MAYANK SHARMA

Highlights -

1. Bookings Analysis for SaaS Business

2. Customer Retention Analysis

3. Channel / Vertical Analysis for Central and SMB Business

4. Net New Customer Analysis

5. Expenses Analysis and Reporting

6. Headcount Planning / Forecasting and Reporting

7. Alteryx and Power BI Modeling

8. Handling Multiple AdHocs

9. Projects

10. Process Flow SOP ( Visio)

Responsible for Cloud and Sales financial reporting, metrics, and analysis that meet the needs of the business, corporate finance, and executive leadership

Prepared and Implemented 4 Alteryx Models for Expenses Analysis, Cloud Booking, Prior Annual Recurring Revenue Analysis, Retention Calgary Database, and Cloud Consolidated Customer Metric

Using Tool and Applications like Alteryx, Power BI, and Planful Analytics for large-scale data mining and reporting.

Prepared Power BI Dashboards for Headcount Analysis, Live Credit Tracking and Consolidated Booking Metric

Responsible for Monthly Cloud Consolidated Business Package that provides business insight to Finance CFO and Manager Executive Team

Business Support – working closely with business partners on planning and strategy, including forecasting and analysis of key business metrics

Responsible for 825 employee headcount Reporting for Cloud Business - Requisition, Replacements, Transfer and Terminations, Monthly & Weekly Dashboards which provide insight to the Cost Center Director

Highlights :

1. 12 New Transitions

2. 5 Process Improvement

3. FP&A Set up in Noida

4. Documentations SOP

5. Management Reporting

Prepare and Present Monthly Expense Cost Centers Reports to the 11 different Cloud, Engineering and Sales Director

Regularly engage in Cloud FP&A process improvement activities which include reporting automation, streamlining, and other initiatives to reduce turnaround time and improve accuracy

Process Documentation SOP of the entire finance team, which includes documentation storage, time to time scrutiny, follow up with finance team for up to date SOP, etc.

Work from oral or written instructions and a variety of complex specifications, technical data, financial documents, and information

Assist in ad-hoc analyses & presentation requests. Compile and prepare reports, graphs, and charts of data developed

Prepare monthly and quarterly management reports – analyze financial results, understand the key trends, assess current and future business risk, and communicate/present key messages to Stakeholders

Received “Finance Excellence Award” Q2’16 & Q4’16

Received 15 spot awards

Merged Three big booking report into 1 which provide consolidated company wise booking Analysis View

Highlights :

1. Trillion Dollar AUM Reconciliation -Managed View Process

2. Monthly AUM Reporting to Sr. Directors

3. Market Data Forecast and Reporting

4. Investment Reporting

5. Portfolio Trend Analysis

6. Documentation SOP

FP&A aims to be a trusted business partner to business units, supporting timely and value-added analysis, reporting and planning that drives business performance. It requires interaction amongst the various teams across the globe

Creating and supporting the preparation of various monthly, QTD & YTD revenue and Assets under management based reports per the business metrics (product, channel, management style, markets etc.)

Functional expert in the process of publishing firm level asset under management from investments view for internal reporting & responsible for monthly global sign off (involves full AUM review of Essbase cube with Hyperion reports). These financials determine PM teams performance & incentives/ compensation

Expertise in dealing with Ad-Hoc queries, co-ordination at various levels to obtain information required, and ability to reach out & provide solutions on the issues

Worked on two big Projects Manager View AUM Databases

Create the Client Look through for the AUST regional reporting which help them to estimate the NNR for the monthly and weekly basis

Automated the Monthly Retails Adjustment report for EMEA reducing the 70% time

Automated the many retrieval templates with the help of Hyperion reducing the 30%- 40% time

Highlights:

1. Adjustment and Suspense Account Reconciliation

2. New Transition/Process/Sub Process and Documentation

3. Trouble Shooter for 62 team members

4. Daily Reporting

5. ATM Cash upload and reconciliations

6. Quality Checking and Allocation of work to 62 team members

7. Experience in real-time bank account entries

Liaison with Business units in Canada for the smooth functioning of the workflow.

Assisting in the preparation of different types of standard as well as Adhoc journal entries received from the customer as per defined quality parameters.

Mentoring the Team members and trouble-shooting any immediate issues & Adhoc activities

Preparing reclassification journal entries for adjustment within different GLs & client accounts.

Handling process-related escalations, resolving the same, and responding to the customer

Ensure smooth and timely delivery of the work allocated.

Preparation of daily & monthly Reports and Analysis of the same

Preparation of Inter-company reconciliations for ensuring the consideration to all the currency differences.

Coordinating with various units & departments for procuring information to generate reports.

Clearance of Suspense Open Items & follow up with various groups for resolution.

Put in control Mechanism in place and ensure internal review to detect any errors.

Records retention for audit purposes.

Received business partners' appreciations for consistently performing on Six Sigma for an entire year.