Open to opportunities

Samuel Wat

@samuelwat

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Senior Financial analyst driving budgeting, forecasting, and investor reporting.

United States

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What I'm looking for

I am seeking a senior FP&A or corporate finance role where I can lead budgeting, forecasting, and investor reporting, collaborate cross-functionally, and drive process improvements and financial clarity for executives.

I am a senior financial analyst with deep experience in corporate FP&A, budgeting, forecasting, investor reporting, and cross-functional stakeholder management. I have led companywide budget processes, prepared investor reporting packages, and presented results to executive leadership.

My background includes building forecasting and cash-forecast models, uploading and validating budgets in NetSuite, performing variance analysis across multiple forecast cadences (3+9, 6+6, 9+3), and supporting M&A data migration and treasury close activities. I have used SQL and enterprise systems to extract GAAP data and improve forecasting accuracy.

I bring proven experience working with departments and executives, developing department status reports and scorecards for 20+ departments, and executing ad-hoc projects that impact financial controls and policy. I am collaborative, detail-oriented, and focused on delivering clear financial insights to drive decision-making.

Experience

Work history, roles, and key accomplishments

Senior Financial Analyst

Identity Digital

Jan 2022 - Jan 2024 (2 years)

Owned corporate FP&A deliverables including investor reporting, monthly performance slide decks, departmental status reports and scorecards; led the FY2024 budget process and presented budgets and forecasts to the CEO, CFO and CIO.

Financial Reporting Budgeting Forecasting NetSuite Cash Forecasting Stakeholder Management FP&A

FP&A Consultant

Right Sourcing Solutions

Jan 2020 - Jan 2021 (1 year)

Supported FP&A activities for M&A clients including enterprise data migration, treasury close, HC and budget forecasting, and implementation/testing of new FP&A software.

Data Migration FP&A Budgeting Data Validation M&A Big Data Analytics

Board Member

Young Invincibles

Jan 2019 - Jan 2020 (1 year)

Researched and drafted policy white papers on CARES Act relief, student loan debt relief and healthcare for young adults; contributed to city council research and national advocacy campaigns.

Policy Research Advocacy economic development Public Policy Community Outreach Stakeholder Engagement

Economic Development Contractor

Economic and Community Development

Jan 2016 - Jan 2019 (3 years)

Served as liaison among CDCs, CDFIs and local nonprofits to allocate grant funds, support redevelopment projects, secure amenities and run community programs to revitalize Indianapolis and Carmel neighborhoods.

Community Development Project Coordination TIF Research Program Development Urban Redevelopment

Advisor to the CFO

Accenture

Jan 2014 - Jan 2015 (1 year)

Led transition activities to onboard a new CFO, maintained the US $1B expense budget, monitored $4B bookings forecast, and supported corporate policy and HR benefit initiatives.

Financial Reporting Budget Management Forecasting Workforce Planning Change Management

Global Tax Analyst

Accenture

Jan 2012 - Jan 2015 (3 years)

Forecasted global revenue, expense and net income across ~150 countries to inform taxable contributions; developed forecasting tools and SQL-based processes to improve accuracy and automate country-level forecasting.

SQL SAP Financial Modeling Transfer Pricing