ANSHUL JAIN
Pune
Summary
Finance professional with 15 years of experience in global technology and financial services. Expertise in financial planning, analysis, budgeting, forecasting, and data analytics. Proven ability to transform complex financial data into actionable insights for senior leadership. Consistently exceeds performance expectations and delivers measurable results.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Sr. Staff Operation Analyst
BMC Software India Pvt. Ltd
Pune
07.2017 - Current
- Delivered strategic financial insights to senior leadership, enhancing customer success initiatives.
- Designed and implemented robust budgeting model, improving forecast reliability and tracking accuracy.
- Developed standardized reports for leaders, enabling proactive monitoring of performance metrics.
- Created interactive dashboards in Tableau and MicroStrategy for effective data communication.
- Streamlined data analysis with dynamic Smartsheet dashboards integrated with Excel.
- Established standardized processes to uncover cross-charge opportunities, improving cost accuracy.
- Reviewed weekly revenue and cost data, identifying and explaining significant variances.
- Produced timely ad hoc financial analyses to support executive decision-making.
Assistant Manager
Citicorp Services India Pvt. Ltd
Pune
05.2015 - 06.2017
- Provided financial support for Citi Private Bank operations and technology initiatives, ensuring alignment with strategic goals.
- Analyzed financial and headcount variances, delivering comprehensive insights.
- Identified budget risks and opportunities to enhance fiscal performance.
- Acted as subject matter expert for financial systems, focusing on Accrual System and PTS.
- Managed accruals and releases in Swiss accounting records by cost code.
- Generated business forecasts for global finance team with ongoing monitoring.
- Compiled monthly reports and conducted ad-hoc analysis for senior leadership reviews, facilitating informed decision-making.
- Audited aging accounts and unresolved balances, ensuring compliance with Swiss Finance requirements and enhancing financial accuracy.
Senior Analyst
Deloitte Consulting India Pvt. Ltd
Hyderabad
03.2010 - 04.2015
- Collaborated with US managers, directors, and partners to ensure successful project outcomes.
- Performed financial analysis focusing on profitability, net unbilled status, and crucial metrics.
- Drafted detailed analysis reports based on project financial statements.
- Oversaw budgeting and rolling forecasts, supporting effective financial planning for India service line operations.
- Conducted variance analysis through reconciliation of charged versus forecasted amounts.
- Ensured compliance with firm policies by monitoring project expenditures.
- Conducted training on Excel tools and MS applications, enhancing new hire proficiency.
- Mentored junior analysts in data analysis techniques and best practices.
- leveraged SAP tools for report generation
Education
PGPM - Finance
Indus Business Academy
Bengaluru03-2010
B.Com (Hons.) - Finance
Banaras Hindu University
Varanasi06.2008
Skills
- Financial reporting
- Budget forecasting
- Data visualization
- Tableau proficiency
- Forecasting models
- Microsoft Office Suite
- Analytical thinking
- Variance analysis
- Process improvement
Certification
- Financial Modeling Valuation Analyst (FMVA) from Corporate Finance Institute, CFI.
- Completed Level 2 in Toastmasters International under the pathway Persuasive Influence.
Research Projects
Banking Sector Analysis
- Analysis of the banking sector in India on key parameters like growth and penetration in rural India
An empirical study on the reliability and credibility of mutual fund managers
- Types of different mutual fund schemes
- Study of different asset management companies
- Key indicators for tracking the performance of mutual funds
- Analyzing the performance of equity mutual funds
Accomplishments
- Awarded the 'Most Valuable Employee' for going above expectations in 2023 and 2019
- Awarded the 'Excellent Performance Star' for excellent work on engagement in 2010 and 2012
- Awarded the 'Applause Award' in recognition of outstanding performance in 2011 and 2013
Timeline
Sr. Staff Operation Analyst
BMC Software India Pvt. Ltd
07.2017 - Current
Assistant Manager
Citicorp Services India Pvt. Ltd
05.2015 - 06.2017
Senior Analyst
Deloitte Consulting India Pvt. Ltd
03.2010 - 04.2015
PGPM - Finance
Indus Business Academy
B.Com (Hons.) - Finance
Banaras Hindu University