Syed Jaffri Email & Phone Number

United States

• Revolutionized reporting by leveraging Power BI, creating dynamic dashboards for real-time insights, and eliminating manual Salesforce updates.• Prioritized Power BI to modernize reporting structures, ensuring responsiveness to ad-hoc inquiries and proactive anticipation of data needs.• Innovated an intuitive demand calendar, optimizing production unit allocation for efficient resource use and informed client demand planning. Once fully implemented, it aims to capture the forecasted million dollars left on the table.• Initiated and implemented a ticket-based request system, optimizing task prioritization amid company growth. This system lays the groundwork for departmental expansion and future team training.

United States

• Initiated and led a director-sponsored initiative to analyze and meet departmental reporting needs. Crafted tailored, intricate Excel models for developing customized reports for each department.• Developed detailed volume and productivity reports using Excel and VBA Macros, creating digestible formats that facilitated discussions on capacity and demand.• Independently created, updated, and highlighted outliers in weekly reports, forming the basis for monthly and quarterly predictions on capital expenditures reviewed by executives.• Mentored new staff in Excel, QuickBooks, and efficient accounts payable management, fostering a standardized approach. Documented protocols for future reference by trainees, ensuring consistent practices.

United States

• Led cross-functional initiative to customize departmental reports, enhancing decision-making and operational efficiency.• Managed vendor and customer accounts, reconciled financial statements, and optimized expenses to drive business profitability.• Developed adaptive operational models for departmental requests, empowering data-driven decisions.• Redesigned employee incentive reporting with Excel models, quantifying operational productivity and fostering transparency.

United States

• Revamped accounting system for 10x forecast accuracy improvement and standardized reporting procedures.• Meticulously reconciled general ledger accounts, ensuring error-free financial statements.• Managed the full accounting cycle, from data collection to book closure, ensuring a smooth process, utilizing both Excel and QuickBooks for the most accurate results.• Handled daily accounting tasks, including Cash, AP, AR, and monthly customer billing.

Bachelor'S Degree, Accounting And Finance

Biology, General