Open to opportunities

Amit Singh

@amitsingh15

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Results-driven Financial Analyst with 5+ years in FP&A, forecasting, cashflow modeling, and reporting.

Canada

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What I'm looking for

I seek FP&A or finance roles where I can build dashboards, drive automation, improve forecasting, work cross-functionally, and progress toward my CPA.

I am a results-driven Financial Analyst with over five years of experience in FP&A, budgeting, forecasting, cash flow modeling, and performance reporting across real estate, financial services, manufacturing, and investment sectors.

I have led planning cycles, built dynamic models, and delivered executive dashboards that clarify key financials and inform senior leadership decisions. I drive process automation and improved financial controls using Excel, Power BI, SAS, SQL, Yardi, and SharePoint.

My hands-on experience includes managing month-end close and consolidations, building KPI-based property-level dashboards, supporting ERP improvements, and presenting budget-to-actual variance and scenario analyses to VPs and SVPs of Finance.

I am pursuing my CPA, have completed Bloomberg Market Concepts, and consistently mentor junior analysts while contributing to high-impact projects that enhance forecasting accuracy and liquidity planning for large portfolios.

Experience

Work history, roles, and key accomplishments

Financial Analyst

Western Wealth Capital

Apr 2025 - May 2025 (1 month)

Partnered with asset and property managers to perform cashflow reforecasts and budgeting across property portfolios, developed KPI-driven property dashboards with Excel and Power BI, and supported month-end close and ERP (Yardi) integration to improve reporting accuracy.

FP&A Cash Flow Forecasting Power BI Yardi Budgeting Forecasting Financial Reporting

Financial Analyst

Wintrust Financial Corporation

Oct 2022 - Mar 2025 (2 years 5 months)

Managed monthly close and consolidation for multi-entity operations, developed executive dashboards and cash flow models to enhance forecast accuracy for a $3B+ portfolio, and led automation initiatives using Power BI, Excel, and SAS.

Financial Consolidation Cash Flow Forecasting Power BI Excel)SAS Forecasting Financial Reporting Excel

Portfolio Manager, Finance

SFU Endowment Fund

Sep 2020 - Jun 2022 (1 year 9 months)

Analyzed fixed income and equity investments within a $25M endowment fund, built Excel tools for interest-rate and DCF scenario analysis, and prepared quarterly reporting and asset allocation recommendations for investment committees.

DCF Modeling Excel)performance reporting Asset Allocation Risk Assessment Financial Modeling Excel

Financial Research Associate

Gran Taureau Finance P (Ltd.)

Sep 2019 - Sep 2020 (1 year)

Built valuation and DCF models for private equity transactions >$200M, conducted financial due diligence and KPI/ESG-aligned portfolio performance reviews, and supported dynamic asset allocation analysis.

Valuation DCF Modeling Due Diligence Financial Analysis Excel)Investment Research Excel

Financial Analyst

Ravindra Electric Co

May 2018 - Sep 2019 (1 year 4 months)

Managed budgeting and cost forecasting for a $50M manufacturing firm, implemented pricing strategies that improved margins by 12%, streamlined AR/AP cycles, and enhanced internal reporting for senior leadership.

Budgeting Pricing Strategy AR)Financial Reporting Excel AR

Education

Degrees, certifications, and relevant coursework

Beedie School of Business, Simon Fraser University

Master of Science, Finance

Grade: 3.7/4.0

Completed a Master of Science in Finance with a cumulative GPA of 3.7/4.0, focusing on financial modelling, investment analysis, and portfolio management.