Yash Vashisht

FP&A Analyst with experience in financial planning & analysis, rolling forecasts, variance analysis, and cross-functional business partnering. Led development of a $15M annual operating budget, built 120-day rolling cash flow models achieving 95% accuracy, and drove cost-control initiatives generating $550K+ in annual savings. Proficient in scenario modeling, P&L management, long-range planning, and headcount analysis using Python (Pandas), SQL, Tableau, and Advanced Excel.

Proven ability to translate financial data into executive-level insights that support strategic decision-making in fast-paced corporate environments.

FP&A Analyst at Roof and Realm (2025-05 – Present)

• Annual Budgeting & Business Partnering: Led end-to-end development of a $15M annual operating budget, partnering with department heads to align cost structures, headcount plans, and strategic priorities across all business units.
• FP&A Automation: Leveraged AI tools (including Claude) to automate first-draft financial analysis and management reporting, reducing report turnaround time by 40% and scaling FP&A output from 2–3 to 5+ deliverables per week.
• Variance Analysis & Management Reporting: Conducted monthly and quarterly budget-to-actual variance analysis across P&L line items; identified key deviation drivers and presented actionable recommendations to senior leadership, improving forecast accuracy over time.
• Rolling Cash Flow Forecasting: Built and maintained 120-day rolling cash flow models achieving 95% forecast accuracy, directly improving short-term liquidity planning and working capital decision-making.
• Long-Range Planning (LRP): Developed 5-year financial forecasts using Python (Pandas) for revenue trend analysis and cost-structure modeling, supporting executive capital allocation decisions and investment prioritization.
• Cost Control & Savings: Identified $550K+ in annualized savings through comprehensive expense analysis and financial leakage reviews; partnered with procurement and ops teams to implement corrective measures across cost centers.
• Vendor Negotiation & Cash Optimization: Identified a major payment processing cash leak and negotiated fee reductions with Stripe and Forte from 1% to 0.2%, generating $170K in annual run-rate savings.
• Raw Data Extraction & Reporting Infrastructure: Extracted, cleaned, and standardized 4 years of raw POS and sales order data across 4-5 platforms using SQL and Excel, resolving missing values, duplicates, and format inconsistencies to build a unified dataset that directly fed the $15M annual operating budget presented to senior leadership

Co-Founder & Finance Lead at My Providers (Student Venture) (2022-10 – 2024-03)

• Financial Planning & Budgeting: Built Excel-based forecasting models for revenue, operating budget, and working capital, presenting to investors and supporting $100K+ in quarterly operations and enabling more reliable short- and long-term financial planning.
• Scenario Modeling & Capital Allocation: Developed dynamic cash flow models and scenario simulations using historical claims and premium data, boosting net unit economics by $2.40/customer and delivering $19K in total margin gains.
• Exit & Valuation Modeling: Led all financial strategy through a $50K founder equity exit, aligning valuation metrics, modeling exit scenarios, and securing share sale agreements - while balancing full-time graduate studies

Sales & Data Analyst Intern at Tata AIG General Insurance (2022-07 – 2023-02)

• Campaign Performance Analysis: Analyzed $2.3M in campaign performance data across 12,000+ customer interactions using SQL and Excel; identified key drivers of upsell behavior and channel conversion trends to generate actionable insights that optimized marketing spend.
• KPI Dashboarding & Reporting: Built interactive Tableau dashboards tracking 15+ real-time KPIs and $200K+ in monthly premium flows, enabling leadership to benchmark performance across product verticals for Quarterly Business Reviews

Master of Science in Management (STEM) – Finance & Accounting – Boston University – Questrom School of Business (2025-05)

Bachelor's Degree – University of Delhi (2022-05)