Sonu Roopam
Sugar Land,TX
Summary
Insightful Senior Analyst focused on financial and economic analysis of organizational units. Strong proficiency in financial strategy to meet corporate objectives and drive growth, demonstrated through superior performance in developing comprehensive reporting packages along with data analysis and research.
Overview
13
13
years of professional experience
Work History
Staff Analyst, IT Corporate Staffs
ConocoPhillips
Houston, Texas
01.2022 - Current
- Led monthly pre-close meetings and prepared monthly reporting packages for $1Bn global EPR project.
- Led the annual forecasting and budgeting processes for the ERP projects for leadership and management.
- Built and maintained working relationships with peers, cross functional teams and upper management to provide insights into project timeline and cost analysis.
- Established White Paper for global ERP project with Accounting Policy. This document provided basis of expense vs capitalization of costs, allocations methods and amortization timeline for the asset.
- Maintained annual reviews and reports of audit and tax to accurately present cost details of project.
Senior Financial Analyst
QuVa Pharma
Sugar Land, USA
05.2018 - 07.2020
- Delivered month end internal P&L and KPI reports to leadership for key business decisions.
- Developed month end and quarter end board presentations for executive management.
- Successfully developed and deployed new customer tracking tool to capture maximum revenue areas for sales and marketing teams.
- Established pricing tool used for providing product portfolio pricing for large RFPs.
- Directly assisted executive leadership to enhance processes across various business units.
- Established key business relationships with several business unit leaders to conduct process improvement projects successfully.
- Analyzed financial data to identify trends, patterns and strategies and delivered key results to upper management.
Financial Analyst - Logistics Analytics
Tesoro Corporation
San Antonio, USA
06.2016 - 06.2017
- Prepared monthly, quarterly and annual financial operating packages for internal reporting purposes.
- Prepared quarterly board presentations for Tesoro Logistics.
- Prepared and consolidated budget and forecast financials for executive leadership.
- Assessed budgetary performance to reduce expenses and address losses and discrepancies.
- Utilized BPC for forecasting, budgeting and reporting actuals for financial reporting of all Tesoro Logistics assets.
- Investigated and efficiently reported trucking, pipeline and rail movements of crude oil of North Dakota assets.
- Created PowerPoint presentations to illustrate business performance against goals.
Financial Analyst - Internal Audit
Tesoro Corporation
San Antonio, USA
06.2015 - 06.2016
- Worked under the CFO Organization of Tesoro.
- Partnered with vendors, reviewed contracts regarding labor, equipment, materials, taxes, insurance policies.
- Effectively communicated audit findings with procurement teams and vendors.
- Successfully designed and executed various SOX tests for internal controls.
- Conducted risk assessment surveys with senior executives to proactively mitigate potential business or project risks.
- Performed analytics with large data for potential risk factors affecting all business units.
- Ad-Hoc analytics for various business teams and units.
Student Worker, Outreach and Vice President of Student Affairs
West Virginia University
01.2012 - 12.2012
- Managed daily office work, schedules, small-scale finances, scheduled appointments, attending to student and faculty queries.
- Established a workshop for academically weaker students.
- Met students one on one to help manage schedules and construct study plans.
- Contributed to development, planning and completion of project initiatives.
- Obtained and organized files and research papers to make important documents easier to find
- Created student-centered enrollment processes to deliver integrated and efficient student services
Education
MS - Financial Economics
Texas A&M University
05.2015
BA Double - Economics, Political Science
West Virginia University
12.2012
Skills
- Operations analysis
- Financial model creation
- Planning and analysis
- Budget forecasting
- KPI monitoring
- Analyzing performance
- Research and Data Analysis
- Expense and revenue analysis
- PowerBI
- Superior time management
- Statistical analysis
- ERP understanding
Languages
- English
- Hindi
Activities
- Lean Six Sigma – Yellow Belt, 08/15
- Member of Institute of Internal Auditors, 12/15
- Graduate Thesis, Effects of Home Bias on mutual funds and portfolio decisions.
Timeline
Staff Analyst, IT Corporate Staffs
ConocoPhillips
01.2022 - Current
Senior Financial Analyst
QuVa Pharma
05.2018 - 07.2020
Financial Analyst - Logistics Analytics
Tesoro Corporation
06.2016 - 06.2017
Financial Analyst - Internal Audit
Tesoro Corporation
06.2015 - 06.2016
Student Worker, Outreach and Vice President of Student Affairs
West Virginia University
01.2012 - 12.2012
MS - Financial Economics
Texas A&M University
BA Double - Economics, Political Science
West Virginia University