Shoheb Sarwar
Burlington
Summary
Finance professional with extensive experience at Securitas Inc., specializing in advanced analytics and financial modeling. Proficient in SQL and Power BI, delivering strategic insights that enhance decision-making and achieve 95% accuracy in expense forecasts. Strong leader focused on optimizing expenditures and building effective cross-functional collaborations for significant outcomes.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Manager – Corporate FP&A, Advanced Analytics
Securitas Inc.
Parsippany
03.2022 - Current
- Direct budgeting and forecasting processes, collaborating with leadership to align financial plans with organizational priorities, achieving 95% accuracy in expense projections.
- Build and refine complex financial models in Excel and Power BI, analyzing revenue trends, cost structures, and SaaS metrics like customer retention and growth to guide strategic decisions.
- Partner with department heads to review and optimize spending, implementing controls that reduced discretionary costs by 15% while supporting business objectives.
- Develop AI-enhanced analytics tools, integrating Salesforce and financial data into Power BI dashboards and custom chatbots, enabling real-time insights and cutting analysis time by 60%.
- Lead data integration initiatives, creating a centralized SQL data lake with automated workflows using SSIS, Alteryx, and Python, reducing manual reporting by 70% and improving data reliability.
- Prepare and present executive-level reports and dashboards, simplifying complex data into clear recommendations that drive product and resource allocation strategies.
- Oversee financial close processes, coordinating cross-functional teams to ensure accurate and timely monthly, quarterly, and annual reporting, delivering actionable insights to C-suite.
- Maintain strict data confidentiality and compliance with financial standards, partnering with IT to implement secure cloud solutions (AWS, Snowflake).
Business Intelligence Analyst – Health Systems Finance FP&A
AmerisourceBergen
Conshohocken
09.2021 - 04.2022
- Integrated IQVIA DDD (Drug Distribution Data) into internal analytics frameworks to track product flow through the supply chain and measure demand signals across distribution channels.
- Built interactive dashboards in Power BI to visualize distribution trends from IQVIA DDD, enabling brand managers and commercial teams to assess product penetration by geography and channel partner.
- Developed financial performance dashboards that tracked revenue, profitability, and cost efficiency for health system clients.
- Conducted detailed margin and cost analysis, identifying key drivers impacting financial performance and recommending efficiency improvements.
- Supported FP&A functions by integrating financial and operational data, improving forecasting accuracy and financial reporting automation.
- Contributed as a Senior Analyst to the development of a nationwide COVID vaccine allocation dashboard, responsible for ETL processes and data visualization, optimizing allocation based on county and city size.
- Automated reporting processes through SQL and Power BI, significantly enhancing accuracy and efficiency.
- Led the creation of interactive dashboards, enabling business teams to derive actionable insights effortlessly.
- Streamlined product performance tracking, providing crucial data for enhancing financial decision-making.
- Developed innovative techniques to optimize data visualization and interpretation for diverse stakeholders.
Business Architect: Enterprise Data Insights & Analytics
AmerisourceBergen
Conshohocken
12.2019 - 09.2021
- Built financial analytics frameworks to evaluate revenue streams, operating costs, and capital investments, enhancing financial decision-making for senior leadership.
- Built Tableau and Power BI dashboards integrating IQVIA data to measure brand performance, prescription lift, and market share trends post-campaign.
- Built Tableau and Power BI dashboards integrating IQVIA data to measure brand performance, prescription lift, and market share trends post-campaign.
- Developed pricing and profitability models, providing critical insights into revenue optimization and product profitability across different market segments.
- Conducted sensitivity analysis on key financial drivers to assess risk exposure and impact on financial projections.
- Collaborated with FP&A teams to align financial models with business strategy, improving cost allocation and budgeting accuracy.
Quality – Business Analyst – FP&A
Rothman Orthopedic Specialty Hospital
Bensalem
03.2014 - 09.2018
- Created executive-level presentation decks and documented meeting minutes for the Patient Safety Committee, ensuring accurate record-keeping, timely follow-up, and clear communication of key decisions across clinical and administrative teams.
- Extracted, cleaned, and analyzed EMR data to identify patient trends, optimize resource allocation, and support evidence-based decisions for clinical and operational leadership.
Quality Control Analyst – Funds Operations
FS Investments
Philadelphia
08.2017 - 01.2018
- Analyze funds via advanced Excel macros, Tableau.
- Generate daily Quality Control reports for review by Fund Reconciliation, Client Relations, and Funds/Portfolio Mgmt.
- Part-Time
Education
MBA - Finance & Data Science
Saint Joseph's University
Philadelphia, PA05.2026
Bachelor of Science - Finance & Accounting
Capella University
Skills
- SQL – SSRS, SSMS, SSIS
- Databricks
- Power BI
- Salesforce
- Python
- Snowflake
- Microsoft Fabric
- Power Automate and Power Apps
- Microsoft Office Suite: Advanced Excel modeling, Word, PowerPoint
- Tableau
- Looker
- Seeker
- Oracle BI
- OAC
- EPM
- Alteryx
- SAP
- SAS
- AWS
- Hadoop
- BigQuery
- Spark
Certification
- IBM: Product Management Professional Certification | Coursera
- Google: Project Management Professional Certification | Coursera
AREAS OF EXPERTISE
- Data Strategy & Architecture
- Data Governance & Integrity
- Business Strategy
- Advanced Analytics & Machine Learning
- EMR Data Analysis
- Team Leadership & Mentorship
- Database Integration
- Financial Modeling
- Statistical Analysis
- Business Intelligence
- Data Visualization
- Strategic Planning
- Product Lifecycle Management
Timeline
Manager – Corporate FP&A, Advanced Analytics
Securitas Inc.
03.2022 - Current
Business Intelligence Analyst – Health Systems Finance FP&A
AmerisourceBergen
09.2021 - 04.2022
Business Architect: Enterprise Data Insights & Analytics
AmerisourceBergen
12.2019 - 09.2021
Quality Control Analyst – Funds Operations
FS Investments
08.2017 - 01.2018
Quality – Business Analyst – FP&A
Rothman Orthopedic Specialty Hospital
03.2014 - 09.2018
MBA - Finance & Data Science
Saint Joseph's University
Bachelor of Science - Finance & Accounting
Capella University