Subhash Prabakaran
San Jose,CA
Summary
Results-driven problem solver with over 10 years of experience in financial analysis and revenue generation within the fintech and commercial banking industries. Proficient in analyzing complex financial data, forecasting future trends, and utilizing statistical modeling and data visualization techniques to drive strategic decision-making. Skilled in synthesizing information from various sources to provide macro-level insights and prioritize process optimization. Passionate about leveraging data-driven strategies to achieve business objectives.
Overview
14
14
years of professional experience
Work History
Sr Sales Operations Analyst
Bill.com Holdings Inc.
08.2021 - Current
- Own billing engine requests from managers and go-to-market teams
- Create and apply pricing plans in the billing engine, address detailed billing cycle questions, process refund and manual charges
- Responsible for maintaining data integrity by keeping user records up to date, performing transfers, merges and general data sanitization tasks
- Manage the operations request queues in SFDC by completing requests within the established SLA while striving for accuracy
- Own the entire contract creation process for mid-market and accounting channels for non-traditional RFPs by liaising with pricing and accounts receivable teams
- Ownership of all new contract bookings in various proprietary systems and collaborate with Accounting and Finance teams for month-end/quarter-end reconciliation for bad debt receivables
- Acted as sales-facing subject matter expert on deal structuring, processes, and policies
- Ensured all non-standard commercial terms are reviewed, approved, and properly documented in Salesforce in accordance with Revenue Operations requirements
- Strategized with Sales Executives and Sales Managers to structure and position complex orders, which involves acting as the liaison between Sales and internal stakeholders including Accounting, Order Management, Legal, Product Marketing, etc
- Provided revenue accounting teams with context and clarification on complex deal structures and how they are to be treated as it relates to booking credits, invoicing, internal reporting, etc
- Worked cross functionally with Enterprise engineering and product teams to help conduct UAT tests in billing engines, SFDC and other software rollout projects
- Manage ad-hoc assignments including creating cross-sell integrations with other brands
- Maintained an in-depth understanding of all commission plans across the sales organization and be able to clearly explain rationale, strategy and calculations
- Work with the commission team to help identify improvements / enhancements to the Sales plans, policies, and processes
- Work with Sales managers to help facilitate plan submissions for new hires and/or existing employee changes
- Help support the target alignment and plan submission for the overlay sales teams for QTD and daily reports
Financial Analyst/Risk Analyst
PayPal Inc.
05.2019 - 07.2021
- Owned year-end budget processes and strategic plans for the organization; prepared and presented key year-end deliverables for corporate requirements
- Coordinated with the DM (Essbase/SAP, Longview) team to validate financial results (Budget, Monthly Forecast, and Actuals) across financial systems and ensured the systems are in sync
- Developed & maintained financial models for regions, BUs & Corp for business performance across global functions
- Provided analytical and variance insights to financial plans through monthly reports such as High-Level P&L, Opex trends to BUs and Executive team used during forecast reviews
- Conduct on-going strategy performance analytics and communicate strategy design and results to senior management and partner teams
- Worked with data and engineering teams in deploying risk decisioning strategies and enhancing systems
- Trouble-shooting any data, system and flow challenges while maintaining flawless strategy execution
- Created SQL dashboards that Corp FP&A utilize to analyze trends for executive reports
- Updated internal documentation on process updates, industry trends, and policies
- Provide daily tracking of the performance of the key business drivers and P&L line items to provide updates to the US product leaders and to the Corporate FP&A team
- Automated the data import process using automation techniques, to streamline data consolidation to saving 50% of manual working process of running reports in Excel, Looker
Financial Analyst
Intuit Inc./Mroads LLC
08.2017 - 04.2019
- Provided analytical support for go-to-market across a variety of focus areas, including actuals vs outlook/forecast variances, LTV/CAC analyses, financial presentations, and metrics tracking on QuickBooks platform for small and medium business group with annual revenues of $5B
- Partnered with the broader Go-To-Market Finance team and cross functional Sales partners on insight analyses, process improvements, and financial models to address evolving business dynamics by creating formal presentations, report dashboards to inform senior leadership on the financial performance of their teams
- Built deep business partner relationships across the organization, establishing trust and gained an understanding of relevant business drivers by developing annual OPEX budgets that supported and drive Sales growth; managed headcount and discretionary spend as part of the forecast and close process
- Collaborated with Sales operations and Sales compensation to drive headcount planning and performance in relationship to bookings, quota, and commissions
- Assist sales team with geographic market expansion
- Deep dive analyses on moderately sized data using SQL/SAS or other tools and structuring of analyses using MS Excel
- Supported principled risk-taking in emerging products and markets by building frameworks for credit analysis
- Developed policies and structured measures to areas of ambiguity-specifically during default scenarios
Senior Credit Risk Analyst
JPMorgan Chase & Co.
12.2011 - 04.2016
- Responsible for providing credit risk coverage within the Centralized Lending Team (“CLT”) for the large and medium corporate clients vertical
- The function included authoring credit memorandums, spread client financial statements, setup and document credit facilities secured by lien on assets, marketable securities, real estate assets and cash equivalents
- Tasks included interaction with global Credit Executives and Internal compliance to best deliver a sound credit structure based on collateral and firm-wide credit and risk policies
- Maintained internal models for LGD, PD and VaR for the portfolio companies
- Developed a dynamic, forward-looking risk assessment of companies, transactions, competitive threats, and industry factors
- Attend client meetings to develop a better understanding of companies, management teams, and industry sectors
Investments Advisor
DBS Bank
09.2010 - 12.2011
- Profiled clients per their risk level to advise clients on Investments
- Thoroughly checked documents while profiling as per the KYC rules set by the Reserve Bank of India
- Helped HNW clients initiate basic banking transactions such as telegraphic transfers
- Maintained a daily MIS for reporting of revenues earned by Relationship Managers
Education
Bachelor of Science - Economics and Finance
London School of Economics and Political Science (LSE)
Post Graduate Diploma - Finance
University of California, Los Angeles (UCLA)
Skills
- Financial modelling
- Variance analysis
- Financial forecasting
- Journal entries
- PO’s
- Expense orders
- Management reporting
- Dashboards
- Microsoft Office suite
- SQL
- Salesforce
- CPQ
- SAP BPC
- Google Looker
- Tableau
- JIRA
- Asana
- Notion
- Bloomberg
Timeline
Sr Sales Operations Analyst
Bill.com Holdings Inc.
08.2021 - Current
Financial Analyst/Risk Analyst
PayPal Inc.
05.2019 - 07.2021
Financial Analyst
Intuit Inc./Mroads LLC
08.2017 - 04.2019
Senior Credit Risk Analyst
JPMorgan Chase & Co.
12.2011 - 04.2016
Investments Advisor
DBS Bank
09.2010 - 12.2011
Bachelor of Science - Economics and Finance
London School of Economics and Political Science (LSE)
Post Graduate Diploma - Finance
University of California, Los Angeles (UCLA)
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