SAP
Hi, I’m
Anil Kumar Mehta
Financial Planning And Operational Finance
Summary
Finance leader with 17+ years of expertise in Pharma Software & ITES financial planning & analysis (FP&A), revenue management, operational finance, and profitability strategy. Skilled in SaaS-based financial reporting, cost allocation models, FTE analysis, product pricing, and forecasting trends for IT and pharmaceutical sectors. Adept at implementing financial controls, optimizing sales performance, and leveraging ERP & BI analytics to drive efficiency. Open to relocation to Hyderabad, Bangalore or Mumbai.
Overview
19
years of professional experience
8
years of post-secondary education
2
Languages
Work History
Saama Technologies
Senior Financial Analyst (Manager)
08.2024 - Current
Job overview
- Company Overview: Saama is a Pharma Technology (SaaS & LSCS) company based in the USA and launched new line of business in Clinical Trial Automation with AI where I was hired.
- Leading FP&A Team for One of the line of Business (SaaS/Product).
- Setup FP&A process and implementation of new BI (NSPB) tool and ERP NetSuite.
- Monthly/ Quarterly/ Annually KPI reporting and Details Analysis.
- Prepare Monthly Detail story for the month.
- Create monthly templates to for Reporting.
- Maintaining Chat of Accounts and Control over the creation and deletion of GL accounts.
- Cost Allocation, Expense Analysis, Variance Analysis & Intercompany recharges.
- Revenue Trend Analysis.
- Cost Analysis.
- Tracking the cost of Direct, Indirect Direct and Non-Billable cost.
- Analysis on R&D Capitalization.
- Inter BU Cost allocation and Reclass.
- Direct Time and Cost Analysis.
- Allocation of R&D, G&A and S&M cost to BU.
- Details Cost Analysis with Commentary (A Vs F, B Vs A & B vs F).
- Responsible for Monthly Dashboards, Operational Reporting, Margin Analysis Reports, Headcount Dashboards & other Ad-hoc reporting.
- Supervising month-end closing process and reconciliation of ledgers.
- Set up accurate information so that there will be zero errors in Billing.
- Preparing Timesheet report and Direct time report.
- Preparing Utilization Report.
- Labor Proof (Billable FTE Utilization Summary).
- Preparing Project/ Client Revenue Reorganisation file.
- Monthly Deferred Unbilled Revenue Calculation.
- Annual Recurring Revenue report.
- Customer Margin calculation and Direct cost basis standard costing.
- Booking & Backlogs.
- Backlog Roll Forward.
- Backlog Forecast.
- Coordination with Sales team.
- Monthly customer wise Booking Report.
- Revenue Burn reporting.
- Pipeline and Funnel reporting.
- Client Performance report (Revenue, Backlog, Studies, Employee, DT, Projects & Contracts).
- Processed daily invoices for accounts receivable and updated customer payments.
- Updated projects in NSPB as per PCFs (Project Control Form) & contracts received.
- Ensure invoices comply with contractual terms.
- Review and analyze contract terms and provide accounting conclusions.
- Unbilled/Non billed DSO calculation.
- Reconciliation with JE.
- DSO reporting and communication to Business.
- Timesheet Tool management (Open Air).
- Overall Finance Deck(ppt) preparation and submitted to VP & CFO.
- Team Management and Documentation (SOP) & revenue policies.
- Saama is a Pharma Technology (SaaS & LSCS) company based in the USA and launched new line of business in Clinical Trial Automation with AI where I was hired.
Capgemini
Senior Consultant
09.2022 - 08.2024
Job overview
- Lead SBU- Financial Services Accounts.
- Planning and Analysis: Accounts Wise P&L Analysis.
- Annual KPI Budget includes restatement (FX impacts and Perimeter changes), allocation of Guidance (SBU/BU/BL Wise) and Targets to each Account.
- Monthly KPI forecast at the Accounts/ Clients level & Customer-wise and Analysis of Gaps.
- Account/Client performance analysis on different KPIs and Scenarios.
- Preparing Monthly Financial Deck at Accounts/ PACE.
- Variance analysis (A Vs B, A Vs FC, A Vs Restated A).
- Various monthly analyses provided to PACE Program management (Flash reporting/ Dashboard etc.).
- Various Reconciliation data and validation of Mapping of Customer, BB/BU Code and Projects.
- Seed Fund & External Expansion Allocation which includes growth of Home BU/Nonhome BU.
- Active communication with Global Account Executive for their quires on Guidance, Budget, and Forecast our queries on KPIs (Bookings, Revenue, Margins & DOR).
- Detailed analysis with Sales and Marketing teams on Bookings Funnel and Pipelines.
- Reporting on accounts-wise Contribution Margin/ Account Margin.
- Ad-hoc Reporting.
- Tools: Power BI, Power Apps, MS Office, SAP BO.
- Preparation of Budgets, monthly forecast/accrual, and actuals analysis focusing on KPIs, headcount non-billable spending.
- Cost Allocation (AR) and Recovery (AP) for Remuneration (FTE) ABM, Seed Fund, and Sales Enablement to BU controllers including additional allocation.
- Preparation of various management Dashboards and discussing dashboard analysis with Business leaders, as needed.
- Provide analytics around nonbillable spend Indirect, business development, support functions, travel expenses, and put processes in place to ensure compliance with policy and processes.
- Prepare accounting entries for accruals, cost recoveries, cross-charges and Intercompany charges every month liaison with statutory and internal auditors and resolve queries.
- Work closely with Finance and Business teams to reduce/eliminate unbilled Revenue and overdue AR.
- Any ad-hoc analysis as needed. And also providing support in Auditing, Invoice details, etc.
- Produced financial reports and audit documentation to facilitate internal and external auditing.
- Developed annual Budget & Forecast and compared with actual expenses.
- Project: PACE Finance Tool: I have developed the PACE Finance Tool based on Power Apps integrated with HFM, Power BI, and GFS which helps AE/GAE to prepare & update Budget/ Forecast for all KIPs for Accounts (Group Customers) Lead SBU, SBU, BU Business Line, Country. This also includes 3/5-year plans.
Infosys BPM
Assistant Manager- Finance and Accounts (FP&A)
11.2017 - 09.2022
Job overview
- Company Overview: Client: Allianz GI
- Leading Global Financial Planning and Analysis.
- Ensure delivery with 100% quality within TAT with all documentation.
- Analyzing risk in the process and taking the necessary action to reduce it.
- Handling Escalation and providing Root Cause Analysis (RCA).
- Acquiring new processes and activity with all documentation, training Certification and Delivery.
- Transitions & Knowledge Transfer (KT) Activities.
- Change Control and continuous process improvement.
- Process SOP and other Documentation with cross-training and building resilience.
- SAP, Business object, BI and Power BI User Acceptance Test (UAT).
- Operation review with Client and Management.
- Team Management and motivating team to optimize performance.
- Internal Controls, Governance and Compliances.
- FP&A AuM/ NCF/ RRR/ Sales/ Fund reporting.
- IBM TM1 reporting & Template Development and query modification.
- Maintaining Chat of Accounts and Vehicle (ISIN) in Calculo.
- Cost Allocation, Expense Analysis, Variance Analysis & Intercompany recharges.
- Transfer Pricing Allocation.
- Revenue Trend Analysis & Balance Sheet reconciliation.
- Regulatory Reporting: Reporting to Monetary Authority of Singapore Form 1 & 2 and Income and Expenditure.
- Fund board reporting for US Region.
- GST Reporting APAC and Solvency I & II (Singapore & HK) & Income & Expenditure (HK & SG).
- IBM TM1 Queries development Solvency reports.
- GL/Reporting Activities (RTR): Profit and loss Trend Analysis.
- Balance sheet reconciliation.
- Capital Assets/ Assets Creation.
- Intercompany reconciliation and Cost allocation and invoicing.
- Monthly Accrual and Provision posting and reporting.
- Client: Allianz GI
- Achievements: Extra Mile Award for FY 2018 and 2021 for successful implementation and transformation of BI tool TM1 to HANA and from HANA to Power BI. Awarded Recognition for Reporting & Business Partner Reports in 2019.
MWH now part of Stantec
Financial Analyst
04.2014 - 09.2017
Job overview
- Company Overview: Montgomery Watson Hawksley deals in providing infrastructure construction, designing, program management and Consultancy services for water management over the globe.
- Monthly KPI: Monthly Financial Deck, Income Statement, Backlog Analysis, Variance analysis.
- Design and Development of reports & Transition of new reports and Process Documents.
- Annual Budgeting & Forecasting Consolidation: Business Unit/ Division/ Region/PCSO.
- Backlog Analysis: Authorised and Unauthorised & Burn ratio.
- Survey: US federal Survey (Monthly, Quarterly, Annually).
- Controlling Responsibilities.
- DSO: Bill and unbilled.
- Project Performance Report (PPR).
- Business unit cost control.
- BU & Company Indirect Expenses Analysis.
- AR Responsibility.
- Weekly Report: Direct time Report and Utilizations.
- Billed and Unbilled reporting & Revenue Accounting.
- Backlog GP% Analysis.
- Booking Report (Revenue) & Employee Timesheet/Floor Check.
- GL and Closing Responsibilities.
- Intercompany reconciliation and BU Cost allocation & Invoicing: Intercompany and Sublease.
- KPI Reporting: GL, Accounts payable, Concur and Card Payment (BOA).
- Banking reconciliation and treasury details update.
- Assets Setup and Deferred Revenue Capitalization.
- Montgomery Watson Hawksley deals in providing infrastructure construction, designing, program management and Consultancy services for water management over the globe.
- Achievements: Rewarded as Best Employee in 2014 & 2016.
E DOT NET SYSTEMS
Assistant Manager- (Finance & Account)
10.2009 - 02.2014
Job overview
- Company Overview: It deals in providing consultancy services in Information Technology in India. Software Development, IT Outsourcing, Networking, Renting IT Hardware and IT manpower.
- Financial Strategy, Analysis & Planning.
- Financial budgeting, Forecasting, controlling & budgeting.
- Analysing trends in revenues and expenses & Variance analysis (Targets vs Actuals).
- Preparing Cash Flow with past spending by business lines (MTD,QTD and YTD).
- Analyse trends in revenue, expense, capital expenditures and other areas.
- Working capital analysis and management.
- Assist BU leaders for preparation of budget.
- DSO: Bill and unbilled, AR Ageing and overdue reports & BU & Company Indirect Expenses.
- Cost and Expenses Analysis (MTD,QTD and YTD) and Monthly Accounting Closing.
- Prepayments and Accruals booking, Cost Allocations & Banking and GL Reconciliation.
- It deals in providing consultancy services in Information Technology in India. Software Development, IT Outsourcing, Networking, Renting IT Hardware and IT manpower.
VINERGY INTERNATIONAL PVT. LTD.
SR. Executive (Finance-Strategy Planning & Review)
10.2008 - 10.2009
Job overview
- Company Overview: It is a multinational company that deals in Imports & exports of Petrochemicals, Shipping, Power, Chemicals, Bitumen, Bunkering, Real Estate, and logistics.
- MIS Reports.
- Analysis and preparing reports to suit management requirements.
- Monthly Statutory Compliance Report. State wise VAT report.
- Reconciliation of Vendor and Client Ledgers.
- Bank Reconciliation.
- Assets Accounting.
- Customer-wise Profitability.
- Salary and Payroll preparation.
- Analysis and planning.
- Performing revenue and expense forecasts in order to make financial decisions.
- Analysing trends in revenues and expenses.
- Product Costing.
- Revenue & Expenses Analysis.
- Capital Expenditures Analysis.
- It is a multinational company that deals in Imports & exports of Petrochemicals, Shipping, Power, Chemicals, Bitumen, Bunkering, Real Estate, and logistics.
CMC LTD (A TATA ENTERPRISE)
Team Leader (Bloomberg Project)
09.2006 - 05.2008
Job overview
- EARNING ESTIMATE (EE) & AS REPORTED DATA (ARD) BLOOMBERG PROJECT.
- Analysis of Financial Reports from different financial brokers.
- Co-Ordination between team members and assigns their responsibility and Role in the team.
- Reporting of team performance and quality reports to management as well as client.
- Team management.
Education
Swami Vivekananda Subharti University
MBA from Finance
01.2020 - 12.2021
Fakir Mohan University
Master's degree from M. Com
06.2008 - 05.2008
Fakir Mohan University
Bachelor's Degree from B. Com
06.2001 - 05.2004
CBSE (KVS)
H.S.C. (XII) from Commerce
04.2001 - 03.2001
CBSE (KVS)
S.S.C. (X) from NA
04.1998 - 03.1999
ICA Institute
Industrial Accountant from Account and Finance
01.2004 - 01.2006
Skills
Revenue Accounting
SaaS Pricing
Forecasting
Profit Modeling
Operational Finance
Strategy
Sales Analysis
Commission Analysis
Profit & Loss Management
Financial Planning
Costing
BI Tools
ERP Tools
SAP
NetSuite
IBM TM1
Oracle
Hyperion
Power BI
Accomplishments
- Extra Mile Award for FY 2018 and 2021
- Awarded Recognition for Reporting & Business Partner Reports in 2019
- Spearheaded the development of PACE Finance Tool integrating Power BI for forecasting
- Former city champion in 400m sprint and regional sports leader
Locations
- B 1004, 10th Floor, Kunjban, Kiwale - Mamurdi Road, PCMC, Pune, Maharashtra, 412101, India
- A 103, Charms Residency, Azadnagar, GB Road, Thane West, Mumbai, Maharashtra, 400607, India
- Hyderabad, India
Wife Name
Mrs. Pratima Mehta
Personal Information
- Father's Name: Mr. Arjun Mehta
- Mother's Name: Mrs. Jamuna Devi
- Date of Birth: 08/28/83
- Gender: Male
- Nationality: Indian
Software
Oracle
Power BI
Power Query
NetSuite & NSPB
Languages
English
Advanced (C1)
Hindi
Bilingual or Proficient (C2)
Interests
Playing Football
Travel
Timeline
Senior Financial Analyst (Manager)
Saama Technologies
08.2024 - Current
Senior Consultant
Capgemini
09.2022 - 08.2024
Swami Vivekananda Subharti University
MBA from Finance
01.2020 - 12.2021
Assistant Manager- Finance and Accounts (FP&A)
Infosys BPM
11.2017 - 09.2022
Financial Analyst
MWH now part of Stantec
04.2014 - 09.2017
Assistant Manager- (Finance & Account)
E DOT NET SYSTEMS
10.2009 - 02.2014
SR. Executive (Finance-Strategy Planning & Review)
VINERGY INTERNATIONAL PVT. LTD.
10.2008 - 10.2009
Fakir Mohan University
Master's degree from M. Com
06.2008 - 05.2008
Team Leader (Bloomberg Project)
CMC LTD (A TATA ENTERPRISE)
09.2006 - 05.2008
ICA Institute
Industrial Accountant from Account and Finance
01.2004 - 01.2006
Fakir Mohan University
Bachelor's Degree from B. Com
06.2001 - 05.2004
CBSE (KVS)
H.S.C. (XII) from Commerce
04.2001 - 03.2001
CBSE (KVS)
S.S.C. (X) from NA
04.1998 - 03.1999