FP&A Analyst

Saira S. Ahmed

Prosper, TX ***** 909-***-**** *****.*****.**@*****.***

Professional Summary

Experienced finance and operations professional with progressive expertise in FP&A, corporate finance, credit & collections, financial services operations, and customer support leadership. Proven ability to analyze financial data, improve processes, support cross-functional teams, and manage high-volume operations in fast-paced environments. Recognized for adaptability, analytical problem-solving, strong communication skills, and delivering results under tight deadlines.

Education

University of California, Irvine

Personal Financial Planner Program (CFP Exam Preparation Coursework) – In Progress

California State Polytechnic University, Pomona

Bachelor of Science in Business Administration, Finance

Professional Experience

Sysco Guest Supply

Financial Planning Analyst 2022–2026

Supported budgeting, forecasting, and monthly financial planning processes for business operations.

Prepared and analyzed financial reports, variance analysis, and key performance metrics to support management decision-making.

Utilized advanced Excel functions and financial reporting tools to analyze revenue, expenses, trends, and operational performance.

Worked extensively with Vena, Phocas, Tableau, PeopleSoft, and Microsoft Office Suite to generate financial reporting and business insights.

Assisted with month-end reporting activities, financial reconciliations, and management reporting deliverables.

Partnered cross-functionally with finance, accounting, sales, and operations teams to support financial planning initiatives.

Identified reporting inefficiencies and contributed to process improvements that enhanced reporting accuracy and workflow efficiency.

Developed and maintained financial models, spreadsheets, and Phocas dashboards for Sales KPIs to support operational and financial analysis.

Supported leadership with ad hoc financial analysis, reporting requests, and business performance evaluations.

Maintained high attention to detail while managing multiple priorities and meeting tight reporting deadlines.

Sysco Guest Supply

Credit & Collections Associate 2021–2022

Utilized PeopleSoft to run daily holds reports and review customer accounts to determine order release or hold status in accordance with company credit policies.

Ensured compliance with corporate credit policies while reviewing customer accounts and credit limits.

Collaborated with Standards & Coding teams to maintain accurate and up-to-date customer account files.

Responded to customer invoice and statement requests in a timely and professional manner.

Reduced bad debt exposure by monitoring past-due balances and conducting collection activities using departmental reporting tools.

Reviewed customer accounts to evaluate and adjust credit limits as needed.

Developed and maintained strong working relationships with Territory Managers to support portfolio management and credit policy adherence.

Technical Skills

Advanced Microsoft Excel (Pivot Tables, VLOOKUP/XLOOKUP)

Microsoft Office Suite

Vena Financial Reporting Software

Tableau

Phocas

PeopleSoft

Financial Reporting & Analysis

Budgeting & Forecasting

Variance Analysis

Dashboard Reporting

Data Analysis

Process Improvement

Contact this candidate