Poonam Shah
Ahmedabad
Summary
Dedicated Professional with 10+ years of finance expertise, specializing in SAP Finance. Currently leading financial reporting and analysis at La Renon Healthcare, collaborating with top-level executives and PE/VC firms to drive strategic financial decisions.
Overview
13
13
years of professional experience
Work History
Sr. Manager
La Renon Healthcare Private Limited
Ahmedabad
07.2015 - Current
- Created and oversaw a range of budgeting procedures for multiple departments to meet the firm's financial targets.
- Provided senior management with monthly and quarterly analysis of budget variances, delivering valuable insights.
- Successfully executed transaction deals with Private Equity (PE) firms. Accomplishments involved overseeing all aspects of the process from start to finish including financial presentations, analysis, and conducting due diligence procedures.
- Effectively presented complex financial information in a clear and concise manner to ensure comprehensive understanding by senior stakeholders
- Spearheaded monthly operational evaluations and compiled MIS reports for top-level executives to enhance business efficiencies.
- Enhanced accuracy and compliance in financial reporting, budgeting, and forecasting through proficient utilization of SAP's Finance (FI) module as well as strategic integration and customization efforts.
Project Manager (SAARC Project Fund)
Homenet South Asia Trust
Ahmedabad
02.2014 - 05.2015
- Led the financial management of the SAARC Project across South Asian countries while serving as a Project Account Manager at Homenet South Asia Trust.
- Played a crucial role in overseeing financial analysis, budget monitoring, accurate/timely reporting of project funding, and liaising with stakeholders from SAARC countries to ensure compliance with funding requirements.
Account Officer
ISMW
Ahmedabad
10.2011 - 01.2014
- Develop organizational budget in accordance with the strategic objectives of the Firm.
- Ensured accuracy, effectiveness, and efficiency in financial management through the development and maintenance of internal financial controls.
- Prepared MIS reports for Management Committee and Board of Directors.
- Ensured legal and statutory compliance.
Education
Chartered Accountant -
ICAI
Ahmedabad05-2011
Master of Commerce -
Gujarat University
Ahmedabad03-2011
Skills
- Financial Management
- Budgeting and Forecasting
- SAP Finance Module
- Consolidation of Financial Statements and IND AS Reporting
- Regularly engage with PE investors and VC firms for financial analysis and forecasting
- Periodic Review of Subsidiary Companies
- Cash Flow and EBITDA Monitoring
Timeline
Sr. Manager
La Renon Healthcare Private Limited
07.2015 - Current
Project Manager (SAARC Project Fund)
Homenet South Asia Trust
02.2014 - 05.2015
Account Officer
ISMW
10.2011 - 01.2014
Chartered Accountant -
ICAI
Master of Commerce -
Gujarat University
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