MANSI KAKKAD
Pune
Summary
Seasoned Analyst with 4+ years of expertise in Forecasting, Budgeting, and Trend Analysis. Proficient in Data Visualization, excel in converting financial data into strategic insights, enhancing decision-making. Proven expertise in requirements gathering, process improvement, and data analysis. Known for strong analytical skills, attention to detail, and ability to deliver high-quality results within deadlines.
Overview
5
5
years of professional experience
Work History
BUSINESS ANALYST
H B Fuller
04.2023 - Current
- Performed gap analysis to identify areas of improvement
- Participated in business review meetings for IMEA region, conducting detailed monthly performance analyses that emphasized significant variances and trends, aimed at discussing strategies with stakeholders
- Developed Power BI reports for analyzing variances compared to budget and previous-year performance, with focus on contribution margins
- Created multiple dashboards, including Growth dashboard for tracking historical sales trends by sales manager, segment, and sub-region, and Pipeline dashboard to monitor historical won/lost accounts, new accounts gained, and accounts showing growth
- These dashboards significantly enhance sales performance analysis
- Diligently monitored and allocated sales representative and customer classifications across three Global Business Units, aligning with regional business partner objectives and expectations
- Fostered strong relationships with sales business leaders, managers, and partners, gaining deep insights into business to provide precise and tailored support to teams
- Facilitated communication and provided support between MDM (Master Data Management) team, pricing team, sales representatives, and business partners to ensure streamlined process
- Implemented business intelligence dashboards for executive leadership, providing real-time insights which resulted in better strategic decision-making
- Transformed traditional business reporting into self-service BI, growing user acceptance by 50%
- Facilitated training sessions for employees on utilizing Salesforce, PowerBI, and SAP effectively, ensuring seamless adoption across organization
- Collaborated closely with business partners to develop strategic business plan aimed at achieving growth rate increase of 30-40%
- Analyzed key aspects of business to evaluate factors driving results and summarized into presentations
- Established individualized sales targets for commercial team based on market segments, resulting in significant sales growth
- Generated ad-hoc reports to evaluate specific business requirements.
LEAD FINANCIAL ANALYST
Oracle India Pvt Ltd.
01.2022 - 04.2023
- Engaged in forecast and budget meetings with business leaders to identify potential risks and savings for expenses
- Analyzed variances and trends, providing regular reports with commentaries to support decision-making and future strategies
- Enhanced financial forecasting models for better decision-making, utilizing advanced data analytics techniques
- Monitored Estimated Daily Finish (EDF) during quarter close to track actuals and identify risks and opportunities
- Developed data visualization reports to enhance analysis and reduce manual workload, focusing on forecast trends, revenues, operating expenses, and headcount
- Supervised junior analysts, fostering professional growth through mentorship and specialized training programs in financial tools, data visualization techniques, and sales force.
FINANCIAL ANALYST
Oracle India Pvt Ltd.
06.2020 - 01.2022
- Interacting with Senior Finance Director and supporting them with finance queries along with cross functional team support
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation
- Responsible for preparing weekly, monthly and Quarterly closing variance HC bridge and expense analysis reporting to HQ for efficient financial planning and oversight
- Interacting with functional relationship manager and business partner on regular basis and assisting them with ad hoc requests.
FINANCE INTERN
Oracle India Pvt Ltd.
01.2020 - 06.2020
- Bookings Analysis Project: Identified Major Customers' Bookings
- Executed Cloud Bookings Variance Analysis
- Analyzed financial data and presented meaningful insights to senior management.
Education
MASTER'S IN BUSINESS ADMINISTRATION - Finance
PSGIM - University of Toledo
Coimbatore, India04.2020
BACHELOR'S IN COMMERCE - Finance
Saurashtra University
Rajkot, Gujarat04.2017
Skills
- Financial Modeling
- Forecast and Budget Analysis
- Variance Analysis
- Microsoft Office Suite
- Data Visualization
- Power BI
- Attention to Detail
- Adaptability and Flexibility
- Teamwork and Collaboration
- Budget support
- Documentation skills
Accomplishments
- Early Success Award (July 2022).
- Promoted from Financial Analyst to Lead Financial Analyst in less than 18 months.
- Holder of Bronze & Silver Badge in Data Visualization tool.
Languages
English
Hindi
Gujarati
Oriya
Personal Information
- Title: Lead Financial Analyst
- Nationality: Indian
Hobbies and Interests
- Travelling
- Reading
- Baking
Timeline
BUSINESS ANALYST
H B Fuller
04.2023 - Current
LEAD FINANCIAL ANALYST
Oracle India Pvt Ltd.
01.2022 - 04.2023
FINANCIAL ANALYST
Oracle India Pvt Ltd.
06.2020 - 01.2022
FINANCE INTERN
Oracle India Pvt Ltd.
01.2020 - 06.2020
MASTER'S IN BUSINESS ADMINISTRATION - Finance
PSGIM - University of Toledo
BACHELOR'S IN COMMERCE - Finance
Saurashtra University
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