Waqaar Ebrahim Email & Phone Number

United States

Managing a high-performing finance team, overseeing all aspects related to bookings that drive revenue, while collaborating with C-suite executives to provide timely, data-driven decision support. Leading annual planning processes, internal financial reporting, and modeling efforts, advising the Sales team and streamlining financial procedures. Translating complex data analyses into actionable insights, leading projects to enhance efficiency, and effectively communicated with senior leadership. Mentoring team members, fostering their professional growth, and demonstrated autonomy in delivering and prioritizing projects with clear objectives.

United States

Partnered with executive team members to provide timely, fact-based, data-driven decision support to drive critical decisions.Led annual planning processes, owning the operating plan and long-term financial model, internal financial reporting, and financial and analytical tools.Acted as a key business partner to the Sales team, providing valuable advice and guidance.Developed and presented financial models addressing new and ambiguous business issues andopportunities, overseeing modeling efforts of other team members.Reviewed work and analysis produced by junior team members to ensure accuracy and quality.Improved and streamlined financial processes and policies, contributing to making GitLab more predictable.Translated complex data analysis into clear data-driven storylines and actionable insights for stakeholders.Successfully managed large complex projects to enhance data-driven insights and improve company efficiency.Effectively communicated with the CFO, CFO staff, and functional EVPs, influencing outcomes in crossfunctional settings.Mentored other team members in modeling, analysis, and finance, fostering their professional growth.Independently delivered and effectively prioritized projects with a clear scope, demonstrating autonomy and leadership.

Seattle, Wa, United States

Develop financial models through benchmarking and process analysis.Forecast quarterly and annual profitsPrepare cost projections.Analyze and report on current financial statusConduct thorough research of historical financial data.Explore investment options and present risk and opportunities.Coordinate with the CFO and the executive team on long-term financial planning.Compare anticipated and actual results and identify areas of improvement.Participate in budgeting (for departments and projects).Review accounting transactions for data accuracyEstablish financial policies.Maintain confidentiality of financial information and investment decisions.

Greater New York City Area

Identifying and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards. Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements.Conducted analysis on a company’s database, exporting data writing queries from tools such as SQL, NAV, Access and Cognos analyzing exported data on Microsoft Excel.Recommends actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials.Utilized forecasting and budgeting tools to ensure replenishment of inventory was optimized and effective. Organize and maintain large quantities of data and documentation in a dynamic environment.Unfailingly detail-oriented, so as to consistently produce accurate work product.Working independently and exercise strong judgment when executing an assigned task.

Greater New York City Area

Recommends and implements methods for increasing company’s efficiency and profitability. Analyze the company’s business model and finances and uses findings to make suggestions for improvement regarding everything from budget and operations to management.Continuously improved business operations to increase profit and efficiency.Conducts complex financial analysis to determine present and future performance. Documents all data and findings thoroughly, presented findings to appropriate management personnel. Financial forecasting is a crucial part of my role, and is used to aid in budget creation.Ad-Hoc Reporting and Analysis.Quarterly and Monthly Financial reports.Implement and work with a Business Intelligence Tool and Dashboard reports.Improve performance by evaluating processes to drive efficiencies and understand ROI.Develop financial models and analyses to support strategic initiatives.Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.Supporting Senior Management Team and Departments heads with in-depth analysis.Prepare presentations to Board of Directors and Senior Management Team.Working primarily on software such as SAP and Microsoft Office.

New York, New York

Capably assisted with financial projects for several clients nationwide, conducting analysis of a business’ finances and accounts to recommend budget improvements and cost reduction methods. Reconciled discrepancies within a data network, utilizing PeopleSoft and Excel to ensure adjustments and invoices were accurately recorded; additionally, generated reports of potential sales and expenses.Conducted analysis on a company’s financials, inputting data into QuickBooks and Excel, reconciling inconsistencies, and resolving accounts payable/receivable (AP/AR) issues with clients and vendors. Presented financial budgeting and forecasting to executive leadership in addition to compiling inventory turnover and sales reports, and calculating financial ratios while conducting a full business analysis. Performed root cause analysis for payment discrepancies in order to achieve cost savings, and balanced the company’s budget and inventory levels, consistently reconciling adjustments.

Johannesburg Area, South Africa

Performed data analysis via SQL and Excel, decrypting large sets of business and financial data in order to compile detailed reports reflecting evaluations across all operations.Produced weekly, monthly, quarterly, and yearly financial reports detailing the extent of business analysis conducted throughout the company and presenting information to executive management. Examined budgets and forecasts, analyzing data in order to ensure maximized profitability. Resolved consistent data extraction issues by implementing a back-up script for 15-20 scripts in addition to identifying large sets of data able to be divided into smaller files to streamline extraction.

Pretoria Area, South Africa

Financial management and analysis, Investment management and reporting, Economics and Taxation analysis and member of the wealth management skills program.Actively demonstrated business development and excellent sales abilities.Communicated and consulted with internal and external clientele and introduced them towards the new products of the firm.

Bachelor Of Commerce (Bcom), Finance And Financial Management Sciences

High School Diploma, High School/Secondary Diplomas And Certificates