B.N. MOHAN

Team management and Individual contribution (May 2022)

• Led an 8-member Global Alliances team, managing core operational activities, identifying key business opportunities, and providing strategic reports and insights to leadership
• End-to-end Markets reporting processes and ensuring timely preparation of weekly, monthly, quarterly, and annual reports, data analysis aligned with data analysis aligned to stakeholder requirements.
• Continuously monitored process efficiency and conducted audits to ensure accuracy and effectiveness in reporting
• Directed key financial processes, delivering comprehensive reports and dashboards — including variance analysis on KPIs, forecasts, GIP, and budgets — to enable data-driven decision-making.
• Growth and Investment planning – Initiated the GIP process during January 2024 and supported in creation of GIP Template to capture Inputs from Alliances leaders and arriving at the Projection and CAGR guidance. Worked on multiple iterations using multiple approaches and statistical logics to arrive at CAGR and projected plan numbers from FY26 to FY30. The GIP was loaded in the tool which was the foundation for strategic planning activities for leaders across globe
• CAGR and penetration analysis with detailed commentary and statistical insights for leadership, featured in the EY newsletter
• Identified core logic and business rules for the Projection Dashboard, enabling its successful development and deployment across the Alliances ecosystem; established as a key tool for leadership in strategic planning and performance tracking
• Led the mid-year restatement of PAS Sub-Service Line plan numbers after finalization, ensuring alignment with revised business priorities
• Conducted User Acceptance Testing (UAT) for automation BOTs and the Revenue Planning Tool, ensuring robust functionality, data accuracy, and alignment with business objectives
• Created a report and analysis on “Related Additional Sales,” identifying and contributing approximately $200 million missing sales per month for business
• Enhanced process efficiency, optimizing operations and saving 0.75 FTE through workflow improvements
• Identified data discrepancies and underreporting, working closely with the delivery team to perform reconciliations and deep-dive analyses that ensured accurate data flow, transparency, and reporting integrity in FY24
• Collaborated with development teams to integrate financial and operational data, creating a unified dashboard for real-time monitoring of key business metrics
• Developed and delivered the R&DA Alliances deck for quarterly workshops with leadership, on achievements and way forward , scheduling cross-vertical meetings, drafting action-oriented minutes, and coordinating logistics for stakeholder visits.
• Oversaw the migration of financial data to Mercury platform, managing project timelines and ensuring smooth implementation without disrupting business operations.
• Strong analytical skills with a focus on detail, facilitating data-driven decision-making and presenting complex financial insights to stakeholders.
• Contributed to R&DA recruitment efforts, aligning candidates with appropriate teams and roles to support organizational growth and project success.

Business & Data Analyst - (Assistant Manager – Feb 2020, Individual contribution)

• Analysing the RPH drop, and margin drop of engagement codes and provide the analysis with commentary to FMA, follow up and track the performance of the codes.
• Scanning of high NUI amounts across the practice (credits/debits), Analyse the codes with top NUI. Prioritize on Unbilled Inv Aging - 181-365 Days, Above 365 days.
• Assisting with Budget to Actual reviews on our Top 80 engagements and compiling Year on year data.
• Identifying engagements with little to no activity in recent months – faster code closing using detect control report to track inactive codes and codes for which detailed ETC was not performed, and codes were the ETC ageing is overdue.
• Highlighting Accounts with extremely high/low EAF% and Margin%.
• Led cross-functional teams in strategic project initiatives, resulting in optimized service delivery and increased client satisfaction.
• Mentored junior staff, providing training and support that improved team performance and fostered professional growth.

Financial Analyst (Team lead and Senior - Jan 2014 to Feb 2020)

1. Revenue and Expense Reporting –This includes the client detailed level reporting, Year on Year comparisons, Expense Reporting, Variance analysis.

2. Financial Reporting – includes preparing structured reports from tools which shows the performance at a summary level for revenue, indirect expense, key performance indicators like head count, Purchase and Sold time report, charged hours, Utilization report, FTE’s etc in comparison with actual, plan, prior year and growth percentage for decision making by management.

3. Financial Planning - Preparation of various reports which are used to plan the numbers for the upcoming year, Preparation of Dashboards at summary level based on the key metrics which can be used as reference point and a check file for real time changes Post input of the new plan numbers in the tool, Trend Analysis and Variance Analysis Reports.

4. Forecasting – process which includes preparation of multiple real time report templates, forecast input templates, keying forecast numbers into Hyperior smartview and template refresh based on the requests.

5. Other reporting -

· The Charged Hour reports.

· Inventory Analysis and reporting.

· Indirect Expense reports

Preparation of Scorecard reporting.

• Reconciliation of accounts between Bank and Stores statement.
• Weekly / periodic reports are sent in an accurate and timely manner to higher level managers in Counterpart and Acquirers.
• Daily RFI & Chargeback reports are downloaded, and the database is updated.
• Interaction with clients and counterpart for any clarification or changes that is required in the process through conference call or meetings and working accordingly.
• Follow ups are made with store for outstanding queries.
• All queries received from stores via E mail or phone is replied within greed timelines.
• Maintaining and constantly updating process documentation.
• Ensuring a smooth working relationship is maintained with stores and acquirers.
• Chargeback trends are considered, and any issues are highly to business as a priority.
• Ensuring all RFI & Chargeback reports are refuted within 3 days of a report.