Maya Iyer

Financial Analyst / FP&A, Forecasting & Valuation
[email protected]|(617) 555-0192|Boston, MA|linkedin.com/in/maya-iyer-fpa
6+
Years in FP&A
$240M
Budget Owned
97%
Forecast Accuracy
$4.8M
Cost Savings ID'd

Summary

Financial analyst with 6+ years in corporate FP&A, building the forecasts, budgets, and valuation models that leadership uses to allocate capital. Owns the annual planning cycle and rolling forecast for a $240M operating budget, partners with business leaders on variance analysis, and turns SQL pulls and Excel models into Power BI dashboards executives actually read. CFA Level II candidate fluent in DCF valuation, scenario modeling, and turning ambiguous numbers into a clear recommendation.

Certifications & Education Credentials

CFA Program — Level II Candidate, CFA InstituteLevel I passed 2022
Financial Modeling & Valuation Analyst (FMVA) — Corporate Finance Institute2021
Bloomberg Market Concepts (BMC) — Bloomberg for Education2020

Professional Experience

Senior Financial Analyst, FP&A Mar 2022 — Present
Halstead Medical Systems · Boston, MA
  • Own the annual operating plan and rolling 18-month forecast for a $240M revenue line, improving forecast-to-actual accuracy from 89% to 97% through driver-based modeling.
  • Run monthly budget-vs-actual variance analysis across 14 cost centers, presenting findings to the CFO and division VPs and resolving $4.8M in unbudgeted spend.
  • Built a three-statement DCF and LBO model to evaluate a $60M acquisition target, supporting a board decision that revised the offer down 11%.
  • Automated the monthly reporting pack in Power BI on a SQL data model, cutting manual close prep from 3 days to 4 hours and eliminating ~20 hand-built tabs.
  • Developed a revenue-forecasting model blending bookings pipeline and seasonality that held within ±2.5% of actuals across six consecutive quarters.
Financial Analyst Jul 2019 — Mar 2022
Northbridge Capital Partners · Boston, MA
  • Built and maintained DCF, comparable-company, and precedent-transaction valuation models for $25M–$300M middle-market deals across 9 engagements.
  • Consolidated portfolio-company actuals into a single Hyperion reporting model, standardizing KPIs across 12 entities for quarterly LP reporting.
  • Performed sensitivity and scenario analysis on capital-structure assumptions, quantifying a $2.1M swing in equity value that reshaped a financing recommendation.
  • Wrote SQL and advanced Excel/VBA macros to automate data extraction from Bloomberg and Capital IQ, saving the deal team ~12 hours per week.
Financial Analyst, Junior Jun 2018 — Jul 2019
Cedarline Retail Group · Providence, RI
  • Prepared the monthly close package and supported variance commentary for a $95M regional P&L across 40+ store locations.
  • Built a markdown and inventory-forecasting model in Excel that trimmed end-of-season overstock by ~16%, freeing roughly $700K in working capital.

Skills

FP&A & analysis: financial modeling, budgeting & forecasting, rolling forecasts, variance analysis, revenue & expense forecasting, scenario & sensitivity analysis, three-statement modeling, cash-flow analysis, KPI reporting

Valuation: DCF, comparable-company & precedent-transaction analysis, LBO modeling, NPV / IRR, capital budgeting

Tools: Microsoft Excel (advanced — VBA, pivot tables, Power Query), SQL, Power BI, Tableau, Bloomberg Terminal, Hyperion / Oracle EPM, Capital IQ, NetSuite

Education

Boston College, Carroll School of Management
B.S. in Finance — minor in Economics · GPA 3.8 · Beta Gamma Sigma
2014 — 2018