Koushik Bagchi

Led a high performing FP&A team in providing comprehensive financial planning, budgeting, forecasting and analysis report.

• Led end-to-end budgeting process, collaborating with

cross-functional teams to initiate, review, and validate yearly and

quarterly budgets. Ensured continuous improvement in

Forecasting accuracy and financial models.

• Managed timely delivery of financial and management reports –

Flash reports (weekly), Forecast (monthly rolling), Zero based

Budget deck (bi-yearly), various Ad hoc reports using Spotfire &

Power BI. Responsible for Dashboard preparation.

• Collaboration – Managing escalations and urgent requests, Liaise

With various BU heads & Finance process owners for review &

Ensuring process controls & policy adherence.

Worked regularly with department managers to obtain timely input

for budget, forecast & variances (actual Vs. budget).

• Implemented financial tools, enhancing automation and efficiency

in the forecasting & reporting processes. Implemented best

practices and improvements for financial processes (AP/AR/GL).

Achievements

• Reduced business expenses for professional services group

by 15%, saving the firm USD 100K per year.

• Led implementation projects – Oracle Fusion, Blackline,

Oracle WebCenter, Sabrix Optimization, GST Implementation

• Optimization & Automation – Optimized budgeting process by

Implementing standardized templates resulted into reduction in

cycle time.

Customized Spotfire & Power BI tools to improve Financial

Reporting & Dashboard Visualization

Played a key role in financial planning and analysis, supporting Departments in achieving financial goals.

• Collaborated with cross functional teams to create and maintain

complex financial models for various business scenarios.

• Performed variance analysis, provided actionable insights to

Department heads and management to enhance revenue and

optimize costs.

• Worked on various reporting requirements and visualization.
• Collaborated with departments for collecting data and inputs

for analysis, improved budgeting cycle time significantly.

• Managed Accounts Payable day to day processes.
• Streamlined underlying financial processes (P2P, Reconciliation).
• Worked on various improvement projects

• Monitoring departmental spending and ensuring cost optimization

by reviewing PO based spend.

• Reconciliation – GL, Accounts Payable, Accounts Receivable
• Cash Forecast.

• Procurement & Accounts Payable.
• Query handling & Dispute resolution
• Reconciliation