Sangeeta Kumar Email and Phone Number
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A financial Analytics Professional with over 11 years experience in financial modeling, managing P&Ls and problem solving. Proven success in developing short term and long term plans for the line of business to achieve corporate goals. Track records for, excellent analytical skills, and the ability to deliver cutting-edge solutions in the most challenging environments. Known for successful management of creative and business teams, passion for learning and adapting concepts across diverse platforms.
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Vice President FinanceSmart Energy Water Aug 2021 - PresentIrvine, California, Us -
Senior Director FinanceSmart Energy Water Jul 2020 - Aug 2021Irvine, California, Us -
Board MemberPv Excel Nov 2019 - PresentIrvine, California, Us -
Senior Director FinanceTen-X May 2017 - Jun 2020Irvine, California, Us -
Director Portfolio Management - FinanceIrvine Company Aug 2014 - Apr 2017Newport Beach, Ca, Us -
Assistant Vice President Fp&AQbe North America Sep 2013 - Aug 2014New York, Ny, UsDirected and developed financial models to facilitate decision making for internal investments and project funding. Performed ad-hoc financial and operational analysis, competitive analysis and latest trend analysisSuccessfully driving budgeting and forecasting for one of the most profitable line of the business in the organization by developing metric based sophisticated financial model utilizing historic trends and key economic factors.Successfully designed and implemented Key Performance Indicators (KPI) reporting tools for client and product level profitability analysis and to support strategic initiatives.Partnered with senior leaders to develop operational performance matrix and develop comprehensive reporting on them -
Manager - Premium/Revenue AnalyticsQbe North America Jan 2012 - Sep 2013New York, Ny, UsWork with my team of senior analysts to provide analytic around all the revenue sources of the business line. Help senior leadership develop short and long-term goals by capturing the rolling expected profitability of client and product line, capturing the variability in rolling forecast of revenue and its drivers. Worked with Operation analytic team to forecast the rolling P&L. Developed pricing for perspective clients. Co-ordinate with sales and operations, product management and leadership to develop pro-forma profitability. My team and I frequently worked with Actuaries to develop loss for clients and lender placed Insurance business line. We are committed to increase our efficiency and consistently work towards it by automating structured reporting and bridging the knowledge gap between functional teams. We are the source of competitor analysis and latest trend in marketing and operational strategy. -
Senior Financial AnalystQbe First Jan 2011 - Dec 2011Sydney, New South Wales, AuAs a senior analyst, I led the team of analysts to planning and forecasting premium for the line of business and tracked performance, performing variance analysis and explanations. Consolidate and developed presentation for Monthly/Quarterly Business Reviews and Ad Hoc communication with Senior Management. Developed various analytic around the account performance, financial oversight, revenue using business intelligence tools. I also contribute in RFP process and developing pricing for new and renewing clients. I coordinate integration of complex information for various ad-hoc initiatives across various departments and business units. I also work on various executive level business reviews and host quarterly presentations. -
Statistical AnalystQbe First Oct 2007 - Dec 2010Sydney, New South Wales, AuBeing a part of the financial service support team, I support senior leaders with complex projects and ad-hoc work with complex modeling and market analysis. Under the direction of the Hazard Financial VP, develop, prepare, and update analyses of various financial and operational aspects of the Hazard Product line. I work with a dynamic team to rationalize, synthesize, and implement a business intelligence tool to centralize the data from various departments. I help reporting team to structure various reports on business intelligence used for tracking performance matrices. I Develop and structured the monthly profitability report to track month account performance. Rationalized and automated profitability report, reducing preparation time and accuracy of performance matrices. I work on statistical analysis of financial data for senior executives to help them in effective decision-making. Market research is an important part of my job description; I work on prediction of financial performance of the company on annual, quarter, and monthly basis. I constantly track the macro economic trends and correlated internal performance with latest, suggested business impact and helped make better decisions to outperform market. -
Business AnalystPortellus Inc Oct 2006 - Sep 2007• Worked as a liaison between marketing team and the business units to analyze workflow processes and IT support systems identify causes of important business issues. This helped managing customer expectation and raise customer satisfaction. • Analyzed key performance indicators and conducted “what if” analyses that reduced the expense due to unplanned situations by 50%.• Initiated scenario analyses for retaining and acquiring new clients that contributed to a highly effective marketing strategy for the existing clients.• Worked with sales in objective setting using econometric models. Sales team reported better understanding of their objectives and goals.• Strategic Analysis and Business case planning for new products and services.
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Associate Business AnalystSynygy Feb 2005 - Apr 2006Sg• Design Compensation System for the Client using Synygy's Enterprise Incentive Management software (EIM). This includes performance management, data management, participants, positions and hierarchy management, credits, measures and earnings calculations, payments management, currency management, reporting, process automation, plan design and modeling. • Meet with Clients to capture and document business requirements including rules, practices, and business process.• Project Management activities including project planning, status reporting, resource planning, and allocation.• Translate user requirements into technical specifications and design analytical reports.• Lead my team that advises client on the feasibility of its new compensation plans and alterations in the present plans based on prevailing situations.
Sangeeta Kumar Education Details
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Ucla Anderson School Of ManagementStrategy & Finance -
Lal Bahadur Shastri Institute Of ManagementFinance -
Dayalbagh Educational InstituteMathematics
Frequently Asked Questions about Sangeeta Kumar
What company does Sangeeta Kumar work for?
Sangeeta Kumar works for Smart Energy Water
What is Sangeeta Kumar's role at the current company?
Sangeeta Kumar's current role is Head of Finance Finance at Smart Energy Water.
What is Sangeeta Kumar's email address?
Sangeeta Kumar's email address is sk****@****n-x.com
What is Sangeeta Kumar's direct phone number?
Sangeeta Kumar's direct phone number is +194968*****
What schools did Sangeeta Kumar attend?
Sangeeta Kumar attended Ucla Anderson School Of Management, Lal Bahadur Shastri Institute Of Management, Dayalbagh Educational Institute.
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