Senior Financial Analyst FP&A and Strategic Finance Lead

N A S E E M K HAN

Houston, Texas 832-***-**** ******.********@*****.*** LinkedIn: https://www.linkedin.com/in/naseem-khan/ S U MMARY

Senior FP&A and Finance Leader with 15+ years of experience driving budgeting, forecasting, financial modeling, variance analysis, executive reporting, and strategic planning across financial services, fintech, telecommunications, and data-driven organizations. Proven track record developing complex financial models, improving forecast accuracy to 98%, delivering actionable business insights, and partnering with executive leadership to support investment decisions and operational performance. Advanced expertise in financial planning, scenario analysis, KPI reporting, Power BI, Excel, and large-scale data analytics. MBA in Finance & Analytics with strong stakeholder management and financial governance experience supporting high-growth and capital-intensive business environments. C O R E C O M P E T E N C I E S

• Financial Planning & Analysis (FP&A)

• Budgeting & Forecasting

• Long-Range Planning

• Variance Analysis

• Strategic Planning

• Scenario Analysis

• Financial Modeling

• Investment Analysis

• Capital Project Evaluation

• Revenue & Cost Optimization

• Portfolio Financial Management

• Business Case Development

• Executive Reporting

• KPI Development & Monitoring

• Management Reporting

• Business Intelligence

• Power BI Dashboards

• Financial Performance Analysis

• Data Analytics

• SQL Reporting

• Tableau

• Advanced Excel Modeling

• Financial Controls & Governance

• Stakeholder Management

• Cross-Functional Leadership

• Process Improvement

• Reporting Automation

• Risk Assessment

• Operational Performance Management

• Executive Presentation Development

T E C H N I C A L S K I L L S

Power BI • Advanced Excel • Financial Modeling • Budgeting & Forecasting • SQL • Tableau • Power Query • Pivot Tables

• XLOOKUP • INDEX-MATCH • Reporting Automation • KPI Dashboards • Variance Analysis • Scenario Modeling • Data Analytics • Executive Dashboards • SAP Exposure • Oracle Exposure • NetSuite Exposure • AI Productivity Tools E X P E R I E N C E

Gulfstream Data, Houston, TX Feb 2022 – Present

Sr. Manager – Finance & Analytics

• Lead enterprise forecasting, budgeting, management reporting, and financial analytics supporting executive leadership and operational stakeholders.

• Develop complex financial models and scenario analyses to evaluate portfolio performance, investment opportunities, and strategic initiatives.

• Built Power BI executive dashboards providing visibility into KPIs, budget performance, forecasts, and operational metrics.

• Improved forecast accuracy to approximately 98% through enhanced financial controls, reporting governance, and validation processes.

• Partner with Finance, Technology, and Operations leadership to support business planning, resource allocation, and performance management initiatives.

• Manage large-scale financial and operational datasets to identify performance trends, risks, and optimization opportunities.

• Led reporting automation initiatives that reduced reporting cycle times and improved decision-making efficiency.

• Support executive leadership with variance analysis, strategic recommendations, and financial insights for business planning and investment evaluation

Bank of New York Mellon Corporation, Houston, TX Apr 2021 – Feb 2022 Analyst - CDO Analytics

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• Produced recurring portfolio and financial performance reports across 100K+ records with 100% on-time delivery for executive and operational stakeholders.

• Performed variance analysis, trend identification, and portfolio performance assessments supporting finance, investment, and risk management teams.

• Reconciled large-scale portfolio datasets across multiple systems, improving reporting accuracy by approximately 20%.

• Collaborated with Client Services, QA, and Operations teams to investigate discrepancies and reduce recurring reporting exceptions by approximately 25%.

• Developed advanced Excel and SQL-supported reporting solutions improving financial controls, operational visibility, and reporting efficiency.

• Delivered analytical insights supporting business planning, operational performance monitoring, and executive reporting initiatives.

Fair Fintech (Amsys Group), Houston, TX Dec 2019 – Apr 2021 Sr. Financial Analyst

• Supported budgeting, forecasting, management reporting, and financial planning activities for executive leadership and business stakeholders.

• Developed Power BI dashboards and financial models used to monitor KPIs, operational metrics, and portfolio performance.

• Reconciled transactions across multiple business units totaling approximately $15.7 million, reducing reconciliation cycle times by approximately 30%.

• Partnered with CFO and Controller teams on forecasting, financial governance, reporting controls, and transaction oversight initiatives.

• Improved reporting turnaround times by approximately 30% through reporting automation and process standardization.

• Supported strategic business reviews through financial analysis, variance reporting, and performance monitoring. Vodafone Telecom, India Nov 2012 – Jul 2017

Manager – Financial Analysis FP&A / Project Lead

• Managed annual operating budgets exceeding $65 million, supporting enterprise forecasting, planning, and operational performance management.

• Delivered executive-level financial reporting, budget-versus-actual analysis, and strategic recommendations supporting senior leadership decision-making.

• Developed financial models and scenario analyses used for investment prioritization, resource allocation, and business planning initiatives.

• Identified cost optimization opportunities through detailed variance analysis and performance reviews.

• Supported capital planning activities and strategic initiatives through financial analysis and business case development.

• Partnered with business leaders on long-range planning, budgeting cycles, and operational performance improvement initiatives.

• Led cross-functional process improvement projects that enhanced financial transparency, reporting accuracy, and decision- making effectiveness.

HSBC Banking Corporation, India Jun 2005 – Nov 2012 Asst. Manager – Financial Operations

• Managed reconciliations, reporting, compliance support, and operational controls for a $215M+ portfolio.

• Developed Excel- and SQL-based reporting solutions improving financial visibility, operational tracking, and exception management.

• Strengthened reporting reliability and internal controls through large-scale data validation, reconciliation, and discrepancy resolution.

• Supported operational finance and reporting initiatives through data-driven analysis and process optimization. ICICI Bank – India

Senior Officer – Business Operations / Risk Management 2004 – 2005

• Led a 12-member operations team supporting a $75M commercial portfolio while overseeing operational workflows and risk management processes.

• Managed transaction processing, credit verification, and operational compliance activities within 48-hour turnaround targets.

• Audited partner processes related to transaction controls, contract validation, and cash handling procedures. Page 3 of 3

Citicorp Services – India

Associate – Business Operations / Risk Management 2002 – 2004

• Managed merchant operations, reconciliations, and operational reporting supporting regional banking activities.

• Implemented reconciliation process improvements recovering approximately $12K in merchant payments while improving exception tracking.

• Negotiated banking arrangements generating approximately $5K in operational cost savings. E D U C A T I O N

UNIVERSITY OF HOUSTON, C. T. Bauer College of Business Master of Business Administration (MBA) – Finance & Analytics, GPA: 3.74/4.00 UNIVERSITY OF THE COMBERLANDS

M.S., Information Technology GPA: 3.60/4.00

UNIVERSITY OF CALCUTTA

Bachelors in Accountancy with Honors

C E R T I F I C A T E

• Project Management Professional (PMP) – PROJECT Management Institute

• Outstanding MBA Student & Dean’s Award – Bauer College of Business

• President, Bauer MBA Society – Finance Club

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