Fp A Financial Analyst

Anna Gulchin

adzcsz@r.postjobfree.com • San Francisco, CA 94122• 408-***-****

FP&A, Strategic Finance and BI

Experienced and proactive business and financial expert with a demonstrated track record of enhancing operational workflows and driving organizational advancement via adept financial analysis and supervision. Led cross- functional teams of 5-10 people and managed 2 direct reports.

•Forecasting and Budgeting

•Strategic Planning

•Variance / Cost Analysis

•Financial Modeling

•Financial Modeling

•Stakeholder Relations

•Systems Integration

•Project Management

•GAAP Standrats, Month & YE Closings

•Investment Recommendations

•Operational Efficiency

•Process Improvement

Career Experience

Manager Strategic Finance / FP&A / BI, See Tickets May 2023 – Jul 2023

Conducted comprehensive financial analysis, including revenue forecasting, expense management, and profitability analysis across all business levels. Evaluated strategic initiatives, conduct financial modeling and scenario analysis to assess their financial viability and potential risks.

Managed a team of two employees in FP&A and BI departments, providing guidance, supervision, and support in their day-to-day activities.

Implemented a weekly three-month revenue forecasting model that achieved a minimal variance of only 3%.

Provided regular reports and dashboards to senior management for informed decision-making.

Financial Analyst Lead / Manager, Tipalti Apr 2022 – May 2023

Responsible for developing and maintaining financial models to support business decisions. Conduct financial analysis and forecasting of business operations to provide insights into potential areas of risk and opportunities for growth. Partnered with cross-functional teams to analyze key business metrics and develop recommendations for improving financial performance by department.

Reduced the 2023 budget by $90M by making data-driven improvements alongside the CEO.

Analyzed detailed P&L, BS and Cash Flow variance for Month-end and forecast.

Reduced workload by 80% by re-designing and improving the financial models and implementing new FP&A tool.

Senior Financial Analyst, Tora Jun 2021 – Apr 2022

Expanded duties and responsibilities to drive and direct revenue growth. Applied accurate financial modeling techniques and provided reporting and analysis support to management regarding business performance of Tora. Coordinated with cross-functional teams to create annual budgets and forecasts, incorporating the financial impact of subscription and service contract renewals.

SaaS metrics and Commercial planning on case-by-case detailed client level.

Monthly forecasting of revenue and expenses by product with only 2% of variance vs actual.

Increased accuracy of financial data by 20% by establishing an improved tracking models.

Senior Financial Analyst, Visby Medical Jul 2020 – Jun 2021

Developed long-term financial plans, annual budget, and weekly ad-hoc reports. Led forecast process improvement by developing financial models, collaborated with stakeholders involved in the process. Conducted profitability analysis of products for presentation in C-suite meetings.

Decreased the time for reporting cycles from one week to one day by automating the process in Adaptive Workday, led the integration process.

Conducted analysis to support new product launch and change in raw materials resulting in increasing margin by 10%.

Manager of FP&A and BI, PBL Works Jan 2019 to Jul 2020

Provided oversight and analysis for financial and business data across the organization. Responsible for comprehensive reports, business solutions, and process reviews. Conduct meetings and presentations to drive short and long-term business decisions.

Optimized reporting strategies to drive business growth and development.

Improved operating performance by analyzing business processes and crafting valuation models.

Senior FP&A and BI Analyst, Compass (Pacific Union International) Dec 2015 to Jan 2019

Managed all data for a $90M annual budget and was responsible for reporting, business forecasting, data analysis, and strategic planning. Crafted 20+ reports for upper leadership on a weekly basis. Analyzed and compiled over $14B financial data for multiple branches and used SME to train employees in software usage.

Coordinated the acquisition of a competitor through valuation, modeling, and integration.

Designed budget and forecast models which saved $100K annually on new tools.

Finance Analyst/ Accountant, Neyrinck Oct 2011 to Dec 2015

Consistently met sales goal targets and ensured the integrity of off-invoice spending. Innovated process improvements that resulted in less annual deductions and minimal write-offs. Key role leading an HR overhaul with included benefits evaluations and program restructuring.

Increased pricing and accuracy by 20%, which raised it overall from 70% to 90%.

Ensured a minimum of 90% of invoices were paid within 60 days.

Education

Master of Science in Accounting and Auditing National Forestry University of Ukraine Dean’s List

Bachelor Degree in Finance and Business National Forestry University of Ukraine

Accountant Certificate College of San Mateo

Certificate of Achievement California Society of CPA

Technical Proficiencies

Anaplan, Power BI, DataRails (FP&A Tool), Adaptive, NetSuite, Hyperion, Tableau, SalesForce, SaaS, GAAP, DOMO (Data Visualization Tool), SnowFlake, Sage Intact, Great Plains, QuickBooks, QuickBooks, MS Office (advanced Excel with Macros and VBA), iWork Suite, MySQL, Jira.

Online Profiles: Anna Gulchin Portfolio, and Anna Gulchin - LinkedIn

Contact this candidate