Misha Khan
Chicago,IL
Summary
Experienced business professional with a strong background in financial planning and analysis. Adept at driving budgeting processes and delivering actionable insights to support strategic decision-making. Proven ability in financial modeling, variance analysis, pricing strategies, and data analysis ensuring accurate forecasting and financial stability.
Overview
8
8
years of professional experience
Work History
Sr. FP&A Analyst
Aprimo
Chicago, IL
04.2024 - 07.2025
- Developed financial models to support budget forecasting and variance analysis.
- Collaborated with cross-functional teams to streamline reporting procedures and enhance accuracy.
- Led financial planning initiatives, driving alignment between operational objectives and corporate strategy.
- Presented findings to senior management, influencing strategic investment decisions based on data-driven insights.
- Analyzed pricing structures to identify trends and recommend adjustments for competitive positioning.
- Safeguarded company assets by monitoring capital expenditure requests against established budgets and ensuring proper approval protocols were followed.
- Increased financial accuracy by reviewing and analyzing budget variances on a monthly basis.
- Analyzed records of present and past operations, trends and costs and estimated and realized revenues to project future revenues and expenses.
Sr. Financial Analyst
Museum Of Science And Industry Chicago
Chicago, IL
08.2022 - 10.2023
- Managed museum wide revenue, attendance, wages and expenses.
- Built daily dashboards via Power BI to track and monitor daily sales and attendance.
- Developed presentations and reports to inform and educate stakeholders and financial teams on growth possibilities.
- Tackled both annual and quarterly budget management tasks and developed financial models from benchmarking.
- Provided strategic planning advice and financial oversight for corporate stakeholders.
- Built data sets and reports for additional departments to track expenses and sales.
- Developed corporate investment strategies to drive growth and security.
- Reviewed statistical information to determine financial trends for use in investment planning.
- Developed and implemented financial models to analyze complex information and assess health of organization.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
Business Data Analyst
WPG Americas Inc
02.2020 - 04.2022
- Created and managed company budgets for annual/quarterly planning per sales person, customer and supplier. Owned planning process entirely and allowed company to analyze budget within 3 days rather than 5-10 days per previous years
- Took over monthly forecast from finance team in Asia and generated monthly NSB and GP$ projection for Sales Directors and Field Sales Reps per individuals, Brands, Customers, and Suppliers
- Owned commissions process for Business Development specialists and Field Sales Reps by creating a detailed sales report combined with commissions calculations
- Created Daily Dashboard Report, an automated report generated to compare company budget to forecast to actual daily numbers
- Generated multiple reports to directly assist company President and Sales Directors
- Traveled and assisted in warehouse inventory per company audits
- Managed Foreign Trade Zone process with daily shipments (imports and exports), billing for tariffs, UPS shipment book keeping for warehouse, supply chain, and zone status updates
- Managed brokerage services for the Foreign Trade Zone
- Acted as a liaison in operations to communicate part numbers and freight shipment updates between Taiwan and the U.S
- Built sales history for Managers, and Sales reps per team to generate customizable reports in Salesforce and Oracle
- Investigated data discrepancies, resolved them, and articulated them to support the team's ability to do effective data analysis
- Partnered with business and technology teams to build insightful analytical solutions
Retirement Distributions Account Administrator
Millenium Trust Company
10.2018 - 02.2020
- Reviewed and processed over 200 IRA transfers, distributions, rollovers, and conversions weekly
- Efficiently calculated and liquidated accounts relating to Retirement Minimum Distributions, Mutual Funds, Common Stocks and Annuities
- Communicated daily with clients and Third-Party Administrators regarding sensitive account information in order to process accounts with accuracy
- Assisted in revisions of policies and procedures to enhance client experience
- Created and distributed daily assignments to team members to work on special projects as assigned
- Supervised and trained new hires regarding distribution account review and analysis, specializing in account fees, tax reporting, scheduled events, and international wires
- Thoroughly reviewed and reissued Returned ACHs, Returned Checks and Stop Payments per client/company error (manually issued fees, state and federal taxes as applied)
- Highly detailed oriented in a fast paced environment with deadlines while achieving a 98% approval rating
Financial Representative Intern
Northwestern Mutual
05.2017 - 08.2017
- Ensured clients achieved full compliance with life and health insurance policies
- Advised client’s on mortgage, educational and personal loans as well as retirement plans
- Negotiated and annualized contracts with new and existing customers
- Organized financial analysis, and market research materials for potential investors/customers
Education
MS - Business Analytics
DePaul University, School of Business
06.2022
BS - Finance & Business Administration
DePaul University - Driehaus
College of Business
06.2018
Skills
- Budgeting and planning
- Management reporting
- Cash flow management
- Pricing strategy
- Cost analysis
- Variance analysis
- Forecasting techniques
- Revenue forecasting
- Dashboard creation
- Account performance reviews
Skills
- Evaluating Capital Projects
- KPI Monitoring
- Data Research and Analysis
- Financial Modeling
- Strong Organization
- KPI Management
- Financial Oversight
Languages
Urdu
Native or Bilingual
Hindi
Professional Working
Timeline
Sr. FP&A Analyst
Aprimo
04.2024 - 07.2025
Sr. Financial Analyst
Museum Of Science And Industry Chicago
08.2022 - 10.2023
Business Data Analyst
WPG Americas Inc
02.2020 - 04.2022
Retirement Distributions Account Administrator
Millenium Trust Company
10.2018 - 02.2020
Financial Representative Intern
Northwestern Mutual
05.2017 - 08.2017
BS - Finance & Business Administration
DePaul University - Driehaus
College of Business
MS - Business Analytics
DePaul University, School of Business