Sonam K.

TL'DR: Chartered Accountant (CA | CPA equivalent) | 10+ yrs in FP&A & Accounting Helping businesses grow through sharp financial planning and reporting. Financial Modeling - 10+ years building dynamic 3-statement models, forecasts, budgets, and valuations - Expertise in scenario analysis, sensitivity testing, and variance analysis Dashboards & Reporting - Skilled at designing dashboards and reporting packages in Excel/Google Sheets - Deliver weekly/monthly KPI tracking for actionable business insights KPI Expertise - SaaS: LTV, CAC, churn, retention, sales comp analysis - E-commerce/CPG: conversion, AOV, cart analysis, MER, break-even analysis - Balance sheet KPIs: cash conversion cycle, inventory turnover, and more Business Impact - Partnered with cross-functional teams to inform strategy and capital allocation - Translated complex datasets into clear insights for senior management DETAILED version: Highly skilled and results-driven Chartered Accountant (CA) with 10 years of experience in budgeting, forecasting, financial reporting and analysis. Proven track record of delivering strategic insights and actionable recommendations to drive business growth and profitability. Seeking opportunities to leverage expertise in driving financial success for diverse projects and clients. EXPERIENCE Budgeting, Forecasting and Financial Modeling: - Managed annual budgeting and monthly forecasting processes, ensuring accuracy and alignment with organizational goals. - Developed and implemented comprehensive financial models for budgeting, forecasting, and strategic planning to analyze and forecast company's performance and drive business growth. - Conducted scenario analysis and sensitivity testing to evaluate the financial impact of key business decisions. - Collaborated with cross-functional teams to support strategic planning and budgeting processes as well as to gather inputs and insights for improving forecasting accuracy. - Conducted variance analysis to monitor performance against budget and forecast, identifying risks and opportunities for improvement. - Performed in-depth financial analysis to evaluate business performance, identify trends, and forecast future financial outcomes; supporting data-driven decision-making at all levels of the organization. - Led the development and implementation of Cash flow forecast models, incorporating historical data, business trends and operational data to provide accurate short-term and long-term cash flow projections. Management Reporting and Analysis: - Prepared comprehensive financial reports and presentations for clients, summarizing financial performance, trends, forecasts and recommendations in a clear and concise manner - Proficient in designing and developing comprehensive financial reports and dashboards tailored to specific business needs and stakeholder requirements. - Worked on strategic initiatives for developing and implementing strategic reporting frameworks to track key performance indicators (KPIs) and provide insights into business performance to senior leadership. - Conducted meetings with stakeholders to understand their data analysis needs and reporting requirements and developed customized reporting solutions accordingly. - Conducted benchmarking analysis to compare client performance against industry standards and identify areas for improvement. Salesforce Reports and Dashboards: - Developed and designed customized Salesforce reports and dashboards to provide real-time insights and analytics for sales teams. - Collaborated with stakeholders to gather requirements and design visually appealing and user friendly dashboards and reports - Utilized advanced Salesforce features such as complex row level and summary level formulas, filter logic, dashboard filters, to present complex Salesforce data in a clear and concise manner. - Implemented data cleansing and validation processes to ensure data accuracy and integrity within Salesforce reports and dashboards - Optimized and streamlined existing reports and dashboards to improve data visualization and enhance user experience - Conducted training sessions for Salesforce users on how to effectively utilize Salesforce reports and dashboards for data-driven decision making. EDUCATION Chartered Accountant | Institute of Chartered Accountants of India SKILLS  Budgeting and Forecasting Financial Modeling  Cashflow Forecast  Financial Analysis  Excel Proficiency  Report design and Dashboard creation  Financial Performance Monitoring  Management Reporting  KPI Reporting  Salesforce Reports and Dashboards