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)
Forecasting & Budgeting
Revenue Modeling
Variance Analysis
Advanced Excel & PowerPoint
Data Automation
Oracle Cloud Reporting
Stakeholder Communication
Business Reviews & Executive Reporting
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