Bharat Jha

Supported FP&A and management reporting activities for the E&ES Division, including budgeting, forecasting, variance analysis and monthly close processes.

Managed intercompany charge analysis, ensuring accurate postings, timely resolution of discrepancies and compliance with financial reporting requirements.

Supported Fixed Asset and CIP processes, including capital expenditure tracking, CIP aging analysis and alignment of capital spend with budget and forecast for accurate financial reporting.

Supported monthly close by preparing accruals, non-allocation cost summaries, material variance analysis and P&L and Balance Sheet currency neutralization in SAP BPC.

Built and maintained management dashboards using Power BI and Power Query, improving visibility into cost trends, KPIs and overall business performance.

Performed detailed variance and trend analysis across Period Costs, R&D expenses, and SG&A, identifying key cost drivers and opportunities for optimization.

Led knowledge transition activities and developed detailed SOPs, trackers and KPIs to ensure stable operations and continuity.

Contributed to global finance transformation initiatives through documentation, automation, standardization and continuous process improvement.

Supported FP&A and management reporting for insurance business lines, covering budgeting, rolling forecasts, variance analysis and monthly close activities.

Analyzed operating expenses, SG&A, and identifying key drivers, trend movements, and opportunities for cost optimization and expense control.

Supported Fixed Asset and CIP processes, including capital expenditure tracking, asset capitalization, depreciation review, CIP aging analysis and alignment of capital spend with budget and forecast for accurate financial reporting.

Prepared monthly financial summaries, accruals and detailed management commentary to support leadership reviews.

Built and maintained FP&A dashboards and management reports using Power BI and Power Query, providing clear visibility into cost trends and performance metrics.

Partnered with global finance and operations teams to support expense tracking and forecasting in a multi-entity insurance environment.

Led knowledge transition activities and maintained SOPs, trackers and KPIs to ensure consistent FP&A processes and smooth ongoing operations.

Contributed to finance transformation initiatives by driving automation, standardization and process improvements.

Managed end-to-end General Ledger, Fixed Assets and Lease Accounting processes to ensure accurate and efficient financial operations.

Performed intercompany accounting and monthly reconciliations, ensuring transparency, accuracy and timely resolution of variances.

Prepared and analyzed material price variances, delivering actionable insights to support management decision-making.

Reviewed balance sheet reconciliations and maintained internal control documentation to ensure compliance and financial integrity.

Streamlined month-end and year-end close activities, enabling timely, accurate and compliant financial reporting.

Drove automation initiatives to optimize journal entries and reconciliation processes, improving efficiency and reducing manual effort.

Consistently met SLAs and internal deadlines while delivering quality financial outputs to stakeholders.

Prepared and reviewed financial statements including Balance Sheet, Profit and Loss Account and supporting schedules for multiple clients across different industries.

Maintained complete books of accounts, handling accounts payable, accounts receivable, bank reconciliations and passed necessary adjustment and closing entries.

Assisted in preparation, review and filing of Income Tax Returns and GST returns for individuals, firms and corporate clients, ensuring accuracy and statutory compliance.

Supported internal audits, statutory audits and tax audits by preparing audit schedules, reconciliations and assisting in audit report finalization.

Coordinated with clients and seniors to resolve audit queries, taxation notices and accounting discrepancies in a timely manner.