Deepti Oberoi
Finance Professional
Noida,UP
Summary
Accomplished finance professional with over 18 years of experience in operational reporting, specializing in financial planning and analysis, data analytics, and business intelligence. Proven track record in establishing and nurturing teams while providing actionable insights that drive strategic decision-making. Proficient in predictive analytics, data visualization, data management, and process automation, consistently delivering results that enhance organizational efficiency and effectiveness. Strong commitment to leveraging data-driven strategies to support business growth and innovation.
Overview
18
18
years of professional experience
Work History
Associate Director
KPMG GLOBAL SERVICES
07.2017 - Current
- Leadership and Strategy: Managed and mentored 70 finance professionals across the U.S. and U.S. geography, provided strategic direction, and ensured effective execution of financial planning, analysis, and reporting processes.
- Financial Planning and Forecasting: Oversee the preparation and management of the annual plan, budget, quarterly forecasts, and long-term financial plans by leveraging historical trends and business insights. Drive alignment of financial targets with business objectives, and inform leaders, 'What does the future hold?'
- Financial Performance Monitoring: Conducted detailed variance analysis of financial statements, discovering underlying trends, and recurring patterns that helped in strategic decision-making.
- Month-end Reporting: Spearheaded the creation and delivery of strategic reports on the key operational and financial metrics, such as revenue, expense, DSO, billing, cash management, human capital, hours, etc. On tools like Power BI and Alteryx.
- Stakeholder Relationship Management: Established credibility by providing strategic value to stakeholders through publishing insightful reports, process automation, and improved turnaround time.
- Cross-functional Collaboration: Work closely with other teams to provide financial insights that drive business performance and align with the overall firm's strategy.
- Process Optimization and Automation: Since the inception, the focus is to create smart processes for better efficiencies and augmented growth. Saved over 2,000 annual hours through process automation. Encouraged the use of Gen AI in regular finance reporting.
- Tool Implementation: Introduced a new tool (PowerApps) for bulk email response tracking, and Power BI for efficient reporting.
- Training and Skill Development: Facilitated team trainings on AI tools, Power BI, Alteryx, and Excel to make them future-ready.
- Workplace Culture and Career Development: Demonstrated a strong commitment to personal and career development plans, cultivating an inclusive and encouraging workplace culture.
Deputy Manager
HAYS BUSINESS SOLUTIONS
05.2012 - 07.2017
- Transitioned the Financial Planning and Analysis process from the UK to the India shared service center. While managing a team of 12 finance professionals, I delivered a seamless transfer of responsibilities, aligned with business objectives, and implemented protocols for improved efficiency.
- Worked on yearly budgets, identifying the fixed and variable drivers of revenue and cost. After finalizing the budgets, I was involved in rolling forecast preparation and comparing the actuals with the forecast and budget.
- Worked with various global stakeholders directly to identify areas for cost savings, so that the net profit percentage (Profit/Net Fee) can be improved.
- Analyzed current and past trends of key performance indicators, including all areas of revenue and expense.
- Monitor performance indicators, highlighting trends, and analyzing causes of unexpected variances, giving suggestions in case of any gray areas to improve upon.
Team Leader
EXL Pvt Services
04.2010 - 04.2012
- Quarterly consolidation of books of accounts for the worldwide offices.
- An analysis of the balance sheet and income statement of Chartis EMEA on a quarterly basis.
- Comparison and analysis of income statements from various quarters, using the percentage variance analysis method on a quarterly basis.
- Ensuring all journal entries for accruals, expenses, depreciation, etc. They are booked properly.
- Balance Sheet Variance Analysis (Monthly and Quarterly): Performing balance sheet variance analysis of tax balances, which includes analyzing the reasons for variance that have led to the difference in two tax balances, whether quarterly or monthly.
- Monitoring and correcting wherever the accounting deviates from US GAAP.
- Reconciling general ledger accounts, which included reconciling subsequent accounts monthly.
Sr. Associate
Accenture
03.2009 - 04.2010
- Handled intercompany accounts.
- Prepared a forecast for sales in Belgium (UMGI).
- Prepared a balance sheet and P&L on a monthly basis.
- Reconciliation of accruals and depreciation accounts.
- E-mail support resolved the query received from clients.
Process Associate
Genpact
06.2007 - 10.2008
- Worked with the trust statement services for Wachovia Bank, USA.
- Audit of monthly, quarterly, and annual accounting reports provided to the clients.
- Certification of the annual report for its accuracy.
- Handled various high-priority clients of Wachovia Bank.
- Suggested lean ideas for the improvement of various processes.
Education
Diploma - Management Accounting
CIMA (London)
04-2014
MBA - Finance
Guru Gobind Singh Indraprastha University
06-2010
BBA -
Guru Gobind Singh Indraprastha University
06-2007
Skills
Team collaboration and leadership
Accomplishments
- Consistently recognised for exceptional performance, on a fast-track career path and exceeding expectations throughout the professional journey
- Recognised as impact leader in 2023 at KGS for successfully incubating finance team and for efficient stakeholder management
- Received the prestigious Super Team Award in 2023 at KGS for successfully incubating and settling operations team for Canada
- Received the Above and Beyond Award in 2020 at KGS for introducing a new innovative approach to providing insightful reports
Capabilities and Expertise
- Financial Planning and Analysis
- Business Operations and Reporting
- Controllership Accounting
- Stakeholder Management
- Strategic Decision Making
Timeline
Associate Director
KPMG GLOBAL SERVICES
07.2017 - Current
Deputy Manager
HAYS BUSINESS SOLUTIONS
05.2012 - 07.2017
Team Leader
EXL Pvt Services
04.2010 - 04.2012
Sr. Associate
Accenture
03.2009 - 04.2010
Process Associate
Genpact
06.2007 - 10.2008
Diploma - Management Accounting
CIMA (London)
MBA - Finance
Guru Gobind Singh Indraprastha University
BBA -
Guru Gobind Singh Indraprastha University
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