Real Estate Financial Analyst

SHEHMEEDA KHAN

Accomplishments

•Successfully led the conversion of accounting software from Sage to Oracle, MAS 90 to JD Edwards, and QuickBooks to MAS 100, completing projects under budget and within schedule.

•Assisted during the due diligence phase of the company’s asset sale, facilitating the successful merger of Realigent, Inc. into Fidelity National Real Estate Solutions.

•Led the financial consolidation of Novocell, Inc. and its subsidiaries.

•Implemented the FRX reporting system and Option Program at Novocell, Inc., significantly improving efficiency.

•Saved $45,000 annually by reconciling employees’ work cost centers and optimizing bonus structures.

•Reduced month-end closing and balance sheet reconciliation time from 17 days to 5 days, enhancing efficiency.

Core Skills

•Financial Analysis & Reporting Budgeting & Forecasting Month-End Close

•General Ledger Reconciliation Fixed Assets Management Ad Hoc Account Reconciliation

•System Implementation & Integration Business Intelligence & Reporting

•Team Management (Onsite & Remote) GL Mapping

•Advanced Excel & MS Query Crystal & FRX Custom Reporting

•Software Expertise: Sage Great Plains Oracle QuickBooks JD Edwards

•Project Management: Avaza Salesforce

Experience

10/2016 – 03/2025

Prospect Medical Holdings, Orange, CA

Sr. Business Analyst / Financial Reporting Lead / Financial Analyst

Privately held healthcare services company operating hospitals, clinics and outpatient centers across the US providing a range of services such as acute care, behavioral health, primary care and rehabilitation.

Roles Held:

•IT Finance Department

oPlayed a key role in implementing and integrating accounting systems, transitioning from SAGE/Power BI to Oracle.

oManaged and validated over 450 resource/vendor invoices.

oEnsured seamless financial consolidation across departments and platforms.

•Corporate Office

oProvided oversight and coordination of financial activities across entities.

IT Finance Work Highlights:

•System Implementation & Integration

oLed and supported the transition from SAGE to Oracle, including the following phases:

Data analysis and transformation into FBDI (File-Based Data Import) format.

Creation and configuration of new Chart of Accounts (COA) and department codes based on entity requirements.

System testing, UAT (User Acceptance Testing), training, and post-Go Live support.

•Financial Oversight

oOversaw financial tracking and validation for 400+ resources.

oManaged Statements of Work (SOW), Hiring Request Forms (HRF), and vendor invoices.

oVerified and reconciled invoices against PMH’s internal time and project tracking system (Avaza).

oConsolidated vendor reports and delivered financial insights directly to the CTO.

oAssisted in preparing forecasts and budgets based on historical trends and financial data.

Corporate Work Highlights:

•PMH comprises 87 subsidiary entities, consolidated into 22 primary entities. I was responsible for preparing consolidating financial reports reflecting activity across all entities.

•Ensured accurate coding and allocation of Accounts Payable (AP) and Journal Entries (JEs) at the corporate level.

•Led the consolidation of all expense types, including:

oAccounts Payable

oBank transactions

oConcur expense reports

oSalaries & benefits

oRent

oCapital leases

•Managed Intercompany Allocations (IC Allocation) by consolidating expenses per entity and distributing reports for internal recordkeeping.

•Collected Trial Balances (TBs) from each entity (via direct submission or system retrieval) and created consolidated matrices using VLOOKUP/SUMIF to summarize monthly and annual financial activity, trade flows, accumulation, and income distribution.

•Prepared CIGNA claims reports by downloading IBNR (Incurred But Not Reported) data and exporting issue check registers.

•Created and allocated Journal Entries (JE) to the 22 main PMH entities for:

oKeenan Third Party Claims

oIBNR Express Scripts

oIBNR Delta Dental RI

oIBNR Delta Dental CA

oIBNR BCBS Charter Care RI

•Prepared Concur expense reports at the corporate level.

Other Highlights:

•Analyzed contractor files and reconciled discrepancies within the contract management system database.

•Validated over 450 contractor invoices and collaborated with vendors to resolve discrepancies.

•Interacted with contract owners to update accounts payable and resolve outstanding issues.

•Identified service needs, assigned, and created projects in the contract management system.

•Managed project team setups, assignments, and resource allocation throughout project lifecycles.

•Led and monitored all stages of financial system conversions, transitioning from Sage Software and McKesson GL System to Oracle.

•Reconciled general ledger accounts to maintain accurate financial data.

•Addressed inquiries from entities to resolve discrepancies in cost allocations.

•Established and maintained relationships with IT, senior management, and external suppliers to support financial operations and credit risk functions.

02/2012 – 04/2014

Freedom Communications, Inc. (OC Register, Appeal-Democrat), Santa Ana, CA

Business Manager

•Prepared weekly and mid-month revenue flash reports.

•Developed and implemented an advanced financial reporting system.

•Provided statistical summaries of usage, including linage/inserts and FTE counts, by exporting and generating FRX reports.

•Conducted business analysis and provided analytical support, particularly in areas with complex or unreliable data.

•Communicated financial analysis results through conference calls with senior management, including monthly forecast meetings.

04/2009 – 10/2011

CardFlex Financial Services, Costa Mesa, CA

Accounting Manager

•Prepared and maintained budgets by analyzing financial data and enforcing internal controls.

•Managed companywide accounting software systems, overseeing the transition from QuickBooks to MAS 90.

•Supervised AP and AR departments to improve efficiency and accuracy.

•Managed residual accrual entries and payments across multiple bank accounts.

•Liaised with external CPA firms for audits and financial reporting compliance.

09/2006 – 05/2008

Fidelity National Real Estate Solutions (Formerly Realigent, Inc.), Irvine, CA

Financial Analyst / Director of Accounting & Administration

•Analyzed and documented significant account variances (actual vs. budget) on a monthly basis.

•Compiled and distributed department-level financial statements.

•Conducted reconciliation and analysis across three sales groups with approximately $8 million in revenue, recommending strategies to optimize sales incentives and reduce expenses.

•Provided ad hoc reporting and business insights to support management decisions.

•Managed the billing department, including deferred revenue calculations and commission tracking.

•Led automation and integration of financial processes between Epicor Clientele and Epicor Platinum systems.

•Prepared monthly financial statements, conducted month-end closing, and performed bank reconciliations.

•Directed operational procedures, including payroll processing through the Gevity System.

10/2000 – 09/2006

Novocell, Inc., Irvine, CA

Accounting Manager

•Managed journal entries and financial schedules across multiple entities.

•Prepared financial closing packages using FRX reporting for board members and investors.

•Developed R&D and clinical operations forecasts, including five-to-ten-year strategic budget scenarios.

•Coordinated external audits with KPMG and Deloitte & Touche, ensuring compliance with pre-audit requirements.

•Administered company stock option plans using the Transcentive Express Option Program, maintaining accurate optionee records and grant summaries.

Education

•Master’s Degree in Economics – University of Karachi

•Salesforce Trailhead Course (2015)

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