Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Hi, I’m

AJAY SINGH

Senior Lead Financial Planning
New Delhi

Summary

Finance professional with over 10 years of experience in financial reporting, planning, and analysis. Proficient in preparing detailed financial statements and ensuring regulatory compliance while facilitating data-driven decision-making. Expertise in budgeting, forecasting, and variance analysis using HFM and SAP systems to improve operational efficiency. Proven ability to streamline reporting processes to support strategic business objectives.

Overview

11
years of professional experience
2
Certifications
2
Languages

Work History

Ameriprise India LLP

Sr Lead - Financial Planning
11.2014 - Current

Job overview

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

Education

Delhi Institute of Advanced Studies
Delhi

Master of Business Administration from Finance
06-2014

Punjab Technical University
Delhi

Bachelor of Business Administration from Finance
06-2011

Skills

Budgeting and financial modeling

Financial reporting and analysis

Investment management

Financial theories expertise

Statistical evaluation

Data Visualization

Team Leadership

HFM & SAP Systems

Certification

Certificate in business intelligence using Power BI and Tableau (Grant Thornton)

Accomplishments

  • Spearheaded EAR project at Ameriprise Financial, increasing advisor utilization.
  • Promoted to Senior Lead due to leadership and process optimization.
  • Enhanced reporting processes and improved financial accuracy.
  • Mentored teams in financial functions and communication.
  • Earned commendations for delivering strategic financial counsel.
  • Recognized as a top performer across multiple years (2017–2025).
  • Led corporate cricket team to victory in three tournaments.
  • Participated in dance competitions within the organization.

Timeline

Sr Lead - Financial Planning

Ameriprise India LLP
11.2014 - Current

Punjab Technical University

Bachelor of Business Administration from Finance

Delhi Institute of Advanced Studies

Master of Business Administration from Finance
AJAY SINGHSenior Lead Financial Planning