Financial Analyst Manager

Rajat Harjani, CFA

Tel: 408-***-****

Email: ************@*****.***

linkedin.com/in/rajatharjani

Summary Finance Manager with a demonstrated track record of providing comprehensive financial forecasting, budgeting, and analysis to senior management at large companies. Core competencies include: Financial Reporting & Analysis, Forecasting, Budgeting, Capital Allocation, Strategic Planning, Market Analysis, and Statistical Analysis. Work Experience Pacific Gas & Electric Company, San Francisco, CA Finance Manager – Financial Reporting & Governance, 05/2019 – Present

• Oversee a team of 7 Financial Analysts

• Manage financial budgets in excess of $700m/year for various customer energy programs

• Provide oversight, direction and guidance for the annual budget process & quarterly financial forecasting process

• Present financial package to senior executives on a monthly basis including KPIs and variance analysis

• Provide oversight for external financial reporting to the California Public Utilities Commission

(CPUC) and other stakeholders

• Lead affordability initiatives for the business unit with the goal of reducing costs and lowering customer rates

• Oversee state audits of PG&E’s customer programs

• Recommend process improvements based on identified areas of risk or where compliance issues may arise from external and internal audits Pacific Gas & Electric Company, San Francisco, CA

Senior Financial Analyst – Financial Reporting & Governance, 07/2015 – 05/2019

• Manage financial budgets in excess of $300m/year for various customer energy programs

• Assist in the budgeting/forecasting process for the Customer Energy Solutions business unit

• Responsible for financial regulatory filings with the CPUC in support of various energy efficiency and customer programs

• Lead coordinator for PG&E’s responses to state auditors on the energy efficiency program

• Provide regulatory guidance to program managers in interpretation of acceptable expenses and revenue recovery rules as described in CPUC decisions

• Lead process improvement for the organization to simplify cost monitoring and accruals

• Record accruals in recognition of liabilities

• Work closely and effectively with various other groups including Accounting, Business Finance, Rates & Regulatory Analytics, and Business Operations Bechtel Corporation, San Francisco, CA

Senior Financial Analyst – Corporate Financial Planning & Analysis, 01/2008 – 07/2015

• Prepare financial models for analysis of key performance indicators (KPI) such as revenue, gross margin, overhead, cash, working capital, net worth, and headcount/FTE

• Analysis of financial statements and metrics for senior executive meetings (Board of Directors, BPRs, Audit Committees, Compensation Committee, etc.)

• Prepare presentations for management to deliver to banks, clients and other stakeholders

• Coordinate consolidation of forecast data from all business units worldwide

• Perform Actuals Vs Forecast/Plan variance analysis

• Perform net present value (NPV) analysis for major capital expenditures and lease renewals such as corporate aircrafts and corporate offices, and identify optimal capital allocation

• Perform regular competitor/industry analysis by evaluating quarterly competitor and client SEC filings and summarizing earnings conference calls for senior management

• Manage and forecast the budgets for the offices of the CEO and COO (totaling over $14m). Identified savings of over $1m.

• Perform and write macro-economic analysis for the CEO/CFO/COO

• Part of a team tasked with evaluating two competing Financial Planning & Analysis systems to be implemented (SAP Business Objects Planning & Consolidation, and Oracle Hyperion)

• Evaluate foreign currency cash flows to implement hedge programs with the purpose of reducing currency risk for the treasury group’s foreign exchange department

• Regularly promoted in the 7-year tenure (started as a summer intern)

• Work closely and effectively with various other Finance groups (Treasury, Tax, and Accounting)

Education San Jose State University, San Jose, CA

B.S degree in Business Administration – Finance (December 2007) Cumulative GPA: 3.9/4.0 – graduated Summa Cum Laude Recipient of the 2006/2007 NUMMI Scholarship for Academic Achievement Recipient of the Dean’s Scholar Award for Academic Excellence – Academic Years 2006/2007 Certifications CFA (Chartered Financial Analyst) Designation holder – September 2011 Graduate of the PG&E Customer Energy Solutions Supervisory Training Program Summary of Skills Expert working knowledge of Microsoft Office products (Advanced user of Excel, Access and PowerPoint)

Strong working knowledge of financial planning, analysis and reporting systems such as SAP Business Objects, SAP R/3, and SAP Analysis for Office (SAP AO) Working knowledge of Tableau dashboards and SQL

Excellent oral and written communication skills

Fluent in English and French

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