FP&A Analyst - Payments & SaaS Forecasting

SAI KUMAR AKKENA

Allen, TX +1-469-***-**** *********@*********.*** linkedin.com/in/saikumar0671 SUMMARY

FP&A Analyst with 5+ years across fintech (Stripe), consumer software (Intuit), and corporate finance (7FinCorp Group), specializing in payments and SaaS revenue forecasting, opex budgeting, and cost allocation. Built and owned forecasting models covering $40M+ in annual operating budgets, consistently closing variance gaps by 10-15% through driver-based modeling in Workday Adaptive Planning, Oracle Hyperion, and Anaplan. Known for translating ambiguous business questions into clean Excel models (DCF, scenario, sensitivity) that finance leadership uses directly in board and investor reviews. Strong in cross-functional partnering with Sales, Product, and Accounting to tie financial outputs back to operational drivers.

CORE SKILLS

Financial Planning & Analysis: Annual Operating Plan (AOP) Development, Rolling Forecasts, Long-Range Planning (LRP), Zero-Based Budgeting, Headcount Planning, Capex Planning, Revenue Forecasting, Cost Allocation & Chargeback Models, Variance Analysis (Actuals vs. Budget vs. Forecast), Driver-Based Modeling, Working Capital & Cash Flow Forecasting, Margin & Profitability Analysis, Unit Economics Financial Modeling (Advanced Excel): Three-Statement Modeling, DCF & NPV/IRR Valuation, Scenario & Sensitivity Analysis, What-If / Data Tables, Monte Carlo Simulations, Waterfall & Bridge Analysis, Cohort & Trend Analysis, INDEX/MATCH, XLOOKUP, SUMIFS/COUNTIFS, Pivot Tables & Power Pivot, Power Query (ETL), Macros/VBA, Dynamic Dashboards ERP / EPM & Reporting Platforms: Workday Adaptive Planning, Oracle Hyperion (HFM/Essbase), Anaplan, SAP BPC, NetSuite, Oracle EPM Cloud, Tableau, Power BI, Looker, SQL (data extraction & reconciliation) Accounting & Compliance: GAAP, Month-End/Quarter-End Close Support, Accruals & Deferred Revenue, P&L Ownership, Balance Sheet Reconciliation, Audit Support, Intercompany Allocations, SOX Controls Awareness PROFESSIONAL EXPERIENCE

Stripe Remote, USA Aug 2025 - Present

Financial Analyst, Revenue & GTM Finance

• Own the monthly revenue forecast for two payment product lines totaling $18M in monthly net revenue, building driver-based models

(transaction volume, take rate, churn) in Anaplan that finance leadership uses directly for board reporting.

• Partner with Sales and Product leadership to build quarterly budget vs. actual variance packs covering $6M+ in monthly opex, identifying overspend pockets and recommending reallocations that closed a $420K quarterly variance gap.

• Built pricing sensitivity models testing a 10-25bps take-rate change across product lines, quantifying a $2.1M annualized revenue impact used in a pricing strategy review with senior finance leadership.

• Automated the weekly revenue and cost reporting package using Power Query and SQL pulled from NetSuite and internal data warehouses, cutting prep time from 6 hours to under 1 hour per cycle.

• Support month-end close by reconciling deferred revenue and accrual schedules tied to $18M monthly revenue, and maintain Looker dashboards tracking 12+ KPIs across the GTM finance org. Intuit Mountain View, CA Jul 2024 - Jul 2025

FP&A Analyst, Corporate Finance

• Owned the annual operating budget for a $40M cost center (R&D and G&A), running the full AOP cycle with 8 department heads and building headcount/discretionary spend models in Workday Adaptive Planning.

• Built three-statement and rolling 12-month forecast models used to project $5M+ in monthly operating expenses, flagging a $680K headcount-timing variance before quarter close that prevented a budget overage.

• Ran monthly variance analysis between actuals, budget, and forecast for the cost center, presenting driver-level explanations (vendor timing, headcount delays, project re-phasing) to VP-level stakeholders in monthly business reviews.

• Built ROI and payback period models for 4 new product investment cases ranging from $500K to $3M, including sensitivity tables on adoption rate and cost-to-serve assumptions.

• Consolidated cost center data from Oracle Hyperion into management reporting decks, reducing forecast consolidation cycle time across the cost center from 5 days to 2 days.

7FinCorp Group Hyderabad, India Feb 2019 - Nov 2022 FP&A Analyst, Corporate Finance

• Built annual budgets and quarterly forecasts for 3 corporate overhead departments totaling $12M in combined annual spend, aligning department-level spend plans with corporate strategic priorities.

• Built working capital and cash flow forecast models projecting $8M+ in monthly cash positions, supporting treasury decisions on short- term financing and payment timing.

• Ran cost-benefit and ROI analysis on capital expenditure proposals exceeding $2M annually, recommending a phased rollout that deferred

$650K in spend to the following fiscal year without delaying project milestones.

• Owned P&L reporting and intercompany cost allocations within SAP BPC across 5 business units, resolving allocation discrepancies that corrected $340K in misallocated overhead costs during a quarterly close. EDUCATION

University of North Texas, Denton, TX Jan 2023 - May 2024 Master of Science in Business Analytics

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