Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

CA CMA Uttam Kumar

Tirupati

Summary

Chartered Accountant and CMA with 03+ years of experience in financial planning, budgeting, forecasting, and performance management. Skilled in variance analysis, MIS reporting, and financial modeling, with hands-on exposure to all Oracle EPM modules (Planning & Budgeting, Financial Consolidation, Tax & Account Reconciliation, and Data Management). Proven ability to analyze financial statements, optimize working capital, and deliver actionable insights through audits, banking credit analysis, and system-driven automation. Strong track record of partnering with finance teams to improve decision-making and enhance business performance.

Overview

9
9
years of professional experience

Work History

Senior Associate – Business Analyst

Trinamix Company
01.2023 - Current
  • Partnered with FP&A teams to implement budgeting, forecasting, and consolidation solutions using Oracle EPM Cloud.
  • Automated variance analysis and MIS dashboards, reducing reporting turnaround time by X%.
  • Designed and tested driver-based planning templates to support scenario and sensitivity analysis.
  • Configured and supported modules across Planning & Budgeting, Financial Consolidation, Account & Tax Reconciliation, and Data Management, aligning processes with corporate planning goals.
  • Streamlined month-end close and reconciliation cycles, enhancing reporting accuracy and reducing manual intervention.

Relationship Manager – Business loans

HDFC Bank
01.2022 - 01.2023
  • Assessed SMEs’ P&L, balance sheets, and cash flows to evaluate financial health and profitability.
  • Conducted credit and risk analysis to support lending decisions and improve portfolio quality.
  • Prepared client-specific financial projections, enabling informed loan approvals.
  • Built strong client relationships and provided financial advisory aligned with business performance.

Articleship – Audit & Financial Analysis

J Singh & Associates
01.2017 - 01.2020
  • Conducted stock audits of manufacturing and trading entities, analyzing inventory valuation, consumption patterns, and variances — providing recommendations to improve working capital efficiency.
  • Performed internal audits of Public Sector Undertakings (PSUs), focusing on compliance, financial controls, and cost optimization opportunities.
  • Executed concurrent audits of banks, reviewing cash flows, loan disbursements, and transactional accuracy to strengthen financial discipline.
  • Prepared detailed management reports and audit observations, highlighting risks, inefficiencies, and actionable insights for decision-makers.
  • Collaborated with client finance teams to enhance process transparency, reporting accuracy, and operational effectiveness.

Education

Chartered Accountant (CA) -

Institute of Chartered Accountants of India (ICAI)
01.2022

Cost Management Accountant (CMA) -

Institute of Cost Accountants of India (ICAI)
01.2022

Bachelor of Commerce (B.Com) -

Indira Gandhi National Open University(IGNOU)
01.2021

Skills

  • Budgeting & Forecasting
  • Variance & Trend Analysis
  • MIS & Management Reporting
  • Scenario & Sensitivity Analysis
  • Financial Modeling (Excel, Power BI)
  • Cost & Profitability Analysis
  • ERP/EPM Tools: Oracle EPM ARCS, Hyperion
  • Data Analytics & Visualization

Accomplishments

  • Team Awards – The Incredibles, 2025, Awarded as part of a high-performing team for exceptional collaboration and successfully configuring and optimizing the Oracle EPM ARCS module.
  • Fresher of the Year Award, 2024, Recognized for outstanding performance in the first year demonstrating strong analytical skills, quick learning.

Languages

Telugu
First Language
English
Upper Intermediate (B2)
B2
Tamil
Intermediate (B1)
B1
Hindi
Intermediate (B1)
B1

Timeline

Senior Associate – Business Analyst

Trinamix Company
01.2023 - Current

Relationship Manager – Business loans

HDFC Bank
01.2022 - 01.2023

Articleship – Audit & Financial Analysis

J Singh & Associates
01.2017 - 01.2020

Chartered Accountant (CA) -

Institute of Chartered Accountants of India (ICAI)

Cost Management Accountant (CMA) -

Institute of Cost Accountants of India (ICAI)

Bachelor of Commerce (B.Com) -

Indira Gandhi National Open University(IGNOU)

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CA CMA Uttam Kumar