Kaushal K Prasad
Bangalore
Summary
Strategic and results-oriented finance leader with deep expertise in FP&A, management accounting, and global performance reporting. Skilled in leading offshore teams, optimizing processes, and delivering impactful dashboards and forecasting models that enhance decision-making. Proven track record in driving automation, improving accuracy, and saving significant work hours. Combines analytical strength, leadership, and cross-functional collaboration to propel organizational growth and financial excellence.
Overview
12
12
years of professional experience
Work History
Assistant Vice President, FP&A
Natixis Global Services
Bangalore
06.2023 - Current
- Driving revenue growth, operational excellence, and market expansion. Oversee 10 units and 12 satellite offices, leading teams across key functions. Lead product launches, marketing campaigns, and promotions to boost market share. Secure high-value contracts through strategic client negotiations. Ensure business continuity with effective crisis management.
- Designed and implemented Power BI dashboards, elevating reporting precision for the Management Accounting team.
- Recognised under the APAC Business School Banking Program for delivering exceptional performance.
- Represented Natixis Bangalore at a CSR event in Cambodia, contributing to the Best CSR Team recognition across APAC.
- Enabled measurable process improvements, resulting in annual time savings exceeding 100+ hours.
- Reinforced the performance of the Hong Kong finance team through dedicated offshore collaboration, fostering high-performing teams.
Financial Planning Analyst
Wells Fargo EGS India Pvt Ltd
Bengaluru
05.2021 - 05.2023
- Handled end-to-end financial operations reporting by preparing daily, weekly, and monthly deposit/loan balance reports. Ensured accurate execution of general ledger entries and accrual postings related to AU reconciliation. Supported transformation initiatives through process evaluation and ideation, contributing to improved workflows.
- Contributed to the Transformation Idea Team, championing innovative process improvement initiatives.
- Earned multiple recognitions for maintaining 100% Turnaround Time (TAT) across deliverables.
- Consistently upheld data integrity and timeliness, enhancing reporting accuracy and reliability.
Financial Planning Consultant
NTT Data Services
Bengaluru
10.2019 - 05.2021
- Managed key financial planning functions by standardizing projection reporting processes and enhancing data accuracy. Led forecast-versus-actual analysis for performance evaluations. Designed intuitive Excel dashboards and integrated Power BI to boost financial visibility and reporting efficiency.
- Standardized financial projection reporting, increasing forecast reliability and consistency.
- Developed interactive Excel dashboards and leveraged Power BI, advancing reporting clarity and usability.
- Strengthened decision-making processes through accurate quarterly performance insights.
Financial Planning and Analysis Professional
Wells Fargo EGS India Pvt Ltd
Bengaluru
02.2017 - 10.2019
- Drove the initial transition and operational setup for cost allocation processes. Delivered critical monthly reports for the Costing Centre of Excellence (COE) and addressed various ad-hoc client requests, including year-end audit resolutions and compliance support.
- Led the cost allocation transition, laying the foundation for process automation and transparency.
- Ensured on-time delivery of financial reports for the COE, supporting high-stakes performance analysis.
- Provided timely support in resolving year-end audit queries, maintaining compliance standards.
Financial Planning and Analysis Professional
EY GDS India Pvt Ltd
Bengaluru
01.2015 - 01.2017
- Produced routine and ad-hoc management reports to support financial performance reviews. Facilitated the preparation of mid-year and year-end budgets while ensuring precision in work paper reviews and audit wrap-ups to comply with internal and external audit standards.
- Generated comprehensive daily financial reports, aiding real-time decision-making.
- Executed accurate budget planning cycles, aligning financial goals with organizational strategies.
- Ensured audit readiness and compliance through diligent review processes.
Financial Accountant
Ocwen Financial India Pvt Ltd
Bengaluru
06.2013 - 01.2015
- Managed monthly reconciliation cycles and actively resolved suspense items and unidentified transactions. Led a team of analysts, fostering a results-oriented and collaborative work environment that supported continuous improvement in financial operations.
- Oversaw timely reconciliation of financial records, ensuring ledger accuracy.
- Resolved suspense and unidentified entries daily, minimizing risks and reporting gaps.
- Led and mentored a 14-member team, promoting a high-performance finance culture.
Education
MBA - Finance
R.V. Institute of Management
BBA - Finance
Mangalmay Institute of Management & Technology
Certified -
APAC Banking School
01.2024
CPA (USA) - Pursuing
Skills
- Strategic Financial Planning & Analysis
- Budgeting & Forecasting
- Profitability & Variance Analysis
- Executive Management Reporting
- KPI Tracking & Performance Metrics
- Power BI & Data Visualization
- SAP & ERP System Expertise
- Process Optimization
- Transformation Leadership
- Cost Allocation Strategy
- Financial Controls
- Global Team Leadership
- Stakeholder Management
- Offshore Delivery
- Business Insight & Strategic Recommendations
- Compliance, Audit Support & Risk Mitigation
- Leadership & Strong Communicator
- Innovator & Problem-Solving skills
- Facilitator & Change Agent
- Team player & Decision Maker
Notable Triumphs
Developed Power BI dashboards for the Management Accounting team, significantly improving decision-making and reporting clarity., Achieved an annual time-saving of 100+ hours by automating and streamlining reporting processes., Maintained 100% Turnaround Time (TAT) and 100% Accuracy in delivering client reports, including detailed variance analysis between Actuals, Plan, and Forecast at Natixis and Wells Fargo., Represented Natixis Bangalore at a prestigious CSR event in Cambodia, showcasing leadership beyond finance., Honored as part of the Best CSR Team across APAC in 2024., Oversaw offshore support and was instrumental in transforming the Hong Kong FP&A team into a high-performing unit, driving KPIs and quality adherence., Led a 14-member analyst team at Ocwen Financial, cultivating a collaborative and efficient work culture., Led the standardization of projection reporting at NTT Data for improved accuracy and consistency in forecasts., Delivered quarterly forecasts vs. actuals, enhancing financial visibility and decision support., Played a key role in the initial transition of cost allocation processes at Wells Fargo., Contributed to the Transformation Idea Team, spearheading innovative process improvements., Recognized multiple times across firms like Wells Fargo and EY for high-quality deliverables and transformation initiatives.
Personal Information
Date of Birth: 05/23/89
Languages
English
Timeline
Assistant Vice President, FP&A
Natixis Global Services
06.2023 - Current
Financial Planning Analyst
Wells Fargo EGS India Pvt Ltd
05.2021 - 05.2023
Financial Planning Consultant
NTT Data Services
10.2019 - 05.2021
Financial Planning and Analysis Professional
Wells Fargo EGS India Pvt Ltd
02.2017 - 10.2019
Financial Planning and Analysis Professional
EY GDS India Pvt Ltd
01.2015 - 01.2017
Financial Accountant
Ocwen Financial India Pvt Ltd
06.2013 - 01.2015
MBA - Finance
R.V. Institute of Management
BBA - Finance
Mangalmay Institute of Management & Technology
Certified -
APAC Banking School
CPA (USA) - Pursuing
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