Shaka Cummings

Highly analytical Finance Professional and Master of Science in Economics with over 12 years of experience across FP&A, Transfer Pricing, and M&A due diligence. Proven track record at Fortune 500 firms including AT&T, Citibank, and KPMG in developing complex financial models (DCF, 3-statement), automating enterprise-level reporting via VBA/SQL, and managing multi-billion-dollar budgets. Expert in international tax compliance and economic valuation.

Financial and Investment Analyst (Contract) at LinkedIn (2026-03 – Present)

• Perform accretion/dilution testing of EPS during M&A due diligence and provide transfer pricing analysis of comparable companies including PLI testing and valuation multiples.
• Manage foreign currency hedging positions and create bespoke financial models including DCF, 3-statements, cash flow forecasting, and FP&A models.
• Create and evaluate IB and PE models including M&A and divestitures models, LBO models, DCF models for AI programs, providing performance feedback and strategic reporting documentation.

Finance and Excel Expert (Contract) at Mercor (2026-01 – Present)

• Perform accretion/dilution testing of EPS during M&A due diligence and provide transfer pricing analysis of comparable companies including PLI testing and valuation multiples.
• Manage foreign currency hedging positions and create bespoke financial models including DCF, 3-statements, cash flow forecasting, and FP&A models.
• Create and evaluate IB and PE models including M&A and divestitures models, LBO models, DCF models for AI programs, providing performance feedback and strategic reporting documentation.

Management Analyst (Contract) at SepalAI (2025-11 – Present)

• Design complex financial analysis benchmarks for AI model training and evaluation.
• Conduct rigorous success evaluations of model outputs to ensure accuracy in financial logic and calculations.

AI Trainer (Contract) at ParetoAI (2025-11 – Present)

• Design complex financial analysis benchmarks for AI model training and evaluation.
• Conduct rigorous success evaluations of model outputs to ensure accuracy in financial logic and calculations.

AI Trainer (Contract) at micro1 (2025-12 – Present)

• Design complex financial analysis benchmarks for AI model training and evaluation.
• Conduct rigorous success evaluations of model outputs to ensure accuracy in financial logic and calculations.

Accounting Business Systems Analyst II (Contract) at M&T Bank (2024-07 – 2025-05)

• Supported loan and deposit system upgrades and conversions from an accounting and investor reporting perspective, including general ledger interface management.
• Developed enterprise-wide Excel macros and maintained 3-statement, financial covenant, DCF, and WACC models.
• Performed monthly general ledger closing, variance analysis, and reconciliation for complex lending products.
• Conducted evaluations of customer creditworthiness and business valuations.

Lead Financial Analyst at AT&T (2021-09 – 2023-10)

• Managed monthly close, budgeting, and forecasting for a portfolio of approximately $500M per month.
• Collaborated with Sales and Pricing teams to drive revenue growth of approximately 6% through aligned forecasting.
• Developed product-specific profit margin reports, identifying key variances attributable to rate, volume, and mix factors.
• Leveraged industry comparative analysis to identify pricing opportunities, resulting in 3% cost savings.

Senior Analyst, Consultant (Contract) at Kingstone Family Enterprises (2021-02 – 2021-07)

• Established the FP&A department for clients with revenues of $5M–$20M across diverse sectors (Oil & Gas, Retail, Renewables).
• Created corporate tax modelling templates and scenario analyses, leading to 10% estimated savings per client.
• Prepared personalized financial statement for clients across diverse industries, such as jewelry, restaurants, cattle, wind energy, oil & gas, E-learning, and clothing retail. Effectively outlined cash outlays, inventory and labor utilization, and other key financial metrics.
• Developed 3-statement financial tie-out templates and loan amortization models using advanced Excel and VBA.

Lead Financial Analyst (Contract) at Citibank (2018-11 – 2020-05)

• Prepared Transfer Pricing documentation for 100+ countries; mitigated over $100M in potential tax penalties by clearing significant report backlogs.
• Managed global budgets exceeding $10B in expenses, handling sensitive senior management compensation data.
• Streamlined data consolidation processes using VBA and internal databases to integrate data from various sources.

Senior Financial Analyst – Finance Department at U.S. Anesthesia Partners (2016-09 – 2018-11)

• Presented monthly financial results to the CFO and private equity investors for a multi-billion-dollar organization.
• Led the creation of a $450M regional budget within a 7-day turnaround, including complex payroll allocations.
• Automated key analytics reports, reducing the month-end close cycle by 2 days.

Financial Analyst – FP&A Department at AmerisourceBergen/US Bioservices (2014-09 – 2016-09)

• Developed a bell-curve statistical method for payment reconciliation, saving 5 days of manual work per month and $30k–$40k annually.
• Assisted in monthly forecast preparation for revenue, margin, and volume while identifying profit opportunities and threats.

Economic & Valuation Services Associate – Transfer Pricing at KPMG LLP (2013-01 – 2014-07)

• Conducted transfer pricing and economic analyses for Fortune 500 companies in Manufacturing, Oil & Gas, and Financial Services.
• Performed valuations including goodwill impairment testing and IP valuation.
• Reviewed company financial statements to measure profitability, identify sales trends, and forecast financial performance, ensuring alignment with taxable income requirements.
• Assisted with M&A transactions through conducting accretion/dilution testing, creating WACC calculations and DCF models.
• Utilized Bloomberg Terminal for corporate credit ratings, bond issuances, and currency swaps.

Master of Science in Economics – The University of Texas at Dallas (2015)

Bachelor of Science in Economics and Finance – The University of Texas at Dallas (2011)