Rahim S. Fancy Email & Phone Number

Terrell, Texas, US

Terrell, Texas, US

Dallas, Texas, US

- Automated Cash Application process for 300+/day transactions, cleans up data, matches, and creates importable JEs to accounting software; Advanced SQL logic used; eliminating 1 FTE.- Developed the first advanced on demand dashboarding via Azure and PowerBI for Senior Sales and Executive leadership; Liaising as necessary to make updates and subsequently.

Richardson, Texas, US

·Partnered with the CEO to build a Compensation Model that distributes $23MM+ annually. The transparency and streamlined automation of the model helped to build trust with the Physician Partners and reduced maintenance & updates by 50%·Advised Leadership on acquisition Pro-Forma financials, identifying potential issues to be addressed prior to the.

Dallas, TX, US

• Traditional FP&A skills, including but not limited to deep financial analysis and reporting
• Deliver accurate monthly, quarterly, and fiscal year end reporting materials for C-Suite and Board of Directors
• Communicating and presenting decks, analysis, and findings to the C-Suite and the Board of Directors
• Develop, prepare, and present reports that include accurate, reliable, relevant, and actionable information to provide direction in decision making at all levels of the organization
• Discussing issues with executives to dissect a business problem, design an analytical approach to solving the issue, and then implement the solution successfully
• Partnering with the C-Suite to measure, manage, and analyze performance to maximize effectiveness and optimize ROI in each group across varied processes and endeavors.

Dallas, Texas, US

• Conduct Ad-Hoc analyses using SQL to complete report requests.
• Enhanced month end Revenue Reporting, adding flexibility for additional adjustments that didn’t previously exist, across multiple service types.
• Streamlined and automated the month end Revenue Reporting process reducing completion time by 75%.
• Work with the Director and VP during month end to analyze Revenue Reporting results, examine KPI’s such as Rate per Unit, YTD and MTD to budget variance analyses, then decide on any additional adjustment percentages.
• Worked closely with the Controller and Accounting team to improve month end close processes utilizing VBA Macros, saving a day of work; Prevented recurring errors in data to the accounting system through manual error.
• Developed new key KPI analytics reports.

• Successfully built out the analytics initiative started by the CFO, while operating with minimal interaction, guidance, and knowledge on the company and industry; Maintained and provided detailed task progress reports.
• Earned a reputation for exceptional work by understanding the business needs, effectively gathering requirements, and completing tasks promptly with deliverables that exceed expectations.
• Deployed and maintained daily/weekly/monthly/ad hoc reports (KPIs, Exceptions, Data Validation, Expected Cash Inflows, Partner Reporting, etc.) that are tested in SQL Server, created in Visual Studio, and deployed to.
• Manage/improve the queries, functions, stored procedures, subscriptions/schedules being retrieved for the reports.
• Support FP&A reporting by working with the CFO on needs/efforts for financial reporting, Accounting month/year end closing activities, and assorted ad hoc requests; Preparing detailed supporting data files.
• Conduct Executive level ad-hoc reporting for the CFO and other Executives regarding strategic initiatives, etc.

Dallas, TX, US

• Create and maintain reports within Access and SQL Server for Executives regarding daily operations, financial performance metrics, error handling audits, and marketing, subsequently automating them through VBA.
• Conduct ad-hoc reporting on Executives’ strategic initiatives, then present analysis and recommendations.
• Transitioned over connections, queries, and reports from Access to SQL Server while making necessary improvements.
• Improved Accounting processes through automation that saved 20% of time and significantly lowered task complexity.
• Assist with market research and viability for new company concepts subsequently creating databases for reporting and other necessary functions for the front and back office, design processes & procedures, training.
• Implemented a Salesforce CRM system (Data migration, QA testing, process workflows, user training) with FP&A team.

Dallas, Texas, US

• Understand and operate the company’s key financial transaction functions, and how they relate to each other. AR, AP, Payroll, Progata ERP, and time/expense coordination.
• Work with accounting/finance and operations team members in order to optimize processes and to re-design functions within the team.
• Perform analysis of new potential projects.
• Evaluate, audit, and take action to improve business processes.
• Perform business intelligence analysis including: profitability analysis, forecasting, sensitivity analysis, and internal auditing.

Dallas, Texas, US

• Managed the accounts receivable (i.e. invoicing, payment reconciliation, issue identification/resolution, upward reporting and internal/external communication) for several clients valuing approximately $44 Million.
• Implemented a proactive audit for one of the top 5 clients that reduces average time to issue detection and identification by approximately 33%, allowing for prompt issue resolution that minimizes DSO.
• Used Macros in varying capacities: to reduce payment reconciliation process time on another one of the top 5 clients by approximately 10%; to create a generalized data upload format using a variable data set extracted.
• Used SQL in varying capacities: to gather and present data for regular/ad hoc internal reports on accounts; to create audits to be run on schedule/on demand; to be used within a Macro to gather necessary data for a.
• During a company wide system changeover, was part of the team that provided detailed QA testing to identify and fix potential issues. Later provided training and explanation to team members on the various data and.
• Provided initial training to new hires/interns regarding the team’s core responsibilities and duties, while also providing tasks/projects to be completed.

College Station, Texas, US

• Instrumental in formulating the Audit Work Plan that defined the Audit Objectives to be achieved, specified the pertinent information to be gathered for analysis, and the specific aspects of the audit topic to be.
• Produced concise Work Papers that drew conclusions from the data that was gathered, compiled, and analyzed while adhering to Government Auditing Standards.
• Used data validation techniques on large data sets to make note of discrepancies, remove unreliable records and fields, and make corrections where possible all to ensure the reliability and accuracy of any future.
• Cultivated and maintained professional relationships with contacts in various Cities for the purpose of requesting and sharing necessary information.
• Approached research and analysis analytically, getting results that make effective use of time and resources.

• Proctored nationally accredited exams (USMLE, MCAT, CPA, FINRA, GRE, GMAT, etc.) following stringent procedures.
• Received a perfect score regarding security, operational procedures and customer interaction from a Secret Shopper.
• Trained and guided new personnel on check-in procedures, customer interaction, technical issues, and maintaining test integrity.
• Performed office and clerical duties as assigned or required (filing, photocopying, faxing, answering phones, data entry, registrations, scheduling, handling sensitive information and customer payments).
• Displayed composure and thoughtful negotiation when dealing with tense and challenging situations regarding customers.

• Worked directly with managers to plan orders for upcoming events and daily use.
• Conducted daily checks and reconciliations of inventory, sales, and orders and consolidated the data to determine discrepancies.
• Identified discrepancies and trends with managers and owners on a regular basis, providing accurate reports to track changes.
• Played a key role in reducing losses made due to inventory mismanagement, employee neglect, and employee theft.

Bba, Finance

Bba, Finance

Bba, Finance