Amit Singh
@amitsingh15
Results-driven Financial Analyst with 5+ years in FP&A, forecasting, cashflow modeling, and reporting.
What I'm looking for
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.
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.
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.
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.
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.
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.
Delhi School of Economics, University of Delhi
Master of Arts, Economics
Grade: 8/10
Earned a Master of Arts in Economics with a cumulative GPA of 8/10, performing advanced coursework in economic theory and quantitative analysis.
Guru Gobind Singh College of Commerce, University of Delhi
Bachelor of Arts, Economics
Grade: 8.4/10
Completed a Bachelor of Arts in Economics with a cumulative GPA of 8.4/10, including coursework in microeconomics, macroeconomics, and statistics.
Availability
Location
Authorized to work in
Job categories
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