Harpreet Sahota

[email protected] 559-288-2983 Sacramento, CA
LinkedIn: linkedin.com/in/harpreetssahota/ GitHub: https://github.com/sahota8392

PROFESSIONAL SUMMARY

Data Analyst with strong skills in Python, SQL, Power BI, and data modeling, leveraging a unique blend of computer science and financial analytics experience. Proven track record of transforming large datasets into actionable insights, automating reporting workflows, and performing in-depth revenue and customer margin analysis. Skilled in ETL processes, dashboard development, and cross-functional data collaboration. Dual B.S. in Accounting and Computer Science, bringing both technical expertise and analytical finance experience to data science, CS, and fintech roles.

WORK EXPERIENCE

Sr. Data Analyst
08/2024 - Present
Sandisk
Created and maintained Power BI dashboards to visualize operational and financial metrics for leadership insights.
Extracted, cleaned, and transformed large datasets using Power BI, SQL-like transformations, and advanced Excel formulas.
Automated Excel workpapers with dynamic formulas and query-based data models, improving efficiency and accuracy.
Conducted customer margin analysis, comparing quarterly revenue trends and cost-of-service metrics to inform strategy.
Performed threshold analysis to evaluate revenue risk exposure and recommend adjustments based on historical data.
Assessed customer confirmation process effectiveness, analyzing hit rates and throughput to propose improvements.
Monitored system-generated reports to identify data issues; logged root causes for validation of fixes.
Collaborated with cross-functional teams to define business rules, validate data accuracy, and enhance governance initiatives.
Sr. Revenue Accountant
04/2022 - 08/2024
Proofpoint
Conducted monthly deal reviews for complex software arrangements, ensuring compliance with ASC 606 and achieving 100% accuracy in revenue recognition.
Handled revenue recognition and ASC 606 for SaaS operations with annual revenue exceeding $800 million.
Supported monthly close activities by analyzing contracts for ASC 606 compliance, preparing journal entries, and reconciling revenue accounts.
Reviewed and drafted contracts valued up to $10 million in collaboration with Sales, Deals Desk, Operations, Legal, FP&A, and Product Specialist.
Collaborated with FP&A to analyze complex revenue data, identifying trends for strategic research and analysis.
Prepared and reviewed memos on revenue accounting and product details alongside Deals Desk, Operations, and Product Specialist.
Executed SQL queries to extract and analyze contract data efficiently.
Performed ad-hoc projects and analyses to support financial reporting goals.
Sr. Consultant II
04/2021 - 04/2022
Armanino LLP , Remote/San Jose
Draft complex cash flow projections and worksheets that model business processes and transactions.
Manage monthly, quarterly & annual close activities, including reconciliations and intercompany reconciliations, processing AP & AR, preparation of journal entries, financial reporting, and cash flow management for clients
Produce assessments and interpretations of historical financial, operational, and transactional data.
Prepare reports, written analyses, presentations, and other client deliverables regarding project scope and/or results of work performed.
Develop and maintain accounting principles, practices and procedures to ensure accurate and timely financial statements.
Manage accounting for 10 clients, overseeing 10 staff members, training, and reviewing staff work
Trained staff and reviewed work to maintain high standards of accuracy and efficiency.
Streamlined intercompany reconciliations to enhance overall financial reporting processes.
Sr. Auditor
12/2018 - 04/2021
Armanino LLP , Remote/San Jose
Knowledge of professional standards (GAAP, GASB, FASB, SOX, and IFRS)
Manage and lead audits, overseeing all aspects, including planning, executing and directing in completing financial and compliance audits while ensuring adherence to budgetary constraints
Experience with a variety of audit cycles, including revenues, loans, debt, accrued liabilities & accounts payable, cash, employee compensation, capital assets, operating leases, equity, operating expenses, and investments
Prepare financial statements with disclosures, applying various areas of GAAP as needed and documenting, validating, testing and assessing various financial statement cycles and control systems
Supervise and mentor associates and interns on the audit process and assess the performance of staff
Proactively interact with key client management to gather information, resolve audit-related problems, and make recommendations for business and process improvements
Gain a comprehensive understanding of client operations, processes, and business objectives to utilize on engagements
Exhibit strong analytical skills to evaluate financial data and relationships
Auditor
03/2017 - 11/2018
Chavan & Associates LLP , San Jose
Participate in audits and compilation engagements from planning through issuance
Evaluate and test the design and operating effectiveness of internal controls over financial reporting
Evaluate revenue analysis, budgeted versus actual analyses, ratio analysis, and cash flow analysis, as well as in-depth balance sheet and income statement analytics
Review client Federal grants to determine if grants above $750k threshold require a special audit
Research requirements for the single audit CFDA, if applicable, and develop test work papers for staff to perform testing upon

EDUCATION

Bachelor’s of Science - Computer Science
04/2023 - 08/2025
Oregon State University GPA: 3.78
Bachelor’s of Science - Accounting
California State University, Fresno

SKILLS

Technical Skills: Python, Pandas, NumPy, Matplotlib, SQL, Java, PHP, x86 Assembly, HTML5, CSS, JavaScript, ReactJS, Node.js, Flask, SQL Server, MongoDB
Soft Skills: Analytical Thinking, Problem Solving, Attention to Detail, Collaboration, Adaptability, Communication, Data Interpretation, Project Management
Tools: Power BI, Microsoft Excel, GitHub, Visual Studio Code, PyCharm, NetSuite, Microsoft Dynamics 365, Salesforce, QuickBooks, Sage Intacct
Other: Data Analysis, Business Intelligence, Financial Systems, Enterprise Resource Planning (ERP), CRM Platforms

PROJECTS

NuCampProject1 🔗
Technologies: JavaScript, Node.js, Express.js, MongoDB, HTML5, CSS
Developed a responsive, multi-page campground booking website as part of NuCamp Bootcamp, incorporating user registration, campsite reservations, form validation, and interactive comments, demonstrating full-stack web development skills.
Microservice-A 🔗
Technologies: Python, Flask, HTML, CSS
Implemented a microservice feature for managing goals (add, edit, delete) to extend existing user projects, demonstrating full-stack development using Node.js and related technologies.
SnakeGame 🔗
Technologies: JavaScript, HTML, Python, CSS, NodeJS, Flask
Developed a classic Snake Game with four microservices to handle dynamic apple color changes, pause/resume functionality, high score tracking, and audio playback, demonstrating full-stack and modular application design.
dbProject 🔗
Technologies: JavaScript, NodeJS, SQL, HTML, CSS
Designed and managed a video game store database for a SQL course, applying full CRUD operations to create, read, update, and delete data on the classwork server.
Capstone Travel Planner 🔗
Technologies: Python, FastAPI, SQLAlchemy, OpenAI/Anthropic APIs, iOS SwiftUI, Swift 5.9+, SQLite, Weather, Maps, LLM services
A group learning project focused on building a travel planning app using LLM APIs (Anthropic/OpenAI). The app combines intelligent destination discovery with smart itinerary optimization.

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