Harshit Bhatia
Faridabad
Summary
Dynamic finance professional with extensive experience at Guardian India Operations, excelling in financial planning and analysis, R2R, Reconciliations. Proven track record in budgeting, variance analysis, Transition and digital transformation using Tableau dashboards. Strong communicator adept at cross-functional collaboration, driving cost optimization initiatives to enhance profitability and ensure sustainable business growth.
Overview
14
14
years of professional experience
Work History
Lead – Financial Shared Services
GUARDIAN INDIA OPERATIONS PVT LTD
Gurugram
06.2022 - Current
- Notice Period - 30 days
- FP&A Management: End-to-end FP&A process for overall functional costs, financial planning, budgeting, financial controllership, and in-depth variance analysis.
- Month-End Close: Timely and accurate Month-End Financial Close (MEC) activities, including journal entries, reconciliation, and Financial Reporting, reporting P&L to management and tracking budget vs actual variance along with detailed commentaries.
- Budgeting and Forecasting: Developed and executed Headcount, Expenses (Opex and Capex), and Revenue forecasts for 3-year periods (three times per year).
- Month-End Reports – Presentation and analysis of Consolidation, Managerial, Quarterly Business review (QBRs) reports as well as adhoc reports.
- Cost Optimization: Identified and implemented cost management opportunities to enhance profitability and ensure sustainable returns for the business.
- Cross-functional Collaboration: Partnered effectively with cross-functional teams (P2P, HR, Business Excellence, GL, Leadership) to gather comprehensive data and insights for financial analysis.
- Transition – Lead and support transition and Standardize activities. Review, validate SOPs, Process Map, Control framework.
- Digital Transformation - Initiative under finance transformation by developing reports into Tableau dashboards, performing testing and maintenance.
- Handling System Maintenance requests within Oracle EDMCS for all dimensions (Department, Account, Product, Business unit etc.).
- Proficient in various ERP systems, including Oracle ERP, SmartView, Tableau, EDMCS, and highly skilled in using MS Office Suite.
Process Developer
AWP ASSISTANCE PVT LTD
Noida
10.2020 - 06.2022
- Prepared and analyzed financial statements, including balance sheet and profit & loss account, with commentaries for senior management.
- Performed month-end accounting, preparing and posting journals into GL to ensure timely financial reporting.
- Perform variance analysis, Trend analysis writes commentaries on actual vs. forecast / budgets to identify the key drivers and help the business to make decisions.
- Handled financial reconciliations and monthly close processes (journals, open items, depreciation).
- Responsible for Customer, Vendor and GL Clearing.
- Utilized ERPs like SAP and tools such as HFM and Gulliver to streamline financial processes and enhance accuracy.
General and Operational Accounting Analyst
NTT DATA GDS
Gurugram
02.2019 - 10.2020
- Oversaw intercompany transactions to ensure accurate accounting and compliance.
- Coordinated inter-company debit notes, credit notes, and accounts payable & receivable reports to streamline financial processes.
- Managed accounting entries for inter-company receipts and payments, interest accruals, and accrual income.
- Preparing & Recording of Journals of Amortizations, Payroll, recurring journals and analyze accruals.
- Conducted monthly follow-ups with clients on ageing reconciliation items to enhance accuracy and resolve discrepancies.
- Working on ERPs like SAP (System Application Product) and tool like HFM, Backline etc. and well versed in MA Office.
Process Associate
GENPACT
Gurugram
08.2016 - 01.2019
- Responsible for Balance Sheet Reconciliation.
- Processed cash, cheque, and bank deposit entries for customers and vendors, ensuring accurate account management.
- Reconciled balance sheets accurately and efficiently.
- Communicated with clients via emails and calls regarding new issues related to the process, facilitating timely resolutions.
Article Assistant
Dhingra Lalit and Associates
Faridabad
08.2012 - 08.2015
- Managed financial finalization, including preparation of Profit and Loss A/c and Balance Sheet, while overseeing cash management, monthly reporting, and inventory management to ensure accurate financial health.
- Conducted financial reconciliations for Trade Receivables, Trade Payables, and bank accounts, ensuring timely follow-ups on outstanding payments to maintain cash flow.
- Worked in chartered accountancy firm, assisting with client financial statements and audits.
Education
PGDBA - Finance
Symbiosis University
06.2018
Bachelor of Commerce -
University of Delhi
06.2013
CA Inter - IPCC (both groups)
ICAI
02.2013
Senior Secondary -
CBSE
05.2010
Secondary -
CBSE
05.2008
Skills
- Financial Planning and Analysis
- Budgeting and Forecasting
- Variance Analysis
- Trend Analysis
- Financial Reporting
- Stakeholder communication
- Insurance
- IT Service Sector
- Shared Services/Transition
- Tableau Dashboards
- Oracle
- Digital transformation
- Hyperion SmartView
- Cost optimization
Accomplishments
- Timely awarded by Silver Award for accurate completion of responsibilities.
- Experience of 2 transitions including 1 onsite from New York, US.
- Various LinkedIn certifications.
- IFRS Certification from Grand Thornton.
- Completed LOMA FLMI level 1 – Insurance Fundamentals certification.
Personal Information
- USA Visa: B1/B2
- Visa Expiry: 10/34
- Date of Birth: 01/09/93
- Marital Status: Married
Timeline
Lead – Financial Shared Services
GUARDIAN INDIA OPERATIONS PVT LTD
06.2022 - Current
Process Developer
AWP ASSISTANCE PVT LTD
10.2020 - 06.2022
General and Operational Accounting Analyst
NTT DATA GDS
02.2019 - 10.2020
Process Associate
GENPACT
08.2016 - 01.2019
Article Assistant
Dhingra Lalit and Associates
08.2012 - 08.2015
PGDBA - Finance
Symbiosis University
Bachelor of Commerce -
University of Delhi
CA Inter - IPCC (both groups)
ICAI
Senior Secondary -
CBSE
Secondary -
CBSE