Shahrukh Jaffri

Experienced Financial Analyst dedicated to improving financial operations within organizations. Skilled in collaborating with senior leadership, clients, and vendors to ensure budgets and forecasts match our commitments. Proficient in Microsoft Excel and actively enhancing data analysis and reporting abilities through learning SSRS and Power BI. Experienced in presenting financial results and aiding in strategic decision-making.

Hilb Group

Senior Financial Analyst | Regional Platform Support 

Hilb Group · Full-time (Remote)

Responsible for managing and providing analytical support to two Regional Platform Leaders, overseeing two of the largest regions within a six-region company structure. Each platform comprises 10-20 insurance agencies consolidated into a single regional unit.

• Managed month-end close processes, analyzing AMS transaction-level data with self-built Excel models utilizing pivots, VBA, and dynamic formulas to assess core revenue drivers, validating results with platform leaders, and delivering financial commentary.

• Synthesized operational insights into management reporting packages by collaborating across platform leaders, agency heads, analysts, and corporate teams, ensuring alignment between operations and financial reporting.

• Led quarterly forecasting and annual budgeting cycles, developing detailed revenue and expense projections, and facilitating agreements across agencies, platform leadership, and corporate.

• Built and deployed tools integrating AMS, accounting, and other databases, enhancing operational visibility through Planful, Power BI, and Excel custom dashboards.

• Strengthened cross-functional communication by bridging finance, operations, and corporate, ensuring financial performance aligns with strategic objectives. Responsible for managing and providing analytical support to two Regional Platform Leaders, overseeing two of the largest regions within a six-region company structure. Each platform consists of 10-20 insurance agencies consolidated into a single regional unit. • Managed month-end close processes, analyzing AMS transaction-level data with self-built Excel models utilizing pivots, VBA, and dynamic formulas to assess core revenue drivers, validating results with platform leaders, and delivering financial commentary. • Synthesized operational insights into management reporting packages by collaborating across platform leaders, agency heads, analysts, and corporate teams, ensuring alignment between operations and financial reporting. • Led quarterly forecasting and annual budgeting cycles, developing detailed revenue and expense projections, and facilitating agreements across agencies, platform leadership, and corporate. • Built and deployed tools integrating AMS, accounting, and other databases, enhancing operational visibility through Planful, Power BI, and Excel custom dashboards. • Strengthened cross-functional communication by bridging finance, operations, and corporate, ensuring financial performance aligns with strategic objectives.

Skills: Budgeting · Financial Forecasting · AMS360 · Planful · Cross-functional Coordination · Data Integration Skills: Budgeting · Financial Forecasting · AMS360 · Planful · Cross-functional Coordination · Data Integration

CorroHealth (Remote)

Full-time · 5 yrs 1 mo

Senior Financial Planning & Analysis Specialist

• Revamped analytics by implementing real-time Power BI dashboards, removing manual Salesforce updates. Built robust Excel models from scratch that became the gold standard for a quarter-end analysis, with automated data uploads for effortless refreshing, always ready with on-the-fly Excel solutions.

• Prioritized Power BI to modernize reporting structures, ensuring responsiveness to ad-hoc inquiries and proactive anticipation of data needs.

• Innovated an intuitive demand calendar, optimizing production unit allocation for efficient resource use and informed client demand planning. Once fully implemented, it aims to capture the forecasted million dollars left on the table.

• Initiated and implemented a ticket-based request system, optimizing task prioritization amid company growth. This system lays the groundwork for departmental expansion and future team training.• Revamped analytics by implementing real-time Power BI dashboards, removing manual Salesforce updates. Built robust Excel models from scratch that became the gold standard for a quarter-end analysis, with automated data uploads for effortless refreshing, always ready with on-the-fly Excel solutions. • Prioritized Power BI to modernize reporting structures, ensuring responsiveness to ad-hoc inquiries and proactive anticipation of data needs. • Innovated an intuitive demand calendar, optimizing production unit allocation for efficient resource use and informed client demand planning. Once fully implemented, it aims to capture the forecasted million dollars left on the table. • Initiated and implemented a ticket-based request system, optimizing task prioritization amid company growth. This system lays the groundwork for departmental expansion and future team training.

Skills: Financial Modeling · Microsoft Power BI · Variance Analysis · Forecasting Capital Expenditures · Cross-team Collaboration Skills: Financial Modeling · Microsoft Power BI · Variance Analysis · Forecasting Capital Expenditures · Cross-team Collaboration

Senior Financial Analyst and Accountant

• Initiated and led a director-sponsored initiative to analyze and meet departmental reporting needs. Crafted tailored, intricate Excel models for developing customized reports for each department.

• Developed detailed volume and productivity reports using Excel and VBA Macros, creating digestible formats that facilitated discussions on capacity and demand.

• Independently created, updated, and highlighted outliers in weekly reports, forming the basis for monthly and quarterly predictions on capital expenditures reviewed by executives.

• Mentored new staff in Excel, QuickBooks, and efficient accounts payable management, fostering a standardized approach. Documented protocols for future reference by trainees, ensuring consistent practices.• Initiated and led a director-sponsored initiative to analyze and meet departmental reporting needs. Crafted tailored, intricate Excel models for developing customized reports for each department. • Developed detailed volume and productivity reports using Excel and VBA Macros, creating digestible formats that facilitated discussions on capacity and demand. • Independently created, updated, and highlighted outliers in weekly reports, forming the basis for monthly and quarterly predictions on capital expenditures reviewed by executives. • Mentored new staff in Excel, QuickBooks, and efficient accounts payable management, fostering a standardized approach. Documented protocols for future reference by trainees, ensuring consistent practices.

Skills: Creative Problem Solving · Financial Forecasting · Data Analysis · Business Strategy · Staff Training Skills: Creative Problem Solving · Financial Forecasting · Data Analysis · Business Strategy · Staff Training

Staff Accountant & Financial Analyst

• Led cross-functional initiative to customize departmental reports, enhancing decision-making and operational efficiency.

• Managed vendor and customer accounts, reconciled financial statements, and optimized expenses to drive business profitability.

• Developed adaptive operational models for departmental requests, empowering data-driven decisions.

• Redesigned employee incentive reporting with Excel models, quantifying operational productivity and fostering transparency.• Led cross-functional initiative to customize departmental reports, enhancing decision-making and operational efficiency. • Managed vendor and customer accounts, reconciled financial statements, and optimized expenses to drive business profitability. • Developed adaptive operational models for departmental requests, empowering data-driven decisions. • Redesigned employee incentive reporting with Excel models, quantifying operational productivity and fostering transparency.

Skills: Salesforce.com · Project Management · Financial Statements · NetSuite · Data Presentation Skills: Salesforce.com · Project Management · Financial Statements · NetSuite · Data Presentation

Junior Accountant

• Revamped accounting system for 10x forecast accuracy improvement and standardized reporting procedures.

• Meticulously reconciled general ledger accounts, ensuring error-free financial statements.

• Managed the full accounting cycle, from data collection to book closure, ensuring a smooth process, utilizing both Excel and QuickBooks for the most accurate results.

• Handled daily accounting tasks, including Cash, AP, AR, and monthly customer billing.• Revamped accounting system for 10x forecast accuracy improvement and standardized reporting procedures. • Meticulously reconciled general ledger accounts, ensuring error-free financial statements. • Managed the full accounting cycle, from data collection to book closure, ensuring a smooth process, utilizing both Excel and QuickBooks for the most accurate results. • Handled daily accounting tasks, including Cash, AP, AR, and monthly customer billing.

Skills: QuickBooks · Accounts Payable (AP) · Microsoft Excel · Journal Entries (Accounting) · Month-End Close Process

Penn State Abington 

Accounting and Finance Bachelor's degree (2019)

Major - Accounting

Minor - Business Administration