Sr. Financial Analyst- Corporate FP&A
Resume:
SONAM SHAH
**********@*****.***
Milpitas, CA ***35
https://www.linkedin.com/in/sonam-shah-b7184779/
Summary
Highly analytical and results-oriented Sr. Financial Analyst with 8+ years of progressive experience in financial planning, analysis, and reporting. Proven ability to translate complex financial data into actionable insights, driving strategic decision-making and operational efficiency. Expertise in budgeting, forecasting, variance analysis, financial modeling, and CapEx management. Seeking to leverage my skills and experience to contribute to the financial success of a dynamic organization.
Experience
Western Allied Mechanical, Sr. Financial Analyst Apr 2024 - Mar 2025
● Developed and managed annual budgets, forecasts, and long-term financial plans, ensuring alignment with strategic objectives.
● Collaborated with department heads to gather and analyze CapEx and overhead planning inputs.
● Constructed and refined complex financial models and forecasts, providing accurate and timely insights.
● Conducted in-depth variance analysis, identifying key drivers and recommending corrective actions.
● Analyzed historical data and market trends to identify and track critical KPIs, driving performance improvements.
● Prepared comprehensive financial reports, dashboards, and presentations for senior management.
● Evaluated profitability, cost drivers, and historical trends, providing actionable recommendations.
● Partnered with cross-functional teams, offering financial expertise and strategic insights.
● Streamlined financial processes and implemented best practices, enhancing efficiency and accuracy.
● Continuously enhanced financial models to improve forecasting accuracy and decision support. XPpower LLC (Contract), Lead CapEx Financial Analyst Apr 2023 - Mar 2024
● Managed financial aspects of capital projects ranging from $10M to $40M, from startup to closeout.
● Conducted detailed financial analysis, including planning, budgeting, forecasting, and variance analysis.
● Analyzed construction costs, key performance metrics, identifying opportunities for cost reduction and efficiency improvements.
● Maintained a comprehensive project capital cost tracker and cost breakdown structure.
● Consolidated and analyzed financial data, performing reconciliations and variance analysis.
● Produced weekly reports on project financial status, tracking CapEx, OpEx, PO, and PR.
● Developed profitability models and managed depreciation periods for diverse spend types.
● Ensured vendor contract compliance and provided financial guidance to operating teams.
● Optimized company-wide fixed asset reporting, resulting in reduced CapEx costs.
● Managed monthly Tenant Improvement Credit claims and resolved disputes.
● Proactively identified and implemented process improvement opportunities Stanford Children’s Health (Contract), Financial Analyst III Aug 2022 - Apr 2023
● Supported revenue and expense tracking, invoice processing, vendor management, and month-end closing.
● Analyzed monthly revenue and expense trends, preparing financial reports and maintaining databases.
● Generated monthly financial packages and published dashboard reports for leadership.
● Conducted variance analysis and year-over-year analysis for performance tracking.
● Prepared and distributed various financial reports for management and external agencies.
● Generated ad-hoc reports to support budget preparations and strategic initiatives.
● Prepared headcount and FTE reports and calculated physician compensation.
● Developed and updated instructional documents, SOPs, and training materials.
● Contributed to procedural improvements and budgetary needs assessments. Provident Credit Union, Finance & Opt Analyst - Mortgage Services Mar 2021 - July 2022
● Reviewed annual performance by comparing actual results to their expectations.
● Coordinated with the sales and marketing teams for recommendations over increasing output results.
● Assist with preparation of department budgets, analyze current year-to-date performance and prepare reports based on historical trends, perform balance sheet and P&L accounting for fees and bills.
● Built analytical reports to support corporate initiatives and Prepare explanations for productivity trends.
● Assisted in the development of cost-benefit analysis for new and existing products and services.
● Worked on multiple projects, prepared ad hoc reports for management and provided training to 6 interns. Other Work Experience
● Financial Analyst - PPP Loan, PWC Corp. (Contract) San Jose, CA Jan 2021 - Feb 2021
● Operations Specialist, Silicon Valley Bank (Contract) Santa Clara, CA Aug 2019 - Nov 2019
● Operations Analyst, SYNRGO Inc. San Jose, CA Aug 2016 - Nov 2018
● Mortgage Financial Analyst, Avex Funding Corporation (Temp) Milpitas, CA Oct 2015 - Dec 2015
● FP&A Associate, Reliance Life Insurance Surat, India Sep 2010 - July 2012
● Accounting & Tax Associate, Hema Mehta & Associates Surat, India Mar 2007 - Aug 2010 Core Skills
● Budgeting and Forecasting: Annual and monthly budget creation, monitoring, and reconciliation; budget variance analysis; financial modeling.
● Financial Planning & Analysis (FP&A): Budgeting, Forecasting, Variance Analysis, Financial Modeling, KPI Analysis, Profitability Analysis, Overhead Expense and Headcount Management, Strategic Planning.
● Financial Reporting: Financial Dashboards, Presentations, Ad-hoc Reporting, Month-End Close, OPEX, Trend Analysis, data-driven insights.
● CapEx Management: Project Financial Analysis, Cost Tracking, Vendor Contract Compliance
● Software Proficiency: SAP FICO, SAP S4 HANA, Prophix, Spectrum, Tableau, SQL, Excel (Advanced: Pivot Tables, VLOOKUP, complex formulas), Microsoft Office Suite, Google Suite, Salesforce, QuickBooks, Smartsheet.
● Business Partnership: Relationship Building and Cross-Functional Collaboration.
● Process Improvement & Automation: Streamlining financial processes and best practices, developing SOPs, identifying and implementing automation opportunities. Education & Achievements
Degree
● Master of Science, Finance Golden Gate University, San Francisco, CA Dec 2022
● MBA, Marketing ICFAI University, Tripura, India Feb 2016
● B.Com, Finance & Accounting SNDT University, Mumbai, India Mar 2009 Certificate
● FP&A UC Berkeley Extension, Berkeley, CA, Aug 2020 Honours & Award:
● Dean’s List Fall 2021, Spring 2022, and Summer 2022 - Golden Gate University, MS Finance program
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