Ankur Taneja
Pune
Summary
Finance professional with focus on driving financial performance and business strategy. Skilled in financial analysis, budgeting, and forecasting, with experience in collaborating with cross-functional teams to optimise financial outcomes. Adept at providing actionable insights to support decision-making and achieve organisational goals.
Overview
16
16
years of professional experience
Work History
Finance Business partner
VWR Lab Products PVT Ltd (Avantor)
Pune
09.2024 - Current
o Prepare AOP P&L by month, Quarter & FY, (Sales, COGS and OPEX) by region (Americas/Europe/AMEA)
o Review and assess the inputs with stakeholders over call as the inputs is as per guidelines provided or not
o Prepare presentation for review with LT team of AOP
o Prepare forecast of 3+9, 6+6 & 9+3 and review with LT team
o Prepare monthly review deck with variance analysis and do deep dive analysis
o Pricing of all segment by region (Americas/Europe/AMEA) products and analysis
o Monthly profitability report by doing analysis of product and customer margin & mix
o Weekly flash of P&L Sales, GM & Operating expense
o Weekly call with Business LT team to discuss monthly, Quarterly & FY numbers of P&L, Adhoc Analysis of Customer, product margin analysis.
Management reporting on monthly basis PVM Analysis, Customer sales/margin analysis, Head count analysis reports.
Manager (FP&A)
Carrier Airconditioning and Refrigeration Limited.
Gurgaon
10.2023 - 08.2024
o Prepare AOP P&L by month, Quarter & FY, (Sales, COGS and OPEX)
o Review and assess the inputs with stakeholders over call as the inputs is as per guidelines provided or not
o Prepare presentation for review with LT team of AOP
o Prepare forecast of 3+9, 6+6 & 9+3 and review with LT team
o Prepare monthly review deck with variance analysis and do deep dive analysis
o Pricing of all segment by region (Americas/Europe/AMEA) products and analysis
o Monthly profitability report by doing analysis of product and customer margin & mix
o Weekly flash of P&L Sales, GM & Operating expense
o Weekly sales call with sales leader of all the segments
o Monthly Pricing of all segment products and analysis
o Dealer target setting and payout basis the achievement as per policy
o Sales incentive plan and payout basis the policy
o Monthly profitability report of each product and comparison with budgeted values
o Capex forecasting and Prepare cost-benefit analysis for business case approval
o Recommendation based on analysis to enhance profitability of the company.
o Prepare ratio analysis for the management
o Sales MIS segment wise/ Order reporting segment wise
Senior Manager (FP&A)
Genpact India Private Limited
06.2022 - 09.2023
o Global R&D SG&A full year plan
o Capex budget and forecasting
o Global R&D Project tracking
o Variance analysis on monthly/Quarterly/Yearly basis
o SG&A deep dive analysis
o Business partnering with R&D global leadership team
o Weekly flash reporting
o Project expense analysis for cost saving
Manager (FP&A)
Carrier Airconditioning and Refrigeration Limited.
Gurgaon
10.2018 - 06.2022
o Prepare AOP P&L by month, Quarter & FY, (Sales, COGS and OPEX)
o Review and assess the inputs with stakeholders over call as the inputs is as per guidelines provided or not
o Prepare presentation for review with LT team of AOP
o Prepare forecast of 3+9, 6+6 & 9+3 and review with LT team
o Prepare monthly review deck with variance analysis and do deep dive analysis
o Pricing of all segment by region (Americas/Europe/AMEA) products and analysis
o Monthly profitability report by doing analysis of product and customer margin & mix
o Weekly flash of P&L Sales, GM & Operating expense
o Weekly sales call with sales leader of all the segments
o Monthly Pricing of all segment products and analysis
o Dealer target setting and payout basis the achievement as per policy
o Sales incentive plan and payout basis the policy
Monthly profitability report of each product and comparison with budgeted values
Senior Executive Finance
SAMSUNG INDIA ELCTRONICS PVT LTD
03.2016 - 09.2018
o P&L preparation for plan and forecast by month, Quarter & FY
o Preparation of Budgeted Profit and Loss, Balance Sheet for Next Three years
o Variance Analyses at Month end and quarter end
Senior Executive Finance
JONES LANG LASALLE MEGHRAJ BUILDING OPERATIONS PVT LTD.
Gurgaon, India
09.2013 - 03.2016
o P&L preparation for plan and forecast by month, Quarter & FY
o Preparation of Budgeted Profit and Loss, Balance Sheet for Next Three years
o Variance Analyses at Month end and quarter end
Junior Executive (F & A)
SONA KOYO STEERING SYSTEMS LTD
Gurgaon, India
09.2012 - 05.2013
o Supplier batch payment in ERP on weekly basis, Reconciliation of vendor ledger
o AP accrual entries, TDS check, TDS certificate issues, vendor communication
Accounts and Tax Executive
P.KAPOOR & CO. (CA Firm)
Gurgaon, India
07.2010 - 07.2012
o Exposure in Tax Return Filling of Individuals (ITR-1, 2, 4)
o Exposure in T.D.S Return, T.D.S Revise Return filling of Companies (24Q, 26Q, 27EQ, 27Q )
Education
PGDM - Finance
IMT Ghaziabad
01.2022
B.COM-P - Commerce stream
University of Delhi
01.2008
CMA INTER - Cost accounting
Institute of cost accountants of India
New Delhi, DLSkills
- Budget preparation
- Financial forecasting
- Performance analysis
- Cost-benefit analysis
- Stakeholder engagement
- Pricing strategy
- Variance analysis
- Business partnering
- Cross-functional collaboration
- Revenue tracking
Languages
Hindi
English
Personal Information
- Father's Name: Mr. R.C. Taneja
- Date of birth: 1987-05-27
- Nationality: Indian
- Marital status: Married
Accomplishments
- Recognized by management for execution of collection incentive scheme delivering outstanding Result.
- Recognized by management for completion of Sales incentive scheme on time delivering outstanding Result by working outside comfort zone
- Recognized by management to support business in project Gold bird delivering outstanding Result
Financial Tools
- CFIN (2024 to Present)
- Qlick Sense (2024 to Present)
- HFM (2018 to 2024)
- SAP (2016 to Present)
- Excel (2010 to Present)
- Power point (2013 to Present)
- Power BI (2018 to Present)
- Anaplan (2022 to 2023)
Timeline
Finance Business partner
VWR Lab Products PVT Ltd (Avantor)
09.2024 - Current
Manager (FP&A)
Carrier Airconditioning and Refrigeration Limited.
10.2023 - 08.2024
Senior Manager (FP&A)
Genpact India Private Limited
06.2022 - 09.2023
Manager (FP&A)
Carrier Airconditioning and Refrigeration Limited.
10.2018 - 06.2022
Senior Executive Finance
SAMSUNG INDIA ELCTRONICS PVT LTD
03.2016 - 09.2018
Senior Executive Finance
JONES LANG LASALLE MEGHRAJ BUILDING OPERATIONS PVT LTD.
09.2013 - 03.2016
Junior Executive (F & A)
SONA KOYO STEERING SYSTEMS LTD
09.2012 - 05.2013
Accounts and Tax Executive
P.KAPOOR & CO. (CA Firm)
07.2010 - 07.2012
PGDM - Finance
IMT Ghaziabad
B.COM-P - Commerce stream
University of Delhi
CMA INTER - Cost accounting
Institute of cost accountants of India