Alex Soltan
Los Angeles,California
Summary
Proactive Finance Professional with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.
Overview
9
9
years of professional experience
Work History
Manager - Financial Planning and Analysis
OneLinkFinancial
08.2023 - Current
- Developed comprehensive financial strategies through advanced financial modeling and market analysis, resulting in a 15% enhancement in client decision-making accuracy and a 20% growth in client portfolios.
Conducted in-depth SKU and margin analysis for Drew House, identifying high-performing products and optimizing pricing strategies, leading to a 25% increase in profitability and a 30% boost in sales growth.
Analyzed operations to identify cost-saving opportunities and implemented efficiency improvements, reducing operational costs by 18% and enhancing overall profitability by 22%.
Led preparation and presentation of financial reports to stakeholders, fostering transparency and supporting informed decision-making through clear communication and actionable advice, resulting in a 95% satisfaction rate among stakeholders.
Provided strategic advisory services, delivering innovative financial solutions tailored to client needs, improving financial processes by 30%, and leveraging technology to streamline operations, achieving a 40% increase in efficiency.
Spearheaded the development and execution of innovative strategies in eCommerce, marketing, and merchandising for Drew House, enhancing user experience, increasing brand awareness by 50%, optimizing product visibility, and driving a 35% increase in overall sales growth.
Developed comprehensive cash flow and balance sheet projections for Drew House, enabling accurate financial planning and strategic decision-making, ensuring financial stability, and supporting long-term growth objectives, leading to a 20% improvement in financial forecasting accuracy.
Reduced month-end closing time by 40% by streamlining reconciliation procedures and improving data integrity.
Championed continuous process improvement efforts within the finance function by promoting a culture of innovation and adopting best practices from industry peers, resulting in a 25% improvement in process efficiency and a 20% reduction in error rates.
Manager - Financial Planning and Analysis
Neovia Logistics
06.2022 - 06.2023
- Led the preparation of the annual budget and quarterly forecasts using SAP ERP, setting financial goals, ensuring adherence to auditing standards, and analyzing audit results in detail for strategic alignment
- Oversaw tax compliance and coordinated audit engagements, ensuring adherence to relevant regulations and standards
- Developed and implemented strategies to enhance compliance and audit efficiency, contributing to improved financial accuracy and risk management
- Enhanced financial oversight of production costs and inventory control, utilizing advanced analytics to optimize resource allocation and reduce overhead expenses
- Implemented financial strategies that improved supply chain efficiency and profitability, driving cost savings and supporting sustainable financial practices
- Leveraged SAP ERP for on-site tasks such as monthly variance analysis and ad-hoc request response, enhancing inter-departmental communication and financial process efficiency
- Presented comprehensive monthly financial reviews to C-suite executives and VPs, analyzing EBITDA, summarizing the month-in-review, and delivering detailed presentation decks
- Spearheaded financial planning and analytics, driving a 15% increase in operational efficiency, a $5M reduction in operational costs, and contributing to 10% year-over-year business growth through collaboration with cross-functional teams
- Enhanced cost center performance visibility with rigorous variance analyses, improving budget accuracy by 20%, managing cash flow forecasting, and reporting to improve cash management efficiency by 30%
- Cultivated a high-performance financial analyst team, instilling a culture of strategic thinking and continuous improvement, directly impacting productivity and supporting informed business decisions.
- Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
- Leveraged advanced Excel skills to automate manual tasks, increasing efficiency within the finance department.
Senior Financial Planning Analyst
Nossaman LLP
09.2021 - 06.2022
- Led the production and timely distribution of monthly financial reports, enhancing organizational transparency and supporting strategic decision-making at the executive level
- Delivered comprehensive financial analysis and reporting, contributing to a 10% improvement in operational cost efficiency through detailed analysis of operational metrics
- Analyzed historical data from over 500 records to inform pricing proposals, improving billing efficiency and increasing client satisfaction with rate adjustments by 5%
- Employed advanced financial modeling and data mining across 1,000+ data points for strategic pricing, supporting a 7% revenue increase through optimized pricing strategies
- Actively participated in the annual budgeting process, contributing to strategic allocations within a $200M budget with a focus on operational efficiency and cost savings
- Assisted in developing profitability models, improving forecasting accuracy by 20% and influencing better strategic investment decisions.
Senior Financial Planning and Analysis
Premiere Practice Management
11.2019 - 03.2021
- Collaborated with internal and external stakeholders to develop a comprehensive annual budget, including balance sheets, income statements, cash flow projections, and capital expenditure plans, streamlining the financial planning process for a multimillion-dollar organization
- Systematically provided monthly key performance indicator (KPI) data from company software, enhancing operational insights and performance tracking across all business units
- Crafted and maintained diverse business plans and financial models, significantly supporting strategic decision-making and contributing to a 15% year-over-year growth in operational efficiency
- Spearheaded a private equity funding initiative, navigating the complexities of fundraising to secure $20M in capital for strategic investments and growth.
Financial Analyst
Munger, Tolles & Olson L.L.P.
08.2018 - 11.2019
- Meticulously prepared annual operating and capital budgets, aligning with strategic goals and optimizing resource allocation for projects exceeding $50 million in value
- Generated monthly financial management reports, providing essential insights, facilitating data-driven decision-making, and identifying key financial trends
- Compiled and analyzed data efficiently for comprehensive review cycles, enhancing the accuracy and timeliness of financial evaluations
- Collaborated with attorneys to devise accurate budgets for legal matters, improving financial oversight and case management efficiency by 20%
- Designed and launched a new matter dashboard, streamlining case management processes and improving operational efficiency by 30%.
Senior Financial Analyst
BLUE SHIELD OF CALIFORNIA / CARE 1ST
08.2017 - 07.2018
- Established and implemented the annual budgeting process, introducing quarterly re-forecasting, a structured calendar, custom templates, and department-specific guidelines, enhancing budget accuracy by 25% and compliance by 30%.
Developed and delivered comprehensive financial analyses and reports for departmental and senior management, focusing on incentives and labor projections. This improved budget forecasting accuracy by 20%.
Summarized and presented complex financial data to senior management, facilitating strategic decisions that increased resource utilization efficiency by 15%.
Led financial planning of a company-wide telework program, delivering cost-benefit analyses that secured funding and reduced operational costs by 18%.
Crafted detailed financial models for project planning, incorporating data analysis and research, supporting strategic initiatives and improving project ROI by 22%.
Collaborated with Directors and AVPs to create initial budget models for departments, ensuring accuracy and tailored financial planning, enhancing budget management efficiency by 25%.
Senior Financial Analyst
Financial Contractor
04.2015 - 08.2017
- Oversaw the month-end reporting cycle, enhancing efficiency and accuracy through detailed analysis and reducing reporting errors by 30%.
Prepared and reviewed detailed P&L statements at departmental, site, and regional levels, integrating key performance indicators to improve financial transparency, resulting in a 25% increase in accuracy.
Conducted qualitative financial analyses across organizational areas, providing insights that drove strategic decisions and improved operational efficiency by 20%.
Produced accurate cash flow reports and managed quarterly budget revisions, adapting to financial changes and enhancing forecast accuracy by 15%.
Led the annual budget development and maintained the Asset-Liability Management (A.L.M.) model for interest rate risk analysis, improving financial strategy alignment and risk management by 25%.
Regularly updated the A.L.M. model to reflect current interest rate risks, ensuring optimal risk management strategies, resulting in a 20% reduction in interest rate risk exposure.
Conducted annual reviews and due diligence for new brokerage or corporate accounts, performed monthly ROI and variance analyses, improving stakeholder engagement by 30% and financial oversight by 25%.
Education
Bachelor of Arts - Business Administration (Finance)
CALIFORNIA STATE UNIVERSITY, Fullerton
Fullerton, CA01.2014
Skills
- SQL (running basic queries, working with prewritten coding)
- Quickbooks
- SAP
- Microsoft Excel (Pivot Tables, VLOOKUP, Macros, Regression Modeling)
- PowerPoint
- Management Reporting
- Balance Sheet Analysis
- Cash Flow Management
- ERP System Knowledge
Languages
Farsi
Native or Bilingual
Timeline
Manager - Financial Planning and Analysis
OneLinkFinancial
08.2023 - Current
Manager - Financial Planning and Analysis
Neovia Logistics
06.2022 - 06.2023
Senior Financial Planning Analyst
Nossaman LLP
09.2021 - 06.2022
Senior Financial Planning and Analysis
Premiere Practice Management
11.2019 - 03.2021
Financial Analyst
Munger, Tolles & Olson L.L.P.
08.2018 - 11.2019
Senior Financial Analyst
BLUE SHIELD OF CALIFORNIA / CARE 1ST
08.2017 - 07.2018
Senior Financial Analyst
Financial Contractor
04.2015 - 08.2017
Bachelor of Arts - Business Administration (Finance)
CALIFORNIA STATE UNIVERSITY, Fullerton