Financial Planning Data Analyst

Rosa Mehrabi

646-***-**** San Francisco, CA, **109 ****.*******@*****.*** www.linkedin.com/in/rosa - mehrabi - 354910a/ 1

HIGHLIGHTS

• Finance professional with 15+ years of international experience in financial planning & analysis (FP&A), investment strategy, portfolio management, and risk assessment across venture capital, and banking sectors.

• Proven track record of collaborating with cross-functional teams—including operations, legal, and executive leadership—to drive budgeting, rolling forecasts, cash flow modeling, and month-end close processes in line with IFRS standards.

• Highly proficient in SQL (BigQuery, PostgreSQL), Python (pandas, NumPy, matplotlib), and Excel (Power Query, pivot tables) for data- driven financial analysis, cohort performance tracking, and investment dashboards.

• Experienced in building automated reports and visualizations using Tableau and Power BI for senior leadership and board-level decision- making.

• Expert in constructing and maintaining 3-statement financial models, DCF valuations, IRR/ROI models, and cap table simulations. PROFESSIONAL EXPERIENCE

Plug and Play Tech Center — Portfolio Data Analyst Sunnyvale, CA June 2024 – Present

• Aligned with investment and legal stakeholders to ensure accurate reporting, compliance, and performance monitoring for portfolio investments across funds and family offices.

• Controlled the budgeting and forecasting processes for portfolio valuation models and investment outcomes, supporting monthly and quarterly reviews.

• Created and maintained dashboards using Tableau and Tableau Prep to visualize corporate expenditure trends and key performance indicators (KPIs).

• Developed automated ETL pipelines in SQL and Python to enhance monthly financial reporting, data reconciliation, and cross-functional alignment with finance, legal, and compliance teams. Euroclear SA/NV — Financial Risk Analyst and Research Brussels, Belgium Jan 2023 – Feb 2024

• Conducted deep-dive analysis of market risk drivers and their impact on income projections and balance sheet structure, improving scenario-based forecasting accuracy.

• Collaborated with finance and credit teams to reconcile forecast assumptions with actual exposures, supporting monthly close processes and accrual adjustments.

• Translated complex risk data into guided strategic decisions on hedging, ALM, and capital allocation across the holding.

• Presented findings to senior stakeholders, aligning internal risk metrics with evolving business strategies and regulatory frameworks. Pioneer Investors LLC — Senior Investment Analyst Muscat, Oman Aug 2021 – Aug 2022

• Managed end-to-end financial planning, due diligence, capital deployment strategies and deal modeling for 120+ investment opportunities across MENA, supporting strategic plans and fund allocations.

• Partnered cross-functionally with senior leadership to deliver budget projections and monthly reports, aligning high-growth startup performance with fund benchmarks.

• Developed and maintained investment theses based on financials, operational trends, and risk profiles, enhancing decision-making for board-level stakeholders.

Investorun — Crowdfunding Investment Analyst Tehran, Iran Dec 2020 – July 2021

• Designed firm-level financial projection using DCF, LBO, and market comps, directly supporting the fundraising process for early-stage startups.

Shenasa Venture Capital — Investment Analysis Director Tehran, Iran Jun 2014 – Dec 2020

• Demonstrated effective team leadership and stress management abilities leading the due diligence process and creation of 260+ investment memos, ultimately securing five high-yield investments.

• Leveraged strong public speaking and presentation skills to facilitate meetings with co-investors and startup founders, resulting in the successful pairing of over ten startup founders with venture capitalists.

• Applied qualitative strategic planning approaches to generate master strategic plans resulting in the firm’s entrance into Ed-tech, Fintech, Med-tech, Digital Health, and Kid-tech investment verticals. FANAP Information Technology Holding — Business Development Associate Tehran, Iran Aug. 2011 – Apr. 2014

• Collaborated with cross-functional teams to develop business and action plans, conduct market research, and prepare feasibility studies. EDUCATION

• Université Libre de Bruxelles, Solvay Brussels School — Advanced Master’s in Financial Markets Brussels, Belgium (2022 – 2023)

• University of Tehran — PhD in Entrepreneurship: New Business Creation Tehran, Iran (2012 – 2018)

• University of Tehran — Master’s in Entrepreneurship Management Tehran, Iran (2008 – 2011)

• Azad University, Najafabad Branch — Bachelor’s in Electrical Engineering: Telecommunication Isfahan, Iran (2001 – 2006)

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