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Sanjay Sarmah - Financial Analyst FP&A

[email protected]

Location: New York, New York, USA

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SANJAY SARMAH Senior Financial Analyst - FP&A | Budgeting & Forecasting | Variance Analysis | Business Partnering +1 (734) 252-9032 | [email protected] | linkedin.com/in/sanjay321sarmah PROFESSIONAL SUMMARY Senior Financial Analyst with 10 years of progressive FP&A experience across healthcare, banking, e-commerce, mortgage, and manufacturing/distribution environments. Proven track record partnering with senior leadership, department heads, and cross-functional stakeholders to own annual budgeting, rolling forecasts, long-range planning, and variance analysis, translating financial results into clear, actionable business recommendations. Skilled in building complex financial models and automating reporting through Power BI, SQL, and Python, with a consistent focus on process improvement, data integrity, and governance across the full FP&A cycle - from planning and forecasting through executive-ready reporting. Adept at working across ERP and planning platforms including SAP S/4HANA, Oracle EBS, Anaplan, and Hyperion, and at partnering with technology teams to modernize reporting using Snowflake and SQL-based data sources. Experienced applying AI-enabled tools such as Microsoft Copilot to accelerate forecasting cycles, improve reporting accuracy, and free up analyst time for higher-value business partnering. Recognized for translating ambiguous, cross-functional problems into structured financial narratives that senior leadership can act on quickly, and for mentoring junior analysts on modeling standards and reporting best practices. KEY HIGHLIGHTS 10 years of progressive FP&A experience spanning technology/automotive parts, mortgage banking, e-commerce, retail banking, and healthcare sectors. Deep hands-on expertise across the full modern finance stack - Power BI, Tableau, Looker, SQL, Python, and Alteryx - for building self-service analytics and executive dashboards. Multi-ERP fluency spanning SAP S/4HANA, SAP FI/CO, Oracle EBS, Oracle Financials, and Dynamics 365 Finance, enabling smooth financial integration across systems. Early and practical adopter of AI-enabled finance tools such as Microsoft Copilot to compress forecasting and reporting cycle times. Consistent record of business partnering with senior leadership, department heads, and project managers to align budgets with strategic priorities. CORE COMPETENCIES Financial Planning: Annual Budgeting, Rolling Forecasts, Long-Range Planning, Scenario & Sensitivity Analysis, Capital Planning Analysis & Reporting: Variance Analysis, P&L Analysis, Margin Analysis, Cost Analysis, KPI Development, Executive Reporting, Trend Analysis Business Partnership: Stakeholder Engagement, Business Case & ROI Analysis, Project Financial Management, Governance Reviews, Cross-Functional Collaboration Process & Governance: Financial Controls, Month-End Close Support, Reporting Automation, Process Standardization, Audit Readiness Leadership & Communication: Executive Presentations, Cross-Functional Alignment, Analyst Mentorship, Change Management TECHNICAL PROFICIENCIES BI & Visualization: Power BI (DAX, Power Query, Power Pivot), Tableau, Looker - dashboard design, KPI tracking, self-service analytics Data & Automation: SQL (Oracle SQL, PL/SQL), Python (pandas, automation scripting), Alteryx workflow design, data cleansing and transformation Cloud & Data Platforms: Snowflake, BigQuery, SQL Server, Oracle Database, SAS ERP & Planning Systems: SAP S/4HANA, SAP FI/CO, Oracle EBS, Oracle Financials, Oracle GL/AP/AR, Hyperion, Anaplan, Dynamics 365 Finance AI-Enabled Finance Tools: Microsoft Copilot - applied to forecasting acceleration, narrative reporting, and anomaly flagging Office & Productivity: Advanced Excel (financial modeling, pivot tables, macros), PowerPoint (executive presentations), SharePoint PROFESSIONAL EXPERIENCE KSI Collision Parts | Sr. Financial Analyst May 2024 - Present South Plainfield, NJ Lead financial planning and automated reporting for operational and technology portfolios, partnering directly with senior leaders to drive budget accountability and process improvement, applying AI-enabled tools to accelerate forecasting and insight generation. Own budget management, operating expense budgeting/AOP, forecasting, and variance analysis across business units, compiling inputs from Finance, Operations, and Sales to improve forecast-to-actual accuracy by 5-7% year-over-year, and presenting financial insights and recommendations to leadership in governance and financial review meetings. Implement finance workflows in SAP S/4HANA and SAP FI/CO, consolidating financial reporting across four acquired companies (~$400M combined annual revenue) and improving reconciliation accuracy and financial reporting integrity across systems. Build forecasting models and automated reports using Power BI, Python, SQL, and Snowflake - including an intra-month sales forecasting model delivering month-end projections with 99%+ accuracy - leveraging Microsoft Copilot to improve forecasting speed and accuracy. Drive process improvement and reporting automation initiatives, developing KPI dashboards in Power BI and Alteryx (Sales, Gross Profit, Inventory Turnover) that cut 2-3 hours of daily manual updates to near real-time and were adopted across 7 functional groups and 15 locations, supporting fiscal accountability and self-service analytics. Partner cross-functionally with operations, IT, and technology leaders to align budget assumptions with project roadmaps and quantify revenue and gross-profit drivers through Price-Volume-Mix-Cost (PVMC) analysis, surfacing risks and cost-saving opportunities that contributed to ~15% year-over-year gross profit growth. Standardize monthly and quarterly reporting templates across business units, reducing prep time and improving consistency of financial narratives delivered to senior leadership. Oversee labor efficiency and cost structures across all locations - headcount, temporary labor, overtime, and third-party logistics (3PL) usage - allocating SG&A costs using headcount-based methodologies. Tools & Environment: Power BI, Advanced Excel, SQL, Python, Power Query, Power Pivot, Alteryx, SAP S/4HANA, SAP FI/CO, Snowflake, Microsoft Copilot. PennyMac | Sr. Financial Analyst June 2022 - April 2024 Westlake Village, CA Served as financial business partner for mortgage operations, driving FP&A processes including budgeting, forecasting, and project financial management, and led automation initiatives that improved reporting accuracy and reduced close cycle time. Managed annual budgets and rolling forecasts using Anaplan, tracking project and portfolio spend against plan and providing variance commentary to leadership. Built automated financial reports pulling data from Oracle Financials and SQL Server, ensuring data integrity across systems for month-end close. Delivered Power BI and Tableau dashboards with Python and Alteryx-driven data transformation to support scenario analysis, mortgage portfolio performance tracking, and executive presentations. Partnered with project managers on capital and operational expenditure tracking and business case/ROI analysis for technology and process investments, applying discounted cash flow (DCF) analysis that drove a 20% increase in profitability on a new investment. Collaborated with accounting and operations teams during month-end close to resolve data discrepancies, tightening the feedback loop between actuals and forecast assumptions. Presented portfolio-level financial performance to senior mortgage operations leadership, translating complex variance drivers into clear, decision-ready summaries. Tools & Environment: Advanced Excel, SQL, Power BI, Tableau, Python, Alteryx, SQL Server, Oracle Financials, Anaplan. Wayfair | Sr. Financial Analyst February 2020 - May 2022 Boston, MA Partnered with e-commerce category and operations leaders to manage revenue forecasting, margin analysis, and KPI reporting, building scalable financial models and self-service dashboards for a fast-paced, high-growth environment. Led rolling revenue forecasts and margin analysis using Dynamics 365 Finance, comparing actuals to budget/forecast and presenting variance drivers and business recommendations to senior FP&A leadership. Designed interactive Tableau and Looker dashboards to track KPIs and operational performance metrics, improving visibility for cross-functional stakeholders. Streamlined reporting data using SQL, Snowflake, BigQuery, and Alteryx, and applied Python for advanced analysis, cutting recurring reporting cycle time. Supported business case development and ROI analysis for resource and investment decisions across e-commerce product lines, sizing opportunities using Total Addressable Market and income statement assumptions to contribute to 15% business growth. Partnered with category managers to model pricing and promotional scenarios and run customer segmentation and mix analysis, quantifying margin impact ahead of key seasonal launches and driving a 20% year-over-year sales increase in a key customer segment. Mentored junior analysts on dashboard design standards and modeling best practices, improving consistency of reporting across the FP&A team. Tools & Environment: Advanced Excel, SQL, Tableau, Looker, BigQuery, Snowflake, Python, Power Query, Power Pivot, Alteryx, Dynamics 365 Finance. Federal Bank | Financial Analyst August 2017 - July 2019 India Acted as finance partner to retail branch leadership, managing budgets and forecasts for branch profitability and portfolio performance, and built automated MIS dashboards that improved fiscal accountability across the branch network. Owned budgeting, forecasting, and variance analysis for branch-level P&Ls, identifying financial risks and performance trends to support leadership decisions. Developed branch profitability and portfolio analysis models in SQL and SAS, translating banking data into performance metrics for regional management. Automated recurring MIS reporting and dashboards in Tableau, reducing manual reporting effort and improving financial data accuracy by 10% and consistency of financial data across systems. Partnered with branch managers to review monthly performance against targets, flagging underperforming portfolios and recommending corrective actions. Tools & Environment: Advanced Excel, SQL, SAS, Tableau. Fortis Healthcare | Financial Analyst June 2015 - July 2017 India Served as financial business partner to hospital operations, owning annual budgeting, quarterly forecasting, and monthly close support within Oracle EBS, delivering variance analysis and P&L commentary to department heads. Led annual budget development and quarterly forecast updates for operational departments, analyzing spending assumptions and presenting variance explanations to business unit leaders. Supported monthly financial close by reconciling GL/AP/AR data in Oracle EBS and preparing accurate P&L and cost analysis reports for management review. Built recurring MIS and financial reports using Oracle SQL/PL-SQL and Hyperion to track budget utilization and flag cost-optimization opportunities, including a cost-tracking system that reduced costs by 12% on a new departmental project. Collaborated with department heads across clinical and administrative units to translate cost drivers into practical, actionable budget recommendations. Tools & Environment: Oracle EBS, Oracle Financials, Oracle GL/AP/AR, Advanced Excel, Oracle SQL, PL/SQL, Hyperion. PROFESSIONAL DEVELOPMENT Ongoing self-directed training in AI-enabled finance workflows, including prompt design for Microsoft Copilot applied to forecasting and reporting. Continued upskilling in data platforms (Snowflake, BigQuery) and analytics tools to support modern, self-service FP&A reporting. Regular participation in cross-functional finance-and-technology working sessions to align reporting automation with evolving business needs. EDUCATION Master of Science (M.S.) in Finance - University of Bridgeport, Bridgeport, CT, 2020 Bachelor of Engineering (B.E.) in Mechanical Engineering - Visvesvaraya Technological University, Belagavi, Karnataka, India, 2015 Keywords: artificial intelligence business intelligence information technology procedural language Arkansas California Colorado Connecticut Massachusetts New Jersey