Summary
Overview
Work History
Education
Skills
Accomplishments
Locations
Wife Name
Personal Information
Software
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Timeline
Hi, I’m

Anil Kumar Mehta

Financial Planning And Operational Finance
Anil Kumar Mehta

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

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

SAP

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

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Anil Kumar MehtaFinancial Planning And Operational Finance