Netsuite ERP & Planning/ Hyperion Essbase/ One Stream
Venu Vegi
FP&A Manager
San Francisco,CA
Summary
Finance team leader with 8+ years of extensive experience in leading multimillion-dollar businesses towards success by optimizing frameworks and cultivates cohesive teams to meet and exceed financial goals. Proficient in end to end financial operations for day to day, month-end/ quarter-end close and budgeting process by developing complex automated/strategic financial models to ensure financial efficacy.
Overview
9
9
years of professional experience
6
6
years of post-secondary education
Work History
FP&A Manager
Sauce Labs Inc
San Francisco, CA
03.2021 - Current
- Partner closely with the accounting team to provide accurate financial reporting
- Lead the financial monthly review, which covers actual vs. plan, month-over-month comparison, key P&L drivers, and
relevant SaaS metrics - Manage headcount and new hire tracking by collaborating with the HR and Recruiting teams
- Supervise the procurement process and ensure purchases align with budget
- Own the financial reporting in our financial systems
- Create clean, reliable and scalable "single-source-of-truth" dashboards/reports that help analyze trends
- Assist in the development of the annual operating plan and near term forecasts
- Team up with Strategic Finance and SalesOps teams for the preparation of financial materials for quarterly Board
meetings - Influence strategic decision-making through financial analysis and business insights
- Manage and assist with ad hoc projects
Senior Financial Analyst
Janie And Jack, GAP Inc
San Francisco, CA
06.2020 - 03.2022
- Support business with various reporting using data from various sources like Essbase, Oracle EBS and Business partners
- Incorporated advance automation methods to automate reporting to make reporting efficient.
- Leading the team in various financial operations from budgeting/forecasting, close activities to special projects to
support the business - Built advanced strategic models to help leaders to take decisions on business development and resolving a key issues
that would impact the business - Work with business partners to understand the core operations impact on business and provide accurate forecast
- Consolidate and review all the P&L components to analyze revenue and expenses variance drivers like Sales, COGS,
Payroll, R&D, G&A etc. and forecast out months based on trend analysis
Financial Analyst
Macy's
San Francisco, CA
11.2018 - 03.2020
- Consolidate data from One Stream/SQL & finance business partners to build various reports for analyzing Macy’s.com financials from sales to expenses(Payroll / Non Payroll).
- Decreased reporting time by automating excel models using automation techniques, excel functions & VBA macros
- Performed Strategic/Ad-hoc reporting and modeling to provide solutions for key business initiatives/issues with significant impact to the Macy’s e-commerce business.
- Lead the team in month-end forecasting and annual/seasonal planning, before reviewing with senior management and submitting to corporate with variance explanations.
- Build graphical excel dashboards & presentations to present for the C Level Executives/ Directors.
Financial Analyst
Branded Spirits Ltd
San Francisco, CA
07.2017 - 11.2018
- Consolidate the financials data for month end expense and sales reports.
- Provide analytical support using strategic excel models for sales forecasting, cost analysis, tasting models, forecast to predict future company financials based on working capital percentages, cash flows, ratios and discount rates
- Involved in Web design, UI, UX and IT Infrastructure projects in developing and outsourcing
Financial Analyst
Visa
Foster City, CA
01.2018 - 09.2018
- Consolidate Program/Project financials data pulling from Hyperion and from various finance groups to build a master file to run various report versions for Project Managers, FBP’s and Executives.
- Responsible for building Financial Reports/ Ad-Hoc Reports to analyze Project/Program Financials, Headcount and Variances to targets in turn to evaluate business performance to Forecast/ Budget.
- Provide a consolidated report for Planning Financials received from various technology and business groups to give an overview and breaking down of total estimate budget and headcount for next financial year.
- Responsible for preparing the reserved resources hours report for all the FBP’s and PM’s.
- Automated the data pulling process to make the data consolidation process easy and saving time by avoiding manual work.
Build dash boards, graphs and other financial reports in Tableau and Excel. - Worked on Testing IBM TM1 Upgrade to validate revenue growth data from previous reports. Also, implemented semi- automatic technique to validate revenue growth data faster.
Financial Analyst
Lending Club
San Francisco, CA
11.2017 - 01.2018
- Responsible for reviewing the financial statements of individuals, small and medium businesses to determine the financial health of the company.
- Based on financial health of the company and individuals determining how much loan can be provided.
- Performing manual processing of personal loans in accordance with Lending Club policies and procedures.
Financial Analyst
Ellie Mae
Pleasanton, CA
10.2017 - 11.2017
- Involved in validating the contracts, reports and updating the financials
- Create financial models to support management decision making
- Partner closely with business leaders to assist in developing financial plans and forecasts to deliver business goals
Finance Intern
One To One Learning
San Francisco, CA
08.2016 - 05.2017
- Involved in developing pro-forma financial statements and summarizing the financial information to analyze the CAPEX, OPEX and other key financial factors
- Responsible for building the financial models to perform a detailed review on forecasting based on the historical value and market values
- Performed market analysis through various sources to understand the business and prepare a competitive business model
Data Analyst
Golden Gate University
San Francisco, CA
08.2015 - 05.2017
- Data handling for data insertion, data updating, etc using Millennium, FWI.
- Troubleshooting and fixing technical issues with computers and electronic items like printers, scanners, servers etc.
- Providing technical assistance to staff & students and performing maintenance checks every month.
- Creating documentation about the tools used in troubleshooting Dell systems.
- Writing articles for end user guide for using the classroom technology.
- Updating the content manager for digital signage and updating other databases.
Associate
Dell International Services
Bangalore, India
09.2014 - 12.2014
- Troubleshooting and resolving technical issues on-call and off- call.
- Dispatching components for replacement for faulty units.
- Designated as Resolution Expert.
- Providing support to enterprise level on server maintenance and troubleshooting on networking issues.
Engineer W/Financial Operations
National Power Training Institute (NPTI)
Faridabad, India
08.2013 - 11.2013
- Developed new and /or enhanced existing reports, cost analysis, created bids, budgeted and projected financial operations
- Communicated concise, relevant, and actionable analysis to managers
- Responsible for analysing daily reports of power generation and power trading
Education
Master of Science - Finance
Golden Gate University
San Francisco, CA 01.2015 - 03.2017
Bachelor of Science - Mechanical Engineering
Jawaharlal Nehru Technological University
Kakinada, India 05.2009 - 04.2013
Skills
GAAP Financial Reporting
Automated Financial Modelling & Quantitative Analysis
Strategic financial planning
Financial and operational reporting
Procurement to Cash Management reporting
Workforce Planning
Reporting - Weekly, Monthly, Quarterly, Annual and Ad hoc
Oracle Hyperion Fin Mgmt Certified & CFA Level 1
Working Capital Model & Variance Analysis
Software
MS Excel/ Google Sheet(VBA/ Macros)
SQL
Tableau
Clarity/ Jira/ MS Acces
Timeline
FP&A Manager
Sauce Labs Inc
03.2021 - Current
Senior Financial Analyst
Janie And Jack, GAP Inc
06.2020 - 03.2022
Financial Analyst
Macy's
11.2018 - 03.2020
Financial Analyst
Visa
01.2018 - 09.2018
Financial Analyst
Lending Club
11.2017 - 01.2018
Financial Analyst
Ellie Mae
10.2017 - 11.2017
Financial Analyst
Branded Spirits Ltd
07.2017 - 11.2018
Finance Intern
One To One Learning
08.2016 - 05.2017
Data Analyst
Golden Gate University
08.2015 - 05.2017
Master of Science - Finance
Golden Gate University
01.2015 - 03.2017
Associate
Dell International Services
09.2014 - 12.2014
Engineer W/Financial Operations
National Power Training Institute (NPTI)
08.2013 - 11.2013
Bachelor of Science - Mechanical Engineering
Jawaharlal Nehru Technological University
05.2009 - 04.2013