Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

DIYA RAWAT

Summary

Experienced Senior Financial Analyst with a proven track record of over 8 years in optimizing financial operations, strategic planning, and data-driven decision-making. Skilled in financial modeling, pricing strategy, and team leadership. Committed to driving profitability and efficiency through innovation and collaboration.


Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior Financial Analyst

Clio
09.2021 - Current
  • Spearheaded the creation of financial reporting and modeling for Clio Payments, resulting in enhanced financial insights and streamlined processes.
  • Developed and executed pricing strategies that contributed to a 10% increase in revenue within the first quarter.
  • Led cross-functional teams in the implementation of cost-saving initiatives, resulting in a 15% reduction in operational expenses.
  • Developed and implemented financial models to analyze pricing, margins, and risk factors for active and proposed projects.
  • Played a pivotal role in Clio's strategic planning by assessing the financial performance of investments, acquisitions, and various business opportunities, offering crucial insights for effective incentive management and expense optimization

Senior Financial Accounting Analyst

Vault Credit Corporation
06.2018 - 09.2021
  • Promoted to Senior Financial Accounting Analyst, overseeing a team of 6 employees and driving financial strategic planning and reporting.
  • Achieved efficient month-end close processes through meticulous supervision and regular reconciliations.
  • Enhanced treasury and cash management, ensuring accurate reconciliation of banking activities and sales tax returns.
  • Conducted financial statement audits and recommended process improvements to achieve compliance and efficiency.

Financial Accounting Analyst

Dealnet Capital Corporation
05.2015 - 06.2018
  • Managed daily bookkeeping operations, meticulously reconciling accounts, and implementing automation that reduced transaction processing time by 80%.
  • Oversaw accounts receivable, accounts payable, and disbursements, maintaining audit-ready financial records.
  • Calculated and disbursed salesperson commissions, contributing to sales team motivation.
  • Provided accounting support to the Controller, including ad-hoc requests and financial statement preparation.

Business Development Associate

Softalgo Pvt. Ltd
02.2015 - 04.2015
  • Identified opportunities for account growth and market expansion, boosting revenue through new client relationships in the cryptocurrency sector.

Accounting Assistant/ Bookkeeper

Strategic Advisory International
05.2014 - 09.2014
  • Conducted daily bookkeeping operations, with a focus on accounts receivable, accounts payable, and bank reconciliations

Education

Post Graduate - Global Business Management

Humber College
Toronto, ON
05.2015

Bachelor of Commerce - Accounting and Finance

Aurora Degree College
Hyderabad, India
04.2013

Skills

  • Financial and Operational Reporting
  • Strategic Financial Planning
  • Pricing Strategy
  • Financial Modeling
  • Budgeting and Forecasting
  • QuickBooks
  • Lease Plus
  • Great Plains
  • Data Analysis (Excel, VBA)
  • SQL
  • Account Reconciliation
  • Cash Flow Analysis

Certification

CFA enrolled - 2023

Timeline

Senior Financial Analyst

Clio
09.2021 - Current

Senior Financial Accounting Analyst

Vault Credit Corporation
06.2018 - 09.2021

Financial Accounting Analyst

Dealnet Capital Corporation
05.2015 - 06.2018

Business Development Associate

Softalgo Pvt. Ltd
02.2015 - 04.2015

Accounting Assistant/ Bookkeeper

Strategic Advisory International
05.2014 - 09.2014

Post Graduate - Global Business Management

Humber College

Bachelor of Commerce - Accounting and Finance

Aurora Degree College

CFA enrolled - 2023

DIYA RAWAT