Harsh Sunil Kupania

Dynamic software professional with 12+ years of experience in the financial services, IT, and software industry. Actively seeking a Business Analyst Lead position to utilize strong analytical and technical skills in a reputable and progressive organization. Committed to continuously developing and honing abilities, driven to demonstrate talent and grow into a leadership role as a specialist. Goal is to deliver innovative solutions for complex requirements, contributing to company success.

6+ Years of Technical Experience, working as a 

• Cognos TM1/Planning Analytics developer involved in analysis, design, development, implementation, testing, and support for end-to-end IT solutions.
• Advanced Turbo Integrator scripting.
• Applying business rules to cubes using TM1 Rules.
• Scheduling Turbo Integrator processes using Chores.
• Implementing dynamic security at all levels of TM1 objects.
• Creating Active Forms & Slices in TM1.
• Experience in production/customer support, deployment, development, and integration.
• Ability to meet deadlines and handle multiple tasks, decisive with strong leadership qualities, flexible in work schedules.
• Excellent interpersonal and communication skills, technically competent and result-oriented with strong problem-solving skills.
• Used Agile methodology for analyzing business requirements, designing, and developing technical specifications, and understanding the functional workflow of information from source systems to target systems.
• Acted as a Scrum Master, leading daily scrum calls, and involved in sprint planning and sprint retrospective calls.

6 Year of Functional Experience, worked as a

• Business Analyst, System Analyst, Financial Planning and Reporting.
• Financial presentations, financial data analysis, and data validations.
• Responsible for day-to-day general ledger, accounting reconciliation.
• Performing special projects to improve process efficiency and performance.
• TM1 reporting analysis, financial forecasting.
• Proficient in MS Office, SQL Navigator, Informatica, and Tableau.

Below are the most important projects I have carried out in my 12-year career, in addition to other projects and extensions

14 Capital Expenditure Redesigning

Clients: Qualcomm TM1 Users – Across the Globe Duration: Nov 2024 – Feb 2025

Role: TM1 Developer, Data Analyst

Capital Expenditure (CAPEX) planning in IBM TM1 involves creating a model to manage and forecast capital expenses. This project is about the redesigning of our CAPEX model, which is used by our finance users for the planning of Fixed Assets, Acquisitions, Commitments, Forecasted Existing Asset Depreciation and to calculate the Depreciation of all these Asset Categories for the future periods. Here's a high-level overview of the steps I have taken to set up CAPEX planning in TM1

Roles & Responsibilities:

• Engaging with financial users to understand their needs in planning fixed assets, acquisitions, liabilities and depreciation.
• Redesigning the CAPEX model to better manage and forecast capital expenditure.
• Writing SQL queries to transfer data from the database into TM1 using TI Process.
• Creating new cubes and dimensions to support the CAPEX model.
• Developing new processes and tasks to automate workflows.
• Writing new rules for the planning cube to calculate depreciation for different asset categories.
• Ensuring that the model accurately forecasts and calculates depreciation for future periods.

13 International Allocation Model – EMEA Region

Client: Qualcomm – EMEA User Duration: June 2024 – Nov 2024

Role: TM1 Developer (core), Data Analyst

Allocation model is the process of splitting up the Pool Cost based on the Headcount of the department. In this project the requirement is of automating this allocation process which UK finance users were doing all manually in the excel. New planning cube with multiple dimensions is created for users to enter the pool cost based on the local currency, department and accounts and a complete flow is created which splits this pool cost based on the headcount of the department and finally the Applied and Offset value is generated in the reporting model

Roles & Responsibilities:

• Meeting with stakeholders to understand the requirement
• Understanding the manual process done by users in the Excel
• Creating new cube and new dimensions for the model
• Created new processes and chores for the flow
• Developing the Allocation set up in our database
• Writing the required SQL queries to pull the data from database into TM1 using TI Process
• Written new rules for the new planning cube created for International Allocation model

12 Consol Product line Changes

Client: Qualcomm USA – Financial Analyst Duration: May 2023 – Sep 2023

Role: Core TM1 Developer, Primary Data Analyst

Qualcomm has its own product line, and all the product line data is available in TM1 for planning, budgeting and forecasting. Changes in Product line must be implemented in the TM1 application. New Product lines has to be integrated and the few old has to be moved out from the system

Roles & Responsibilities:

• Determine the specific changes in the product line, such as new products, discontinued products, or modifications to existing products.
• Gather input from relevant stakeholders, including product managers, finance teams, and IT.
• Modify or add new dimensions, cubes, and subsets in TM1 to reflect the updated product line.
• Ensure that data from various sources is correctly imported into TM1 cubes using Turbo Integrator scripts.
• Update existing cubes or create new ones to accommodate the changes in the product line.
• Modify rules and feeders to ensure accurate calculations and data flow within the updated model.
• Update Active Forms, Slices, and other reports to include the new product line data.
• Ensure that the user interface reflects the changes, making it easy for users to access and analyze the updated data.
• Conduct UAT with stakeholders to confirm that the changes meet their requirements.
• Implement the changes in the production environment.
• Provide training sessions or documentation to help users understand and utilize the updated TM1 application.

11 AP Treasury Forecast

Client: Qualcomm USA – Financial Analyst Duration: Apr 2022 – July 2022

Role: Core TM1 Developer, Primary Data Analyst

Financial Analyst wants a robust system where they can do the forecasting of AP data on weekly basis as per the suppliers from which Qualcomm buys goods/services

There are various information which users wants to capture in AP Model in TM1
, like, Invoices which are posted, Invoices not yet posted, Invoices post and paid in same week, Freight, Inventory, Royalties , Rent and Leases, Rebates and they want to segregate this information based on operating units . Further AP model is required to do the Forecasting of all these AP Measures mentioned above based on the Suppliers/Vendors list
. Users are looking for Actuals & Forecast both kind of data in AP Treasury Forecast in TM1 which is currently available in TM1

Roles & Responsibilities:

• Worked with Cross functional teams to develop and continuously improve TM1 Solution
• that accelerates cycle times
• Provided On-call support to the TM1 application being a single point of contact with a
• unique combination of in-depth TM1 experience and troubleshooting skills
• Worked with business customers and TM1 support to research, document and resolve TM1
• system issues
• Developed integrated solution that can be used to drive decision making by combining data
• from various sources
• Responsible for the gathering business requirements and functional specifications.
• Identifying and resolving technical issues in TM1 system
• Identifying and fixing reconciliation of Actuals, Forecast and plan against various source
• systems
• Identifying and Fixing Production and Non-Production application issues
• Worked directly with business users to define business requirements
• Handled tasks related to PA administration, Environment management.
• Designing new cubes, TI processes, Rules based on business requirements
• Created new TI processes to transfer data from TM1 cubes to Database and back to TM1 Consol Reporting models
• Created Slice Reports and Active forms for end users

10 Customer Credit Review Application

Client: Qualcomm India – Financial Analyst Duration: Jan 2021 – Apr 2021

Role: Core TM1 Developer, Primary Data Analyst

Customer Credit Review project has to be developed into TM1 by FAs to know the periodic assessment of an individual's or business's credit profile and to evaluate the creditworthiness of a borrower of Qualcomm. This requirement was raised by Qualcomm FA to determine if the borrower is a good credit risk and to review the borrower's financial track record, including payment history and credit limits.

Roles & Responsibilities:

• Developed a new application as “Customer Credit Review” using TM1, which is used for reporting and analytics and financial planning to ease the decision making
• Prepared Detailed documentation of newly developed application
• Implementing role-based security and maintaining TM1 security
• Designing new cubes, TI processes, Rules based on business requirements
• Created various new TI processes to transfer data from TM1 cubes to oracle DB
• Created complex, effective active forms since Web platform is main user interface of the end
• users
• Responsible for gathering business requirements and functional specifications
• Worked directly with business users to define business requirements
• Evaluated the existing processes and identified areas of improvement
• Prepared several User creation and deletion Templates
• Created TI Processes to Import data into the TM1 cubes from transactional systems and
• other data sources

9 China Allocation Model in TM1

Client: Qualcomm China – Financial Analyst Duration: Mar 2020 – May 2020

Role: Core TM1 Developer, Primary Data Analyst

International Allocation Model specifically which users wants to develop completely into TM1. Allocation of Budget Cost will spread based on the headcounts and then amount get allocated to each department.

Roles & Responsibilities:

• Core Data Analyst to connect with China users to understand the requirement
• Understanding the manual process done by users for this cost model
• Core TM1 developer to create new cube, new dimensions, control objects, security control for the model in TM1
• Developed new TI processes, Control Processes, new chores, developed TM1 slices for the users
• Developed the Allocation set up in our database in EDW
• Helped EDW Team to set up new accounts, new hierarchies and new pool and base ID in the database
• Worked completely on the UAT and Testing with users
• Data validations into TM1 from Planning cubes to Reporting cube

8 ITFM Cost Model

Client: Qualcomm San Diego, USA – Financial Analyst Duration: May 2019 – Nov 2019

Role: Core TM1 Developer, Primary Data Analyst

ITFM is a Cost Model which users wants to develop completely into TM1. This model is based on Data Cleansing, Bucketing, Allocating and Tower Costing. The main objective of this model is to spread the IT Tower cost among the region wise based on the rules for Headcount Distribution, Fixed Asset Distribution, Contract Distribution and Other Assumptions

Roles & Responsibilities:

• I am the only one who connected daily with stakeholders of USA to understand the requirement
• Understanding the manual process done by users for this cost model
• Created new cube, new dimensions, control objects, security control for the model in TM1
• Developed new TI processes, Control Processes, new chores, developed TM1 slices for the users
• Developed the Allocation set up in our database in EDW
• Worked completely on the UAT and Testing with users
• Data validations into TM1 from Planning cubes to Reporting cube

7 Scenario Planning Model in TM1

Client: Finance Performance & Analysis Team – India and USA Duration: Jun 2018 – Sep 2018

Role: Primary Data Analyst

Qualcomm FP&A team were well-verse with TM1 application for the Planning and Forecasting. Scenario planning is a strategic planning method which FP&A team use to make flexible long-term plans by visualizing different potential futures of Qualcomm’s growth. FP&A team wants to implement this strategy into TM1 application to have more flexibility with features available in the TM1 model

As system analyst, my role on this project was to understand the requirements and then to implement them in the TM1. Scenario Planning model was created to do the planning, budgeting and forecasting for 5 or more years in the TM1 application for all the major expenses of the company

Completely new instance “Scenario Planning “is created for this project which includes new cubes, dimensions, cube Rules, TI process, chores, security control and control objects in TM1. As a analyst, I have worked on the complete flow testing and data validations and tested all the functionality from user’s perspective. On the development side I have worked on creating cubes and dimensions

6 TM1 Upgrade 10.2 .2.3

Client: Qualcomm Finance Users – Across the Globe Duration: Aug 2017 – Dec 2017

Role: Primary Data Analyst

Qualcomm Finance Users for TM1 Applications are based in India, USA, Korea, China, UK, Israel and Singapore and they all TM1 application for the planning, budgeting and forecasting. TM1 upgrade project is a major project for me as I have worked on this project as Analyst and Developer on the other side. Upgrading from IBM Cognos TM1 version 10.2 to 10.2.2.3, such as IBM Planning Analytics, involves several key steps performed from my side

5 CDM Tool for Hyderabad Balance Sheet Review Package

Client: Qualcomm Finance Users – Hyderabad, India Duration: Feb 2016 – Apr 2016

Role: Primary Data Analyst

Qualcomm Finance Users based in Hyderabad were looking for a "CDM tool" for a balance sheet typically refers to a Corporate Data Management (CDM) software that allows to efficiently collect, store, and analyze data from different sources to generate comprehensive and accurate balance sheet reports. As a system analyst, I have worked on this request on TM1 application as they want to build up this balance sheet report into TM1.

4 Service Now Queries – Production Support to Finance Users

Client: Qualcomm Finance Users – Across the Globe Duration: Mar 2015 – till date

Role: Primary Data Analyst

Qualcomm Finance Users for TM1 Applications are based in India, USA, Korea, China, UK, Israel and Singapore and they all use Service Now platform to raise any queries related to TM1 application

As system analyst, my role on TM1 application is both, Functional and Technical. First, I must understand the request of our stakeholders and then I have to develop/enhance the same in the TM1 application. Production support on TM1, on my role is not limited to technical fixes but also to provide the understanding of the same to Finance users in the functional way which they can relate as per their financial or accounting concepts. I use step-by-step process to understand the requirements and stay connected with Business

3 HFM to TM1 Critical Data Validations for General Ledger Posting

Client: Qualcomm Global Accounting Team – India and USA Duration: Jan 2014 – June 2020

Role: Primary Data Analyst

Qualcomm Global Accounting Team does General Ledger Posting on monthly basis. These posting includes the Actuals data coming from Oracle for the specific month. This actual data includes all the OPEX and CAPEX related expenditure.

As system analyst, my role from TM1 side was to update these data into our TM1 consolidation reporting models by running the desired TM1 chores and Process. Further, all these data also get uploaded to Hyperion Financial Management from oracle. As system analyst, I used to perform TM1 vs HFM validations for the Profit & Loss Statement and Balance Sheet for the respective Business Unit segments. I have created my Excel validation files for these monthly validations. Based on my critical validations, I used to confirm to higher management that Actuals data in TM1 and HFM is in sync with oracle actual loads after the GL post. These reports then gets published to CFO of the company

2 TM1 Functionality and Data Validations

Client: Qualcomm Financial Analysts – Across the Globe Duration: Mar 2013 – Mar 2019

Role: Primary Data Analyst

Qualcomm FA uses TM1 for financial reporting of Cash flow statements, P&L and Balance Sheet for each region. TM1 supports higher officials to see & analyze numbers at organization level for any type of cycles (Actual, budgeting & forecasting) at any point of time. As System Analyst, my functional role on TM1 is to perform the TM1 data validations, help user on TM1 system and guide them about the functionality of the tool. I support them on the TM1 queries and guide them to use TM1 slices or TM1 web pages based on the applications for better performance

TM1 Data validation includes from our Planning Models to Consolidation Reporting Models. These Planning models are used by all the Qualcomm TM1 users for planning of Headcount, Capital Expenditure, Operating Expenses, Project Cost Expense and Other Miscellaneous Expense for the forecasted periods

• Regular Training Sessions: As a system analyst, I conduct periodic training sessions for users to keep them updated on TM1 functionalities and best practices. This helps to reduce the number of queries and improve overall user proficiency.
• Detailed Documentation: I used to create comprehensive documentation for common issues, data validation processes, and best practices. This can serve as a valuable resource for users and reduce repetitive queries.
• Automated Alerts: Implement automated alerts for data validation errors or anomalies. This helps me to quickly identify and address issues before they escalate
• User Feedback Loop: Establish a feedback loop with users to gather insights on their challenges and needs. This can help you continuously improve the support you provide and the functionality of the TM1 application.
• Collaboration with Database Team: I work closely with our DBA department to ensure that the TM1 system is optimized for performance and scalability. it helps to prevent technical issues and improve user experience.
• Performance Monitoring: I regularly monitor the performance of TM1 slices and web pages to identify and address any bottlenecks. I also use TM1 Top to monitor the regular TM1 jobs running on the application. It helps me to ensure that users have a smooth and efficient experience

1 Planning Cycle from 2013 – 2025

Client: Qualcomm Financial Analysts – Across the Globe

Preparing monthly, quarterly and yearly planning cycle reports using IBM Cognos TM1. During planning cycle, the company plans their business for the projected year and then assigns the target to the respective business developers.

Role: Primary Data Analyst

• Define Objectives: Establish the goals and objectives for the planning cycle.
• Gather Data: Collect historical data and relevant information from various sources to inform the planning process.
• Create/Update Models: Develop or update TM1 models, including cubes, dimensions, and hierarchies, to reflect the current planning requirements.
• Input Templates: Use TM1 input templates (e.g., Active Forms, Web sheets) to gather data from various stakeholders.
• Data Entry: Enter data into the TM1 application, ensuring accuracy and completeness.
• Aggregate Data: Consolidate data from different departments or business units to create a comprehensive view.
• Validation: Validate the consolidated data to ensure it aligns with the defined objectives and assumptions.
• Scenario Analysis: Perform scenario analysis to evaluate different planning scenarios and their potential impacts.
• Variance Analysis: Compare actual performance against planned targets to identify variances and their causes.
• Approval: Obtain approval from senior management or relevant authorities for the finalized plan.
• Generate Reports: Create reports and dashboards to communicate the planning results to stakeholders.
• Monitor Performance: Continuously monitor actual performance against the plan.
• Adjust Plans: Adjust the plan as needed based on changing conditions and new information.