Summary
Overview
Work History
Education
Skills
Personality Summary
Timeline
Generic

Kakuli Sethi

Summary

Detail-oriented financial analyst specializing in revenue forecasting and compliance. Conducts thorough analyses to identify discrepancies, ensuring adherence to revenue goals while collaborating across teams to enhance business development and operational efficiency.

Overview

4
4
years of professional experience

Work History

Financial Analyst

Ernst & Young LLP
11.2021 - Current
  • Analyzed practice goals versus actual revenue, identified gaps, and presented findings to senior partners during national calls.
  • Extracted and analyzed team utilization data to optimize resource allocation and improve operational efficiency.
  • Ensured revenue booking on engagements according to EL milestones.
  • Manage MIS and CIS for national and location-specific partners, ensuring accurate reporting, identifying discrepancies and compliance with organizational standards.
  • Led business development calls with team to strategize and identify potential clients and opportunities while evaluating independence restrictions.
  • Data collation from regulators’ sites, analysis and pitching to senior management for prospective client.
  • Created business development documents, presentations, and promotional materials for public distribution.
  • Drafted detailed scopes of work to ensure consistency across projects.
  • Collaborate with various teams to facilitate inter-firm business development opportunities.
  • Oversee team compliance to quality and risk management.

Education

MBA -

Narsee Monjee Institute of Management Studies
Mumbai
01-2025

BCOM -

Jai Hind College
Mumbai
01-2019

Class 12th - Commerce

Doon International School
Dehradun
01-2016

Class 10th -

The Asian School
Dehradun
01-2014

Skills

  • Financial analysis
  • Financial modeling
  • Revenue forecasting
  • Budget planning
  • Data analysis
  • Risk management
  • Business development

Personality Summary

Inquisitive and solution-oriented professional with a quick-thinking mindset and a knack for out-of-the-box solutions. A multi-tasker who prioritizes work effectively to meet deadlines, I thrive in team environments and communicate well with colleagues. Known for being a fast learner and a diligent worker, I believe in building strong relationships and embracing diverse perspectives while demonstrating patience and empathy.

Timeline

Financial Analyst

Ernst & Young LLP
11.2021 - Current

MBA -

Narsee Monjee Institute of Management Studies

BCOM -

Jai Hind College

Class 12th - Commerce

Doon International School

Class 10th -

The Asian School
Kakuli Sethi