Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Alok Kumar

Alok Kumar

Lead Financial Analyst
Bangalore

Summary

Lead Financial Analyst with over 13 years of diverse experience in corporate finance, including more than 6 years specializing in Financial Planning & Analysis (FP&A). Expertise in forecast modeling, budget preparation, cloud revenue analysis, and data automation. Proven track record of delivering actionable insights and supporting executive decision-making in fast-paced global environments.

Overview

14
14
years of professional experience
6
6
Certifications
1
1
Language

Work History

Lead Financial Analyst II

Oracle India Pvt. Ltd.
06.2022 - Current
  • Lead FP&A activities for the Latin American & North American Cloud Application division, managing complete revenue modeling.
  • Forecasting revenue based on waterfall reconciliation and upside vs. risk analysis.
  • Conducting concession calls with the Sales and Collections teams to assess risks and identify lost deals or customers.
  • Conducting in-depth analysis of Waterfall vs. Monthly Revenue to identify unbilled amounts and excess billing.
  • Preparing weekly revenue analysis reports in a presentation-ready format for submission to Financial Controllers, enabling assessment of revenue performance against budget.

Senior Analyst

AXA XL (XL Insurance)
06.2018 - 06.2022
  • Delivered critical financial reports and executive-ready presentations for senior stakeholders.
  • Conducted premium variance analysis (Actual vs Plan vs Prior Year).
  • Built and enhanced custom reports and dashboards to support business needs.
  • Automated reporting processes by integrating SQL data extraction with Excel, reducing manual effort.
  • Led monthly business review sessions and managed tool access for cross-functional teams.

Senior Associate – Tax Operations

Ernst & Young (EY)
02.2017 - 06.2018
  • Managed US individual tax return scheduling and served as the primary liaison for client support.
  • Supported Australian tax return preparation, ensuring accurate document flow between preparers and clients.
  • Handled over 50 individual taxpayer accounts across 10+ U.S. companies during peak seasons.

Senior Associate – Finance Operations

Tesco
07.2014 - 02.2017
  • Acted as Reconciliation Specialist for UK and Central Europe store finances.
  • Supported internal and external audits, ensuring compliance and accuracy.
  • Managed invoice reconciliation, backlog clearance, and vendor status resolution.

Advanced Associate – Reinsurance Operations

Xchanging
07.2011 - 06.2014
  • Supported Aon Benfield UK operations in credit control and reinsurance brokerage.
  • Processed claim settlements and premium allocations for global clients.
  • Played a key role in system migrations and process transitions.
  • Completed onsite assignments in the UK (3 months) and Hong Kong (2 weeks).

Education

MBA – Master of Business Administration -

Anna University
01.2011

Bachelor of Business Management - undefined

Bharathiar University
03.2009

Skills

Financial Planning & Analysis (FP&A)

Certification

Data Visualisation - Silver

Timeline

Lead Financial Analyst II

Oracle India Pvt. Ltd.
06.2022 - Current

Senior Analyst

AXA XL (XL Insurance)
06.2018 - 06.2022

Senior Associate – Tax Operations

Ernst & Young (EY)
02.2017 - 06.2018

Senior Associate – Finance Operations

Tesco
07.2014 - 02.2017

Advanced Associate – Reinsurance Operations

Xchanging
07.2011 - 06.2014

Bachelor of Business Management - undefined

Bharathiar University

MBA – Master of Business Administration -

Anna University

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Alok KumarLead Financial Analyst