Designed financial reporting systems to enhance data-driven decision making, and scalable reporting.
Led annual budgeting, quarterly forecasting, and variance analysis, delivering actionable insights to executive leadership.
Conducted comprehensive audit of data environment, normalizing disparate tables and establishing standardized naming conventions.
Implemented data quality controls and documentation to ensure accuracy and transparency.
Spearheaded reporting transformation initiatives, automating financial reports in Power BI, with Power Automate.
Reduced month-end close cycle by 30%, enabling real-time dashboards for stakeholders.
Collaborated with IT, Accounting, Marketing, and Business Units to translate business needs into technical specifications.
Instituted regular data quality reviews and stakeholder training sessions to promote data literacy.
Evaluated and supported a new internal business proposition. Strategic, data-driven guidance led to a $500k gross profit by the end of Q2, exceeding $200k projections.
Senior Data and Reporting Analyst
Mercalis
Raleigh
06.2022 - 12.2024
Utilized SQL and advanced querying techniques to access and manipulate large datasets, including clinical trial databases, electronic health records (EHRs), pharmaceutical/medical claims, and market research data repositories.
Established and independently managed a new subdivision, offering a new service to upsell existing and new clients. Developed predictive models using machine learning algorithms within Python to forecast business metrics and optimize decision-making processes for cost market analysis.
Served as the campaign lead analyst, responsible for implementing modeling and building database structures in MSSQL for efficient data storage and retrieval, integrating Python automated processing, and custom report creation for patient and business performance monitoring.
Collaborated in client-facing calls to understand business requirements, translated information into data-driven insights, and effectively communicated technical concepts to non-technical audiences, with actionable recommendations.
Prepared comprehensive reports and presentations to communicate analytical insights to stakeholders, including medical professionals, regulatory authorities, senior management, and client-facing meetings.
Conducted monthly team and company-wide learning sessions on topics including SQL query optimization, SQL coding challenges. Python programming, dashboard comprehension for project managers, and new hire training to ensure comprehensive onboarding, and skill development.
Supported sales by analyzing price points in a new subdivision, ensuring compliance with business rules for accumulator, maximizer patients, and walkaways.
Collaborated with business development teams to address inquiries on pharmaceutical/medical claims, enrollment data, claim rejections, redemptions, reversals, and coverage determinations.
Assisted marketing teams by analyzing campaign data across various channels (emails, phone calls, texts, and letters) to evaluate their effectiveness.
Aided finance teams by providing relevant financial data, including payment details, issued checks, and assisting in the creation of month-end dashboards for accounting teams and Finance VPs.
Operations and Financial Analyst
Prometheus Group
Raleigh
01.2022 - 06.2022
Performed exploratory data analysis to uncover trends and insights, supporting the company's growth initiatives.
Led reporting and financial forecasting for regional project teams to C-suite executives, generating actionable insights.
Staff Accountant and Financial Analyst
Tower Engineering Professional
Raleigh
01.2019 - 01.2022
Managed monthly financial closings and reconciliations for various accounts.
Assisted in annual audits by providing necessary documentation and reports.
Compiled and prepared journal entries to ensure accurate general ledger records.
Performed cost analysis on various projects and initiatives.
Prepared detailed financial statements to support management decision-making.
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.
Business Intelligence, Commercial Advisor, Business Analyst, Data Engineer, Financial
Analyst at Abdul Latif JameelBusiness Intelligence, Commercial Advisor, Business Analyst, Data Engineer, Financial
Analyst at Abdul Latif Jameel