Deepak Thapa Email and Phone Number

Management Reporting: preparing and distributing monthly financial reports comprising of key financial metrics vs forecast, budget and past year, monthly reporting package, quarterly reporting package, monthly comparative analysis vs industry trends.Budgeting: establishing timeline for budgeting process; distributing budget templates to all business units; working closely with business units’ controllers to prepare their budgets; driving the budgeting process so as to meet established timelines; budget consolidation and presentation to the executive management.Forecasting: owning the monthly forecasting/reforecasting process including designing and implementing forecast templates, and templates to consolidate forecasts together with variance drivers. Financial Modeling: developing and/or updating financial models to accurately compute and utilize financial outcomes of planned strategic and/or operational initiatives (IRR and NPV models). Month and year-end: preparing and distributing reporting calendar; driving month-end and year-end processes so as to ensure the reporting timelines are met.Ad-hoc Analytics: financial modeling, sensitivity analysis, profitability analysis, scenario analysis, strategic analysis, decision support analytics, audit support, and ad-hoc reporting.

Prepared annual financial budget for the division together with budget deck, bridges and waterfalls.Prepared weekly and periodic forecasts; measured and reported budget/forecast variance.Created staffing model for the division and assisted in operationalizing the initiative whereby saving over $2.0m in annual labour cost.Carried out in-depth data analysis; prepared and presented to senior management a deck outlining ways to realize over $3m in incremental gross profit.Put in place some cost control mechanisms whereby saving over $0.5m in variable SG&A costs and over $0.25m in department costs.Prepared weekly, periodic, and quarterly financials; wrote commentaries and distributed to senior management and operations lead.Standardized Pro Forma (ROI, IRR, NPV) templates; improved process efficiencies; heavily involved in ad-hoc analytics including financial modeling, sensitivity analysis, and profitability analysis.

Supported Operations with operations planning, budgeting, measuring expense variance and recommending corrective actions to reduce any unusual variances. Prepared financial budget, measured budget variance, analyzed gross profit, wrote commentaries and presented to the senior management. Supported Sales and Clinical Quality Assurance leadership with their analytical needs; prepared periodic customer business review decks and at times attended onsite customer presentations.Developed Dashboard Report to track and report monthly KPIs; distributed KPI reports to the VPs of respective business units (Operations, Quality Assurance, Senior Management, Finance).Supported Senior Management with decision support analytics, Charts (Excel expertise), and Slides (PowerPoint expertise).

Developed spreadsheet model for Enterprise Loyalty Strategy with built in sensitivity so as to demonstrate the business impact of planned strategic initiatives.Developed financial model for a credit card issuer in South America to assess their financial health and sensitized the model to generate outcomes of some suggested strategic initiatives.Developed Spreadsheet Model to analyze customer survey data and drew Perceptual Maps of Perceived Performance vs. Derived importance.Extensively used Analytical Tool Pack, XLSTAT, SPSS and SAS to model data and their relationships.

Forecasted weekly volume, sales, margin, and loyalty cost; analyzed forecast variance and utilized the learnings to enhance forecast model; presented results to internal clients.Created a tool to max-fill shelves on select fast moving as well as high margin merchandise. Developed promo optimization tool; contributed over $2m in annual cost savings by recommending a change in weekly promotional mix.Developed a tool to analyze impact of markdowns and suggested level of markdowns to ensure brand/category profitability.Consolidated various models to create one “Integrated Forecasting Tool” to be used by multiple departments - sales planning, product assortment, inventory planning, order to forecast, safety stock, loyalty expense, and margin optimization.Created a tool to track vendor revenue and analyze vendor profitability.Analyzed cosmetic reline project to understand how the sales per foot changed after reline.Heavily involved in ad-hoc analytics: decision support analytics, spreadsheet modeling, sensitivity analysis, profitability analysis, and so on.Trained, mentored, and coached two analysts and two coops.

Carried out sensitivity analysis on a contract and recommended some minor changes which resulted in cost savings of over $2 million per year for five yearsFinancial modeling of various complex projects in multiple industries such as banking, mortgage, technology, and automobile & transportation