SQL
Amit Sharma
Vice President (Lead Financial Analyst)
Bangalore,KA
Summary
Strategic finance leader with 15+ years of experience driving business growth and transformation through data-informed decision-making, financial planning, and strategic partnerships. Proven expertise in Strategy, FP&A, P&L ownership, IT pricing strategy, and consulting across Fortune 500 organizations in the Product & Services sector.
Recognized for aligning financial strategy with corporate objectives, optimizing resource allocation, and enabling commercial success through forecasting, budgeting, pricing models, and digital finance transformation. Adept at leading cross-functional initiatives to modernize finance systems and processes that improve agility and operational efficiency.
A trusted advisor to senior stakeholders, skilled in executive-level reporting, performance analytics, and scenario planning, leveraging tools like SAP, Hyperion, Tableau, Power BI, and QlikView. Passionate about building high-performing teams, mentoring emerging finance professionals, and advancing Diversity & Inclusion as part of the leadership culture at Wells Farg
Overview
18
18
years of professional experience
3
3
Certifications
Work History
Vice President (Transformation and FP&A)
Wells Fargo
01.2022 - Current
- Lead all financial and strategic matters for Wells Fargo’s I&P (India & Philippines) & Canada.
- Translate key financial and market trends into actionable opportunities that can unlock value from underutilized or legacy banking assets (such as closed branches, discontinued products, or dormant portfolios), and collaborate with internal leadership to evaluate and prioritize these opportunities — including discarding those lacking strategic or financial merit.
- Proactively assess the potential impacts of decisions, considering financial risk, regulatory implications, and social or reputational outcomes to ensure that selected options deliver meaningful and sustainable value to the bank.
- Apply financial modelling, scenario analysis, and industry-standard valuation techniques to assess the economic viability, uncertainty, and risk associated with different strategic banking initiatives.
- Lead the development of comprehensive business cases that clearly communicate the expected financial, strategic, and operational benefits of proposed initiatives, while also identifying associated risks and mitigation strategies
- Foster strong internal and external partnerships with senior banking leaders, data providers, industry analysts, and consulting partners to strengthen analytical capabilities and gain access to relevant market intelligence for repurposing and redeploying legacy assets.
- Manage multiple strategic workstreams, working directly with internal experts (e.g., risk, compliance, finance, operations) and external advisors to provide informed technical and commercial input.
- Continuously source and interpret market intelligence, including trends in consumer behaviour, regulatory changes, fintech developments, and macroeconomic indicators, to assess relevance and impact on legacy banking assets and future repurposing strategies.
- Leverage digital trends, customer behaviour insights, and fintech innovations to identify transformative opportunities that unlock value from legacy banking systems, outdated platforms, and underutilized digital assets. Partner with digital, IT, and executive teams to prioritize initiatives that drive modernization, while de-prioritizing those lacking technical or strategic feasibility.
- Financial planning and analysis, expense management, cost allocation, business case development for projects, monthly financial reporting, resource planning, executive presentations, and analytics to support financial strategy
- Budget/ Forecast Automation - Lead I&P and Canada Plan & Forecast project from manual Excel based process to at par with US side Planning standards and processes
- Data Visualization on Power BI – Bring I&P & Canada Financials on Power BI Cloud, lead the engagement as Finance SME and drive UAT
- Efficiency Automation - Automating I&P & Canada Efficiency from Excel to SharePoint
- Prepare Annual Operating Plan (AOP) or Full Year Budget; defining key budget assumptions, growth projections, identify key impediments and develop a realistic financial budget/ plan
- Develop Efficiency Framework for I&P and Canada Operations to help track the efficiencies gained over a given period by establishing key metrics for efficiency tracking by LoBs and Processes
Senior Associate (FP&A, Presales & Consulting)
Cognizant
01.2012 - 01.2021
- Conducted detailed monthly P&L analysis across technology portfolios and product lines, assessing revenue trends, cost structures, and budget variances to drive financial transparency and performance insights.
- Provided final financial sign-off on monthly reporting data prior to distribution to engineering, product, and operations teams, ensuring data integrity and alignment with internal reporting standards.
- Designed and executed a margin optimization framework focused on key SaaS/tech metrics such as resource utilization, revenue per FTE, billing rates, product mix, team grade mix, and travel & expense billability.
- Evaluated and recommended appropriate revenue recognition methodologies (e.g., Time & Material, Fixed Price, Subscription) during the deal structuring and sales process to ensure GAAP/IFRS compliance and business alignment.
- Delivered in-depth Bid vs. Actual (Bid vs. Did) analysis to identify delivery inefficiencies and improve pricing strategy across tech engagements.
- Produced ad-hoc financial reports and variance analyses, addressing queries from product owners, engineering heads, and leadership teams to support agile decision-making.
- Led the annual budgeting process for technology and product functions, translating strategic objectives into financial plans, and overseeing submission and reconciliation within SAP BPC.
- Managed the end-to-end budgeting cycle, from requirements gathering to execution, and obtained UAT sign-off from business, product, and operations stakeholders.
- Developed competitive commercial models to support product pricing strategies, renewals, and partner negotiations, ensuring profitability and scalability.
- Acted as the Finance SME/Business Analyst for Tableau dashboard development, collaborating with product analytics, engineering, and QA teams to deliver data-driven insights.
- Created Business Requirements Documents (BRDs) and dashboard wireframes, ensuring user-centric design and alignment with tech stakeholders’ reporting needs.
- Analyzed backend SQL queries and ERP systems to provide accurate data attributes, logic validation, and table mappings for Tableau and other BI tool integration
Senior Financial Analyst (GFIC)
Oracle
01.2010 - 01.2012
- Oversaw Business Intelligence and financial performance reporting for the EMEA Oracle License business, including forecasting, budgeting, and actuals analysis across key markets and product lines.
- Identified underperforming license deals, regions, and customer segments, and recommended targeted financial levers—such as pricing adjustments, discount rationalization, and bundling strategies—to regional sales leaders and program managers.
- Led monthly financial close calls with in-country Oracle finance and business stakeholders to validate license revenue, pipeline coverage, and deal closure timing, ensuring data accuracy and compliance with Oracle’s corporate standards.
- Automated manual reporting processes by developing macro-driven dashboards, significantly improving reporting turnaround times and providing real-time insights into license revenue performance and quota attainment.
- Supported knowledge transfer and onboarding of new analysts, including documentation of license revenue reporting workflows and Oracle-specific BI tools, ensuring operational continuity across the EMEA FP&A team.
Analyst
Deutsche Bank
01.2008 - 01.2010
- Supported the Trustee Services group during the height of the subprime mortgage crisis, partnering with banks, financial institutions, and MBS investors to provide financial oversight and reporting on high-risk structured products.
- Conducted detailed cash flow forecasting, variance analysis, and scenario modeling for Mortgage-Backed Securities (MBS), focusing on subprime and Alt-A portfolios to assess revenue streams and risk exposure.
- Led reconciliation and validation of complex bond payment data, ensuring integrity of financial reporting and alignment with investor expectations during a time of severe market disruption.
- Managed REMIC tax processing and compliance, supporting timely regulatory filings and contributing to overall tax planning and reporting efforts.
- Played a critical role in enhancing transparency and financial accountability in post-crisis MBS reporting, delivering insights used by senior leadership for risk mitigation and performance monitoring.
Education
MBA - Finance
ICFAI Business School
Mumbai04-2008
BBA - Finance
Faculty of Management Studies
Sagar, India 04.2001 -
Certificate - Data Science & Business Analytics
Great Lakes Institute
Skills
Strategic financial planning
Certification
Certified Agile Scrum Master (CSM) from Scrum Alliance
Software
Power BI
Tableau
SAP BO
MS Office (Excel, PowerPoint)
Hyperion
Timeline
Vice President (Transformation and FP&A)
Wells Fargo
01.2022 - Current
Senior Associate (FP&A, Presales & Consulting)
Cognizant
01.2012 - 01.2021
Senior Financial Analyst (GFIC)
Oracle
01.2010 - 01.2012
Analyst
Deutsche Bank
01.2008 - 01.2010
BBA - Finance
Faculty of Management Studies
04.2001 -
Certificate - Data Science & Business Analytics
Great Lakes Institute
MBA - Finance
ICFAI Business School
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