SNEHA SHAH
Wakefield
Summary
Results-driven finance leader with extensive experience in financial planning & analysis, budgeting, and profitability modeling. Adept at driving cost efficiencies, optimizing financial processes, and implementing data-driven strategies to enhance business performance. Expertise in KPI development, cost management, and cross-functional collaboration with C-suite executives. Skilled in leveraging SQL, Power BI, and automation tools to streamline financial reporting and operational workflows. Proven track record in financial systems implementation, audit compliance, and process optimization, successfully reducing month-end close timelines and improving financial transparency. A strategic problem solver and mentor, fostering high-performance finance teams and influencing key business decisions.
Overview
16
16
years of professional experience
Work History
Senior Finance Manager
BUTCHERBOX
05.2024 - Current
- Led company-wide financial planning, owning budgeting, forecasting, and annual planning cycles
- Established monthly financial packages, KPIs, OKRs, and reporting on Price, Mix and Variance, Cost of Goods, Headcount, G&A
- Developed brand, customer, headcount, G&A and product profitability models, generating $3M in ROI
- Act as the subject matter expert on key business drivers, coaching stakeholders on costing, budgeting, forecasting, and financial reporting while taking ownership of the monthly financial package
- Assisted in the implementation of AI (Artificial intelligence) bots, transitioning call centers from human-based operations to efficient & automated solutions; which includes auto tagging tickets to Zendesk and be the first line of response for customer tickets
- Working on AI powered cancel flow, to save users from auto cancelling
- Advised business units through detailed analyses and ROI templates, influencing key business decisions
- COGS(M) model for price/volume/mix analysis
- Supported Supply Chain team (fulfillment, shipping packaging) on finding efficiencies in box, dry ice utilization, lane efficiency, weight management, weather/zip code based shipment alongwith managing KPI's
- Subject matter expert on budgeting, costing, and forecasting, delivering insights to senior leadership
- Designed KPIs and implemented reporting in Power BI for performance tracking and budget management using excel and SQL on key metrics like churn, ARR and AOV
- Improved G&A efficiencies, vendor contracts, and overall commercial spend effectiveness
- Mentored finance team, fostering high performance; collaborated cross-functionally with C-suite and VPs
- Directed FinOps review, presenting priorities and performance to the CFO
- Oversaw MD&A, executive financial packages, and ad-hoc reports for profitability and demand planning
- Proficient in financial systems implementation, having successfully directed several projects
- Shortened the month end close from 10 days to 7 days and now 5 with process improvements, automated reporting and accountability with right owners
- Building, maintaining and manage monthly calendar for month end close, Annual budgeting and bi-weekly forecast
- Legal and vendor management, including SOW reviews, negotiation of contracts
Financial Planning & Analysis Manager
DATA INTENSITY LLC
10.2019 - 01.2020
- Managed weekly cash forecasts and five-year sales, operations, and IT models
- Led global sales commission calculations and produced monthly financial packages for executives
- Secured $15M in funding and provided ad-hoc profitability, headcount, and pricing analyses
Senior Systems & Technical Accountant
SPINDRIFT BEVERAGE CO.
07.2017 - 10.2019
- Integrated processes for ERP, trade management, and dashboarding systems; managed 3rd party IT functions
- Reconciled inventory and oversaw month-end accounting, aligning processes with accounting policies
- Implemented analytic tool, DOMO, developed automated KPI reporting and streamlined COGS reporting for improved insights
- Solved $10M inventory variance issue between QuickBooks and Fishbowl, enhancing accuracy
- Led cross-functional reporting and system improvement initiatives, identifying cost-saving opportunities
- Ensuring process alignment with accounting policy
- Management of 3rd Party IT functions for various IT systems
- Key decision maker in vendor selection
- Administration of system control environment
- Developed Monthly Financial Package, customer PL, forecasting and annual budgeting
- Cross Functional owner across operations, marketing, sales
Accountant and Payroll Specialist
MARKETONE INTERNATIONAL, LLP
11.2016 - 07.2017
- Provided U.S
- And Canadian companies with outsourced accounting and payroll support, ensuring ASC 606 compliance
- Created monthly financial statements, handled revenue analysis, and led payroll software migration to ADP
- Built custom reports in NetSuite and improved payroll process efficiency
Accountant
SNEHAL & ASSOCIATES (Remote)
09.2015 - 11.2016
- Delivered outsourced accounting and tax services for U.S
- And Canadian clients, supporting QuickBooks implementation
- Prepared multi-state tax returns, W2s, and 1099s while enhancing payroll reconciliation processes
Accountant
LEADFORUS, NON-PROFIT
04.2014 - 11.2014
- Handled accounting entries for non-profit operations, ensuring accuracy and compliance
SAP Consultant
DELOITTE & TOUCHE TOHMATSU INDIA PVT. LTD
06.2013 - 11.2013
- Configured SAP modules for G/L, AR/AP, and tax accounts; implemented fiscal year and tolerance settings
- Created vendor accounts and monthly MIS reports, providing timely financial insights
Financial Analyst
SNEHAL & ASSOCIATES
02.2011 - 05.2013
- Audited assets/liabilities and conducted analytical procedures, comparing industry financial ratios
- Led private equity project setup and valuation, coordinating with clients to ensure optimal outcomes
Accountant
ESSAR INVESTMENTS LIMITED
04.2009 - 12.2010
- Coordinated with internal audit teams on mergers prepared balance sheets and income statements
Education
Forensic Accounting and Fraud Examination -
West Virginia University on Coursera
07.2016
Bachelor's - Law (LLB)
University of Mumbai
Maharashtra, India03.2011
Company Secretary -
Institute of Company Secretaries of India
Maharashtra, India12.2010
Bachelor's - Accountancy & Finance
University of Mumbai
Maharashtra, India03.2008
Skills
- Financial Planning & Analysis and Reporting
- Budget Management
- KPI Development
- Cost Management
- Profitability Modeling
- Cross-functional Collaboration
- System Implementation
- SQL & Data Analytics
- Process Optimization
- Leadership & Mentorship
- International Financial Reporting
- Audit & Compliance
- Advanced Excel & Financial Modeling
- Forecasting techniques
Timeline
Senior Finance Manager
BUTCHERBOX
05.2024 - Current
Financial Planning & Analysis Manager
DATA INTENSITY LLC
10.2019 - 01.2020
Senior Systems & Technical Accountant
SPINDRIFT BEVERAGE CO.
07.2017 - 10.2019
Accountant and Payroll Specialist
MARKETONE INTERNATIONAL, LLP
11.2016 - 07.2017
Accountant
SNEHAL & ASSOCIATES (Remote)
09.2015 - 11.2016
Accountant
LEADFORUS, NON-PROFIT
04.2014 - 11.2014
SAP Consultant
DELOITTE & TOUCHE TOHMATSU INDIA PVT. LTD
06.2013 - 11.2013
Financial Analyst
SNEHAL & ASSOCIATES
02.2011 - 05.2013
Accountant
ESSAR INVESTMENTS LIMITED
04.2009 - 12.2010
Forensic Accounting and Fraud Examination -
West Virginia University on Coursera
Bachelor's - Law (LLB)
University of Mumbai
Company Secretary -
Institute of Company Secretaries of India
Bachelor's - Accountancy & Finance
University of Mumbai
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