Open to opportunities

Vinay Shah

@vinayshah1

I build FP&A systems, forecasts, and strategic plans that drive growth and margin decisions.

At Cascadia Capital, I owned budgeting, forecasting, and long-range planning for a $60–70M investment bank. I built the firm’s five-year plan to grow revenue from $60M to $150M and developed cash-flow forecasts supporting covenant compliance and investment timing.

I stood up FP&A as Cascadia’s first finance hire, building budgeting, forecasting, and board-reporting infrastructure across three annual budgets and 12 quarterly board cycles. My deal model reduced revenue forecast variance from roughly 15–20% to under 5%.

Previously at HNI Healthcare, I managed a $150M operating budget across 78 programs and delivered $1.3M in cost savings by reworking staffing economics. I also owned Oracle PBCS and automated budget reconciliation for finance users.

I bring experience in three-statement modeling, scenario planning, unit economics, SQL automation, acquisition diligence, and credit risk assessment.

Experience

Work history, roles, and key accomplishments

Financial Planning & Analysis Manager

Cascadia Capital

Jan 2025 - Feb 2026 (1 year 1 month)

Owned the $72M budget and forecast cycle for a $60-70M investment bank, building revenue, headcount, compensation, and opex plans across 21 departments. Cut MD compensation expense 2-5% while holding a 60% comp-to-revenue ratio and grew sponsor-backed revenue from 15% to 35%.

Budgeting Forecasting Sensitivity Analysis Cohort Analysis Cash Flow Forecasting Financial Modeling Board Reporting

Financial Planning & Analysis Associate

Cascadia Capital

Apr 2023 - Jan 2025 (1 year 9 months)

Established FP&A from scratch as the first finance hire, building budgeting, forecasting, and board-reporting infrastructure. Reduced revenue forecast variance from 15-20% to under 5% with a probability-weighted deal model and built the quarterly board deck.

FP&A Budgeting Forecasting Deal Modeling Board Reporting Financial Modeling

Senior Financial Analyst

HNI Healthcare

Oct 2022 - Apr 2023 (6 months)

Delivered $1.3M in cost savings by reworking per-encounter staffing economics across 78 programs. Owned Oracle PBCS as sole administrator and built the $150M operating budget, presenting variance and forecasts to C-suite.

Oracle PBCS Budgeting Forecasting Financial Modeling

Financial Analyst

HNI Healthcare

Mar 2021 - Oct 2022 (1 year 7 months)

Owned the three-statement model for annual budgeting, forecasting, and cash flow across 5 regions. Supported due diligence on $10-25M acquisition targets by building financial models and validating data.

Three Statement Modeling Budgeting Forecasting Due Diligence Financial Modeling