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.
• 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