Senior Financial Quantitative Analyst

Agron Shehaj

Fairfax, VA, ***** 248-***-**** ******.*****@*****.***;

https://www.linkedin.com/in/agron-shehaj-pmp®-1010ba140/ SUMMARY

Finance professional with 20+ years of experience. Expertise in financial analysis, reporting, planning, budgeting, and accounting. Extensive expertise includes 4+ years in Big 4 consulting (KPMG), 8+ years in management, and 10+ years in FP&A. Proven ability to lead projects, drive strategic improvements, and deliver data-driven insights to support decision-making.

WORK EXPERIENCE

WGL Energy, subsidiary of AltaGas (TSX: ALA) Jul. 2022 – Present Senior Financial Quantitative Analyst Vienna, VA

Served as the primary financial quantitative analyst for Sales & Marketing, providing regular reports, analyses, and handling over 375 ad-hoc requests from senior leadership and cross-functional teams.

Led bi-weekly Sales Calls with Sales, Marketing, and Operations teams, preparing the Executive Dashboard and synthesizing data from various departments for the Weekly Non-Utility Sales presentation, which informed top management's group reporting.

Partnered with IT to streamline the commission preparation process by developing a combined BDM and Brokers' Commissions Oracle JCL report, reducing preparation time by 45%.

Created a Tableau Dashboard to track BDM and Broker Commissions and sales team performance, helping the VP of Sales and Sales Managers identify trends and performance issues, resulting in 15% annual growth and 55% goal achievement over three years.

Maintained and updated the Market Share Report & Presentation to support top management's assessment of company performance against market trends.

Ensured data integrity by monitoring new deals daily and validating sales manager and broker information.

Ensured the accuracy of financial systems, aligning input from business units and external data sources, and regularly reporting performance metrics.

Delivered variance analyses and explanations to internal stakeholders, providing supporting documentation as needed.

MarginEdge Nov. 2021 – Jul. 2022

Senior Financial Analyst FP&A Arlington, VA

Managed and maintained the company’s financial model, generating real-time income statements, balance sheets, and cash flow projections. Analyzed financial performance trends and provided actionable recommendations for improvement.

Delivered monthly business results to key stakeholders through comprehensive reports, offering insights into growth in drivers, costs, user metrics, and market trends.

Collaborated with senior management to develop and track departmental budgets and forecasts, ensuring alignment with actual performance.

Defined and implemented company-wide KPIs with the CEO and leadership, creating a framework for tracking and analysis across departments via real-time dashboards in a high-growth SaaS environment.

Identified risks and opportunities, providing actionable recommendations for Accounting Operations. Assisted with month-end close, reconciliations, and worked with Accounting to enhance controls, processes, and journal entry accuracy for efficient close procedures.

Delivered clear variance analyses and ad-hoc insights on accounting transactions, improving data accuracy and providing actionable insights for business decision-making.

Managed company-wide commissions and bonus programs, summarizing and communicating variable compensation results to team members.

ATCC Oct. 2019 – Nov. 2021

Senior Financial Analyst FP&A Manassas, VA

Led the planning, development, and maintenance of budgets and management reporting for functional and business units, continuously improving processes to reduce complexity and streamline operations.

Provided proactive financial analysis of monthly operating costs, highlighting significant variances and trends to leadership and key stakeholders.

Developed and maintained a robust financial forecasting process, contributing to long-range financial planning for the company.

Established key performance metrics to assess ROI on capital projects and strategic initiatives and collaborated with the Accounting team to define and implement a company-wide CAPEX process, including a comprehensive database to track all CAPEX activities.

Partnered with IT and Data Warehouse teams to create user-friendly reporting tools, establishing a reliable source of truth and overseeing a three-year data cleanup initiative that improved data integrity and led to a 68% increase in ad-hoc reporting requests.

Supported internal and external audits, assisted with month-end close procedures and reconciliations, and worked with Accounting to enhance controls and processes for accurate journal entries and an efficient close.

Managed multiple projects concurrently in a fast-paced, deadline-driven environment. Gate Gourmet Jun. 2017 – Oct. 2019

Senior Pricing Analyst Reston, VA

Managed a database of annual, seasonal, and monthly prices to support both internal and external clients.

Maintained and updated the Sales and Production Bill of Materials for assigned accounts across all units.

Collaborated with procurement, sourcing, and industrial engineering teams to determine direct material and labor costs for menu and service offerings.

Supported customer presentations for new business ventures and menu refresh initiatives.

Entered final pricing into ERP and customer systems, performing audits to ensure correct prices were loaded and reviewing prices before finalizing invoices.

Conducted sensitivity and "what-if" analyses on pricing to assess customer contribution margin, working closely with billing analysts to ensure invoice accuracy and avoid revenue leakage.

Assisted in training and developing peers and team members within the ASG department. EDUCATION

University of Tirana Jul. 2001

B.S. in Business Law Tirana, Albania

SKILLS

Certifications: Project Management Institute; Project Management Professional (PMP) Feb. 2025

Industry Skills: Budgeting & Forecasting; Financial Statement & Ratio; P&L Management; Financial Modeling, Financial Reporting; Financial Planning; Financial Analysis; Strategic Planning Analysis; Financial Metrics; Market & Data Analysis & Management; GAAP; Accounts Payable; Accounts Receivable; Data Reconciliation.

Technical Skills: Microsoft Office; Microsoft Excel; Microsoft Power BI; ETL SQL; V/Xlookup; Pivot Table; SAP; Oracle BI; Oracle HCM; PeopleSoft; Microsoft Dynamics; QuickBooks; Tableau.

Soft Skills: Time Management; Communication; Problem Solving; Teamwork; Leadership; Attention to Detail; Ownership & Accountability; Adaptability; Work Ethic; Analytic Reasoning; Business Acumen.

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