Asad Azam

Strategic finance and FP&A leader with 10+ years of experience building forecasting, reporting, and performance analytics functions across private equity-backed and multi-entity environments. Experienced in transforming fragmented financial and operational data into executive-ready insights through advanced Excel modeling, Power Query workflows, KPI reporting, and automated reporting processes.

Background spans investor reporting, liquidity planning, valuation support, and cross-functional analytics across alternative investments, consulting, and institutional finance organizations.

Director of Finance at Open on Sunday (2023-08 – 2026-05)

Private Equity–Backed Alternative Investment Platform | Music IP & Royalty Assets

• Built and scaled the strategic finance and FP&A function across a multi-entity, PE-backed alternative investment platform, supporting portfolio growth from approximately $35M to $130M in assets.
• Leveraged AI-assisted workflows, Power Query processes, and automated reporting tools to streamline KPI reporting, executive dashboards, and recurring financial analysis, reducing manual reporting effort by approximately 50%.
• Developed dynamic forecasting, liquidity, and scenario models to support capital allocation, debt utilization, portfolio optimization, and executive decision-making.
• Managed investor and lender reporting for over $35M in debt facilities, delivering covenant compliance reporting, portfolio analytics, and executive-level financial insights.
• Consolidated and transformed fragmented royalty, operational, and financial data from multiple sources into centralized reporting and performance tracking frameworks.
• Partnered with executive leadership, external CPAs, and the fractional CFO on valuation support, audit coordination, revenue recognition, and strategic finance initiatives.
• Coordinated semiannual third-party valuation processes, including portfolio forecasting, performance analytics, and investor reporting support.

Senior Financial Analyst at West Monroe Partners (2021-07 – 2023-08)

• Built financial models, KPI reporting, and executive dashboards used for forecasting, operational performance tracking, and strategic planning initiatives.
• Supported M&A transactions through financial due diligence and Quality of Earnings analysis, contributing to investment evaluation and post-acquisition planning.
• Designed automated pipeline and performance dashboards using Excel- and BI-based reporting tools, improving revenue visibility, forecasting accuracy, and executive reporting capabilities.
• Led reporting automation and data transformation initiatives using advanced Excel, Power Query, and structured reporting workflows to improve consistency across finance systems.
• Partnered with cross-functional teams to consolidate data from multiple operational and financial sources into scalable reporting frameworks and executive dashboards.

Senior Financial Reporting Accountant at Golub Capital (2019-06 – 2021-07)

• Managed financial reporting and fund accounting for a $270M+ private equity fund, supporting investor reporting and performance tracking.
• Built forecasting and reporting processes to improve visibility into fund performance and expense management.
• Automated reporting workflows and strengthened internal controls, increasing efficiency and accuracy.

Senior Financial Analyst at Guggenheim Partners (2015-11 – 2019-06)

• Developed financial models and reporting frameworks used by leadership to monitor performance and cost management.
• Implemented data validation and control processes to enhance reporting reliability.

B.S. in Finance – Dominican University - Brennan School of Business (2015)