Rashi Sharma
Bloomington,US
Summary
Senior Financial Analyst with 5+ years of expertise in financial modeling, strategic analysis, and M&A valuation. Proven track record in optimizing processes and enhancing EBITDA through insightful budget management. Skilled in mentoring teams to drive innovation and efficiency in financial operations. Committed to leveraging analytical capabilities to support strategic decision-making and lead impactful financial initiatives.
Overview
8
8
years of professional experience
1
1
Certification
Work History
SENIOR FINANCIAL ANALYST
Impel
Syracuse, US
10.2021 - 12.2024
- Directed the financial planning and forecasting process for 19 departments within a $120M SaaS and Ad Tech private equity-backed company, leveraging Advanced Excel to build detailed financial models
- Partnered with the Accounting team to streamline month-end close processes, ensuring accurate revenue recognition, cash flow management, and timely GAAP-compliant reporting
- Played a key role in two M&A processes, conducting valuation analysis, risk assessments, and financial modeling to support strategic decision-making
- Led the creation of executive-level financial reports, including dashboards and variance analyses, delivering actionable insights to senior leadership.
- Mentored junior analysts on financial modeling best practices, fostering skill development, and process improvements.
- Achieved a 6.3% improvement in EBITDA by implementing enhanced expense tracking and forecasting techniques.
FINANCIAL ANALYST
Easterseals
Silver Spring, US
10.2019 - 10.2021
- Conducted detailed financial analyses for 10 government projects, optimizing budget forecasts and monitoring contract expenses
- Automated financial reporting processes and improved data management workflows using Advanced Excel and SQL, enhancing reporting efficiency
- Identified and resolved budget discrepancies, saving 3% in annual expenditures and improving resource allocation
- Streamlined month-end close procedures, reducing processing time by 30% while maintaining accuracy
- Refined revenue recognition methodologies, minimizing variances between actuals and forecasts
RELATIONSHIP MANAGER, BANKING OPERATIONS
HDFC Bank
Bangalore, India
05.2018 - 07.2018
- Utilized data analysis tools in Excel to track client transactions, account activity, and service effectiveness
- Conducted research to address client inquiries and resolve operational issues efficiently
FINANCE INTERN
Bisleri International Pvt. Ltd.
Jaipur, India
04.2017 - 06.2017
- Assisted in financial analysis, identifying cost-saving opportunities that contributed to substantial improvements in budget management.
Education
MASTER OF SCIENCE - FINANCE
Virginia Commonwealth University
Richmond, VA05.2019
MBA - FINANCE
CHRIST University
Karnataka, India05.2019
BACHELOR OF COMMERCE - ACCOUNTING AND FINANCE
THE IIS University
Rajasthan, India05.2017
Skills
- Financial Modeling
- Forecasting
- Budgeting
- Variance Analysis
- Cash Flow Management
- M&A Valuation
- Risk Analysis
- GAAP
- Excel
- SQL
- Salesforce
- Looker
- NetSuite
- Sage Intacct
- Quickbooks
Additional Information - Projects And Initiatives
- Developed and implemented KPI tracking models to support SaaS revenue retention analysis, using SQL and Salesforce to extract and analyze key metrics.
- Designed board-ready presentations and reports to communicate financial performance, budgets, and strategic initiatives.
- Participated in strategic planning discussions involving debt financing and fundraising efforts, contributing detailed financial insights and recommendations.
Certification
- Financial Funds, Risk Analysis & Insurance (CFP Certified)
- Project Management
- Anaplan Certified Modeler
- Prompt Engineering
- SAP Analytics Cloud
- Financial Modeling & Analysis
Timeline
SENIOR FINANCIAL ANALYST
Impel
10.2021 - 12.2024
FINANCIAL ANALYST
Easterseals
10.2019 - 10.2021
RELATIONSHIP MANAGER, BANKING OPERATIONS
HDFC Bank
05.2018 - 07.2018
FINANCE INTERN
Bisleri International Pvt. Ltd.
04.2017 - 06.2017
MASTER OF SCIENCE - FINANCE
Virginia Commonwealth University
MBA - FINANCE
CHRIST University
BACHELOR OF COMMERCE - ACCOUNTING AND FINANCE
THE IIS University
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