Overview
Led finance transformation and FP&A initiatives across fintech, SaaS, and high-growth operating environments, partnering with executive leadership to improve financial visibility, planning, and decision-making.
What I Did
Led corporate FP&A activities supporting a fintech platform and hedge-fund operations with $2.4B in assets under management.
Redesigned finance processes to improve the monthly close process.
Reduced monthly close timelines from 12 days to 4 days.
Built executive- and board-level financial reporting packages supporting strategic planning and investor communications.
Developed forecasting, budgeting, KPI reporting, and operational performance analysis.
Managed and developed a finance organization of 21 team members.
Partnered with senior leadership on financial strategy, operational performance, and business planning.
Impact
Created a more efficient finance operating model while giving leadership faster access to financial information for strategic decision-making.
A 6-month MIS dashboard tracking revenue, expenses, net profit and margin trends with an auto-updating bar chart, giving founders a one-page view of business health.
I created an interactive Excel dashboard to analyze sales performance across different business dimensions.
Key Insights & Features:
• Total Orders, Sales & Profit KPIs
• Sales & Profit by Region
• Sales by City
• Category-wise Sales, Profit & Profit %
• Weekly Sales Analysis
• Interactive Slicers for Week, Category & Region
• Start Date & End Date tracking
• PivotTable-based analysis
This dashboard is designed to turn raw sales data into clear and actionable business insights using Excel.
Monthly Expense Tracker
Built an Excel expense tracker for a startup, categorizing spends and auto-generating a category-wise pie chart, so founders can spot where money is going without digging through receipts.