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Open to workDesired Job Title
Senior Financial AnalystWork Type
Full timeLocation Preference
On-siteHybridOpen to relocation: Yes
Important To Me
Career advancementPersonal development programmesSummary
Detail-oriented Senior Financial Analyst with expertise in FP&A, financial forecasting, budgeting, variance analysis, and performance reporting. Translates complex financial data into actionable insights through trend analysis and management reporting to support strategic decision-making. Develops interactive Power BI dashboards and uses Power Automate to automate financial reporting workflows, data updates, notifications, and repetitive processes, enhancing efficiency, accuracy, and visibility. Strong focus on process improvement, automation, and delivering reliable financial insights to business stakeholders.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Assistant Manager
HNI International
Pune
07.2023 - Current
- Prepare financial forecasts, budget reviews, variance analysis, and performance reporting for business planning.
- Analyze revenue, shipment, order intake, backlog, and profitability trends to support forecasting and business planning.
- Led gross margin (GM) and cost-to-list (CTL) analysis, providing insights for executive and leadership reporting.
- Publish weekly and monthly management reports to support operational and strategic decision-making.
- Partner with Sales, Customer Support, Finance, and Business teams to analyze trends and deliver actionable business insights.
- Developed and maintained interactive Power BI dashboards for orders, shipments, sales performance, gross margin, and CTL reporting, improving visibility for stakeholders.
- Drive reporting automation using Power BI, Excel VBA, Power Automate, and DAX, reducing manual effort and improving reporting efficiency.
- Collaborated with BI developers and stakeholders to enhance reporting capabilities and data models, facilitating more effective decision-making.
- Automate financial reporting, data-processing, notifications, approvals, and repetitive workflows using Power Automate to improve efficiency and reduce manual effort
- Present executive dashboards and strategic recommendations to leadership through data-driven performance reviews.
Senior Financial Analyst
UPL LTD
Pune
11.2021 - 06.2023
- Assisted in budgeting, forecasting, and variance analysis to enhance financial planning across multiple business functions.
- Prepared detailed financial and operational performance reports for management review, facilitating informed decision-making.
- Supported monthly financial and management reporting, providing actionable insights on business performance.
- Performed trend analysis and monitored key business metrics to support strategic decision-making.
- Collaborated with cross-functional stakeholders to improve reporting quality, data accuracy, and process efficiency.
- Contributed to automation and process improvement initiatives to streamline reporting and enhance operational efficiency.
- Supported treasury operations, trade finance, and working capital management.
Senior Financial Analyst
Rexel India Pvt Ltd
Pune
11.2014 - 10.2021
- Supported month-end close activities, ensuring timely and accurate financial reporting to facilitate informed decision-making.
- Prepared operational and management reports to support business reviews and strategic decision-making.
- Managed Accounts Payable (AP), Trade Finance, and Working Capital activities, contributing to effective cash flow management and financial stability.
- Managed Letter of Credit (LC), Bank Guarantees (BG), bill discounting, and treasury operations.
- Collaborated with cross-functional teams to enhance process efficiency and strengthen financial controls.
- Performed vendor reconciliations, payment planning, and ageing analysis to enhance financial reporting accuracy and strengthen supplier relationships.
- Participated in automation and continuous process improvement initiatives to improve reporting accuracy and reduce manual effort.
Education
Master Business Administration - Finance
01-2014
B.Com - Accounting
01-2012
Skills
- Financial analysis
- Forecasting and budgeting
- Variance analysis
- Cost and gross profit analysis
- Financial modelling
- Power BI development
- Treasury operations
- Sales analytics
Certification
- Lean Six Sigma Yellow Belt Certification
- Power BI Dashboard Development & Data Visualization Training
- AI Crash Course – Generative AI & Business Applications
- Emerging Leaders Development Program
KEY PROJECTS
- Power BI Gross Margin & Cost-to-List (CTL) Dashboard
Developed an executive Power BI dashboard for GM and CTL analysis.
Automated profitability reporting using DAX and integrated multiple data sources.
Improved reporting efficiency and supported executive decision-making.
Salesforce Funnel Follow-Up Power Automation
Developed a Power Automate workflow to automate follow-ups with salespeople for Salesforce funnel updates, improving CRM data accuracy and timeliness. Enhanced funnel visibility and helped maintain more reliable revenue forecasts for business planning and decision-making..
Sales Analytics & Performance Reporting
Developed dashboards for sales trends, forecasting, profitability, and performance analysis.
Delivered actionable insights to Sales, Finance, and leadership teams.
Supported business planning through interactive reporting and KPI monitoring.
Timeline
Assistant Manager - HNI International
07.2023 - Current
Senior Financial Analyst - UPL LTD
11.2021 - 06.2023
Senior Financial Analyst - Rexel India Pvt Ltd
11.2014 - 10.2021
Neville Wadia IMSR - Master Business Administration, Finance
K.T.H.M College - B.Com, Accounting