Jay Varma

Email: adpm5e@r.postjobfree.com

**** ******* *****, **

Smyrna, GA 30080

770-***-****

Summary

Over twenty five years’ hands on and ownership experience with proven accomplishments in all aspects of business including accounting, operations, management, finance and computer information systems. Extensive knowledge of GAAP accounting and audit procedures. Familiar with Oracle Financials (Essbase), PeopleSoft, Cognos and Hyperion financials. This is supported by a dual Master's degree in the related fields. Self-starter motivated by challenges and committed to meeting the needs of the client while achieving company standards and goals. In the process of completing Certified Financial Planner (CFP) certification. Work Experience

Meridian Cooperative, Atlanta, GA Mar ’21 – Dec ’21 Senior Financial Analyst, M&A

• Worked on complex financial modeling to create financial projections.

• Performed financial analysis of mergers and acquisitions and development opportunities via financial modeling, analysis of cash flows, and application of valuation methods.

• Assisted with due diligence process associated with mergers and acquisitions by performing document control, reviewing complex financials and ratios, verifying projections, or other duties as assigned.

• Performed market research and analyzed business proposals to support strategies and decisions as well as the underwriting of acquisition and development opportunities.

• Managed a team of financial analysts and reported directly to the CFO. Consulted regularly with upper management and executives and officers to validate and exchange information and provide data.

• Created documents for compliance reporting for within and outside the company.

• Enhanced revenue recognition modeling of contract revenue by project, incorporating more reliable quantitative figures for a quickly growing business; supplied detail to FP&A for 18-month rolling forecasts and financial reporting.

• Developed accurate, timely and comprehensive financial reports to facilitate management decisions.

• Supported revenue growth by collaborating with business partners through financial analysis activities that provide insight and support business decisions.

• Prepared periodic management and variance reports tracking actual compared to budget results. Performed analysis, provided decision support and made recommendations to management for improved financial performance. SunTrust Bank, Atlanta, GA Jul ’19 – Dec ’19

Treasury & Payment Solutions Manager

• Managed proposal efforts from RFP (Request For Proposal) release through proposal submission.

• Identified scope of services, define outlines, coordinate with subject matter experts to gather and incorporate contents, and ensure completeness.

• Took ownership of assigned solicitation responses and ensure successful completion on time.

• Sought to understand the needs of the prospect, compile the required information, and propose the right solution.

• Experienced in developing outlines, storyboards, technical documents, themes, discriminators, etc.

• Ensured “story” and win themes are interwoven throughout the proposal.

• Capable of re-prioritizing efforts to meet dynamic workload and schedule shifts.

• Worked independently to identify structure and articulate a winning approach.

• Ensured bids are technically and functionally compliant.

• Worked on several projects including Content Management System library integration along with disaster recovery plan.

• Managed teams of business analysts and various subject matter experts to help facilitate projects. AcceptanceNOW, Atlanta, GA Apr ’18 – Jun ’19

Finance Sales Manager

• Maintained a thorough working knowledge of company lending policies, procedures, underwriting guidelines, rate pricing, and requirements for packaging of contracts.

• Reviewed loan application packages for completeness and conformity to corporate lending programs.

• Examined loan file documentation to determine acceptability of borrowers’ credit histories, adequacy of liquid assets and financial capacity in relation to loan requests.

• Prepared commitment letters and communicates approval requirements and conditions to borrowers and brokers; follows-up for required conditions and reviews for approval.

• Provided front-line supervision to store coworkers including recruiting, hiring, training, and development.

• Managed store performance by creating, reviewing and analyzing various sales, conversions and contract reports, and making appropriate adjustments as needed.

• Collaborated with partnership store coworkers and management to introduce referred customers to the AcceptanceNOW program.

• Managed a team of 4 sales managers, 8 assistant sales manager and 11 customer service representatives.

• Developed, managed and executed plans to increase sales and conversion percentage, including prospecting for new business by telemarketing and distributing print materials.

• Ensured execution of customer service programs and benefits options.

• Ensured all customer files are properly maintained and updated, including contact information, sales activities and inquiries, account management activities and correspondence.

• Built and maintained positive working relationships with partnership store personnel and management, including daily and weekly communication.

Securian Financial, Atlanta, GA Jun ’11 – Sep ’17

Financial Analyst

• Created, implemented, and continually reviewed plans that include strategies designed to help clients pursue their long and short-term goals and Return on Investment and Capital.

• Reviewed financial statements and analyze income, expenses and tax rates. Review corporate balance sheets and income statements to analyze financial compliance and investment criteria.

• Provided consolidated reports for monthly/quarterly closings. Participated in month-end close process by analyzing actual expense, balance sheet and cash flow versus budget/forecast and documenting variances.

• Analyzed and reported on financials and partner with senior management to manage actuals to budgets. Supported each separate business units in different areas including forecasting, financial modeling and pricing/cost analysis.

• Worked with partners to understand business requirements and populate financial models to demonstrate the financial impact and effectiveness.

• Prepared forecast summaries and analysis for monthly performance presentations. Worked with individual department management to derive projections and variances for executive management reports.

• Performed ad hoc reporting and analysis and investigate issues providing explanations and interpretation.

• Thorough understanding of mergers & acquisitions within different industries and its resulting changes in corporate financial information. Able to consolidate new data into decision making information for the benefit of client investments.

• Devised and executed business development strategies to attract and acquire new clients.

• Audited and reviewed accounts on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations.

• Worked with clients on product pricing models, proposals and increase business revenue and opportunities.

• Presented executive management with regular financial updates derived from respective financial systems including SAP, PeopleSoft, Cognos, Excel, SQL and Hyperion on as needed basis.

• Communicated complex information to executive management to make them aware of their options and help them assess the relative merits of different plans. Create partnerships with professionals such as CPA’s, tax professionals, attorneys and internal department leads.

Morgan Stanley Smith Barney, Atlanta, GA Nov '09 – Feb ’11 Financial Advisor

Creative Management Group, Atlanta, GA Apr '06 – Sep ’09 Vice President, Senior Business Analyst

UCB Inc., Atlanta, GA Nov '00 – Mar '06

Senior Project Manager

Bellsouth.net, Atlanta, GA Oct '98 – Nov '00

Project Manager

The Coca-Cola Company, Atlanta, GA Jun '96 – Oct '98 Project Manager

Professional Qualification

Master of Business Administration in Finance and International Business Georgia State University, Atlanta, GA Graduation: Summer 1998.

Bachelor of Business Administration in Computer Information Systems Georgia College & State University, Minors: Finance and Accounting Milledgeville, GA

Graduation: Spring 1996.

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