Abhishek Rai
Pune
Summary
Adept at financial reporting and strategic planning, I enhanced reporting capabilities and efficiency at Evolent, showcasing adaptability and attention to detail. My expertise in Excel and problem-solving skills led to actionable insights, significantly supporting decision-making processes.
Overview
4
4
years of professional experience
Work History
Financial Planning and Analyst
Evolent
Pune
07.2024 - Current
- Produced comprehensive financial reports, including detailed monthly and quarterly financial reporting packages, as well as ad hoc materials to address specific business needs
- Calculated and summarized key financial and business metrics, providing actionable insights to support strategic decision-making
- Collaborated closely with the Accounting, Financial Reporting, Financial Planning & Analysis, and Investor Relations teams to ensure the accuracy and timeliness of month-end, quarter-end, and year-end reporting cycles
- Partnered with stakeholders to design and create new financial reports, adapting to evolving business requirements and enhancing reporting capabilities
- Developed and implemented weekly and monthly process cadences to support both existing and new reporting requirements, ensuring consistency and efficiency
- Maintained meticulous process documentation to ensure accuracy, compliance, and continuity in financial reporting processes
Financial Planning and Analyst
Emerson
Pune
02.2023 - 06.2024
- Generate monthly summaries of actuals using Oracle software
- Conduct variance analysis between monthly actuals and forecasts
- Produce reports and dashboards to visualize performance metrics using Power-Bi
- Analyze historical and current trends in key performance indicators such as revenue, cost of sales, and expenses
- Collaborate with Business Unit (Finance, Comp/Ben, and function units) to gather and discuss budget assumptions
- Assist in preparing and loading annual financial plans, quarterly forecasts, monthly outlooks, and pulse calls
- Proactively deliver actionable reports to stakeholders, facilitating strategic decision-making
- Engage in weekly calls with stakeholders and lead internal meetings
Finance Executive
Johnson Controls Pvt. Ltd
Pune
05.2021 - 01.2023
- Process accounts payable invoices accurately and efficiently using designated software systems
- Verify invoice details such as vendor information, amounts, and payment terms
- Ensure compliance with company policies and procedures regarding invoice processing and payment authorization
- Reconcile discrepancies between invoices and purchase orders or receiving documents
- Generate and distribute payment reports to stakeholders, highlighting payment status and outstanding balances
- Collaborate with vendors and internal departments to resolve invoice and payment-related queries in a timely manner
- Assist in month-end and year-end closing processes by providing necessary reports and reconciliations related to accounts payable
- Continuously identify opportunities for process improvement and efficiency gains in accounts payable operations
Education
Certified Management Accountant (CMA USA) - Financial Planning & Analysis
Institute of Management Accountants (IMA)
Master of Commerce - Finance Management
Savitribai Phule Pune University
Cost and management accountant of India (Intermediate) - Cost Accountancy
Institute of Cost and Management of India
Skills
- Financial Reporting
- Excel proficiency
- Attention to detail
- Process Improvement
- Data Interpretation
- Problem solving
- Adaptability
- Strategic Planning
Timeline
Financial Planning and Analyst
Evolent
07.2024 - Current
Financial Planning and Analyst
Emerson
02.2023 - 06.2024
Finance Executive
Johnson Controls Pvt. Ltd
05.2021 - 01.2023
Certified Management Accountant (CMA USA) - Financial Planning & Analysis
Institute of Management Accountants (IMA)
Master of Commerce - Finance Management
Savitribai Phule Pune University
Cost and management accountant of India (Intermediate) - Cost Accountancy
Institute of Cost and Management of India
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