Jayasri Sanjeevi

Financial Analyst • Financial Planner • Toronto, ON, CA

Asset Management

Financials

Blockchain

Technical Writing

Risk Analysis

Planning

Econometrics

Budgeting

Advice

Inventory Auditing

Critical Thinking

Trend Forecasting

Writing

Payroll

Investment Operations

Qualitative Analysis

Google Sheets

Microsoft Word

G-Suite

PowerBI

Business Plans

Valuation

Mergers & Acquisitions

Analytical Thinking

Due Diligence

DCF

Investment Banking

Microsoft Excel

Basic Accounting

@RISK

Entrepreneurial Finance

Accounting

Corporate Finance

Financial Modeling

Financial Analysis

Financial Management

Available for hire fromNegotiable

Contracts

Corporate Finance Manager - Budgeting, Reporting & Analysis, Fixed Assets, Strategic Planning, Team Leadership

As a dedicated Corporate Finance Manager with 5+ years of robust background in financial analysis and management, I thrive in overseeing comprehensive finance operations and driving strategic initiatives within multi-location environments across Canada's manufacturing and food & beverage industry sectors. My role pertains to looking after the financial health of the organization and advising the senior management of the best course of action driven by data. My expertise is translating financial data to non-financial professionals to drive decision making.

Work History

Corporate Finance Manager

P&H Milling GroupFull-time EmployeeMar 2024 - Present • 7 mosMandate – Reporting to the Controller and managing the teams of Accounts Receivable and Invoicing, with full responsibility for fixed assets, month-end procedures, A/R, invoicing/billing (USA and Canada), reconciliations and management reporting for 12 locations across Canada in a multi-currency environment. Key Results - Solely managed fixed assets worth over CAD 350 million across 12 locations in Canada. Achievements/Tasks - - Managed fixed assets lifecycle, improving accuracy of records, reports and depreciation schedules. - Led financial analysis for capital projects (CapEX), ensuring projects remained within 5% of budget constraints. - Orchestrated month-end close procedures, including journal entries, accruals, and reconciliations, achieving 100% accuracy and compliance with reporting deadlines. - Reconciled bank statements monthly, identifying and resolving discrepancies promptly, improving reconciliation efficiency. - Produced monthly and quarterly financial reports, analyzing variances and trends to guide strategic decision-making, resulting in an improvement in financial forecasting accuracy. - Mentored and supervised the accounts receivable and invoicing/billing team of 5 finance professionals and fostering a collaborative work environment. - Managed accounts receivable and payable processes, reducing overdue accounts receivable and optimized billing and invoicing processes, reducing invoice processing time by 30% and enhancing cash flow management. - Spearheaded optimization of the credits and returns process to improve efficiency and speed up turnaround time for customers. - Collaborated with senior management in the annual budgeting process, providing financial insights and recommendations. - Acted as primary contact for preliminary and annual audit requests, ensuring timely and accurate provision of financial data, resulting in successful audit outcomes and compliance.

Senior Anti-Money Laundering (AML) Investigator

Bank of MontrealContract EmployeeJan 2024 - Mar 2024 • 3 mosConducts investigations to identify, assess, decision and report on activity that indicates an exposure to financial crimes. Ensures potential threats and investigations are evaluated, documented, managed and escalated by following standard operating procedures. 1. Perform risk-based assessments of incidents/cases referred from others to determine the course of action. 2. Oversaw the preparation of reports, notifications and activity/case filings per guidelines and standards. 3. Served as a resource for others in resolving complex issues; communicating and interpreting risk monitoring and reporting requirements.

Financial Analyst

EFS Facilities Services Group (EFS)Full-time EmployeeJul 2020 - Jun 2023 • 3 yrsFinancial Analyst - Mergers & Acquisitions Key results – Collaborated and aided in mergers and acquisitions worth more than $45 million USD while consolidating and analyzing financial data at the group level for a firm with operations in more than 20 countries. Achievements / Tasks: M&A 1. Collaborated throughout the full acquisition process from deal origination, financial analysis, due diligence, and closing activities 2. Took ownership of developing preliminary and extensive financial models and valuation analyses for valuation metrics associated with Mergers & Acquisitions, Commercial and Corporate Finance. 3. Conceptualized and created company forecast models. 4. Researched and summarized comprehensive company, industry, public information and market intelligence through multiple sources. 5. Aided in the complete due diligence process. Finance 1. Consolidated and analyzed financial data (Balance sheet, Income statements, budgets, forecasts) taking into account company’s objectives and goals. 2. Created, designed and summarized data into structured reports on financial status and risks for senior management. 3. Prepared presentations for investment committee meetings with key company stakeholders and decision makers. 4. Determined and directed process improvements, including the creation of standard and ad-hoc reports, tools and dashboards (Power Bi, Excel, Tableau) at the group level.

Financial Analyst

SanofiFull-time EmployeeMay 2018 - Apr 2020 • 2 yrsKey Results: Identified and reduced variances between forecasts and actuals, while contributing to a growth of 10% by providing recommendations to the senior management. Improved operational efficiency of financial reporting by 5% through the implementation of streamlined data-management procedures. Tasks - Management reporting of sales, P&L and stocks. - Participation in planning, budgeting, forecasting exercise along with monitoring financial performance. - Preparation and circulation of comprehensive performance dashboards to internal and external stakeholders with complex international operations in multicurrency environment.Key Results: Identified and reduced variances between forecasts and actuals, while contributing to a growth of 10% by providing recommendations to the senior management. Improved operational efficiency of financial reporting by 5% through the implementation of streamlined data-management procedures. Tasks - Management reporting of sales, P&L and stocks. - Participation in planning, budgeting, forecasting exercise along with monitoring financial performance. - Preparation and circulation of comprehensive performance dashboards to internal and external stakeholders with complex international operations in multicurrency environment. Skills: Reporting & Analysis · Microsoft Power BI · Accounting · Financial Reporting · Critical Thinking · Presentations · Accounting Software · Quantitative Analytics · Business Insights · Key Performance Indicators · International Financial Reporting Standards (IFRS) · Financial Forecasting · Variance Analysis · Microsoft Word · Financial Statements

Education

American University of Sharjah

Bachelor's Degree, Finance and EconomicsSep 2014 - Jun 2018

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