Ali Shegefti

Data Analyst • Financial Analyst • Project Manager • Aliso Viejo, CA, US

Business Analytics

Financial Analysis

Financial Modeling

Budgeting

Forecasting

Strategy & Business Development

Strategic Planning

Process Improvement

Data Visualization

Data Analysis

Microsoft Excel

Tableau

SQL

Available for hire fromNegotiable

Full-Time Roles

Contracts

Data driven financial/ business analyst with a proven track record of managing impactful outcomes with a knack for data visualization.

Projects

CEO financial Dashboard

I have created a comprehensive dashboard for the CEO of Archer Alliance, which enables him to monitor crucial financial aspects such as revenue, cash flow, costs, product performance, team performance, and supply chain. The dashboard includes predictive and forecasting features for up to 3 months ahead. To achieve this, I utilized data analytics methods and employed tools like Power BI, Tableau, and SQL.See More

Work History

Business Analyst manager

Plug and Play Tech CenterJul 2019 - Present • 5 yrs 3 mosSupervised a team of 3 business analysts, leading strategic decision-making through financial modeling, competitive analysis, product efficiency evaluation, customer needs assessment, competitor analysis, and market trend analysis. Communicated key insights to the CEO and stakeholders. • Collaborated cross-functionally with finance, product, sales, and operations led development of standardized tools, and templates to enhance team productivity and ensure consistent analysis of market trends and data. • Monitored KPIs using relational database, implementing corrective actions to direct performance improvement. • Achieved a 70% increase in customer retention and 15% operational efficiency improvement through and process optimization. I work with Plug and Play venture team on contract.

Financial Analyst manager

Plug and Play Tech CenterJun 2018 - Jul 2019 • 1 yr 2 mosPrepared and monitored annual budgeting, and monthly forecasting, by collecting, analyzing, and loading projections as well as documenting assumptions.Performed data modeling to support strategic decision making. • Conducted thorough investment research, due diligence on potential investment opportunities, M&A, including market analysis and financial modeling. • Delivered ongoing business development support to portfolio companies, assisting in development of growth strategies. • Prepared investment memos and presented findings to investment committee members.

Venture partner

Archer AllianceSep 2014 - Sep 2017 • 3 yrs 1 mo• Identified and evaluated 20 potential business opportunities, leading to closure of 5 business deals and compelling business expansion and market penetration. 2 were M&A. • Conducted thorough due diligence on 5 investment opportunities, ensuring informed investment decisions. • Evaluated 10 startups, executing seamless on-boarding processes, and closing 3 investments. • Managed end-to-end investment activities, including deal-sourcing, due diligence, and preparation of investment documentations, contributing comprehensive legal support.

Financial Analyst

Archer AllianceSep 2011 - Sep 2014 • 3 yrs 1 mo• Provided periodic reporting regarding organizational performance, earnings, and expenses to stakeholders/ directors. • Developed and utilized standardized financial models and tools, improving accuracy and efficiency in cost forecasting. • Collaborated with stakeholders to optimize budget allocation and ensure financial targets were met. • Analyzed financial data and implemented cost-saving initiatives, leading to a 10% reduction in operational expenses.

Education

Stanford University

Master's, FinanceSep 2019 - Sep 2020

Hult International Business School

Master's Degree, International BusinessSep 2017 - Jul 2018

Tehran Polytechnic

Bachelor’s Degree, StatisticsSep 2010 - Jun 2014

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