Summary
Overview
Work History
Education
Hobbies and Interests
Timeline
Generic

Bhumi Dholakiya, CPA, CA

San Francisco,CA

Summary

Pragmatic professional with solid experience in leadership roles. Adept at implementing strategic business plans, driving growth and improving operations. Skilled in financial management and maintaining stakeholder relationship in a dynamic, fast-paced settings. Collaborative and dedicated to building and leading talented and motivated individuals.

Overview

16
16
years of professional experience

Work History

Director - Sales Strategy & Operations (Chief of Staff for Deputy CFO)

RingCentral
01.2022 - Current
  • Translating business strategies and objectives into financial outcomes through the cultivation of trust with executives, engaging in constructive debates, and collaborating with peer leaders, business divisional leaders, and finance counterparts
  • Anticipating risks and opportunities in relation to current and long-term strategic planning
  • Leading discussions and developing action plans to mitigate market risks and capitalize on growth opportunities within the addressable market
  • Collaborate closely with strategic partnership, marketing, and sales teams to formulate optimal go-to-market strategies for business initiatives
  • Take charge of cross-functional business endeavors, ensuring a comprehensive understanding and communication of their financial and business implications, and presenting recommendations to executive leadership
  • Key responsibilities encompass Business annual Financial Modeling, Operational Efficiency Generation modeling, and Headcount Planning.

Head of Ad Strategy

Yahoo
01.2017 - 01.2022
  • Directed the forecasting and budgeting operations for a portfolio exceeding $3 billion in annual revenue
  • Conducted a nuanced analysis of key performance indicators (KPIs) such as revenue and customer trends to execute comprehensive variance analysis
  • Formulated and scrutinized various consumer privacy and data utilization scenarios
  • Produced and disseminated standardized, impactful dashboards to regional and product leaders
  • Oversaw the budget of the Chief growth Officer organization.

Sr. Financial Analyst (C)

Synopsys Inc
01.2016 - 01.2017
  • Spearheaded the transition of corporate reporting to a new data system
  • Streamlined P&L forecast reporting and analytics
  • Identified forecast drivers and synthesized key trends in collaboration with multiple geographic and business unit teams.

Assistant Vice President

BNP Paribas Group
01.2015 - 01.2016
  • Developed a comprehensive model to assess the repercussions of discontinuing different product lines of subsidiaries business
  • Devised and executed a new forecasting process aimed at aligning projections with internal Profit and Loss (P&L) revenue recognition standards while integrating detailed supply source data.

Assistant Finance Manager

CITI GROUP
01.2011 - 01.2014
  • Prepared reporting packages including comprehensive Key Performance Indicator (KPI) reporting
  • Managed quarterly close process including communication of timelines
  • Prepared reporting package for quarterly P&L close
  • Managed process to flash results early in the quarterly close cycle
  • Supported quarterly external reporting dashboards.

Senior Associate

P. PARIKH & ASSOCIATES
01.2008 - 01.2011
  • Fostered robust relationships with mid-size and large-scale company clients
  • Provided support for developments and executed sales strategies effectively
  • Established and sustained a network of public and private customer contacts and partners within the region.

Education

Master of Business Administration - MBA (STEM) -

UNIVERSITY OF CALIFORNIA, DAVIS
01.2024

CPA -

CERTIFIED PUBLIC ACCOUNTANT, CPA CALIFORNIA
01.2014

CFA -

CHARTERED FINANCIAL ANALYST LEVEL II
01.2013

CA -

CHARTERED ACCOUNTANT OF INDIA
01.2009

Bachelor of Business Administration - Finance

UNIVERSITY OF MUMBAI
01.2008

Hobbies and Interests

  • Evaluating startup fund raising Competitions: Stevie Awards, Big Bang Competition and Hultprize.org
  • UC Davis OMBA platform - Finance Committee
  • KissanGPT - Advisory Board Finance Member

Timeline

Director - Sales Strategy & Operations (Chief of Staff for Deputy CFO)

RingCentral
01.2022 - Current

Head of Ad Strategy

Yahoo
01.2017 - 01.2022

Sr. Financial Analyst (C)

Synopsys Inc
01.2016 - 01.2017

Assistant Vice President

BNP Paribas Group
01.2015 - 01.2016

Assistant Finance Manager

CITI GROUP
01.2011 - 01.2014

Senior Associate

P. PARIKH & ASSOCIATES
01.2008 - 01.2011

Master of Business Administration - MBA (STEM) -

UNIVERSITY OF CALIFORNIA, DAVIS

CPA -

CERTIFIED PUBLIC ACCOUNTANT, CPA CALIFORNIA

CFA -

CHARTERED FINANCIAL ANALYST LEVEL II

CA -

CHARTERED ACCOUNTANT OF INDIA

Bachelor of Business Administration - Finance

UNIVERSITY OF MUMBAI

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Bhumi Dholakiya, CPA, CA