Harshith Mukku

1. Participating in new business processes through deal shaping and opportunity pricing

· Support the creation of winning commercial proposals by shaping deal structures and developing pricing models aligned with client needs and organizational profitability goals.

· Example: Built a pricing model for a multi-million-dollar outsourcing/consulting proposals, enabling leadership to present a competitive bid that balanced client affordability with company margin requirements.

2. Recommending and implementing business changes to leverage emerging technologies and improve Finance operations

· Identify process inefficiencies and propose technology-driven improvements that enhance accuracy, speed, and scalability across the Finance organization.

· Example: Suggested adoption of an automated reporting tool that reduced manual effort by 50% and improved month-end reporting turnaround time.

3. Diagnosing financial drivers and using analytics to provide actionable insights to key stakeholders

· Analyze revenue, costs, and operational metrics to explain performance trends and influence decision-making.

· Example: Conducted variance analysis for a declining margin account and identified underutilized resources as the root cause, leading to a resource realignment that improved profitability.

4. Leading forecast reviews with senior leadership and advising on results, variances, and risks

· Facilitate forecast review meetings, providing meaningful insights into financial performance and advising leadership on mitigation strategies for emerging risks. Enhance forecast reliability by analyzing past trends and incorporating real-time business intelligence.

· Example: Led monthly forecast reviews for a portfolio worth $120M, identified revenue slippage risks, and recommended corrective actions that helped recover 5% of projected revenue. Improved forecast accuracy from 78% to 92% by integrating pipeline analytics and historical seasonality into the forecasting model.

5. Developing innovative solutions to address complex revenue and profitability challenges

· Use financial expertise and creativity to solve intricate commercial issues and support long-term growth.

· Example: Designed a new margin-tracking dashboard that allowed account teams to proactively manage cost overruns/underruns and improve contract profitability.

6. Coordinating monthly accruals to ensure accurate revenue recognition and expense reporting

· Manage month-end activities, ensuring all financial entries are complete, accurate, and compliant with accounting standards.

· Example: Implemented a standardized accrual template that improved accuracy and reduced month-end close time.

7. Implementing Standardized Reporting and Automation Solutions

· Enhance consistency and accuracy by automating recurring FP&A processes and reports.

· Example: Automated the monthly variance report using Excel macros/Power BI, reducing reporting time from 8 hours to 1 hour.

8. Building and Enhancing Financial Models for Scenario Planning

· Develop dynamic financial models to evaluate the impact of strategic decisions, market shifts, or operational changes.

· Example: Built a scenario-based forecasting model that helped leadership evaluate the financial impact of a 10% price change, supporting a decision that increased revenue by $3M annually.

9. Driving Annual Operating Plan (AOP) and Budgeting Cycles

· Lead or support the end-to-end budgeting process, aligning regional or business unit budgets with organizational strategy.

· Example: Coordinated budget submissions across multiple business units, ensuring alignment with corporate targets and reducing rework cycles by 30%.

10. Developing KPIs and Dashboards for Performance Monitoring

· Create dashboards that track key performance indicators (KPIs) and provide insights into business health and trends.

· Example: Designed a Power BI dashboard for monthly performance tracking, increasing transparency across leadership teams and reducing manual reporting by 60%.

• Professional offering a combination service that includes financial/investment advice, some tax planning services and estate planning. Selling of financial products to clients
• Advising Clients for Investments in capital markets and other financial products
• Generating investment ideas through in-depth strategic, competitive and valuation analysis.
• Dealing during markets hours on the terminal
• Design and provide investment solutions to meet customer needs
• Acquiring new clients and maintain Client Relationship and providing high quality service

• Recommend investments and investment timing to companies, investment firm staff or the public
• Prepare plans of action for investment, using financial analyses
• Inform investment decisions by analyzing financial information to forecast business, industry or economic conditions
• Gather data on competitors and analyze their prices, sales, and method of marketing and distribution and Monitor industry statistics and follow trends in trade literature
• Collect and analyze data on customer demographics, preferences, needs, and buying habits to identify potential markets and factors affecting product demand.