Will Bhatia
Washington,DC
Summary
Business-minded Finance Manager promoting more than 10 years of expertise overseeing transactions and reconciling monthly financial reports. Highly collaborative individual with track record of effectively training and coaching staff members. Offering confidence, team contribution and decision making skills.
Overview
13
13
years of professional experience
Work History
Lead Associate
Fannie Mae
Washington, DC
01.2019 - Current
- Managed consolidation for budgeting, forecasting, analysis, and reporting activities.
- Executed monthly, quarterly and annual budgeting and forecasting activities including monthly financial overviews and budget vs. actual analysis.
- Lead coordination and consolidation of reporting, budgeting, financial projections, and operating forecast for departments.
- Prepared data-driven analysis and translated data into executive level reporting materials to support leadership decision making.
- Developed and analyzed trends of Key Performance Indicators (KPI) and other value metrics, reporting on insights and to drive increased operational efficiency.
- Quantify business opportunities and risk factors through scenario and sensitivity analysis. Identified areas for process improvement and cost control.
- Worked across department and in collaboration with other departments to support and execute on planned and ad-hoc projects.
- Designed and implemented digital reports and dashboards to track key performance metrics and financial insights
- Mentored and guided employees to foster proper completion of assigned duties.
Financial Analyst
Fannie Mae
Washington, DC
01.2014 - 01.2019
- Used cost and schedule analysis to measure program performance trends and forecast delivery.
- Prepared comprehensive financial reports by collecting, formatting, and analyzing key data points.
- Developed monthly variance reports to highlight significant variances in cash flow and capital expenditures.
- Participated in monthly, quarterly and annual closing and audit processes, preparation of monthly P&L reporting packages and leading budget vs. actual reviews with department heads
- Monitored KPI to identify cause of unexpected variances.
- Collaborated with accounting department to analyze and reconcile variance accounts.
- Provided timely business and financial support for key business decisions that increased corporate growth and improved client engagement.
- Collected data and developed detailed spreadsheets to identify trends and create expense forecasts.
Financial Management Analyst
Affiniti LLC
Washington, DC
01.2009 - 01.2014
- Recorded, interpreted and communicated financial data and plans using hyperion.
- Analyzed multiple program plans to assist with efficient allocation of resources.
- Assisted with design of financial management system to be compatible with FAA requirements.
- Offered budget development and financial planning to clients.
- Adjusted financial management system to be accurate and productive.
- Handled payments and disbursements for customers.
- Led monthly meetings with directors to analyze spending and provide financial recommendations.
- Presented "what if" scenarios for budget assumptions and forecasting strategies.
- Reviewed monthly requisitions for accuracy and completeness, reconciled transactions and determined payment approval statuses.
- Ran and analyzed monthly revenue risk reports for executive team.
- Identified budget variances and recommended corrective actions, avoiding overruns and maintaining positive cash position.
- Solved complex problems for senior leadership to execute on-time and under-budget projects.
Education
Bachelor of Science - Business Management
George Mason University
Fairfax, VAMBA - Finance
George Mason University
Fairfax, VADiploma in 3D Animation And Graphic Design -
Xaviers Institute of Communications
MumbaiBBA -
Karnataka University
IndiaSkills
- Relationship Building
- Problem Solving
- Analytical Thinking
- Business Forecasting
- Financial Modeling
- Risk Assessments
- Plan Details Presentation
- Financial Planning
- Financial Problem Assessments
- Trends Analysis
Additional Information
Software Applications: MS Office (Word, Excel, PowerPoint, Project, Visio), Tableau, Adobe Creative Suite (Photoshop, Illustrator, Dreamweaver, After Effects), Autodesk Maya
E-mail clients: IBM Lotus Notes 8, Apple Mail, Microsoft Outlook
ERP Applications: Oracle (Hyperion), Salesforce, Anaplan
Timeline
Lead Associate
Fannie Mae
01.2019 - Current
Financial Analyst
Fannie Mae
01.2014 - 01.2019
Financial Management Analyst
Affiniti LLC
01.2009 - 01.2014
Bachelor of Science - Business Management
George Mason University
MBA - Finance
George Mason University
Diploma in 3D Animation And Graphic Design -
Xaviers Institute of Communications
BBA -
Karnataka University