Financial Analyst
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8+ years of progressive FP&A and financial analysis experience spanning U.S. public accounting, commercial banking, and insurance - with deep expertise in financial planning and analysis, complex variance analysis, financial modeling, budgeting, forecasting, monthly consolidations, GL accounting, journal entries, and management reporting, and compliance-based financial operations. Consistent track record of preparing detailed variance analysis with written narratives for executive leadership, building financial models and pro-forma statements, leading budgeting cycles, supporting month-end close, and partnering cross-functionally with operations, sales, and accounting teams to deliver actionable financial insights.
Excel and Power BI proficiency with strong understanding of GAAP principles. Holds MBA Finance, MBA IT (GPA 4.00/4.00), CISA, AWS Certified Solutions Architect, and CFA Investment Foundations. IEEE Senior Member with 12 peer-reviewed publications (Springer & IEEE), 170+ citations, and h-index 6 - demonstrating analytical rigor applied in both professional and research contexts.
Shafiq Hasan CPA P.L.L.C. | Richardson, TX
October 2024 – Present
Prepare monthly financial management reports and conduct complex variance analysis across 20+ client accounts — analyzing deviations between actuals, forecasts, and budgets and delivering written narratives to senior leadership
Build detailed financial models and pro-forma statements including budgeting templates, rolling forecasts, scenario analyses, and sensitivity models
Lead annual budgeting cycles and quarterly forecast updates — coordinating with business unit managers, consolidating inputs, and preparing supporting schedules for approval
Prepare consolidated financial analysis for multiple business units — producing management reporting packages, KPI dashboards, and variance explanations using Advanced Excel and Power BI
Support month-end close including journal entry preparation, account reconciliations, and GL maintenance in compliance with GAAP
Proactively identify process improvement opportunities in financial reporting and forecasting workflows
Shafiq Hasan CPA P.L.L.C. | Richardson, TX
February 2024 – October 2024
Developed and maintained complex financial models using Advanced Excel — forecasting templates, variance analysis tools, and consolidation models
Prepared ad hoc financial analyses and management reports translating complex data into actionable insights for senior leadership
Supported annual audit processes — preparing supporting schedules, reconciling sub-ledgers to GL, and ensuring GAAP compliance
Collaborated cross-functionally with operations and accounting teams to drive reporting enhancements and process improvements
Assistant Officer — Finance, Treasury and Remittance
Padma Bank Ltd. | Dhaka, Bangladesh
May 2019 – August 2022
Prepared monthly, quarterly, and annual financial management reports for three operational divisions — producing consolidated variance analyses and written summaries for executive leadership
Managed GL and P&L accounts using Temenos (T-24) — posting journal entries, reconciling accounts, and preparing trial balances in compliance with institutional and GAAP standards
Built financial models using Advanced Excel — monitoring treasury metrics, investment returns, and FX positions to support senior leadership planning and capital allocation
Led budgeting and forecasting processes — coordinating assumptions, consolidating inputs, tracking actuals against plan, and preparing variance explanations for the annual budget approval process
Supported month-end close and audit processes — preparing journal entries, reconciling accounts, and providing audit documentation
Reconciliation Officer — Finance & Accounts
Brac Saajan Exchange Ltd. | Dhaka, Bangladesh
June 2018 – April 2019
Prepared monthly reconciliation reports and conducted variance analysis across multi-currency correspondent bank accounts
Posted journal entries and produced management reports to eliminate anomalies and ensure settlement accuracy
Conducted AML/CFT compliance reviews maintaining regulatory adherence across high-volume international financial flows
Senior Officer — Finance & Accounts
Fareast Islami Life Insurance Company Ltd. | Dhaka, Bangladesh
June 2016 – June 2018
Maintained ERP-based GL accounting records — recording daily receipts, payments, and vouchers with accuracy
Performed bank reconciliations and monitored payables and receivables across the full fiscal year
Analyzed economic and industry performance trends — preparing written financial analyses and oral presentations for executive management
Master of Business Administration (MBA) — Information Technology
Texas A&M University-Texarkana (AACSB Accredited)
2022 – 2023 | GPA: 4.00 / 4.00
International Eagle Scholar — $17,959 Award
Master of Business Administration (MBA) — Finance
Independent University, Bangladesh (ACBSP Accredited)
2015 – 2017 | GPA: 3.09 / 4.00
Bachelor of Business Administration (BBA) — Finance | Minor: Accounting
Independent University, Bangladesh (ACBSP Accredited)
2011 – 2014 | GPA: 2.77 / 4.00
