JAYATI K SHAH

Commercial FP&A (02/2025 – Present)

• Participated actively in annual budgeting, quarterly forecasting, and monthly close activities, presenting detailed variance analysis, pre-close assessments, and strategic management commentary.
• Facilitated Sales Incentive Plan (SIP) analysis for approximately 80M in sales by accurately tracking targets and validating incentive payouts to ensure precise performance measurement.
• Contributed to the automation of the SIP evaluation process, reducing manual intervention and generating approximately 80 man-hours of effort savings.
• Produced actionable insights on SG&A, COGS, sales incentives, and sales volume analysis to optimize margin management and guide performance reviews against financial forecasts.

Corporate FP&A (04/2023 – 02/2025)

• Managed monthly analysis and management reporting for SG&A, headcount, sales volumes, and vendor spend against budget and forecast, highlighting key business drivers and variance insights to support cost control.
• Supported annual budget, quarterly forecast, and monthly close cycles by providing pre-close insights and concise management commentary for informed decision-making.
• Automated Operating and Leadership Management reporting decks in Workiva by integrating SAP and OneStream, improving data accuracy, strengthening controls, and reducing manual effort.

• Assisted in preparing and organizing financial documents, including invoices, receipts, and expense reports.
• Entered financial data into accounting systems with a high degree of accuracy to maintain data integrity.
• Supported account reconciliations by matching bank statements against company records.
• Assisted with month-end and year-end close activities and helped resolve billing and payment issues.