P
Poonam Shah
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Vice President - Controller
California, United States
Résumé
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Vice President - ControllerFireworkFeb 2026 - Current (8 months)- Financial ControllerFireworkFeb 2024 - Current (2 years 8 months)
- Fractional ControllerAcanteSep 2021 - Sep 2022 (1 year 1 month)
- Fractional ControllerThirdAI CorpAug 2021 - Sep 2022 (1 year 2 months)
- Fractional ControllerAmpool IncJan 2021 - Aug 2022 (1 year 8 months)
- Fractional ControllerCloudAppOct 2019 - Oct 2022 (3 years 1 month)
- Fractional ControllerArkestroAug 2018 - Oct 2022 (4 years 3 months)
- Fractional ControllerBedrock AnalyticsAug 2018 - Sep 2022 (4 years 2 months)
- Fractional ControllerOptiplantAug 2018 - Dec 2020 (2 years 5 months)
- Sr. Client Partner and VP of FinanceArightco IncJan 2018 - Nov 2022 (4 years 11 months)Arightco, Inc. is a group of professionals with significant experience in Finance and HR that offers
complete solutions to streamline your Accounting, Finance, Corporate Compliance, Tax, Human Resources and Backoffice Management, from data entry to the board room.
We work with clients of all stages from Seed Startups to Late Stage companies. - Head of Finance - Full Time (Part Time 2007 - 2014)ZephyrJan 2015 - Jan 2017 (2 years 1 month)Fastest growing SaaS provider of test management software that helps more than 10,000 customers in 100 countries reach their quality initiatives.
Zephyr was acquired by SmartBear in 2018. https://www.franciscopartners.com/media/smartbear-acquiring-zephyr-to-expand-its-market-leading-test-management-portfolio-and-strengthen-atlassian-marketplace-alliance
• Manager of Finance and Human Resources responsible for accounting, forecasting, reporting, audit, tax, and HR; handled 2000+ monthly transa - Director of FP&A, Beverage Snacks, Main Meals and Meals and IngredientsSafewayJan 2013 - Jan 2015 (2 years 1 month)• Developed and led annual budgeting and planning cycle as well as weekly forecasting for sales and gross profit forecasting for 11 business units totaling $7.3B in annual revenue. This entailed collecting requirements from the BU’s, developing detailed weekly sales and gross profit rate/dollar rolling it up monthly, quarterly and annually, working with Corporate to ensure the Company goals were met, submitting it into the planning system and creating reports to review final numbers with the BU’s.
• Enabled multimillion-dollar cost savings by driving analytics for various initiatives at the store level; Led water manufacturing outsourcing initiative capturing $1M total savings; Analyzed spend for product recall center for 50% expense r - Director of FP&A, Consumer Brands FinanceSafewayJan 2009 - Jan 2013 (4 years 1 month)• Headed strategic planning, forecasting, analytics, pricing analysis, and manufacturing volume planning for $7.4B Private Label business.
• Led annual planning, budgeting and monthly forecast for 13 business units.
• Drove analytics, design, and development of new potato chip brand (Snack Artist) launch; Supported rapid growth to $30M in annual sales.
• Captured $10M CSI by providing key analytics and detailed P&L that increased self-manufactured volume.
• Defined and reported on KPIs by developing one pager category and pricing scorecards.
• Manager of 4 managers and analysts. - Manager Financial Planning and AnalysisSafewayJan 2009• Oversaw key analytics for Better Living Brands Division, a newly launched consumer product goods venture.
• Prepared division’s period forecast and developed P&L by customer and product.
• Assisted in the design of Essbase forecasting and planning cube to better capture and leverage intersections of data creating 25% increase in efficiency. - Manager Financial Planning and AnalysisSafewayJan 2008 - Jan 2009 (1 year 1 month)• Promoted to head FP&A for Alcohol and Tobacco Business Units producing $2.4B+ in annual sales.
• Manager of 2 analysts and division strategic planning.
• Managed weekly, monthly, and quarterly sales/AGP forecasts based on upcoming promotions, markdown spend, and allowance collection.
• Drove delivery of key analytics for business strategy changes; initiatives included tobacco inventory reduction, roll-out of Costco strategy, Wine department 25% off promotion, and write-offs. - Sr Financial AnalystSafewayJan 2006 - Jan 2008 (2 years 1 month)• Supported Spirits & Tobacco Business Units totaling $600M+ in annual sales.
• Developed vendor management process for Wine, Beer, Spirits, and Tobacco; Process adopted across all BU’s.
• Pinpointed error in Teradata tables causing inaccurate point-of-sale pricing data.
• Prepared weekly sales and AGP forecasts for executive teams and provided analysis to support various initiatives including forecasting promotion impact, exiting Tobacco business, and exiting cigarette sales at fuel stations. - Sr Financial AnalystAttJan 2004 - Jan 2005 (1 year 1 month)• Handled monthly financial reporting for Enterprise Testing Services Group with $30M project portfolio.
• Created reports for upper management including actuals vs. estimates by project/hour, capital vs. non-capital spending, cost avoidance, enhancing vs. sustaining work, project budget analysis, and monthly time reporting based in eVista.
• Launched team-wide training and education focused on software capitalization and project time/cost tracking. - ASr. Financial AnalystAspect CommunicationsJan 2001Prepared annual budgets as well as provided variance and ad-hoc financial analyses. Managed and consolidated company’s global monthly financial forecast. Oversaw month-end close for global executive, legal, and finance departments. Reported to Director of Corporate FP&A.
• Coordinated with management and FP&A organizations to develop and report on key financial business metrics, operating expenses and capital spending, and project expenditures against budget.
• Partnered with FP&A organizations and leveraged systems to identify and capitalize on improvements in forecast and plan process, including enhancing accuracy and reducing cycle times. - ASr Financial AnalystAspect CommunicationsJan 2000 - Jan 2001 (1 year 1 month)Provided forecasting, expense budgeting, and variance analysis for Aspect Consulting Services (ACS) group with up to $5M in quarterly practice revenue. Involved in weekly revenue pipeline call discussion with practice leaders.
• Tracked, analyzed, and presented performance related to implementation practice revenue, margins, and department expenses; research and explain variances to budget.
• Created financial reports and narratives for monthly financial package and business review for each practice leader. - ATreasury AnalystAspect CommunicationsJan 1998 - Jan 2000 (2 years 1 month)Supported G/L group in financial closing, reporting, and system administration activities, including facilitating month-to-month close process, preparing trended reporting statements for management, managing intra-company transactions and revaluation, and performing various Oracle database-related functions to ensure smooth closing of books.
Education
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- MBA, Economics and FinanceSanta Clara University Leavey School of Business