Abhishek Das
Hyderabad
Summary
Dynamic finance professional with extensive experience at Wells Fargo, excelling in financial forecasting and strategic planning. Proven expertise in Power BI and advanced Excel functions, coupled with strong analytical reasoning and collaboration skills. Successfully developed dashboards that enhanced decision-making and drove performance improvements across multiple business units.
Overview
23
23
years of professional experience
Work History
Senior Associate. Vice President
Wells Fargo
Hyderabad
01.2023 - Current
- Developed and maintained financial plans and forecasts for CIB Markets business, aligning revenue, expenses, and headcount with strategic objectives.
- Conducting detailed analysis of financial performance, identifying trends, and forecasting future performance.
- Supporting the development of strategic plans and budgets for the business.
- Collaborating with other departments to ensure alignment of financial plans with business objectives.
- Built strong relationships with business partners and stakeholders within CIB Markets, fostering collaboration and alignment on financial initiatives.
- Guided and supported business leaders in financial decision-making, enhancing overall organizational effectiveness.
- Developed several dashboards in Power BI, including the expense dashboard and Headcount report.
- Collaborated with teams such as Risk to implement controls and checks.
- Supported financial operations in CIB Markets.
Senior Manager
SCB Global Business
Chennai
01.2021 - 01.2023
- Spearheaded target setting and corporate plan exercise for property across 65 countries, aligning top-down budget with bottoms-up country targets in Hyperion and forecasting.
- Accountable for running full scope of Property Finance activities.
- Managing Property P&L, Recharges and multiple business specific requirements of Property Group Finance Reporting at each Property level.
- Partnered Property, Functions finance and various GFS workstreams to drive and implement change agenda for Property Finance activities including process simplifications, quality improvements, data analytics and new systems such as SAP etc.
- Managing analysis of IFRS 16 Lease interest and Lease Depreciation booking for Leased properties based on short-term and long-term lease periods.
- Analyzed recharges at rate per desk, rate per HC, and rate per SQ. FT to identify movements across business and functions.
- Understanding the split of non-rechargeable items like Vacant Desk, Project in WIP, Notional Rent etc. and reporting to country Head of properties for better understanding.
- Prepare Global and Country level decks for Property Group MTs on a monthly basis.
- Created depreciation schedules from fixed assets registers and forecasted future depreciation.
- Analyzing Vacant Desk cost and advising country finance on reduction of those costs.
- Partnered with R2R team to resolve the issue of SAP CLM and ensured all leases have been captured at bank level.
- Part of multiple projects for automating various reports into Tableau and other tools.
- Managed financial operations for Group Property Finance
Manager
SCB Global Business
Chennai
01.2016 - 01.2021
- Managed CCIB scorecard process and coordinated with stakeholders to track key performance parameters.
- Work in a critical weekly deliverable which involves presenting financials to Group CCIB CFO along with additional insights.
- Partnered with senior leaders to enhance performance management reporting and analytics through high-quality MI and stakeholder engagement.
- Support the Group CCIB Finance team with the underlying data on performance during peer-to-peer analysis.
- Calculation of all risk metrics and RoRWA's, based on various factors producing multi-product and multi-market competencies.
- Produced and analyzed asset and contingent reports, period-end balance movements, and revenue metrics to inform stakeholder decision-making for future planning.
- Managing outlook process for Group CCIB.
- Contributed to referral program by collaborating with team members on strategy development. handling group and responsible for carrying out different activities including the MIS.
- Coordinated with HR to calculate bonuses for eligible relationship managers based on assets under management and revenue.
- Implemented and worked with Business Intelligence Tools and Dashboard reporting.
- Created efficiencies with automation for all the MIS.
- CCIB Group Revenue / PvB Business (Referral program)
Finance Specialist (Associate Manager)
HCL
Chennai
01.2014 - 01.2016
- Transitioned Group Technology planning and forecasting process from onshore location (UK)
- Extensive support in Budgeting & Forecasting during planning for Direct & Indirect expenses across assigned area of responsibility
- Working in collaboration with onshore counterparts during budgeting and forecasting cycle and doing run rate analysis for phasing out expenses for remainder of year
- Created and analyzed key movements and trends in Flash and financial reports, providing commentary for clarity.
- Weekly Headcount Reporting to provide week by week, month on month and year to date headcount information to BA CFOs, Finance Directors often customized as per their requirements
- Generated ad-hoc reports addressing departmental needs and conducted ERP analysis to support decision-making.
- Provided trend analysis for forecast inputs.
Group Leader
EXL
Bangalore
01.2009 - 01.2014
- Prepared Activity Based Management report with SAS reporting tool, facilitating informed decision-making.
- Led head count project across all divisions, optimizing staffing levels to align with operational needs. across all divisions.
- Delivered expense budget guide to Corporate, enhancing budgeting accuracy for financial planning.
- Revenue Forecasting & Budgeting and comparing revenue against budgets & forecasts.
- Provided variance analysis to Area Managers each month.
- Analysis of Head Count, done monthly to track the Fully Loaded Cost of Headcount.
- Responsible for quality control and preparation of daily, weekly, monthly and dashboard reports using Excel VBA.
Financial Analyst, Operations Manager
Oracle Pvt. Ltd
Bangalore
01.2008 - 01.2009
- Reported to Country Finance Managers, providing timely forecast flash reports to support decision-making.
- Prepared all financial requirement packages.
- Researched and prepared variance analysis, delivering insights to explain financial discrepancies.
- Compiled comprehensive reporting packages, including aging reports and revenue by project, to facilitate financial overview. Aging, Revenue by project, Flash reports, DCB etc.
- Experiences in data mining, Analysis and usage of various MS Excel, SQL functions and formulas.
Account Assistant
Ram Prasad chtd
01.2004 - 01.2005
- Assisted team with compliance reporting to ensure regulatory adherence.
- Compiled and analyzed management information system reports to inform strategic decisions.
- Supported accountant firm with administrative tasks and client communications to enhance workflow efficiency.
- As a Bookkeeper (Maintaining details of the clients).
Education
Data Science & AI (Pursuing) -
IIIT Bangalore
01-2025
MBA - Accounting and Finance
IBMR, AIMA - IBMR
01-2007
Bachelor of Commerce (B. Com) -
S.V.M College, Utkal University - S.V.M College
01-2004
Skills
- Data Analysis
- Data Visualization
- Advanced Excel functions
- Tableau
- Power BI
- SAS
- COGNOS
- HYPERION
- ORACLE (OFA & Discoverer 11i)
Languages
English, Hindi, and Oriya.
Timeline
Senior Associate. Vice President
Wells Fargo
01.2023 - Current
Senior Manager
SCB Global Business
01.2021 - 01.2023
Manager
SCB Global Business
01.2016 - 01.2021
Finance Specialist (Associate Manager)
HCL
01.2014 - 01.2016
Group Leader
EXL
01.2009 - 01.2014
Financial Analyst, Operations Manager
Oracle Pvt. Ltd
01.2008 - 01.2009
Account Assistant
Ram Prasad chtd
01.2004 - 01.2005
Data Science & AI (Pursuing) -
IIIT Bangalore
MBA - Accounting and Finance
IBMR, AIMA - IBMR
Bachelor of Commerce (B. Com) -
S.V.M College, Utkal University - S.V.M College