Summary
Overview
Work History
Education
Skills
Internship & MBA Projects
Languages
Accomplishments
Timeline
Generic
Monika Tripathi

Monika Tripathi

Mumbai

Summary

  • With total 11+ years of experience in the field of Forecasting, Planning & Analysis (FP&A) aiming to work in a challenging and dynamic environment and add value to the organization, which I represent and serve and looking forward for concurrently upgrading my skill and knowledge into the same profile.
  • Diligent professional with many years of experience maintaining seamless business operations. Smoothly administers budgets, trains staff and monitors procedures to maximize efficiency and balance objectives with operational requirements. Exceptional skills in inventory management, loss prevention, and vendor negotiation.
  • Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

11
11
years of professional experience

Work History

Senior Manager- Business Finance (FP&A)

Pivotree Solutions India Pvt Ltd.
Mumbai
01.2020 - Current
  • Prepare comprehensive Cadence Report (Dashboard) and present it to Senior Leadership Team on weekly basis which includes Invoicing, Accrued Revenue, Pipeline projects and Utilization of the resources across the company
  • Lead a segment of the budgeting, forecasting, and planning processes across multiple business units and geographies every month.
  • Coordinate with operations and accounting teams to complete the financial close on a timely basis and with a high degree of accuracy every month.
  • Collaborate with department heads and team leaders to develop financial targets, review variances and performance, and provide insights to support decision-making monthly, quarterly, and half-yearly.
  • Sensitive and smart reporting and analysis of profitability by product, service, customer, and category to mitigate the risk across the lines of the business.
  • Prepare P&L and analyze the variance between projected vs. Actuals revenue monthly, quarterly, and YTD.
  • Create financial models and templates for pricing and profitability analysis for existing and new products/services.
  • Assist with board, key ratios, and business KPI reporting and preparation.
  • Identify and recommend process improvements within the finance department and across all operating units.
  • Conduct ad hoc reporting and analysis, supporting the senior management team and department heads with in-depth/deep dive analysis.
  • Understand the workings of the financial systems and maximize the existing reporting functionality of the systems.
  • Managed a team of 10+ employees by providing guidance, setting goals and objectives, delegating tasks, and monitoring performance.
  • Identified areas of improvement within existing operations through process analysis and benchmarking studies.
  • Provided strategic direction to departmental heads regarding resource allocation decisions.
  • Participated in recruitment initiatives by interviewing potential candidates and selecting suitable hires.

Finance Manager

XPO Logistics
Mumbai
05.2019 - 11.2019
  • Preparation of budgets based on the current scenario and historical data of the business on a yearly basis.
  • Preparation of projection, flash, and forecasting reports based on current trends for the year on a weekly, monthly, quarterly, and yearly basis.
  • Regular discussion with stakeholders over the call and emails to have their feedback on the quality of deliverables and to identify the scope of new transition.
  • Preparing different management reports for variance analysis, for management review and analysis.
  • Analyze the revenue, cost, and EBITDA and provide the reasons for the weekly changes in them.
  • Make sure all the entries processed during the month are correctly processed and aligned in the correct account.
  • Analyzing the different overheads that include office overheads, operating overheads, and facility overheads, and working on how we can minimize the cost and increase the revenue.
  • Monitor performance indicators, highlighting trends, and analyzing causes of unexpected variances.
  • Experience of Power BI Tool.
  • Coordinated with other departments within the organization regarding budgeting matters.

Assistance Manager

HCL Technologies Ltd.
Lucknow
06.2018 - 05.2019
  • Budgeting- Preparation of budget in 2 stages for any engagement: Deal Term Budgeting – Based on the initial pricing submitted
  • This is done when the contract is signed owing to lack of any performance trends of the same
  • Annual Budget – Based on the current scenario and past performance of engagement
  • Monthly and Quarterly revenue and margin forecasts – Providing revenue and margin projections for the account on monthly, quarterly, and yearly basis Providing appropriate reasoning for the variance in projections from the budget and actual respectively Preparing walks for variance analysis for management review
  • Management Reporting- Year-to-date actual financial performance of a deal is measured against its Budget on monthly, quarterly and yearly basis
  • Analysis and high lighting of cost overruns, any open issues, timelines and BR
  • Billing- Ensuring timely and accurate billing according to contracts of engagement
  • Cost Control and Approvals Ensuring all the cost approvals to be within the budget Controlling cost to ensure the margin targets for the year MIS/Reporting Keeping of track of Third-party expense, capital expense, travels, FTE headcount, budget vs actual, projections, asset residual values (capital lease cases), etc
  • Presenting and discussing the report with sales and delivery functions to help them understand all the essential matrix and elements of the account
  • To work on various management requirements, to get the internal/Special Audit done for customer
  • Preparing various cost models under Time & Material, Device bases, ARC/RRC based, operating lease, etc
  • To cater to different types for billing models as requested by the customer.

Subject Matter Expert

Accenture Pvt. Ltd.
Gurgaon
03.2014 - 06.2018
  • Part of the Financial Reporting team performing analysis & management of financials by data translating as per Client’s request into financial reports in desired formats
  • Formulating budgets and conducting variance analysis to determine difference between projected figures & actual expenditure
  • Creation of monthly headcount/ FTE details reports, reporting for effective work hour’s management
  • Segment wise sales reporting on daily basis
  • Regular discussion with client to have their feedback on quality of deliverables and to identify the scope of new transition
  • Establishing control points for the process to ensure all control points are in place for each & every activity
  • Work with the Business Excellence team to identify areas for delivering operational efficiencies & bring reporting to common platform
  • Calculation of general overheads and point of sales overheads to know the exact profitability of the client
  • Preparing the yearly budget and present it to the client every year
  • Preparing the forecasting reports on monthly basis and share it with the client
  • Reconciliation & Monthly P&L Closing (R2R) for 2.5 years on Peoplesoft and Assurenet (Extra Individual Initiative to learn a New Process)
  • Perform the Bank Reconciliation on monthly deposits to ensure deposits are made on time
  • Month End Journal Entries like intra-company entries, reclass and accruals
  • Month End Activities like Cash Over/Short, Key Account Review, P&L Review, Contract Labor salaries processing etc
  • Book the Prepaid amortization journal entries
  • Book the journals to move small balances to P&L account and balance sheet account
  • Book Bank Charges, Commissions etc
  • Resolving large number of properties queries over the calls and emails
  • Worked on a Project “Realignment of 423 Properties among SAs”
  • Sharing the Daily Dashboard that includes daily targets, prior pending recons, SLA till date etc
  • Imparting internal training to colleagues
  • Providing accounting solutions to the clients for any critical transactions over the call or emails.

Finance Executive

ACL Mobile Ltd
04.2013 - 03.2014
  • Voucher creation for Company & Personal expenses
  • Processed the domestic & international travel reimbursement (hotel, air tickets expenses and tour claims) of the employees
  • Processed the salary reimbursement (Medical, Professional, Communication and others)
  • Pays employees through issuance of paychecks or electronic transfers to bank accounts
  • Reconcile the Bank Statement and Account Payables
  • Prepared Canvas (Service tax related) Excel file of the company on every month basis
  • Prepared the excel file of TDS Certificates Receipts by the vendors
  • Processed the Mobile and all other reimbursements of the Company as well as employees of the company
  • Prepared schedules (summary) for internal & statutory auditor’s requirement like salary reimbursement schedules, expenses schedules and others
  • Processed the sales incentives of the sales employees
  • Handled collection process
  • Worked on Cash application process (Order to Cash).

Education

PGDM (Finance) - Finance

Bhakti Vidyapeeth University
Pune
01.2013

BBA - Business Management

Shobhit University
Delhi
01.2010

High School Diploma -

Bal Vidya Mandir Sr. Sec School
Lucknow
01.2007

Skills

  • SAP
  • Projector
  • Intacct
  • Financial Force
  • Peoplesoft
  • Oracle
  • Assurenet
  • Tally 9 ERP
  • Microsoft Office
  • Advanced Analytical and cognitive capabilities
  • Business performance management
  • Reporting management
  • Strong Teamwork and collaboration ability
  • Attention to details
  • Adaptability and Multitasking
  • Ability to work well under tight deadlines in a fast-paced and team-oriented environment
  • Documentation And Reporting
  • Corporate Communications

Internship & MBA Projects

  • From Jun 2012 to Aug 2012 at Reliance Life Insurance, Lucknow.
  • Understood banking process of the company., Worked on Investment Returns Analysis.
  • Understood the basic finance processes of the company., Procedure of collection of premium and clearance of checks in the company., Maintain the details of pay-in-slip on regular basis.
  • During PGDM, Comparison of two 5 stars hotels “Marriott & Le Meridian”, A Project on “Savings & Credits for the individuals”.

Languages

Hindi
First Language
English
Advanced (C1)
C1
German
Beginner
A1

Accomplishments

    Ø Best & Top Performance Award in Codifyd/Pivotree Inc in 2022

    Ø Two times SPOT Award Winner in recognition of display of exceptional commitment and dedication towards the work and Best Performer Award in the team in Accenture

    Ø Two Promotions (first in 6 months and second in one and half year) in Accenture

Timeline

Senior Manager- Business Finance (FP&A)

Pivotree Solutions India Pvt Ltd.
01.2020 - Current

Finance Manager

XPO Logistics
05.2019 - 11.2019

Assistance Manager

HCL Technologies Ltd.
06.2018 - 05.2019

Subject Matter Expert

Accenture Pvt. Ltd.
03.2014 - 06.2018

Finance Executive

ACL Mobile Ltd
04.2013 - 03.2014

PGDM (Finance) - Finance

Bhakti Vidyapeeth University

BBA - Business Management

Shobhit University

High School Diploma -

Bal Vidya Mandir Sr. Sec School

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Monika Tripathi