Achal Verma
New Delhi
Summary
I am a General Financial Analyst IV with nine years of extensive experience in financial analysis and strategic insights. I excel in driving profitability and optimizing financial processes. With my strong analytical skills, I deliver actionable insights that enhance business strategies and foster operational efficiency for sustained growth.
Overview
10
10
years of professional experience
Work History
General Financial Analyst IV
Telus Digital
Gurgaon
07.2020 - Current
- Prepared annual budgets across multiple service lines using traditional budgeting methods, ensuring accuracy and alignment with business goals.
- Managed monthly revenue forecasting by updating actuals, adjusting the forecast, and conducting variance analysis against budgets.
- Conducted end-to-end P&L analysis for a business unit, tracking revenue and expenses, reconciling discrepancies, and delivering insights to support budgeting and forecasting.
- Prepare and present management dashboards in PowerPoint and Excel, providing both monthly and year-to-date (YTD) comparisons against budget forecasts to support informed business decisions.
- Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
- Prepared detailed client profitability reports by consolidating actuals, expense data, and margins (GCM and NCM), enabling leadership to assess financial performance at the client level.
- Analyzed data and trends to see what is driving revenue growth or decline, and shared insights with leadership.
- Perform month-end activities, including the preparation of accruals and posting of journal entries.
- Conducted headcount analysis by updating compensation data, analyzing budget vs. Actuals, and providing variance commentary to support financial planning.
- Maintained YTD general ledger reports and tagged transactions (reversals, accruals, reclasses, and invoice-driven entries) to support accurate financial reporting and analysis.
- Reconcile expense records lacking client details by analyzing GL and reclass sheets to ensure accurate cost allocation and prevent misclassifications.
- Develop and update Standard Operating Procedures (SOPs), while guiding the team in managing and maintaining their own SOPs, to ensure consistency and efficiency.
- Ad Hoc – Manage and review monthly time entries for employees, generate time reports, analyze data, and upload the finalized reports to the designated platform.
Process Developer
Genpact Pvt Ltd
Gurgaon
07.2019 - 07.2020
- Perform regular reconciliations to ensure accuracy and alignment of accounts.
- Maintain and adjust accounts for both internal stakeholders and end clients.
- Process daily cash applications to clear outstanding balances on client accounts.
- Record order returns from clients, issue RMAs, and support the billing team with accurate invoicing and warehouse stock maintenance.
- Manage follow-ups on customer and internal disputes, addressing queries and collaborating across departments to resolve issues.
- Schedule and coordinate training sessions to ensure successful knowledge transfer and team competency.
- Create and update Standard Operating Procedures ‘SOPs) in a timely manner, reflecting process changes and improvements.
- Update the KPI dashboard weekly, tracking performance metrics related to my line of business ‘LOB’ and processes.
Sr. Insurance Analyst
Metlife Global Operations
Noida
02.2016 - 07.2019
- Billing and Manual Reconciliations.
- Posting of payments received via cheques, Wire Transfers, ACH.
- Ensure that the requests from onshore and external customers get completed within the TAT.
- Creating Write offs and refunds request received from customers.
- Provide resolution to complex, escalated issues problems.
- Worked as regional leader to control the inventory under the listed region's team.
- Have been efficiently handling the distribution of reports like Lockbox – Suspense report.
- Handling one of Trickiest markets.
- Entrusted with responsible position of Back up QA.
- Ensuring audits of team members in the absence of QA of the team and look for process improvement.
Education
MBA -
Institute of Management Technology
Ghaziabad12.2023
Bachelor of Commerce -
Delhi University
Delhi12.2015
Senior Secondary School -
CBSE Board
Delhi12.2012
Skills
- Budget forecasting
- Profitability analysis
- Financial reporting
- Variance analysis
- Dashboard creation
- Process improvement
- Accruals
- SOP creation
Accomplishments
- Uncovered and corrected billing discrepancies that led to $1.5M in recovered revenue over 12 months.
- Enhanced revenue forecasting accuracy through trend analysis and cross-team collaboration.
Websites, Portfolios and Profiles
https://www.linkedin.com/in/achal-verma-76298a22b/
Timeline
General Financial Analyst IV
Telus Digital
07.2020 - Current
Process Developer
Genpact Pvt Ltd
07.2019 - 07.2020
Sr. Insurance Analyst
Metlife Global Operations
02.2016 - 07.2019
MBA -
Institute of Management Technology
Bachelor of Commerce -
Delhi University
Senior Secondary School -
CBSE Board
Similar Profiles
Stephanie UllianStephanie Ullian
AI Training/Search Result Evaluator and Safety Rate at Telus Digital FKA Telus InternationalAI Training/Search Result Evaluator and Safety Rate at Telus Digital FKA Telus International
Yann LescarbeauYann Lescarbeau
Senior Strategy Manager – Interlock and Growth Office at TELUS & TELUS Digital ExperienceSenior Strategy Manager – Interlock and Growth Office at TELUS & TELUS Digital Experience
Prisiana DimitrovaPrisiana Dimitrova
Customer Service Support Agent at Telus DigitalCustomer Service Support Agent at Telus Digital
Allan CeronAllan Ceron
Customer Service Representative at Telus DigitalCustomer Service Representative at Telus Digital
JAI PUNDHIRJAI PUNDHIR
Assistant Technical Officer at InterGlobe Aviations Ltd. "Indigo Airlines"Assistant Technical Officer at InterGlobe Aviations Ltd. "Indigo Airlines"