Fp A Business Intelligence
Resume:
(MR.) JOY ANAND
Tustin, CA ***** **********@*****.***
SUMMARY
Accomplished finance leader with broad-based business acumen, effective communication and leadership skills that thrives in fast-paced environment. Expertise includes: FP&A financial modeling, forecasting & budgeting, strategic planning, competitive analysis, incentive program development, and data mining/business intelligence. Proven track record of leading highly successful technical teams and building excellent working relationships across organizations.
EXPERIENCE
HYUNDAI MOTOR AMERICA, Fountain Valley, CA (Contract role) Jun 2024 – Jan 2025
Financial Consultant, Customer Feedback & Analytics
Managed $250M RX Rewards incentive program
Updated incentive program forecast monthly with updates to actuals and forecast periods
Created “what-if” scenarios to compare potential new rewards schemes and their impact to budget
Calculated monthly payout and created monthly reporting
Updated program rules and FAQs with changes to program monthly
Supported multiple other incentive programs with breakage from main incentive program
Sent regular updates to Finance team for accruals as well as forecasts for program costs
Developed automation of key pieces of monthly calculations
Utilized SAP to extract data for calculating Dealer performance and payout
Managed large data sets and used excel tools such as VLOOKUP, XLOOKUP, INDEX/MATCH, Pivot Tables to summarize data
AMERICAN HONDA FINANCE CORP., Torrance, CA (Contract role) Dec 2023 – Mar 2024
Financial Consultant, Accounting Operations
Created monthly results presentation that reviewed metrics and financials for AHFC Management
Reviewed and documented financial results for SOX compliance
Generated financial results and metrics utilizing SAP queries
Conducted detailed data analysis and validation to ensure data accuracy and integrity in financial reports and dashboards
Developed quarterly results presentation that summarized performance vs plan
WELLS FARGO AUTO, Irvine, CA
Finance Manager, FP&A Jul 2007 – Sep 2023
Oversaw the development of the comprehensive yearly strategic and financial plan for Wells Fargo Auto
Managed the regular monthly forecasting activities, including the Income Statement and Balance Sheet forecasts, extending over a three-year period which involved financial analysis, data interpretation, and anticipated potential financial losses.
Led team of three FP&A finance professionals who managed financial models and presentation templates
Created and maintained complex financial models for P&L and Balance Sheet forecasts
Leveraged Hyperion Essbase and Smartview (Oracle ERP) to extract data and build financial forecasts
Built and mantained Key Performance Metrics (KPI) dashboard to allow business and management to track performance quickly and easily
Interfaced with operations and business owners to develop forecast inputs such as originations, spread assumptions, operational headcount, etc.
Presented forecast results monthly to LOB Executive Management Team and corporate parent
Developed and presented Plan/Forecast presentations for LOB management and corporate parent
Managed monthly variance reporting for revenue, expenses, provision and headcount
Interacted and presented regularly to Senior leadership team in monthly review meetings
Led resolution and recovery planning for line of business and managed the multiple deliverables for this effort
Monitored and presented competitive peer analysis including analyzing quarterly results for competitive data
ALPHATEC SPINE, INC, Carlsbad, CA
Director, Financial Planning and Analysis Apr 2006 – Jun 2007
Built, developed and implemented annual plan process incorporating input from various departments.
Developed and implemented monthly operating review package using KPIs, financial metrics, and operational insights.
Established operating metrics to measure company performance and industry benchmarks
Set up daily flash forecast to predict current month performance to identify emerging trends, risks, and opportunities.
Created revenue forecast model for different product lines including market demand, pricing dynamics, and product lifestyle changes to monitor expenses, resource allocation, cost optimization, and financial analysis for each department.
Developed department level operating expense model for budgeting across all departments
Developed quarterly board reporting that went to board of directors
Oversaw Insurance / Risk portfolio
Supervised and developed analytical staff
NISSAN MOTOR ACCEPTANCE CORPORATION, Torrance, CA
Manager, Financial Product Development Apr 2002 – Apr 2006
Responsible for setting retail loan rates and lease money factors
Oversaw development and implementation of new automated pricing model
Achieved a $15M increase in revenue by transitioning from single to multiple pricing regions pricing strategy
Developed, launched, and managed $24 million incentive program for dealer loyalty
Managed competitive analysis process gathered and analyzed market data related to auto loans and leases.
Developed and piloted new financial products
Forecast acquisition volume and penetration for Forecast/Budget/Mid-term plan
Worked closely with motor company departments: C&I, model line, marketing, etc.
Supervised and developed analytical staff
AMERISOURCEBERGEN CORPORATION, Orange, CA
Manager, Financial Planning and Analysis Aug 2000 – Apr 2002
Responsible for coordinating annual plan process for each division and administrative dept
Developed Bank/Rating Agency/Board presentations
Involved in implementing and testing new version of planning system
Responsible for consolidating and reporting of monthly estimate
Developed model to forecast merged financials of Amerisource-Bergen with ability to adjust
Managed access of planners to Essbase plan database
Managed and improved estimate database (Essbase)
Developed methodologies to allocate corporate expenses to divisions
EDUCATION
Masters in Business Administration, Finance – University of Southern California, Los Angeles, CA
Bachelor of Arts, Economics; Minor, Political Science - University of California, Irvine, CA
SKILLS
Financial analysis and modeling, Budgeting and forecasting, Cost reductions and savings, Internal controls, Financial reporting and compliance, Strategic financial planning, Risk management and mitigation, Financial decision making support, Advanced user of Excel, Powerpoint, Essabse, Communication and presentation skills, Leadership and team management, Tableau, SQL
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