Ruchita Shah
Menomonee Falls,WI
Summary
Detail-oriented Tax Data Analyst with 11+ years of progressive experience in financial reporting, tax compliance, sales and use tax management, data analysis, and variance reporting. Proven success managing multi-entity financial operations, tax data compilation, and audit readiness within deadline-driven environments. Proficient in Microsoft Excel, SAP, Alteryx, and financial ERP systems with a strong focus on data integrity, process optimization, and cross-functional collaboration.
Overview
11
11
years of professional experience
Work History
Senior Finance Analyst
Open Sky Education
05.2025 - Current
- Led financial forecasting and budgeting processes to enhance decision-making accuracy.
- Analyzed financial performance metrics to identify trends and recommend strategic adjustments.
- Developed comprehensive financial models to support business growth initiatives and investment opportunities.
- Mentored junior analysts, promoting skill development and enhancing team productivity.
- Helped them cleared the 403b Contribution analysis
- Played a key role in driving continuous improvement initiatives across finance operations, leading to increased efficiency and reduced manual processes.
Senior Accountant II
Veolia North America ESS
01.2023 - 04.2025
- Directed month-end close activities including preparation of journal entries and account reconciliations, achieving a 100% on-time completion rate.
- Spearheaded freight and logistics cost accounting processes, improving financial accuracy by 15% through enhanced account analysis and validation.
- Collaborated cross-functionally with operations and supply chain teams to streamline freight cost allocation processes, reducing month-end discrepancies by 25%.
- Conducted quantitative data analysis and developed actionable reports on freight and operational costs, supporting leadership decision-making.
- Led process improvement initiatives, identifying and eliminating non-value-added activities, increasing reporting efficiency by 10%.
- Created ad hoc financial models for “what if” operational scenarios, enhancing financial forecasting and scenario planning for logistics expenses.
SENIOR TAX ANALYST
Generac Power System
03.2022 - 01.2023
- Managed the preparation and filing of sales and use tax returns for 20 states, ensuring compliance with federal and state regulations.
- Conducted detailed tax variance analysis and supported tax-related financial reporting and accounting processes.
- Served as a key contributor to internal audit readiness, compiling audit documentation and resolving queries efficiently.
- Enhanced tax compliance processes, achieving a 15% reduction in audit findings through system improvements and control enhancements.
SENIOR TAX ANALYST
Harley-Davidson Inc
01.2020 - 03.2022
- Performed sales and use tax reconciliations and supported month-end close activities through tax-related journal entries and variance analysis.
- Developed tax notice resolution processes and supported internal and external audits with comprehensive documentation.
- Partnered with FP&A teams to analyze tax-related revenue variances and trends, contributing to accurate financial reporting.
- Managed property tax returns and extensions, leveraging SAP reporting functions and advanced Excel analytics.
- Prepared and reviewed journal entries for monthly close activities, supporting financial reporting accuracy.
Corporate A/R Analyst
Miller Coors
03.2019 - 12.2019
- Improved reporting precision through systematic application of SAP tools and advanced Excel, increasing accuracy by 20%.
- Investigated distributor claims and resolved daily discrepancies, enhancing invoice processing efficiency by 20%.
- Integrated real-time data validation methods, improving accounts receivable processing accuracy.
- Validated credit and debit allocations for distributor transfers using Microsoft Dynamics.
FINANCE ANALYST
StepWey Nation
01.2017 - 08.2018
- Conducted financial analysis, forecasting, and variance analysis to support strategic decision-making for leadership.
- Performed balance sheet reviews and reconciliations for multi-entity accounts, enhancing financial statement accuracy.
- Utilized QuickBooks and advanced Excel to manage financial transactions, improve reporting accuracy, and develop financial models to forecast revenue and expenditure.
- Led financial process improvement initiatives, reducing budget variances by 10% and achieving operational cost reductions.
Finance Analyst
Space-O Digicom Private Limited
01.2014 - 12.2016
- Utilized data analysis to increase organizational revenue streams by 15% through strategic financial planning and implementation.
- Interpreted performance metrics and compiled analytical reports utilizing advanced Excel, ensuring informed strategic decisions across key management levels.
- Generated actionable insights by conducting detailed financial analysis utilizing SQL and Excel, improving operational strategies by 20%.
Education
Master Of Business Administration - Accounting And Finance, Minor in Accounting
Wigan & Leigh College
01.2010
Bachelors Of Commerce - Finance & Accounting
MAHARAJA SAYAJIRAO UNIVERSITY
01.2008
Skills
- Tax Data Analysis & Compliance
- Financial Data Compilation & Reporting
- Sales & Use Tax Filing & Reconciliations
- Balance Sheet & Tax Account Reconciliations
- Data Quality Assurance & Audits
- SAP, Alteryx, Vertex, QuickBooks
- Advanced Excel (PivotTables, VLOOKUP, Power Query)
- Financial Reporting (GAAP Compliance)
- Process Improvement & Internal Controls
- Cross-Functional Collaboration & Communication
- Variance analysis
Timeline
Senior Finance Analyst
Open Sky Education
05.2025 - Current
Senior Accountant II
Veolia North America ESS
01.2023 - 04.2025
SENIOR TAX ANALYST
Generac Power System
03.2022 - 01.2023
SENIOR TAX ANALYST
Harley-Davidson Inc
01.2020 - 03.2022
Corporate A/R Analyst
Miller Coors
03.2019 - 12.2019
FINANCE ANALYST
StepWey Nation
01.2017 - 08.2018
Finance Analyst
Space-O Digicom Private Limited
01.2014 - 12.2016
Bachelors Of Commerce - Finance & Accounting
MAHARAJA SAYAJIRAO UNIVERSITY
Master Of Business Administration - Accounting And Finance, Minor in Accounting
Wigan & Leigh College
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