Financial Analyst Planning

VISHAL LEUVA

Contact: 843-***-****, Myrtle Beach, South Carolina Email: ***********.**@*****.*** LinkedIn: https://www.linkedin.com/in/ca-vishal-leuva/

SUMMARY OF QUALIFICATIONS

Highly accomplished CPA with over 15 years of progressive experience in financial management, analysis, and reporting for Fortune 500 companies and large-scale enterprises. Demonstrated expertise in financial planning & analysis (FP&A), regulatory reporting, budgeting, and variance analysis. Proficient in leveraging IFRS, US GAAP, and corporate regulations to ensure financial accuracy and compliance. Skilled at process optimization, cost reduction, and automation of financial workflows.

Key Achievements:

Spearheaded process automation, saving over 20+ hours quarterly in financial reporting.

Achieved over $1M in cost savings by ensuring compliance with contractual terms during procurement audits.

Led cross-functional teams to drive operational efficiency, streamline financial reporting, and ensure timely regulatory compliance.

Core Competencies: Financial Planning & Analysis (FP&A) Budgeting & Forecasting Consolidated Financial Statements Regulatory Reporting Variance Analysis Accounts Payable (AP) & Accounts Receivable (AR) Leadership & Mentorship Process Automation SAP FICO, Oracle, HFM, Hyperion, SmartView Advanced Excel & Power BI

PROFESSIONAL EXPERIENCE

Toronto-Dominion Bank (TD Bank) — South Carolina, United States

Senior Financial Analyst

Feb 2019 – Present

Prepare and review consolidated financial statements for TD Bank Group, ensuring accuracy and timeliness for external and regulatory reporting.

Oversee monthly and quarterly reporting packages, including Income Statements, MD&A tables, and financial notes, utilizing SmartView-Hyperion.

Lead budgeting and forecasting for high-value projects, ensuring alignment with financial objectives.

Collaborate with global teams to support the preparation and submission of financial statements for regulatory compliance with OSFI, Statistics Canada, and the Bank of Canada.

Developed and documented Standard Operating Procedures (SOPs) for financial workflows, improving transparency and operational efficiency.

Implemented new IFRS standards (IFRS 9 & IFRS 16), ensuring adherence to updated reporting guidelines.

Managed and mentored junior financial analysts and co-op students, fostering a collaborative and high-performing finance team.

Automated key reporting processes, reducing manual effort and enhancing data accuracy and timeliness.

Bawa Group of Hotels (Hilton, Comfort Inn, Marriott, Best Western) — Toronto, Canada

Account Controller

Feb 2018 – Feb 2019

Managed full cycle accounting operations, including Accounts Payable (AP), Accounts Receivable (AR), General Ledger (GL), and Payroll for a multi-location hospitality group.

Prepared and submitted local, state, and federal tax filings, ensuring regulatory compliance.

Conducted payroll processing, including T4s, ROEs, and payroll remittances.

Supported month-end close activities and coordinated intercompany transactions to ensure timely consolidation of financial data.

Oil & Natural Gas Corporation Ltd. (ONGC) — India

Senior Financial Analyst

July 2008 – Oct 2017

Directed budgeting and forecasting for a $350M asset, utilizing a bottom-up approach to enhance cost management and resource allocation.

Processed accounts payable for offshore operational requirements, ensuring payments were made in accordance with contractual terms.

Coordinated and supported internal, statutory, and government audits, addressing audit queries and ensuring effective risk mitigation.

Played a critical role in internal control evaluation, enhancing governance, corporate policy compliance, and financial reporting.

Led a team of 3-5 finance staff, fostering a high-performance work environment and streamlining workflows.

Financial Analyst

July 2008 – Dec 2012

Loaded initial budgets in SAP and processed budget adjustments based on approved forecasts.

Ensured timely and accurate vendor payments, maintaining a supplier database and improving invoice processing efficiency.

Monitored budget utilization, prepared financial performance reports, and ensured internal compliance with policy standards.

EDUCATION & CERTIFICATIONS

Certified Public Accountant (CPA), Licensed in Washington, USA – AICPA (License# 55919)

Chartered Professional Accountant (CPA), Ontario, Canada – CFE Day 1 Cleared, Day 2 & 3 (May 2025)

Chartered Accountant (CA), India – The Institute of Chartered Accountants of India

Company Secretary (CS), India – The Institute of Company Secretaries of India

Bachelor of Commerce (B. Com) – HL College of Commerce, Gujarat University, India

TECHNICAL SKILLS

Accounting & ERP Systems: SAP (FICO, FM, MM), Oracle HFM, SmartView, Hyperion, QuickBooks

Data Analysis & Reporting Tools: Power BI, Power Query, Essbase, Microsoft Excel (Advanced)

Other Tools: CLARITY, OAC, Ariba.

KEY COMPETENCIES & LEADERSHIP

Financial Leadership: Extensive experience leading cross-functional teams, mentoring junior analysts, and supporting strategic decision-making.

Cost Reduction & Process Improvement: Proven ability to identify inefficiencies, automate processes, and drive cost savings of over $1M.

Compliance & Governance: Deep understanding of financial compliance under IFRS, US GAAP, and corporate regulations.

Automation & Technology: Expertise in SAP, Oracle HFM, Power BI, and Excel automation, driving enhanced reporting accuracy and efficiency.

NOTABLE ACCOMPLISHMENTS

Cost Savings: Generated over $1M in cost savings at ONGC by scrutinizing procurement contracts and payments.

Efficiency Improvements: Automated manual processes for consolidation reporting, saving over 20+ hours quarterly and enhancing reporting accuracy.

Change Management: Played a pivotal role in implementing Paperless office work environment and significant role in creation and review of SOPs, ensuring compliance with updated regulations.

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