Financial Analyst Reporting

PATANJALI SHARMA Ph 303-***-****

Email: ********@*****.***

Strategic Finance Leader with deep expertise in financial modeling, forecasting, budgeting, and variance analysis Proven track record optimizing pricing, aligning financial strategy with business goals, and driving revenue growth Trusted partner to C-suite and cross-functional teams across Finance, Sales, IT, and Legal, delivering data-driven insights, streamlined contracting, and compliance-ready solutions Adept at leading complex FP&A and analytics initiatives with strong data storytelling and operational impact

Key Skills & Expertise

Financial Software: Adaptive Insights, Anaplan, Hyperion

ERP Systems: Oracle, NetSuite, SAP, Workday

Reporting Tools: Power BI, Tableau, Looker

Databases & Analysis: SQL, Snowflake, Excel (advanced), Data Warehouse

EXPERIENCE

TransWorld Systems Inc. (Financial Services/BPO/Consulting)

Sr. Manager, Financial analytics (Jan 2018 - Present)

●Led development of financial models for M&A, offer valuation, breakeven, forecasting, and resource planning aligned with enterprise goals.

●Built integrated forecasting models (monthly to 5-year) across revenue, staffing, and EBITDA, tied to key operational drivers across LOBs using Anaplan.

●Led cost optimization initiatives by partnering with operations and workforce management teams to reduce SG&A spend by 12% over two years, while aligning resource deployment with revenue productivity metrics.

●Supported financial due diligence and integration activities during a Private Equity-led acquisition, including synergy modeling, contract reviews, and performance metric alignment post-close.

●Partnered with Sales to assess pricing, support Pricing Committee reviews, and ensure strategic deal structures and compliance.

●Streamlined financial analysis for Enterprise Agreements, aligning with rev rec and ops policies.

●Worked cross-functionally with Legal, IT, Compliance, and Ops to assess risk and deliver strategic solutions.

●Established executive-level data council to review performance and improve consistency in business reviews.

Account Control Technology (Financial Services/BPO/Consulting)

Manager, Financial Analysis (Aug 2013 - Dec 2017)

●Built and led a data analytics org, using ML (regression, random forest) via DataIKU and Snowflake to drive segmentation, prioritization, and 4% cost savings.

●Developed KPI and employee turnover dashboards with Power BI, Tableau, and Excel to support exec decision-making.

●Led budget planning with IT, HR, Sales, and Ops; trained managers on budget ownership and accountability.

●Managed FP&A reporting and goal-setting using Anaplan, Adaptive Insights and Excel across all branches.

●Built collectability/profitability scoring models using Excel regression.

●Hired and led on/offshore analyst teams, reducing costs by 25%.

●Partnered cross-functionally on system integrations, revenue tracking, and RFP analysis.

Comcast – Denver, CO (Internet & TV)

Business Intelligence Analyst (May 2011 - Aug 2013)

●Led the end-to-end migration of enterprise-level dashboards and reports from MicroStrategy to Power BI, impacting over 2000 business users across organization.

●Collaborated with cross-functional stakeholders to analyze legacy MicroStrategy reports, document business logic, and prioritize features for Power BI redevelopment.

●Rebuilt and enhanced 500+ critical reports in Power BI, leveraging DAX, Power Query, and data modeling best practices to optimize performance and interactivity.

●Created a centralized semantic model in Power BI for standardized metrics and KPIs, improving reporting consistency and reducing redundant calculations.

●Worked closely with the data engineering team to design ETL pipelines and ensure data quality, resulting in faster refresh cycles and accurate data availability.

●Conducted user training sessions and developed documentation to drive adoption and self-service capabilities across departments.

●Identified and implemented opportunities to streamline reporting workflows, reducing report delivery times by 40%.

Cochlear Americas – Denver, CO (Medical devices manufacturing and marketing company)

Marketing Analyst (Jun 2009 – May 2011)

●Managed global marketing analytics with ROI-focused insights using historical trends and market scenarios.

●Presented quarterly patient data analyses to improve support strategies and address key concerns.

●Developed scalability matrix for marketing campaigns, launches, and training programs.

●Led HIPAA-compliant market research via surveys and focus groups using Excel and Zoomerang.

●Partnered with international teams on data validation, revenue reconciliation, and report automation.

●Delivered ongoing marketing analytics through periodic and ad hoc reporting

First Revenue Assurance – Denver, CO (Debt collection, BPO, Call Center Services)

Business Analyst (Jul 2006 - Jun 2009)

●Supported monthly revenue forecasting to guide staffing and goal-setting, aligned with GAAP.

●Created Cognos reports for Ops, HR, and Sales using SQL, Access, and Excel.

●Boosted revenue by 5% via a gamified “Fantasy Collection” incentive strategy.

●Analyzed client rate offers, RFPs, and provided data-driven sales insights.

●Developed account flow strategies in CUBS using events, actions, and sub-strategies.

EDUCATION & CREDENTIALS

PMP certificate 2024 Project management institute (PMI)

Master’s Degree in Finance, University of Denver, CO

Bachelor’s Degree in Civil Engineering, India

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