Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
References
Languages
Timeline
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Ajay Singh

New Delhi

Summary

Results-driven finance professional with 10 years of experience in financial planning and analysis, management reporting, and forecasting. Proven expertise in financial research, variance analysis, consolidation, and process improvements, with a strong command over HFM, SAP, and Hyperion (Essbase). Adept at delivering actionable insights to leadership, enhancing reporting accuracy, forecasting efficiency, and compliance. Recognized for leading teams, driving automation initiatives, and supporting global stakeholders with strategic decision-making.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Sr Lead - Financial Planning

Ameriprise India LLP
Gurgaon
11.2014 - Current
  • Led monthly, quarterly, and annual forecasting cycles by consolidating financial data across business units, ensuring accuracy and alignment with strategic objectives.
  • Conducted detailed variance analysis on revenue, expenses, and operational metrics; presented insights to senior management to support decision-making.
  • Developed and automated management reporting templates in HFM and Hyperion, reducing manual effort, and improving reporting timeliness.
  • Partnered with the U.S. And international stakeholders to deliver business reviews, ad-hoc analysis, and strategic performance updates.
  • Enhanced financial research and reporting processes, ensuring compliance with regulatory and internal control standards.
  • Implemented process improvements through automation (VBA/Macros) and contributed to the adoption of visualization tools (Power BI exposure).
  • Mentored and managed a team of 5 analysts, improving reporting accuracy, efficiency, and cross-team collaboration.
  • Supported senior leadership in cost analysis, resource planning, and scenario-based financial modeling

Education

Master of Business Administration - Finance

Delhi Institute of Advanced Studies
Delhi
06-2014

Bachelor of Business Administration - Finance

Punjab Technical University
Delhi
06-2011

Skills

  • Financial planning, budgeting, and forecasting
  • Management and consolidation reporting (global/regional)
  • Variance and trend analysisRevenue and cost attribution
  • Hyperion (Essbase), HFM, SAP
  • Advanced Excel (VBA, Macros, VLOOKUP)
  • Process improvements and automation (Power BI)
  • Compliance, controls, and risk identification
  • Stakeholder collaboration and strategic business reviews

Certification

  • Certificate in business intelligence using Power BI and Tableau (By Grant Thornton)
  • Certificate in Generative AI for Business (By Grant Thornton)

Accomplishments

  • Spearheaded the EAR project at Ameriprise Financial, increasing advisor utilization, leading to substantial revenue growth
  • Promoted to Senior Lead, Financial Planning, due to exceptional leadership in financial reporting and process optimization
  • Enhanced reporting processes, reducing data inconsistencies, and improving financial statement accuracy
  • Mentored multiple teams, enhancing their expertise in core financial functions, communication, and advanced financial tools
  • Earned multiple commendations for delivering strategic financial counsel and fostering strong relationships with premier Ameriprise financial advisors in the United States
  • Consistently rated as a top performer in group and leadership assessments in 2017, 2019, 2021, 2022, 2023, and 2024
  • Led Ameriprise India LLP corporate cricket team to victory in three tournaments Regularly participated in dance competitions within the organization.

References

References available upon request.

Languages

  • Hindi
  • English

Timeline

Sr Lead - Financial Planning

Ameriprise India LLP
11.2014 - Current

Master of Business Administration - Finance

Delhi Institute of Advanced Studies

Bachelor of Business Administration - Finance

Punjab Technical University
Ajay Singh