Syed Ateeq Shafi
Toronto,ON
Summary
Highly motivated and goal-driven Expense Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Expense Analyst
AbbVie
12.2023 - Current
- Provide financial analysis of results through reports, narratives and presentations for management purposes, including revenue and expense analysis.
- Develop and prepare forecasts of financial results MTD, QTD and YTD reflecting the changes from trends, other resources and upcoming organizations and regulatory changes, ensuring the forecast are consistent with expectations and supporting the analysis to facilitate informed decision-making.
- Manage and coordinate forecast processes includes P&L, Expense, and revenue and, assisting in the creating of business models and completing daily, weekly & monthly reports.
- Forecast marketing expenses related to the quarterly expense plan and calculating capitalization and amortization of funds.
- Partner with marketing strategy, business unit coordination, analytics, finance, and risk to ensure the accuracy of the quarterly spending plan.
- Manage the reconciliation, forecasting and updating of marketing expenses trends to ensure rapid identification of risks and opportunities, enabling re allocation of unused funds to opportunity for savings.
- Variance analysis for the dollar spent as against the latest budget estimate.
Financial Analyst
Northern Trust
03.2017 - 04.2021
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Education
Graduate Certificate - Business
Conestoga College Institute of Technology And Advanced Learning
Kitchener, ON07.2022
Graduate Certificate - Business
Bangalore University
India05.2014
Skills
- Variance Analysis
- Business Intelligence Tools
- Expense Reporting
- Budget Management
- Adaptability
- MS Office Suite
- Tableau
- SAP HANA Expertise
Languages
English
Full Professional
Certification
Power BI
Timeline
Expense Analyst
AbbVie
12.2023 - Current
Financial Analyst
Northern Trust
03.2017 - 04.2021
Graduate Certificate - Business
Conestoga College Institute of Technology And Advanced Learning
Graduate Certificate - Business
Bangalore University