Summary
Overview
Work History
Education
Skills
Timeline
Additional Information
Languages
Passions & Pursuits Beyond Work
Generic

Santosh Mallareddi

Manager, Financial Planning & Analysis
Hyderabad

Summary

Dynamic FP&A professional at Invesco with 12+ years expertise in budgeting, forecasting, variance analysis, and profitability modeling. Proven ability to partner with US and EMEA teams to deliver data-driven insights using Oracle Hyperion, Tableau, and Power BI. Recognized for driving cost efficiency and providing clear financial narratives to support strategic decisions and long-term planning.

Overview

14
14
years of professional experience
3
3
Languages
6
6
years of post-secondary education

Work History

Manager - Finance Planning & Analysis

Invesco
09.2019 - Current
  • Led pre- and post-close financial analysis for 5+ entities, improving month-end accuracy by 20%.
  • Drove budgeting, forecasting, and scenario planning, boosting forecast accuracy by ~5%.
  • Conducted profitability and cost optimization projects, increasing margins by 3–5%.
  • Managed headcount planning with HR, reducing unplanned hiring variances by 10%.
  • Collaborated with US and EMEA teams, accelerating decision-making by 15–20%.
  • Presented forecast adjustments and budget commentary to senior leadership with clear financial narratives.
  • Automated reporting using SQL, Alteryx and Tableau cutting manual effort by 30%, enhancing reporting efficiencies.

Senior Associate/Assistant Manager - Finance

State Street
03.2018 - 09.2019
  • Built and maintained robust financial models for budgeting, forecasting, and strategic planning, supporting leadership with scenario analysis and projections.
  • Conducted in-depth variance analysis of financial statements, identifying trends and recommending data-driven corrective actions.
  • Partnered with cross-functional teams to optimize financial processes , aligning goals and improving reporting accuracy and efficiency.

Team Leader - Investments

Invesco
04.2016 - 04.2018
  • Managed end-to-end trade lifecycle activities including confirmation, reconciliation, and timely settlement across global markets.
  • Identified and resolved exceptions to ensure accuracy, compliance, and risk mitigation in daily operations.
  • Focused on continuous improvement and process optimization using BluePrism , staying current with market trends and operational best practices.

Senior Engineer

Larsen & Toubro Construction
07.2011 - 07.2014
  • Designed and executed power distribution systems for large-scale infrastructure projects, ensuring efficiency and reliability.
  • Led on-site electrical installations and commissioning , maintaining strict adherence to safety and quality standards.
  • Collaborated with cross-functional teams, contractors, and clients to ensure on-time project delivery and stakeholder alignment.

Education

MBA - Banking And Finance

T.A.Pai Management Institute
Manipal, India
07.2014 - 05.2016

B.Tech - Electrical And Electronics Engineering

SASTRA University
Thanjavur, India
04.2007 - 03.2011

Skills

Timeline

Manager - Finance Planning & Analysis

Invesco
09.2019 - Current

Senior Associate/Assistant Manager - Finance

State Street
03.2018 - 09.2019

Team Leader - Investments

Invesco
04.2016 - 04.2018

MBA - Banking And Finance

T.A.Pai Management Institute
07.2014 - 05.2016

Senior Engineer

Larsen & Toubro Construction
07.2011 - 07.2014

B.Tech - Electrical And Electronics Engineering

SASTRA University
04.2007 - 03.2011

Additional Information

  • Core Operating Member – HCR Community: Actively involved in social impact initiatives, contributing to community development and corporate responsibility efforts.
  • Cultural Lead – Finance Division: Led the Cultural Team for 2 years, organizing high-impact employee engagement events and recognized for fostering a vibrant workplace culture.
  • Learning Club Lead – Invesco: Spearheaded learning and development initiatives through the Learning Club, promoting continuous learning and cross-functional knowledge sharing across teams.

Languages

English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Telugu
Advanced (C1)
Bengali
Upper intermediate (B2)

Passions & Pursuits Beyond Work

Endurance athlete and storyteller with a passion for pushing limits — completed a 72km ultra marathon in Ladakh, a 600km endurance cycling ride, and currently training for Ironman 2025. A certified Toastmaster and experienced public speaker, I've hosted corporate townhalls and thrive on inspiring through both physical and professional challenges.

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Santosh MallareddiManager, Financial Planning & Analysis