Khushbu Vora Shah, Cfa work email
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Khushbu Vora Shah, Cfa personal email
Finance professional with 11+ years of experience in financial analysis and reporting, forecasting, liquidity management, and deal integration and support. Diverse expertise in strategy development and implementation, process improvement, and management of transformative projects. Certified as a Chartered Financial Analyst (CFA) since 2015
Snow Summit Services Inc.
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Treasury ConsultantSnow Summit Services Inc. Nov 2022 - PresentIrvine, California, United States
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Senior Treasury ManagerArbonne Jun 2021 - Jun 2022Irvine, California, United States• Managed two direct reports including cross-training in netting, cash forecasting, and bank fee management• Implemented excel-based improvements to cash management processes to increase accuracy and efficiency• Executed various cost-cutting initiatives, including bank account rationalization, corporate credit card rewards usage, and check to ACH conversion• Evaluated foreign risk associated with revenue and expenses in six currencies and managed cash flow hedges accordingly• Led relationships with multiple internal and external stakeholders, such as accounting, AP, fraud management, key banking partners, credit card processors, and corporate card providers -
Senior Treasury ManagerPwc Jul 2019 - May 2021Greater Los Angeles Area• Evaluated global liquidity structure options to optimize cash and FX management via netting programs, in-house bank structures, and virtual bank account technology• Managed communications with internal and external counterparties, including AP, AR, Legal, IT, banks, and treasury system providers, via maintenance of a workplan, status updates and reporting, and senior management meetings• Developed treasury systems strategy and drove execution of systems implementation improving efficiency of processes in cash management, FX hedging, and intercompany settlements (savings of 100+ hours/month in treasury and accounting)• Identified potential savings of $1.1M+ per year in bank fees and transaction execution costs by designing an effective liquidity management structure (in-house bank and cash pool) for operations in 25+ countries• Highly organized and detail-oriented leader for successful execution of large finance and treasury projects, including managing project budgets, timelines, and multiple workstreams/junior resources -
ManagerPwc Feb 2015 - Jul 2019Greater Los Angeles Area• Developed strategy for cash, intercompany financing, equity and debt balance separation across 210 legal entities in 70+ countries to establish accurate opening balance sheets for divested business units• Reduced manual workload and chance of error in $4.5B notional balance sheet hedging program, by identifying potential improvements in automation, controls, and centralization• Led managerial reporting of wind-down activities related to closing 800+ bank accounts, $92B in intercompany funding and FX derivatives• Improved efficiency and accuracy of accounting for 900+ cash flows by establishing program management, facilitating communications between 5 functional teams, and troubleshooting delays or discrepancies in accounting guidance• Led teams of 3 to 6 junior to mid-level resources to successfully execute finance projects and internal initiatives (conferences, thought leadership, and educational classes)
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Director, Assistant TreasurerIqor Jul 2013 - Jan 2015Greater New York City Area• Led banking and forecasting integration related to acquisition of After-market Services (AMS), a $1B revenue business with operations in Europe, Asia, and Americas• Improved long-term forecast accuracy by creating 3-statement model that uses inputs of revenue, EBITDA, and CAPEX to forecast changes in working capital accounts • Curtailed exposure to the interest rate environment by executing a floating-to-fixed interest rate swap on a $800M term loan facility• Prevented default on debt by monitoring and forecasting credit and liquidity covenant calculations for leverage exceeding 4.5x of EBITDA• Managed and mentored 5-person team to drive day-to-day treasury activities such as banking and portal administration, cash positioning, and payment execution -
Treasury Analyst, Capital PlanningGeneral Motors Jun 2012 - Jun 2013New York, Ny• Created US and global direct cash-flow forecast on a monthly basis to provide guidance on expected short-term liquidity to senior management• Refreshed capital expenditure policies and procedures, including revising the cost-of-capital (WACC) model utilizing peer benchmarking and hurdle rate methodology -
Treasury Analyst, Treasury OperationsGeneral Motors Jul 2011 - Jul 2012New York, New York• Analyzed global operational and counterparty risk by evaluating credit metrics, credit rating agency reports, and other relevant news to provide recommendations on the corporate investment portfolio• Conducted daily treasury operations, including executing US cash positioning, in-house bank and cash pool funding, and required foreign currency trades• Led transformation of investment risk monitoring process to automate and implement real-time tracking using WallStreet Systems treasury software
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Treasury Operations InternGeneral Motors May 2010 - Aug 2010• Analyzed top counter party risks, exposure violations, and subsidiary deviations; Created comprehensive report for senior management as part of annual review• Examined 150 company subsidiaries and financial partners to evaluate counter party risk exposure• Organized 200 receivable and disbursement bank accounts to streamline cash flow operations
Khushbu Vora Shah, Cfa Skills
Khushbu Vora Shah, Cfa Education Details
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Finance And Economics -
New York University In PragueFinance, Economics
Frequently Asked Questions about Khushbu Vora Shah, Cfa
What company does Khushbu Vora Shah, Cfa work for?
Khushbu Vora Shah, Cfa works for Snow Summit Services Inc.
What is Khushbu Vora Shah, Cfa's role at the current company?
Khushbu Vora Shah, Cfa's current role is Experienced Treasury Strategist | Cash and Banking | FX Management | Systems.
What is Khushbu Vora Shah, Cfa's email address?
Khushbu Vora Shah, Cfa's email address is kh****@****pwc.com
What schools did Khushbu Vora Shah, Cfa attend?
Khushbu Vora Shah, Cfa attended Nyu Stern School Of Business, New York University In Prague.
What are some of Khushbu Vora Shah, Cfa's interests?
Khushbu Vora Shah, Cfa has interest in World Cultures, Snowboarding, Stock/options Analysis, Music, Jainism, Currencies.
What skills is Khushbu Vora Shah, Cfa known for?
Khushbu Vora Shah, Cfa has skills like International Economics, Financial Modeling, Numerical Analysis, Financial Analysis, Corporate Finance, Valuation, Self Management, Forecasting, Finance, Data Analysis, Microsoft Excel, Microsoft Office.
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