Summary
Overview
Work History
Education
Skills
References
Hobbies and Interests
Languages
Personal Information
Accomplishments
Languages
References
Timeline
Generic
Elizabeth Sharon Lucas

Elizabeth Sharon Lucas

Chennai

Summary

Dynamic FP&A Manager with a proven track record in the field of finance, excelling in financial planning, analysis, and stakeholder management, with very strong communication skills. Spearheaded cost reduction initiatives, achieving significant savings through process improvements. Skilled in SAP FICO and project management, I thrive in accuracy, timeliness, and collaborative environments, driving teams to optimize performance and enhance the reporting process, which benefits the company by increasing savings and reducing costs.

Overview

12
12
years of professional experience

Work History

FP&A Manager

Philips GBS, India
Chennai
04.2024 - Current
  • Performed monthly reviews of Sellex (selling expenses) in the P&L statement for the APAC region in order to identify areas where improvements can be made.
  • Analyzed monthly Sellex statements to identify opportunities for increasing profits, or reducing losses.
  • Prepared detailed reports on the performance of various business units based on their Sellex statements.
  • End-to-end reporting and analytics on travel management for the entire APAC region, consisting of nine districts, helped reduce travel costs, thus bringing in savings.
  • End-to-end management of forecasting and controlling the Sellex for the APAC region, preparing the reports, analyzing the key metrics, loading the numbers into the main tool, and working on the entire reconciliation process.
  • Worked with different financial tools, like SAP FICO, HFM, Essbase, and Microsoft Office (Excel, PowerPoint).
  • Generated reports from the SAP FICO system for stakeholders to review financial data, and make informed decisions.
  • Worked with Business Intelligence tools, such as Power BI, for creating interactive dashboards.
  • Best practices: Developed documentation for procedures to standardize problem-solving approaches in all my processes, and conducted workshops on the same for my team members.
  • Made decisions and resolved issues using critical thinking and analytical skills.
  • Completed day-to-day duties accurately and efficiently.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Implemented Kaizen events that resulted in improved quality, reduced cycle times, and cost savings.

Finance Associate

Wells Fargo
Chennai
05.2022 - 03.2024
  • Handling individual projects which are highly critical and completing them with 100% accuracy, preparing the SOP, maintaining check trackers.
  • Subject matter expert in handling projects and maintaining high data governance with accuracy; analyzing the value creation and communicating to the stakeholders and having a positive rapport with them.
  • Evaluate all financial results and related reporting, check for responsibility for results and do a complete analysis on the results comparing it with the previous and current month.
  • Monitor key financial and metric trends and provide daily, weekly, monthly and quarterly reporting; identifying and explaining the cause for variances.
  • Month end and quarter end reporting close process with a high focus on quality and timeline, suggest ideas on automation and improvisation.
  • Data consolidation, data management, data lineage skills in ensuring appropriate reporting and project management.
  • Posting accruals, adjustments and books closure for the month includes preparation of journals and working on financial reports for controllers following up to ensure books reflect true and fair picture of the business.
  • Handling transitions for high complex projects and ensuring smooth transitions, maintaining end to end tracker on transitions for data governance.

Senior Financial Analyst

Shell India Private Limited
Chennai
09.2021 - 04.2022
  • Manage the delivery of financial activities such as WBSE Time, plan/LE submission, reporting and analysis, base and project accounting.
  • Support the completion of reports and initiatives to enable automation on MI Reporting.
  • Lead activities for data and reports using business tools like SAP SERP to fit the change of the new organization.
  • Support on bringing together end to end understanding of financial processes.
  • Operate in connected financial community that works seamlessly in a network structure across the businesses and team.

Lead Reporting Analyst

Danfoss Industries Private Limited
Chennai
10.2020 - 06.2021
  • Synthesizing and analyzing financial data (like income statement forecasts) and creating strategies using insights and data to drive all teams to work cohesively, optimizing each to maximize revenue.
  • Generating reports, charts, and tables on financial information using various business tools like SAP (FICO Module), HFM, BI and Power Bl.
  • Transfer Pricing calculation for inter company accounts, benchmarking with the market standards and entering price in SAP (FICO Module).
  • Prepared Logistics Reports and analyzed the trend on the CTS(Cost to Serve) thus by increasing the savings on the company.
  • Collected, analyzed and managed quantitative data and created reports and developed performance measuring dashboards for Business Review Meetings.
  • Ensured on Process Improvement by using the various computer and Business Tools and saved more than 1000 hours.

Financial Analyst

Danfoss Industries Private Limited
Chennai
11.2014 - 10.2020
  • Responsible for creating monthly financial reports and adhoc reports with high quality adhering to the timelines.
  • Worked on Process Automation and improvisation thus reducing cost and increasing savings.
  • Worked effectively on 'Idea Tracking Tool' to track ideas and reduce cost.
  • Supported on 'Third Party Transactions' on critical task and ensured a smooth flow of work with effective development of new KPIs.

Senior Analyst In Transfer Pricing

Price Waterhouse Coopers
Chennai
06.2013 - 11.2014
  • Identification of Transfer Pricing methodologies and preparation of FORM ЗСЕВ.
  • Computation of margins (OP/TC, OP/CE), Risk management and effective preparation of complete Transfer Price Document for 3rd party and intercompany accounts.

Education

Masters In Business Administration -

Amity Global Business School
Chennai
04.2013

Bachelors in Commerce and Accounting -

Womens Christian College
Chennai
04.2011

Skills

  • Financial analysis
  • Stakeholder communication
  • SAP FICO
  • Forecasting techniques
  • Budget management
  • Process improvement
  • Transfer pricing
  • Reporting accuracy
  • Cost reduction
  • Project management
  • Analytical thinking
  • Team collaboration

References

  • Praveen Subbiahmani, AVP, HSBC, Chennai, +91-70222 89144
  • Anu Radha, Team lead FP&A, Philips GBS, +91 63695 15947

Hobbies and Interests

  • Travelling
  • Cooking

Languages

  • English
  • Tamil
  • French

Personal Information

Marital status: Married

Date of birth: 06/21/1991

Accomplishments

  • Awarded 'STAR Performer' at Philips by my stakeholder for timeliness during forecasting and accuracy in the report
  • Awarded the 'Manager Recognition' award at Philips for the outstanding job in hosting the Diwali Employee Engagement event at Philips GBS

Languages

English
Proficient (C2)
C2
Tamil
Native
Native
French
Beginner (A1)
A1

References

References available upon request.

Timeline

FP&A Manager

Philips GBS, India
04.2024 - Current

Finance Associate

Wells Fargo
05.2022 - 03.2024

Senior Financial Analyst

Shell India Private Limited
09.2021 - 04.2022

Lead Reporting Analyst

Danfoss Industries Private Limited
10.2020 - 06.2021

Financial Analyst

Danfoss Industries Private Limited
11.2014 - 10.2020

Senior Analyst In Transfer Pricing

Price Waterhouse Coopers
06.2013 - 11.2014

Masters In Business Administration -

Amity Global Business School

Bachelors in Commerce and Accounting -

Womens Christian College

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Elizabeth Sharon Lucas