/S, B/S and C/F) on a quarterly basis, for the company and its subsidiaries, and ran covenants from the forecast to work with banking syndicates. My initial financial model facilitated the process of securing $200MM debt financing.

Closely collaborated with the CFO to conduct valuation of intangible assets and goodwill to estimate impairment and assign purchase price allocations (PPA) by developing/assessing a valuation model based on cash flow projections. The model is being adjusted and standardized for future use in similar valuations on any valuation date.

Assisted the company’s external consultant (Deloitte Canada) in determining fair value of put options held by the non-controlling interests in the company’s three subsidiaries in 2014. The model enabled management to determine company’s liability estimated as present value of redeemable amount of financial instruments.

Assisted management in preparing complex 10-Q/10-K reporting disclosures and supporting work paper documentation through summarizing and outlining operating/financial highlights of the company and its six subsidiaries.

EDUCATION

Passed Chartered Financial Analyst Level 3 June 2019

CFA Institute, Charlottesville, VA, USA

Master of Science in Finance Segal Graduate School of Business, Simon Fraser University, Vancouver, BC

Master of Arts, Economical Systems Planning Shahid Beheshti University, Iran

Bachelor of Arts, Economics

Shahid Beheshti University, Iran

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