Madona Soliman, CPA
San Jose,CA
Summary
Highly motivated and detail-oriented Senior Financial Analyst with a passion working with stakeholders by leveraging financial modeling to support the growth of the Commercial and Money Movement Solutions' team. Committed to driving strategic decision-making, fostering collaboration, and delivering actionable insights in a dynamic, matrixed environment.
Overview
9
9
years of professional experience
Work History
Senior Financial Analyst, NA VAS Revenue
Visa, Inc.
Foster City, CA
05.2024 - Current
- Lead end-to-end revenue consolidation for budgeting, forecasting, and reporting for North America Value-Added Services (VAS), aligning revenue performance with corporate targets, and strategic initiatives.
- Streamlined consolidation processes by redesigning dynamic Excel workbooks and automating reporting workflows using PowerQuery setups, resulting in a reduction of turnaround time for executive inquiries by 40%.
- Partner closely with the Pricing and Strategy Team, and track the pricing financial impact on North America VAS revenues to align revenue targets with the budget and identify opportunities to optimize the pricing strategy.
- Design and implement a new financial model for the US Digital Commerce Service Fee (DSCF), which incorporates the new pricing approach to support revenue planning and enhance revenue predictability.
- Built and in-testing phase to launch a Power BI dashboard to automate and enhance NA VAS revenue month-end reporting, expected to significantly drive greater efficiency and accuracy in the consolidation process, improve data visibility and report standardization, and enable stakeholders' access to financials.
- Support forecast/budget cycles, month-end close, and multi-year planning by coordinating timelines, analyzing financial performance, and delivering concise financial narratives to leadership through identifying key revenue trends, variances, and growth drivers across NA VAS portfolios.
- Collaborate cross-functionally with Global VAS team, NA Finance, Corporate Finance, Controllership and Pricing & Strategy to ensure seamless communication and alignment on key business inputs, directly shaping revenue forecasts and supporting strategic decision-making.
- Leverage Hyperion, GARP, Noetix, and GBI to extract, reconcile, and analyze financial data; ensure accuracy and consistency across forecasts, budgets, and actuals.
Senior Financial Analyst, RevOps
.
08.2022 - 04.2024
- Evaluated and abstracted contracts, billing, pricing setups, invoicing, and resolving customer disputes using Oracle software.
- Reviewed value-in-kind (VIK) initiatives, ensuring proper recognition of VIK revenues in adherence to ASC 606 standards.
- Analyzed the root causes of billing adjustments by leveraging Tableau reports, and implemented processes to eliminate or minimize billing errors.
- Worked closely with cross-functional teams in Finance, Product, and Deals to address business requirements and accomplish goals.
- Ad-hoc Projects: Helped draft the MD&A revenue section of the 10-Q/10-K; assisted the Investor Relations team in reviewing the quarterly earnings script.
- Conducted in-depth financial and pattern analysis of Standard Interface Files (SIF), interfacing with VGBP using Power BI, to identify trends and provide actionable insights to drive informed decision-making related to revenue accruals, and improve financial performance.
- Won the 2023 CFO Award as part of the VAS Reporting Project team, which implemented systematic and consistent reporting for VAS revenues, resulting in the reclassification of $7.1B to VAS revenues.
- Leveraged Noetix and GARP systems to pull financial data and answer executive inquiries regarding the Value-added Services project.
- Built desk procedures that provide a step-by-step analysis walkthrough that ties the General Ledger (GL) to GARP for the company's revenue.
Senior Assurance
Ernst & Young
San Jose, CA
08.2019 - 07.2022
- Performed detailed testing procedures on cash, fixed assets, accounts receivable, restructuring, revenue, commissions, equity, accounts payable, deferred revenue, accrued liabilities, and goodwill.
- Led end-to-end audit engagements for both public and private clients, including planning, executing audit procedures, managing fieldwork, and delivering final reports on time, and in compliance with professional standards.
- Served as the Lead Senior on a public client within the Corporate Audit team, preparing Audit Committee and Board of Directors materials, presenting key findings to partners, and leading a detailed analysis of financial statements and critical audit areas.
- Executed audit procedures over the balance sheet and Purchase Price Allocations (PPA) in M&A projects for public clients to ensure the accuracy of the transferred assets and liabilities between the entities.
- Researched accounting guidance for specific accounting adoption standards, such as CECL adoption and ASC 606 Revenue adoption.
- Managed the financial statement audits of high-growth pre-IPO start-ups, and performed the auditing program of revenue accounting for a Software-as-a-Service (SaaS) client.
- Developed, motivated, and mentored staff and interns through training, regular feedback, and career guidance, while fostering a team environment.
- Provided clients with consulting advice on how to improve and enhance efficiency within the accounting systems and processes.
- Developed positive, long-lasting relationships with clients while providing status on a daily basis as a Lead Senior Associate in charge.
- Analyzed and implemented financial concepts to resolve accounting issues, utilizing electronic databases.
- Maintained effective time management while simultaneously working on multiple clients.
- Reviewed general ledger accounts and supporting/reconciliation schedules to ensure transactions are recorded and disclosed in the financial statements accurately and in compliance with the US Generally Accepted Accounting Principles and lodging industry guidelines.
Staff Accountant
R.M. White & Associates
Newport Beach, CA
11.2017 - 02.2019
- Prepared and reviewed simple to complex individual, corporate, and partnership tax returns.
- Generated and managed sales tax, property tax, and payroll tax returns.
- Helped clients save IRS tax liability by collecting information and researching federal tax credits, as applicable.
- Participated in several audit engagements by gathering A/R and A/P confirmations.
- Planned, prepared, and reviewed compilations, and reviewed financial statements.
- Improved the company's process by helping to implement the new, competent business procedures.
Lead Customer Service Rep.
Wells Fargo
Irvine, CA
06.2016 - 10.2017
- Resolved customers' inquiries and complaints regarding their WF Auto Loan while adhering to policy and procedures, navigating through multiple systems, and accurately documenting the accounts.
- Regularly achieved a perfect 5.00 monthly MPP average in a very dynamic, changing environment.
- Contributed to leadership coverage, which included walking the floor, answering questions from team members, and serving as a point of contact.
- Selected to send out the Daily Performance Report to the team.
- Assisted new hires with nest and side-by-side peer training, while offering opportunities to improve and achieve higher performance.
- Earned Employee of the Month and 'Rookie of the Year' winner for the 2nd quarter of 2017 at WF Consumer Lending Group.
Education
Master of Professional Accountancy - Audit Data Analytics Specialization
University of California, Davis
06.2019
Bachelor of Science - Business Finance Concentration
University of California, Riverside
06.2016
Skills
- Advanced Excel
- PowerQuery / Power BI
- Results-driven
- Strong analytical and problem-solving skills
- Excellent presentation, and communication
- Stakeholder management
- Six Sigma Green Belt Certified
- Data visualization
- Financial modeling
- Critical thinking
Volunteer Experience
- VYP Champions Committee - Visa Young Professionals ERG, Committee member, Since Feb 2024, Foster City, CA
- FUN Committee - VISA Controllership team, Board member, Apr 2023 - Apr 2024, Foster City, CA
- College MAP, Mentor, Sept 2020 - Aug 2022, San Jose, CA
Timeline
Senior Financial Analyst, NA VAS Revenue
Visa, Inc.
05.2024 - Current
Senior Financial Analyst, RevOps
.
08.2022 - 04.2024
Senior Assurance
Ernst & Young
08.2019 - 07.2022
Staff Accountant
R.M. White & Associates
11.2017 - 02.2019
Lead Customer Service Rep.
Wells Fargo
06.2016 - 10.2017
Master of Professional Accountancy - Audit Data Analytics Specialization
University of California, Davis
Bachelor of Science - Business Finance Concentration
University of California, Riverside
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