Altaf Wahid Email & Phone Number

Costa Mesa, CA, US

Irvine, California, US

Irvine, California, US

Irvine, California, US

Irvine, California, US

Conduct quarterly business reviews with sales leaders across APAC, EMEA, and AMER. Review P&L against plan & forecast, deliver performance insights, and provide recommendations to enhance GTM efficiency and drive bookings.

Irvine, California, US

Oversaw project to design and implement a forecasting and budgeting system (Anaplan). Maintained all revenue and expense models, built a budgeting portal for business leaders to submit AOP requests, and created SOX-compliant reports for quarterly SEC reporting.

Irvine, California, US

• Function as the system administrator for Oracle Essbase and Oracle Planning and Budgeting Cloud Service. Implement new features as needed, ensure data integrity, and troubleshoot problems as they arise. Recently led a.
• Create robust financial and production reporting packages for distribution to department leaders company-wide and assist in preparing quarterly board presentations. Analyze key operational metrics and develop new.
• Work directly with accounting and treasury teams to improve efficiency by creating centralized databases, writing queries to extract that data, and automating manual processes through Alteryx and SQL Stored Procedures.
• Build robust Tableau dashboards to track financial and key performance indicators in real-time.
• Develop detailed financial models to forecast revenue and the profitability impact of proposed strategic initiatives.

Lewisville, Texas, US

• Served as the primary contact between the accounting team and developers to design, customize, and launch a new Accounting System (Workday Financials) to be used by over 100 individuals company-wide. Worked with team.
• Functioned as the Business Process Administrator to manage, troubleshoot, and develop internal controls within the accounting system.
• Monitored and recorded all loans sold to various investors by Stearns and 9 affiliated Joint Ventures.
• Recorded adjustments and settlements of 19 warehouse credit lines (including 2 early purchase facilities) across 10 entities, assisted with their month-end reconciliations, and worked with the Treasury Department to.
• Facilitated trade and repurchase agreements between investors and the Treasury and Capital Markets departments while recording applicable accounting activities.
• Developed tools utilizing VBA for Excel to improve efficiency and ensure the timeliness and accuracy of the general ledger.

Lewisville, Texas, US

• Assisted in the development of guidelines and processes to centralize the receipt of original mortgage documents, beginning with local branches and steadily expanding to all 17 regional operating centers around the.
• Led a continuously expanding 6-member team in efficiently reviewing, uploading, and indexing loan documents into the company-wide database.
• Maintained strong communication with mortgage funders to ensure that new loans were processed and funded in a timely manner.
• Audited and finalized live notes before their transfer to various commercial banks.
• Created and executed procedures to record over 100 incoming packages on a daily basis and track their delivery.

Master Of Business Administration - Mba

Bachelor Of Science (B.S.), Management Science, Accounting