Mahima Kaushik
Analyst | Team Lead
Bangalore,KA
Summary
Results-driven Financial Planning & Analysis (FP&A) professional with a proven track record in financial modeling, budgeting, forecasting, and variance analysis for multinational organizations. Demonstrated expertise in optimizing profitability, controlling costs, and providing executive-level financial reporting. Skilled at engaging stakeholders at leadership levels and utilizing data analytics, SQL-based queries, and financial automation to drive strategic decision-making.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
Work History
FP&A Team Lead
Visa Inc.
Bangalore
11.2024 - Current
- Financial Planning & Analysis (FP&A): Lead budgeting, forecasting, and financial modelling for multimillion-dollar portfolios, ensuring strategic alignment
- Variance & Trend Analysis: Analyses financial performance, identify cost drivers, and provide actionable insights for revenue growth and cost reduction
- Stakeholder Engagement: Partner with executives and cross-functional teams to optimize financial performance and align business objectives
- Profitability & Cost Optimization: Develop strategies to maximize profitability while minimizing operational costs
- Compliance & Internal Controls: Ensure adherence to accounting standards, internal controls, and audit requirements
- Team Leadership & Performance Management: Manage, train, and develop a high-performing financial team, fostering a data-driven decision-making culture
- Financial Reporting & Business Insights: Present financial updates to senior leadership, highlighting key metrics and performance drivers
- Financial Modelling & Scenario Planning: Conduct scenario-based financial projections, supporting business growth and risk mitigation strategies
FP&A Consultant
DELOITTE TOUCHÉ TOHMATSU LIMITED
Bangalore
01.2022 - 11.2024
- Budgeting & Forecasting: Developed and maintained financial forecasts, ensuring data accuracy and timely updates for strategic planning
- Variance Analysis & Performance Tracking: Provided detailed variance reports, identifying trends and business impact, leading to cost optimization strategies
- Headcount & Resource Planning: Led financial planning for workforce management, aligning expenses with business priorities
- Executive Financial Reporting: Prepared and presented financial reports, KPIs, and profitability analysis for leadership decision-making
- Contract & Project Financial Management: Monitored project financials, ensuring alignment between actual and planned expenditures
- Process Optimization & Automation: Streamlined financial reporting by leveraging SQL-based profitability queries, reducing manual effort
- Cross-functional Collaboration: Worked closely with senior management (PPMDs) to drive data-driven financial strategies
Financial Associate
TATA CONSULTANCY SERVICES
Pune
06.2019 - 11.2021
- Financial Operations Management: Managed invoicing, billing, contract review, and compliance for client accounts
- Governance & Audit Compliance: Maintained financial records for audits, ensuring adherence to corporate policies
- Process Improvement: Recommended workflow enhancements, reducing inefficiencies in financial transaction processing
- Stakeholder Communication: Provided financial updates and forecasts, supporting client decision-making
Associate
ARCBIM (INTERNSHIP)
Delhi
04.2018 - 09.2018
- Worked as an intern for working Capital being the basic of the project
- Financial Audit’s & Accounting
Education
MBA - Banking & Finance
NMIMS
Mumbai 01.2020 - 01.2022
BBA - Finance
Balaji College of Arts, Commerce, And Science
Pune 01.2016 - 01.2019
Skills
Cost Management
Data-Driven Forecasting
Advanced Financial Modeling
Budget Variance Evaluation
Profitability Assessment Skills
Experienced in SAP Systems
Beacon Technology
Master Data Management
Advanced Excel Skills
Financial Reporting
Accomplishments
- Applause Awards (Deloitte), 05/01/24
- Applause Awards (Deloitte), 10/01/23
- Applause Awards (Deloitte), 05/01/23
- Star Performer Award (TCS), 01/01/20
- On-The-Spot Award (TCS), 01/01/19
Timeline
FP&A Team Lead
Visa Inc.
11.2024 - Current
FP&A Consultant
DELOITTE TOUCHÉ TOHMATSU LIMITED
01.2022 - 11.2024
MBA - Banking & Finance
NMIMS
01.2020 - 01.2022
Financial Associate
TATA CONSULTANCY SERVICES
06.2019 - 11.2021
Associate
ARCBIM (INTERNSHIP)
04.2018 - 09.2018
BBA - Finance
Balaji College of Arts, Commerce, And Science
01.2016 - 01.2019