Yasir Iqbal

Finance professional with five years of experience in budgeting, forecasting, project, and program management in the diverse industries. Detail-oriented with strong management, communication, and problem-solving skills, exemplified by accomplishments in process improvement, team building, and relationship management. Dynamic and results-oriented with proven business and organizational abilities, processing the confidence to perform well under pressure in a fast-paced environment.

Mindshare, New York, NY
Client Finance Manager (Client Finance)
December 2021-Present • Support client finance team with month end close/revenue reconciliation of billing, accrue & deferred revenue, and intercompany cross charges.
• Work closely with client teams to review job detail, WIP tracking, write offs, and staying aligned of changes and modifications to client budgets. • Assist with A/R reporting and invoice payment issues from clients • Proactively document and follow up on any budgeting, billing, invoicing, or payment issues that pertain to Clients.
• Update and provide commentary on the monthly flash tracker for MTD and YTD actual vs. forecast and variance analysis. • Oversee the standard of procedures (SOP) for month end control process.
• Responsible for reviewing staff plans and ensuring it reconciles to the actual YTD worksheet.
• Manage month end revenue compliance controls, ensuring proper documentation is reviewed and signed off on by the
appropriate parties.
Samsung ADS, New York, NY
Financial Analyst (Global Marketing & Analytics)
April 2021- September 2021
• Supported Global Marketing & Analytics Team on multiple contracts covering strategic Marketing, Product Marketing, Analytics & Insights and Creative Service’s needs.
• Executed finance approval, onboarding vendors, and paying out vendors on SAP
• Utilized different programs to move through approval process. Programs include SAP, VERS, RMS and GERP.
• Maintained SFDC Pardot lists against business strategy to ensure rules are up to-date and actionable.
• Facilitated SFDC Campaigns (includes using consistent naming conventions, tracking in a spreadsheet, and setting up SFDC campaign object).
• Subject Matter Expert for Plannuh (Marketing Resource Management Tool) to help budget leads easily create and manage marketing plans and budgets.
• Consolidated reports on Plannuh for goals, plans, campaigns, and budgets all in one place for full visibility, collaboration, and efficiency.
• Supported the budgeting and forecasting processed for corporate reporting.
• Provided support and training to R&D personnel, to ensure accounting and finance policies and procedures are understood.
• Tracked actual expenses and generate reports using SAP/BPC technology.
HBO, New York, NY
Operational Analyst (Technology Business Management)
October 2018 – May 2020
• Maintained and monitored the financial tracker of Digital Products Consumer (D2C) sector for Technology Business Management of HBO Warner media.
• Compiled KPI/metrics by ensuring on-time invoice submission, turnaround time, and forecast projection.
• Managed Consultant (Staff Augmentation) timesheet tracking to maximize capitalization efforts from JIRA Defect Management Tool.
• Conducted quarterly forecast reviews with business stakeholders to understand major projects and initiatives; and timelines for spend.
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• Supported Digital Products for HBO MAX Technology in process improvements and analytics supporting the annual plan, monthly Forecast and Budget for OPEX Expenses.
• Audited Workfront (Web Based Management Tool) submissions and CA Clarity PPM quarterly to ensure accuracy.
• Invoice Processing: included reconciling dollar amounts with contract, issuing accounting & payment guidance, and updating internal tools/trackers. • Arranged and preserved service and operational contracts, including CDAs, MSAs, Work Orders, Change Orders for external vendors, consultant agreements and service contracts.
• Maintained regular communication with vendors/stakeholders to ensure on time receipt and payment of invoices.
• Liaise with business stakeholders to help manage Epics (Projects) in (CA Clarity PPM) and the assigning of tasks to team.
• Assisted in creating requisitions as identified by the business, ensuring proper approvals is being obtained and account coding is in line with department chart of accounts.
• Submitted requisitions in SAP Ariba to ensure proper approvals are being obtained.
• Provided invoice accounting codes for finance team to reflect general ledger.
UBS, Weehawken, NJ
Financial Analyst (IT Services)
January 2018 - October 2018
• Managed the accurate and timely processing of up to 1 million invoices ($80M) per month for large vendors: EPAM, Cognizant, HCL, Infosys, Luxoft, and PWC.
• Reconciled monthly billing which lead to improved consistency in reporting and ensuring revenue data integrity across multiple platforms.
• Obtained dashboards by consolidating various reports from Field Glass invoice management.
• Conducted and Analyzed the Master Data Forecasting and management reporting of the financial performance of UBS Business areas which include Segments, Functions, and Line Managers for all IT groups across all UBS Business Sectors. (Wealth Management America's, GCOOT, Investment Banking, and Asset Management for UAT and Development Testing of IT services.
• Prepared monthly closing entries and accrual entries, reconciled inter-company accounts, analyzed and set-up accounting process for zero balance accounts, prepared cash and debt report on a weekly basis, managed business budget for travel expenses for consultants.
• Conducted monthly variance reports which distributed within the organization.
• Provided reporting and data analytics support for Managing Director.
Merck Pharmaceuticals, Branchburg, NJ
Junior Financial Analyst (Research & Development)
May 2017 - January 2018 • Developed monthly actual vs budget reports and presented causes of variance explanations to Project Managers and Portfolio Leads; reduced monthly variances by 10%.
• Responsible for Procure to Pay (P2P) US Rollout process cycle for proper purchasing results for vendors and internal customers.
• Managed the accurate and on time efficient approval of all Purchase Orders within SAP and coordination of the receipt of goods and services whilst ensuring that the surrounding internal control procedures are strictly adhered to. • Provided KPI’s metrics to the VP of Finance and business leaders to develop tools, and ad hoc analyses. • Proactively liaise with key stakeholders in Research & development to coordinate the timely delivery and formatting of metrics Developed comprehensive headcount allocation schedules, and templates in conjunction with the annual budget process. • Responsible for daily support including SharePoint site creation, site setup/implementation, permission management, and troubleshooting.
• Prepared reports using Excel, with pivot tables, macros, V lookup and SAP.
Delta Dental, Mechanicsburg, PA
Quality Assurance Analyst
November 2016- March 2017
• Performed Requirement Analysis by gathering both functional and non-functional requirements based on interactions with the process owners & stake holders and document analysis, represented them in Requirements Traceability Matrix (RTM).
• Prepared Test Plans for each release, written test cases and executed them as part of functional testing.
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• Provided clarifications on domain and product functionality for the team.
• Facilitated discussions with HR directors, managers, and analysts along with QA manager to get their input [ad-hoc UAT] in the project. • Executed and generated regression tests on the application to assure proper functionality of the new launch website. • Coordinated DIT testing environment with the developers.
• Adhered to the requirements for HIPAA compliance.

Bachelors of Arts in Finance - Kean University