Joseph Lazkani
San Francisco,CA
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Well adapted at supporting multiple C-level Executives.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior FP&A Analyst
Tekion
05.2023 - Current
- I drive strategic financial planning initiatives for a high-growth company with annual revenues exceeding $100M
- I develop and implement forecasting models, aligning financial strategies with overall business objectives to optimize resource allocation and facilitate informed decision-making
- I oversee the entire budgeting and forecasting cycle, ensuring accuracy and alignment with organizational goals
- My role involves conducting variance analysis, identifying key performance drivers, and recommending strategic initiatives to enhance financial performance, streamline costs, and maximize profitability
- Seamlessly collaborate with cross-functional teams to integrate financial insights into business operations
- I foster strong partnerships with department heads, understanding their financial needs and providing support in optimizing budget utilization, resulting in improved overall financial performance.
Analyst
Linklive.AI
01.2022 - 05.2023
- Developed financial projections and forecasts to guide investment decisions
- Created custom reports and visualizations to support decision-making processes
- Analyzed trend data to forecast operational needs and plan the next course of action
- Created and maintained precise and accurate Excel models, charts, and reports.
Financial Operations
Wayfair
01.2021 - 01.2022
Education
Bachelor of Arts - Development Economics
University of San Francisco
San Francisco, CA01.2021
Skills
- Strategic financial planning
- Excel
- SQL
- Budgeting
- Business Operations
- Management Reporting
- Financial Performance
- Revenue Forecasting
- Profitability Analysis
- Cost Analysis
Certification
Google Data Analytics Certificate
Timeline
Senior FP&A Analyst
Tekion
05.2023 - Current
Analyst
Linklive.AI
01.2022 - 05.2023
Financial Operations
Wayfair
01.2021 - 01.2022
Bachelor of Arts - Development Economics
University of San Francisco