Senior Financial Analyst 9+years of experience - Drove Cost Optimization $0.8M – Data Driven Insights for Strategic Decisions - Revenue Forecast improvement by 15% - Margin Improvement by 8% - Implementation of Vendor (Gartner) across multiple LOBs - Customer Retention Strategy
Overview
10
10
years of professional experience
Work History
FINANCIAL ANALYSIS SPECIALIST ADVISOR
NTT Data Processing Pvt. Limited
Bangalore, India
04.2025 - Current
Act as lead and primary contact for NTT data's acquired practice regarding monthly forecast process and analysis of monthly variances of actuals against forecast, annual operating plan and month over month
Provide timely and qualitative financial management reporting with actionable insights to leadership, highlighting all primary financial metrics in support of decision making
Analyses business unit performance for team to assess their CAPRI (key metric to measure noisiness performance) quarterly
Lead sales compensation and sales operation team to accurately compute sales commission and help leadership to assign sales quota
Vendor Management approval and accruals/deferral system
Conduct Headcount reporting and analysis
Tracking, analysis, and reporting of Non Bench resource cost and computation of impact of policy time (leaves) on monthly revenue of practice
Analysis of revenue leakage by analysis of SLA and analysis of lost projects and onerous contracts.
Analysis of Total Contract Value and Current Financial Year Revenue of deals won and pipeline deals
Deploy standardized reports, templates and dashboards significantly improve visibility into key business drivers to improve operational performance and enhance accuracy of monthly and quarterly reviews (MBR and QBR)
Perform deal validations on contract type, resources deployed and productivity
Let testing and Implementation for new financial forecasting and reporting system of SAP (SAC system)
Collaborated with cross-functional teams to achieve project goals on time and within budget.
Conducted regular in-depth research and analysis to help business in identifying new business opportunities and retention of clients
ASSOCIATE
J.P. Morgan Services India Private Limited
08.2021 - 04.2025
Led for product reporting across channels in Wealth Management business. Key focus on high-net worth individuals (+$15mm)
Managed end to end financial reporting, variance analysis and presenting results to senior management with focus on key drivers.
Prepared product wise revenue monthly forecast and present changes to forecast vs budget, against actuals, Quarter over quarter and Year over Year to CFO during month end close
Led UAT and implementation for new financial reporting system
Conducted Vendor Management approval and accruals/deferral system
Partnered and enabled monthly headcount and cost planning process and engage with business to analyze the headcount movement
Cost side financial statement management and deployed cost minimization strategy (savings)
Training new team-members on the process, system and reports and reviewing their reports before submission.
Set up and streamline new reporting requirements
Build financial model for monthly financial reporting (excel) and had automate report using alteryx
FINANCIAL ANALYST
DXC Technologies (P) Limited
08.2018 - 08.2021
Managed revenue forecasting, budgeting and financial reporting across service lines and participating in cost reporting and leading cost reduction initiatives
Partnered with business leaders to finalize annual operating plan and identify new growth opportunities and risks
Overseen OPEX management and cost optimization initiatives
Conducted sensitivity analysis to evaluate impact of changes in business drivers
Implemented of Gartner software (technological research and consulting tool)
Prepared and presented ad hoc analysis results and represent finance suggestions against business proposals on new contracts
ASSOCIATE FINANCE
Infosys Limited
06.2016 - 05.2018
Managed revenue recognition for health care and energy verticals ensuring adherence to IND AS.
Led the team to prevent revenue leakage, restrict revenue, manage revenue at risk (RAR) and redressal and release upon criteria fulfillment.
Reviewed onerous contracts and loss contracts and initiate actions accordingly
Performed Financial reporting along with building commentaries on periodic business performance, variance analysis and managed multiple ad hoc reports like Revenue at Risk report, unbilled and unearned report to flag key updates.
Prepared annual budgets to set targets for vertical against their best estimate for future and discuss with business heads.
Reviewed service agreements and statement of work and flag of risks if any along with suggestions on best practices
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.