Financial Planning Power Bi
Resume:
SUNIL THAPA, MBA
Thornton, CO *0602
720-***-**** *********@*****.***
PROFESSIONAL SUMMARY
Dynamic Financial Planning Analyst with extensive experience in strategic financial planning, excelling in budgeting, forecasting and variance analysis. Proven ability to streamline manual processes, while leveraging advanced skills in Power BI, Tableau, Excel, and SQL. Strong analytical mindset and organizational capabilities drive impactful financial reporting and decision-making.
KNOWLEDGE AND SKILLS
Strong knowledge of Accounting Concepts in managerial and financial accounting
Experience in GAAP Accounting and monthly closing processes.
Advance knowledge of Oracle Financial Applications, and SAP Financial Accounting.
Strong Computer skills with advanced knowledge of Excel skills combined with strong knowledge of Access.
Strong knowledge of SQL, Toad, SSIS package, Oracle Discoverer, Noetix, Hyperion Interactive
Tool, Blackline, SharePoint, OBIEE, Tableau, Power BI, Anaplan, Spreadsheet Server, Essbase, Sage500, NetSuite, QuickBooks, and Spreadsheet Server
Strong analytical, problem solving, and organizational skills.
Financial Statements expertise with strong knowledge of Financial Planning.
PROFESSIONAL EXPERIENCE
After Market Performance Group 05/2023 – 04/2025
Financial Planning Analyst, FP&A
Developed and tracked daily sales reports for each storefront/division to enhance visibility of gross profit.
Analyzed and maintained detailed sales data across multiple divisions to track customer purchasing trends and identify key revenue drivers.
Developed and managed commission reports for sales representatives, ensuring accuracy and transparency in payout calculations.
Partnered with department heads to build and track budget vs. actual reports, providing actionable insights to improve margins.
Prepared and analyzed monthly and quarterly P&L statements to assess company performance and identify key cost drivers and revenue trends.
Integrated actual performance data from ERP system to track KPIs and variances against forecast.
Monitored cash flow projections, ensuring adequate liquidity for operational needs and flagging variances against forecasts.
Built a comprehensive inventory valuation report for the entire company. - Extracted GL, Sales, AR, and AP data using Sage500 ERP to generate ad hoc reports for the CFO.
Supported the accounting team by managing AR aging and AP aging files.
Produced a variety of Power BI reports for Business Finance, CFS, Warehouse Inventory, and accounting teams.
Streamlined manual processes by implementing SQL-based solutions to reduce manual workload.
Maintained financial and month-end reporting tools using Spreadsheet Server.
Assisted the accounting team in meeting month-end deadlines by generating critical reports, preparing journal entries, and conducting variance analysis.
Lumen Technologies 12/2018 – 04/2023
Lead Financial Analyst, FP&A
Led budgeting, forecasting, and variance analysis initiatives.
Analyzed monthly and quarterly P&L statements for various domestic line of business as well as international entities product lines to assess profitability by product and region.
Provided detailed analysis on ARPU (Average Revenue Per User), churn impact, and cost-per-subscriber to guide strategic decisions.
Developed and tracked key telecom KPIs such as ARPU (Average Revenue Per User), churn rate, customer growth, EBITDA margin, and cost-per-connection.
Designed and maintained KPI dashboards for executive reporting using Power BI and Tableau, integrating data from SAP and billing system.
Provided detailed analysis on ARPU (Average Revenue Per User), churn impact, and cost-per-subscriber to guide strategic decisions.
Oversaw consolidation and reporting activities for the Business Finance team.
Designed and supported a Power BI-based reporting platform used across the business unit. - Managed Power BI Dataflow, Power Automate, and Dataverse configurations.
Utilized Anaplan for corporate budgeting and forecasting efforts.
Partnered closely with accounting to ensure accurate monthly revenue reporting.
Facilitated forecast process training sessions for directors and managers; monitored forecast accuracy.
Delivered monthly performance reports to FP&A and executive leadership.
CenturyLink 02/2016 – 12/2018
Manager in Accounting, Revenue Reporting
Executed month-end and quarter-end close activities, including journal entries for revenue allocation and unbilled revenue accruals.
Identified and implemented process improvements that saved over 40 working hours during month-end close.
Contributed to billing and ERP migration projects.
Functioned as SME for Oracle-to-SAP ERP migration, including training delivery and COPA characteristic mapping.
Supported leadership with Power BI and Tableau dashboards.
Collaborated with data warehouse architects to ensure GL data accuracy.
Level3 Communications 08/2013 – 02/2016
Senior Accountant, Revenue Reporting
Managed month-end and quarter-end close, including journal entry preparation and revenue accruals.
Analyzed and reported on over $100 million in unbilled revenue monthly.
Responded to quarterly and annual audit requests. - Improved team efficiency by automating processes using SQL, PL/SQL, Tableau, SSIS, and Hyperion.
Authored SQL queries for ad hoc reporting and team usage.
Designed and managed SSIS packages and Tableau reporting tools.
Performed UAT for billing migrations and CDW/Kenan unbilled accrual process testing.
Dish Network LLC 04/2012- 08/2013
Senior Accountant, Internal Reporting
Established a new set of books in line with business requirements.
Organized and maintained the company's organization chart.
Produced financial and analytical reports using Oracle General Ledger, FSG, and ADI.
Developed row sets, column sets, and content sets for financial reporting.
Constructed and managed various SSIS packages and ad hoc SQL queries.
Dish Network LLC 07/2006-04/2012
Staff Accountant, General Ledger
Perform month-end and Qtr. end close activities, including preparation of journal entries, reconciliation of accounts, and developing reports for financial statements and management needs.
Developed strong analytical abilities through performing balance sheet and profit and loss variance analysis for different sales partners, Satellite Company, and Retail Services
Created queries and reports in Access Database for revenue and COGS general ledger accounts
Produced custom reports in Hyperion for account reconciliations and to provide supporting documentation for journal entries.
Review financial statements to ensure accuracy.
Gained strong knowledge of General Accepted Accounting Principles through entering journal entries in Oracle Applications, perform variance analysis, and profit and loss analysis.
Provide various ad hoc reports to teams and managers using Oracle Discoverer, Noetix, Hyperion, Essbase and Access.
Team expert on the use of V Look up, Access database and data pulled from Oracle Discoverer, Noetix, Essbase and Hyperion.
EDUCATION
Master of Business Administration, Regis University, Denver, CO, (Dec 2007)
Concentrations: Accounting/Finance GPA: 3.87
B.S. in Major Computer Information Systems, Bellevue University, Bellevue, NE, (Jan 2003) Concentrations: Software Programming, Networking & Web-based Networking
Dean’s Scholar GPA: 3.61
CERTIFICATIONS
SAP FI Certified Consultant, 2009
Hyperion Interactive Tool Certified, 2008
Microsoft Office, 2006
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