# Megha Sahgal

> BI & FP&A Manager

Location: San Francisco Bay Area, United States
Profile: https://flows.cv/meghasahgal

I have 12+ years of experience providing customer, financial, systems, and analytic support to executive management in tech, CPG, and consulting settings, and 5 years of managing senior analysts. I'm proficient in project management and in providing actionable, strategic recommendations to enhance business performance and financial efficiency, with a strong focus on developing impactful dashboards and KPIs to drive informed decision-making.

## Work Experience
### FP&A @ Cloudian Inc
Jan 2025 – Present

### BI & FP&A Manager @ Energy Recovery, Inc.
Jan 2024 – Jan 2024

### Software Engineer & Product Designer @ Greenstand
Jan 2023 – Jan 2023
Skills: Node.js · PostgreSQL · TypeScript · JavaScript · React.js ·  Figma · Product Design · User Experience

### Financial Planning and Analysis Manager @ Talend
Jan 2022 – Jan 2023

### Product Designer @ Clearviction
Jan 2021 – Jan 2022
Design user flows of volunteers, benefactors, and legal clinics for a web and mobile app that helps to determine a person's conviction vacation eligibility (clearing of record). Also work on the site map and mid/hi-fi mockups in Figma.

### SQL Consultant/Revenue Manager @ HOVER Inc.
Jan 2022 – Jan 2022
-Created product analytics and Tableau charts with embedded SQL queries for insights around product consumption and trends for CFO
-Maintained and improved company’s revenue model, forecast, and comparisons for monthly presentations

### Financial Planning and Analysis Manager @ Udemy
Jan 2021 – Jan 2021 | San Francisco, California, United States
-Supported the Consumer Marketplace's financial reporting and monthly business review creation for the CEO/CFO 
-Served as partner to Marketing team to help drive ROI via organic and non-organic channels
-Provided strategic insights and recommendations related to retention and engagement of Udemy's users

### Product Designer @ The Knowhere Group
Jan 2020 – Jan 2021
-Designed a website platform to match volunteers who are working in tech with NPOs and NGOs that need various technical projects completed.
-Leveraged extensive research via interviews, personas, user journeys, and the high fidelity design in Figma to create volunteer and organization profiles, scheduling capability/availability, as well as a volunteer-organization matching mechanism and algorithm.
-Conducted extensive usability testing to address issues and improve ease of use wrt signing up for projects.

### Finance Manager @ Looker
Jan 2020 – Jan 2020 | Santa Cruz, CA
-Responsible for financial integration of Looker acquisition into Google portfolio, representing $XXX M in revenue. 
-Designed and automated consolidated financial reports, as well as operating expense and headcount dashboards via the creation of SQL queries. These dashboards allowed senior management to better understand account spend and related variances, and facilitated informed business decisions.

### UX Designer @ Springboard
Jan 2020 – Jan 2020
Wandering Worker
Designed an app that seeks to solve the problem of helping remote workers find a cafe to work from that meets all of their specific needs. 
-Created several filters, ability to make table reservations, and incorporated directions to users' preferred cafes.

### UX Designer @ Springboard
Jan 2020 – Jan 2020
FireHacker 
Designed an iOS app that aims to connect American seniors with FIRE (Financial Independence, Retire Early) millennials in order to better financially prepare the former for retirement. 
-Conducted extensive user research with 10+ financially vulnerable American seniors
-Ideated three main solutions to address knowledge and skills gaps of American seniors 
-Used Sketch and InVision to create and test out the prototype. Outcomes included a favorable response and desire to have solution launched.

### FP&A Manager @ Inkling
Jan 2019 – Jan 2020 | San Francisco, CA
-Created reporting including Cash Flow Forecasts, monthly P&Ls/Balance Sheet/SCF, Sales and Demand Gen metrics, & bank debt reporting to inform business reviews and performance of SaaS based PE owned company
-Managed the FY21 Plan creation process to help align subscription revenue goal targets with related spend
-Enhanced Adaptive Insights reporting capabilities by creating NetSuite connection to allow for drill down capability

### Financial Systems Manager @ LiveRamp
Jan 2019 – Jan 2019 | San Francisco, CA
-Implemented Anaplan financial solution which entailed collecting user reqs, designing and building a custom SaaS Revenue model for various revenue streams, as well as Workforce Planning, Cost of Revenue, OpEx, and CAPEX models, with the intent to phase out large Excel models, saving 2 days worth of manual work.
-Configured integrations between Workday, Greenhouse, Salesforce & Anaplan via SnapLogic & Workday APIs.
-Created user test scripts, training & documentation for Finance users to leverage for close & planning processes.

### Sr. Analyst, FP&A @ Automation Anywhere
Jan 2017 – Jan 2018 | San Jose, CA
-Created and managed SaaS startup’s first formal budget for FY18, working with Adaptive Insights (AI), Intacct and business partners to construct revenue models (billings/bookings/deferred revenue) and expense assumptions that align with spend targets (3% expense variance to date), as well as Balance Sheet, P&L, and SCF.
-Drove monthly BvA and QBR reporting, financial insights and recommendations, accruals (marketing, legal and sales commission), COGS expense tracking, financial models, program performance/KPIs including MRR/ARR/CAC/LTV, conversion rates, and ROI (on partner programs and trade shows), as well as IPO preparatory support for teams including: Product Development, Marketing and G&A.

### Sr. Business Operations Analyst, Office of the CIO @ Adobe
Jan 2016 – Jan 2017 | San Jose, CA
-Created vendor business case cost savings analysis and collaborated with VMO for consolidation initiative (Preferred Supplier Program) to exact ~$800K in savings for the Office of the CIO.
-Provided cost, NPV and M&A modeling, data analytics, and visualizations to tell compelling stories about Adobe’s FTE & contingent workforce, location strategy, budget, forecast, and general IT trends.
-Partnered with Business Operations and Finance teams to develop 3 year plan of strategic initiatives, roadmaps, financial oversight and KPI dashboards for IT leaders, utilizing Anaplan to build BvA reports, and Power BI.

### Sr. Financial Analyst/FP&A Manager @ Virgin America
Jan 2016 – Jan 2016 | Burlingame, CA
-Led and managed annual budget process for Airport Guest Services team, collaborating with directors, SVPs, CFO and CEO  to forecast fiscal year with consideration to an imminent merger with Alaska Airlines
-Created and presented MBRs (Monthly Business Reviews) consisting of P&Ls for 25 stations, baggage revenue/waivers/exceptions analyses, V.A. Lounge analyses, and recommendations for debundling products for higher revenue streams, to SVP and CEO 
-Automated monthly and ad hoc reports via VBA and command terminal functions, allowing for efficient and timely creation of monthly airport station reports that monitor revenue and expenses

### Financial Analyst, Technical Infrastructure FP&A @ Google (via Zenith Talent)
Jan 2015 – Jan 2016 | Mountain View, CA
-Automated (via SQL query), owned, compiled and verified monthly actuals, forecasts and adjusted plans for Technical Infrastructure (TI) group (representing $XB of Google resources)
-Participated in pricing release process, collaborating with three internal teams to develop accurate TI prices 
-Designed OpEx and HC dashboards (in Tableau and Google Dashboards) via creation of SQL queries that sum OpEx/headcount accounts, allowing for greater understanding of TI account spend and variances, as well as tenure of temps/vendors/contractors
-Project-managed and provided direction to 1 FTE for headcount spend analysis design and presentation
-Provided technical doc./BRDs and training of key pricing and forecasting processes for TI Finance group

### Financial Analyst Consultant @ Innovative Interfaces
Jan 2015 – Jan 2015 | Emeryville, CA
-Compiled and consolidated monthly actuals, forecasts and recommendations for Board of Director reviews.
-Managed correction of deferred revenue schedule and JEs for ten software product lines, to allow for greater accuracy in reporting metrics. 
-Provided ad hoc pricing, churn, renewal, and data analysis support to Director of Finance.

### Sr. Financial Planning Analyst @ Edgewood Center for Children and Families
Jan 2013 – Jan 2015 | San Francisco, CA
-Managed annual budget process with ExecutiveDirectors, Controller and CFO, allowing for successful presentation and approval of $40M agency budget to Board of Directors.
-Consistently engaged and trained 12 program and executive directors with financial knowledge to better manage and understand their budgets to meet or exceed performance targets.
-Assisted in M&A transaction representing a revenue increase of 14%, or $5M, expanded operations,and provided strategic insight and recommendations to maintain agency surplus.
-Created financial analyses, sensitivity analyses, quarterly forecasts, monthly P&Ls, JEs, balance sheets, and cash flow statements for executive leadership, as well as for fulfillment of state and S.F. County contractual reporting requirements.

### Senior Financial Analyst @ Safeway
Jan 2007 – Jan 2009 | Pleasanton, CA
-Collaborated with Lifestyle VPs and Directors to gauge performance of recently remodeled and new Safeway stores (via the creation of variance, cost-benefit analyses, and automated company specific KPI dashboards).
-Compiled quarterly earnings release package for distribution to Senior Management team and shareholders.
-Identified key customer segmentation encompassing behavioral purchase patterns and demographics for market specific strategies that generated targeted marketing that increased sales by 3%.
-Provided key analytic support to GVP, SVP, and VPs to allocate $20M budget for reconfiguration of ad zones via price investment strategies, contributing to a 5% sales margin.
-Managed and trained Junior Analysts in Teradata SQL, Hyperion Essbase, Microstrategy, financial reporting and internal SWY systems, resulting in increased productivity.

### Financial Analyst @ Safeway
Jan 2005 – Jan 2007 | Pleasanton, CA
-Collaborated with Marketing Planning VPs to formulate strategic marketing and advertising initiatives to ensure company competitiveness.
-Performed cost benefit/ROI/ROAS financial analyses of in-store & print marketing promotions & continuity programs.
-Created SOX compliant O&A and period close management reports for Manufacturing and Distribution business units.
-Led annual audit of pallet distribution and tracking overcharges, resulting in a $3.1M distribution-related cost savings.


## Education
### Full Stack Software Engineering & Development
App Academy

### UX Design Career Certification
Springboard

### Mobile Application Development Award in Developing iOS apps and UX Design
UCSC Silicon Valley Extension

### M.A. in Counseling Psychology
Santa Clara University

### B.A. in Economics/Spanish
University of California, Berkeley


## Contact & Social
- LinkedIn: https://linkedin.com/in/meghasahgal

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Source: https://flows.cv/meghasahgal
JSON Resume: https://flows.cv/meghasahgal/resume.json
Last updated: 2026-03-31