Summary
Overview
Work History
Education
Skills
Timeline
Generic
Anusha N

Anusha N

Analyst Financial Planning & Analysis
Bengaluru

Summary

To seek challenging opportunities which can fully use the skills of mine for the success of the organization. Want to succeed in a stimulating and challenging environment that will provide with Advancement opportunities. Current Job description: Analyst Financial Planning & Analysis (FP&A) expert at Societe General Expense Analysis and Management Reporting Managing worldwide Cost Allocation, Regular reports/dashboards for management on actuals/forecasts with alternative views (region, client, business line, etc.) Budgeting, Forecasting, and Variance Analysis. Exposure to Business Accounting & Finance Working-level understanding of Banking Operations. Working closely with the leadership team to formulate the business's medium to long-term financial and strategic plan Work with Business Unit heads to build their annual budgets and forecasts Delivery of competitor analysis, market trends, and associated commentary to the Leadership team Evaluating previous budgets, and expenditures to develop and implement future budgets Managing a team of Financial and Business Analysts Reviewing existing processes and procedures to develop recommendations for improvement efforts Communicating results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlining of operations. Senior Financial analyst at Price Waterhouse Coopers Chartered accountants LLP Involvement in preparing and verifying Financial Statements, Profit and loss accounts, and Notes to accounts. Drives impactful re-investment activities for the practice and firm (thought leadership, creating practice tools, recruiting, onboarding, training, etc.) Successfully manages all real-time reviews and compliance reviews independently even if the engagements are often complex and multinational A Senior Financial analyst is responsible for handling the role of the Field in charge in less complex and small areas. Independently handles work with limited supervision from the engagement manager/partner. Work product and documentation are of high quality. Addresses some of the complex queries for juniors. Seeks feedback from PM & Engagement managers to develop self after all the engagements. Proactively attends at least 1 L&E training outside the Assurance L&E curriculum Orchestrate effective negotiations to set up sound investments between companies and clients. Skillfully build relationships, solve problems and handle every detail. Experienced in working with Financial securities, assessing risks and employing optimal investment approaches.

Overview

4
4
years of professional experience
7
7
years of post-secondary education
5
5
Languages

Work History

FP&A Analyst

Societe General
Bengaluru
12.2021 - Current
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Developed and deepened client relationships to cement profitable partnerships.
  • Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
  • Expense Analysis and Management Reporting
  • Managing worldwide Cost Allocation, Regular reports/dashboards for management on actuals/forecasts with alternative views (region, client, business line, etc.)
  • Budgeting, Forecasting, and Variance Analysis. Exposure to Business Accounting & Finance
  • Working-level understanding of Banking Operations.
  • Working closely with leadership team to formulate business from medium to long-term financial and strategic plan.
  • Work with Business Unit heads to build their annual budgets and forecasts.
  • Delivery of competitor analysis, market trends, and associated commentary to Leadership team.
  • Evaluating previous budgets, and expenditures to develop and implement future budgets.
  • Managing team of Financial and Business Analysts. Reviewing existing processes and procedures to develop recommendations for improvement efforts.
  • Communicating results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlining of operations.

Finance Associate

pricewaterhousecoopers
Bengaluru
06.2018 - 12.2021
  • Implemented policies for SOX compliance and GAAP requirements when compiling financial statements and disclosures.
  • Provided support in budget preparation and contract development.
  • Booked and coordinated travel plans for team members.
  • Oversaw accounts payable and receivable transactions.
  • Resolved various escalated billing charges.
  • Met weekly with department managers to discuss financial information according to current needs.
  • Involvement in preparing and verifying Financial Statements, Profit and loss accounts, and Notes to accounts.
  • Drives impactful re-investment activities to practice and firm (thought leadership, creating practice tools, recruiting, onboarding, training, etc.)
  • Successfully manages all real-time reviews and compliance reviews independently as engagements are often complex and multinational
  • Responsible for handling role of Field in charge in less complex and small areas.
  • Independently handles work with limited supervision from engagement manager/partner.
  • Work product and documentation are of high quality.
  • Address complex queries for juniors.
  • Seeks feedback from PM & Engagement managers to develop self after all the engagements.
  • Proactively attends at least 1 L&E training outside the Assurance L&E curriculum

Education

MBA - Finance

St Joseph College (Autonomous)
Bangalore
06.2019 - 06.2021

Bachelor of Commerce - Finance

Kristu Jayanti College Autonomous
Bangalore
06.2015 - 06.2018

High School Diploma -

St Joseph PU College
Bangalore
06.2013 - 06.2015

Skills

Decision-Making

undefined

Timeline

FP&A Analyst

Societe General
12.2021 - Current

MBA - Finance

St Joseph College (Autonomous)
06.2019 - 06.2021

Finance Associate

pricewaterhousecoopers
06.2018 - 12.2021

Bachelor of Commerce - Finance

Kristu Jayanti College Autonomous
06.2015 - 06.2018

High School Diploma -

St Joseph PU College
06.2013 - 06.2015
Anusha NAnalyst Financial Planning & Analysis