• Led annual budgeting, quarterly forecasting, and long-range planning for $200M+ Technology & Data cost centers using advanced Excel (PivotTables, Power Query, VBA, XLOOKUP) and driver-based financial models, improving forecast accuracy by 15%.

• Performed variance analysis, KPI development, and P&L reporting while ensuring compliance with GAAP and IFRS; supported accrual accounting, journal entries, and month-end close processes.

• Built automated Power BI dashboards using DAX and integrated SQL datasets from SAP FICO, Oracle Financials, NetSuite, and PeopleSoft, reducing manual reporting by 35%.

• Conducted predictive financial modeling and AI-assisted forecasting using Python for data validation, trend analysis, and anomaly detection.

• Analyzed large financial datasets to identify business drivers, cost optimization opportunities, and working capital improvements, contributing to significant expense efficiencies.

• Supported capital allocation and headcount planning through scenario analysis, sensitivity modeling, break-even analysis, and ROI evaluations for technology investments.

• Collaborated with Finance, Business Management, and Technology teams to improve SAP cost allocation logic and enhance P&L transparency.

• Created executive-level PowerPoint presentations and financial summaries, translating complex analytics into actionable insights for leadership.

• Strengthened SOX compliance and internal controls by standardizing reconciliations, automating fixed asset and depreciation schedules, and maintaining audit-ready documentation.

• Leveraged Tableau and Microsoft Dynamics 365 reporting tools to improve financial visibility and streamline reporting cycles.

• Performed cash flow forecasting and liquidity analysis using advanced Excel scenario modeling.

• Delivered ad-hoc financial analysis using SQL queries, ERP exports, and data cleansing techniques to provide timely insights for management.

• Supported weekly, monthly, and quarterly financial consolidation processes, assisting in OPEX reporting, revenue analysis, and cost center tracking using advanced Excel (PivotTables, Power Query, XLOOKUP).

• Assisted in budgeting and forecasting cycles by gathering, modeling, and validating financial data from Oracle Cloud ERP and Hyperion, improving reporting accuracy and data consistency.

• Conducted variance analysis on headcount-driven expenses, bookings, andproduct-line revenue,identifying key cost drivers and supporting senior analysts with actionable insights.

• Built foundational financial models in Excel for scenario analysis and expense forecasting,incorporating sensitivity analysis and trend-based projections.

• Partnered with cross-functional teams including Business Operations and Accounting to support business case evaluations and investment analysis for technology initiatives.

• Utilized Oracle Analytics, Tableau, and Power BI toprepare dashboards and executive-ready reports, enhancing visibility into KPIs and financial performance metrics.

• Assisted in SOX compliance activities and internal control documentation, supporting audit readiness and adherence to corporate governance standards.

• Performed ad-hoc financial analysis including revenue tracking, accrual validation, and expense reconciliation using data extracted from SAP and Oracle ERP systems.

• Leveraged basic SQL querying and Python-based data validation techniques to cleanse and structure financial datasets for reporting and planning purposes.

• Contributed toprocess improvement initiatives by automating recurring Excel reports and reducing manual month-end reporting time.

• Supported long-range planning efforts bypreparing preliminary financial projections and assisting with scenario modeling under guidance from senior finance leadership.

• Prepared executive-level PowerPoint summaries highlighting financial trends, forecast updates, and key business insights for leadership review.