Summary
Overview
Work History
Education
Private Equity Stakeholders
Key Responsibility as CFM lead on SNAP, Uber & UKG
Core Competences
Other Clients Supported
Initiatives and Accomplishment
Timeline
Generic

Jaspreet Kaur

CFM Manager

Summary

A dedicated, skilled and self-assured professional with a clear vision, ability, drive and enthusiasm for fostering successful team dynamics. Organized and consistent individual who can quickly comprehend and navigate intricate scenarios. Committed to continuous improvement and adept at inspiring others to achieve their full potential within a collaborative environment.

Overview

14
14
years of professional experience
2
2
years of post-secondary education

Work History

Global Private Equity CFM Lead

Accenture Solutions Pvt Ltd
Bengaluru
3 2023 - Current
  • Since joining in March 2023, I have spearheaded pivotal initiatives in collaboration with Commercial Director, PE leadership,PE Change Management and various teams across MME, SAP, MMS, MMB, CBP and other key areas
  • Orchestrated accurate hierarchy movements within Blackstone and provided support to Bain, EQT, Cerberus, TPG and KKR ensuring activation of all 6 PEs hierarchies in the system simultaneously
  • Collaboration with GCALs and Commercial team(CPMO,CM,CDP) led by commercial director on all the above PEs
  • Played a pivotal role in financial validation processes for PE and portfolio companies, minimizing risks and ensuring accurate mapping across tools.
  • Integral part of activating tools to support PE hierarchy activation on all Accenture platforms, even when the entire process when into restructuring in Sep after the go live in June
  • Conducted extensive validations to guarantee accurate system-wide mapping of portfolio companies and financials across various tools-Minimized risks
  • Demonstrated strong change leadership during complex transitions, including tool migrations and new hierarchy rollouts, ensuring continuity and success amidst restructuring efforts.
  • Ensured continuity through proper planning and proactively archiving financial data for CALs' independent operation during testing
  • Collaborated and repeated the activities for executing the extraction of diamond and foundational clients with all the teams managing various tools from the hierarchy in September, ensuring correct financial and planning flows across all markets and impacted PEs/portcos in MMS and IFS
  • Conducted account planning sessions with Commercial Director and ensured all the account plans are successfully loaded for all PEs after certain portcos were moved out in Sep to be independent on tools (but still had PE flag)
  • Conducted a comprehensive walkthrough and demo of the latest changes in MME, MMS, MMB and CBP, tailored specifically for CFM Market leads and Market CFOs across NA, GM and EMEA
  • Established governance around standard pricing assumptions in PE, enhancing consistency and reducing review time
  • Actively participated in financial operations, including new FC creations, contractual clause validation, and receivables clearance efforts, contributing to improved financial management across all portcos.
  • Raised awareness of Accenture standard processes and engaged in all YSC bookings (Accenture acquisition) and receivables collection efforts
  • Collaborated with CS CFM teams and CoE teams globally to address portco-specific challenges and ensure alignment with PE practices
  • Continuing to provide leadership in private equity initiatives, focusing on enhancing operational efficiency, consolidated financial packs for commercial reviews for G150 PE clients and have insightful discussions with GCALs along with Commercial Director
  • Participation in solutioning exercises to support strategic decision-making.

Manager

Accenture Solutions Pvt Ltd
12.2021 - Current

Associate Manager

Accenture Solutions Pvt Ltd
09.2017 - 11.2021

Team Lead

Accenture Solutions Pvt Ltd
03.2015 - 08.2017

Senior Analyst

Accenture Solutions Pvt Ltd
12.2012 - 02.2015

Senior Investment Performance Analyst

Northern Trust Operating Services Ltd.
12.2009 - 11.2012

Education

PGPM in Finance -

Alliance Business School, Bangalore
01.2008 - 01.2010

Private Equity Stakeholders

· Commercial Director : Maryam Baradari,

· GCALs – Ramnath Venkataraman(Blackstone) , Nicole Cohen (Bain Capital), Gary Haywood (KKR), Rachel Barton (EQT and S&C PE Global Lead and Brian Crandall (TPG) and all their lieutenants

· Setting up governance around PE initially led by Greg Geisler along with Daniel Burton, Jimena Masrian, Paul Jaminet, Maryam Baradari and Rachel Byrd.

· CFM lead- Erin Pendleton

· Collaborated with Rachel Byrd (SAP), Bellin Cox(MME), Peter Ellwood (IFS), Lisa Swigert (MMS)

· PE commercial team- CPMO, CM and CDP

· Dafina Bash/Delaney Jungers/FTS team- YSC acquisition




Key Responsibility as CFM lead on SNAP, Uber & UKG

  • Team Leadership: Successfully manage a team of 10 members, overseeing both direct and indirect reports, to ensure alignment with organizational goals and objectives.
  • Performance Management: Conduct performance appraisals, monitor utilization and ensure team training compliance, fostering a high-performance culture and professional development opportunities.
  • Resource Management: Effectively manage resources, including addressing attrition and overseeing probation, resignation and termination processes, to maintain team productivity and morale.
  • Part of Solutioning/pricing and Providing Inputs for RFP. Tracking the positive and negative variance during the life cycle of the contract and work on change order with delivery and contract management as required.
  • Client Account team partnering: Serve as a business partner to client groups, discussing performance metrics, profitability areas and collaborating on solutioning/pricing strategies and RFP inputs.
  • Financial Oversight: Track contract lifecycle variances, collaborate with delivery and contract management on change orders, and provide inputs on profitability areas and rate card development.
  • Collaboration and Training: Coordinate with cross-functional teams, including Controllership, Project Control Service, and Legal, to ensure compliance and operational excellence. Lead trainings for senior executives and new joiners, fostering employee engagement and continuous learning opportunities.
  • Transformation- Have been part of UAT for most of the transformational tools and ensuring adoption within the team.

Core Competences

  • Business advisory
  • Financial Planning and Analysis
  • Communication and Collaboration
  • Planning and Organization
  • Initiative and Innovation
  • Problem Solving and Decision Making

Other Clients Supported

CFM lead support on Takeda, Celgene, Coca Cola, P&G, Telus, Twitter

Have also led multiple transitions of CFM support to India

Initiatives and Accomplishment

-Inclusion and Diversity Initiatives

-CFM New Joiner and Complex topic training

-Hosted Townhalls, Participated in One CFM broadcast, Participated IC webcasts representing CFM

-Hosted financial management session for women entrepreneurs under Global Diversity and Sustainability Program under the guidance of India CFO-Emma Jindal

-Participated in workshops for tool enhancements (CFM Scope, CCPD, FFI, Contract Simulator etc)

-Worked with transformation team on MME features and Billing/Revenue Recognition scenarios.

-Conducted MME and MMP training for Capability Network team.

-C&CPD Story on Snap showcased during the Accelerator Learning,Earlier Uber Business Advisory Story along with SDL

-EVOLVE Women leadership Program (Neucode)

-Currently taking LEAP- Top talent Program (BTS)

-Taken up the Mentorship Program to mentor CL8 and CL9.

Timeline

Manager

Accenture Solutions Pvt Ltd
12.2021 - Current

Associate Manager

Accenture Solutions Pvt Ltd
09.2017 - 11.2021

Team Lead

Accenture Solutions Pvt Ltd
03.2015 - 08.2017

Senior Analyst

Accenture Solutions Pvt Ltd
12.2012 - 02.2015

Senior Investment Performance Analyst

Northern Trust Operating Services Ltd.
12.2009 - 11.2012

PGPM in Finance -

Alliance Business School, Bangalore
01.2008 - 01.2010

Global Private Equity CFM Lead

Accenture Solutions Pvt Ltd
3 2023 - Current
Jaspreet KaurCFM Manager