Summary
Work History
Education
Skills
Certification
Personal Information
Extracurricular Activities
Timeline
Manager
Dheeraj Jadhwani

Dheeraj Jadhwani

Financial Planning Analyst

Summary

Looking for a challenging and growth-oriented opportunity to utilize my experience for enhancing my further career and deliver my potential of financial analysis and strategic implementation of the new approach towards the development of the company, dedicated towards my work, punctual and calm under pressure.

Work History

Financial Planning Analyst

Wolters Kluwer
08.2022 - Current
  • Support SCOE, CCOE, and CIOx Finance Teams in Financial Planning and Analysis (FP&A), including tasks related to financial planning, financial reporting, and financial analysis.
  • Manage and report on budgeting and forecasting while providing regular updates through monthly and quarterly analyses like Outlook and Latest Estimates (LEs) and contributing to the 3-year Vision and Strategy Process (VSP). Additionally, conduct ad-hoc analyses as required.
  • Prepared monthly P&L statements and pro-forma financial models to assess current and projected financial performance.
  • Assist stakeholders in making strategic financial decisions through cost analysis.
  • Perform variance analysis for the stakeholders for there business.
  • Preparing Power BI Dashboards for stakeholders on P&L, headcount and vendor spend.
  • Supporting the audit and UAT teams.
  • Building and converting Financial Models on excel.
  • Assist in identifying, assessing, and managing financial risks that may impact the business.
  • Tools: ERP systems (Oracle), MS Office, Hyperion, Workday and Power BI.

Finance Operation

Bajaj Allianz Life Insurance
11.2021 - 08.2022
  • Prepared vendor invoices and processed incoming payments.
  • Before making a payment, vendor invoices were checked for accurate proof and authenticity.
  • Every month, update and reconcile vendor files and statements, letting vendors know if there are any discrepancies.
  • Keeping track of MIS for costs that were recorded in books.

Information Analysis

Tata Consultancy Services
05.2018 - 06.2020
  • In the company, worked in two projects
  • Project 1 (Legal Domain): Worked in this project from 21 May 2018 to 06 December 2019
  • In this project, I am in the SOP and in CES team
  • Work I need to perform is that to study the case filed by the company or by the customer
  • Details need to fill like Identifying the entity, Case No., Plaintiff and Defended, Lawsuit type, Court details, Attorney details, Important pages, the need to share the answer date and generate the transmittal and deliver to the customer
  • Achieving the target on time
  • Ensuring all the SLA are met in a timely manner
  • Sharing all the updates with the team members
  • Maintaining the error records
  • Project 2 (Insurance Domain): Worked on this project from 09 December 2019 to 12 June 2020
  • The role is to update the data of their policy as per their request and company guidelines
  • Working on complex processes where the money is involved
  • Ensuring all the transactions are completed within time
  • Ensuring production targets are met consistently on monthly basis
  • Ensuring all the SLA are met in a timely manner
  • Provided training to the Chennai team
  • Client interaction on call.

Education

PGDM -

Lexicon Management Institute of Leadership & Excellence, AICTE

B. Com - undefined

The Maharaja Sayajirao University of Baroda, The Maharaja Sayajirao University of Baroda

HSC - undefined

URMI SCHOOL AND HOSTEL (CBSE), Central Board

SSC - undefined

URMI SCHOOL AND HOSTEL (CBSE), Central Board

Skills

    Financial Planning and Analysis

Budgeting & Forecasting

Financial Reporting & Modeling

MS Office

Power B I

Tableau

SAP

Certification

Financial Modeling and Valuation

Personal Information

  • Date of Birth: 10/09/97
  • Marital Status: Single

Extracurricular Activities

  • Presenting school in a BBA contest.
  • Participated in an Entrepreneurship workshop held by IIM Ahmedabad.
  • Made various research reports like Covid-19 in Maharashtra, Research on Cadbury & Impact on Mental Health at Workplace.
  • Part of Placement Committee.
  • Participated in International Conference for Research Paper.
  • Volunteer to conduct the International Conference.

Timeline

Financial Planning Analyst

Wolters Kluwer
08.2022 - Current

Finance Operation

Bajaj Allianz Life Insurance
11.2021 - 08.2022

Information Analysis

Tata Consultancy Services
05.2018 - 06.2020

PGDM -

Lexicon Management Institute of Leadership & Excellence, AICTE

B. Com - undefined

The Maharaja Sayajirao University of Baroda, The Maharaja Sayajirao University of Baroda

HSC - undefined

URMI SCHOOL AND HOSTEL (CBSE), Central Board

SSC - undefined

URMI SCHOOL AND HOSTEL (CBSE), Central Board

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Dheeraj JadhwaniFinancial Planning Analyst