Summary
Overview
Work History
Education
Skills
Timeline
Generic
Ajay Awasthi

Ajay Awasthi

Financial Planning & Analysis
Bengaluru

Summary

Pursuing assignments in Financial Planning & Analysis domain with an organization of repute.

An MBA in Finance with 15 years of overall experience, including 13.5 years dedicated to Financial Planning and Analysis. Proven track record of being a goal-oriented finance professional with expertise in budgeting, forecasting & financial reporting. Key competencies include collaborating with executives, regional leaders & cross-functional teams. A proactive contributor with strong written and verbal communication abilities, adept at engaging effectively with individuals at all levels of the organization.

Overview

15
15
years of professional experience

Work History

Asst. Manager – Financial Planning & Analysis

Honeywell Technology Solutions
01.2023 - Current
  • Successfully led and managed a team of five members, ensuring they are well-organized, motivated, and adequately resourced to fulfill their responsibilities efficiently
  • Collaborated with business CFO, tower leaders and regional finance partners to provide active support for the quarterly forecasting and annual budgeting processes
  • Ensured and maintained schedules & timelines for conducting periodical financial reviews, other evaluations, and ad-hoc requests
  • Regularly evaluates the team's performance, provides feedback, and developed plans to promote their professional growth
  • Actively engaged in workforce planning, anticipated staffing needs, and formulated strategies to address potential talent shortages
  • Worked proactively with the team to identify cost-saving opportunities and effectively implemented related initiatives, resulting in an increase in team size and the level of support provided by the team

Lead Analyst– Financial Planning & Analysis

Honeywell Technology Solutions
01.2017 - 12.2022
  • Compiled monthly and quarterly financial reports for senior management, delivering a clear summary of the business's financial status, including revenue, expenditure, and profitability
  • Worked collaboratively on formulating annual and monthly strategic plans, budgets, and financial forecasts to perform variance and trend analyses
  • Compiled monthly journal entries and executed account reconciliations
  • Optimized the HPS Projects foreign exchange revaluation process across nine different APAC countries, enhancing visibility into profits and losses resulting from currency fluctuations

Senior Analyst– Financial Planning & Analysis

Honeywell Technology Solutions
10.2014 - 12.2016
  • Conducting a monthly analysis of orders and revenue, emphasizing discrepancies and generating trend reports
  • Collaborating with high-growth regional finance and country finance teams to address inquiries and manage ad-hoc requests
  • Developed strong working relationships with service delivery managers, finance teams, and business leaders while addressing queries and accommodating ad-hoc requests

Senior Analyst– Financial Planning & Analysis

WNS Global Services (I) Pvt Ltd
08.2011 - 09.2014
  • Preparing monthly & quarterly financial reports for top management summarizing the business financial position in areas of income, expenses, and profitability
  • Coordinate in the preparation of yearly and monthly strategic plans, budgets and financial forecasts for Variance and trend analysis
  • Prepare monthly journal entries and perform account reconciliations
  • Create monthly expense reports and P&Ls to provide variance analysis for management review
  • Ensure and maintain schedules & timelines for conducting periodical financial reviews, other reviews, and Ad hoc requests etc

Consultant – I (IN TAX LTS MW MINNEAPOLIS)

Deloitte
02.2010 - 07.2011
  • Acquired a comprehensive understanding of US tax preparation and actively collaborated with senior team members
  • Engaged in the calculation of Net Asset Values (NAVs) and conducted account reconciliations for Asset Management Companies such as Alliance Bernstein and Northern Trust
  • Reviewed tax returns and executed essential verification processes

Education

MBA - Finance

Indira Institute of Management

B.Com. - undefined

Pune University

HSC - undefined

Maharashtra State Board

SSC - undefined

CBSE board

Skills

Team leadership

Operations management

Strategic planning

Decision-making

Timeline

Asst. Manager – Financial Planning & Analysis

Honeywell Technology Solutions
01.2023 - Current

Lead Analyst– Financial Planning & Analysis

Honeywell Technology Solutions
01.2017 - 12.2022

Senior Analyst– Financial Planning & Analysis

Honeywell Technology Solutions
10.2014 - 12.2016

Senior Analyst– Financial Planning & Analysis

WNS Global Services (I) Pvt Ltd
08.2011 - 09.2014

Consultant – I (IN TAX LTS MW MINNEAPOLIS)

Deloitte
02.2010 - 07.2011

B.Com. - undefined

Pune University

HSC - undefined

Maharashtra State Board

SSC - undefined

CBSE board

MBA - Finance

Indira Institute of Management
Ajay AwasthiFinancial Planning & Analysis