Nagendra HC
Sr. Manager FP&A
Bengaluru
Summary
Versatile Senior Manager specializing in Accounts & Finance and skilled at planning, implementing and overseeing key improvements to drive business growth and efficiency. History of cultivating an open culture with free exchange of information. Pursuing new professional challenges with a growth-oriented company. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
13
13
years of professional experience
6
6
years of post-secondary education
2
2
Certifications
Work History
Senior Manager
State Street Global Advisors India Pvt Ltd
Bengaluru
04.2022 - Current
- Managed large-scale projects and introduced new systems, tools, and processes to achieve challenging objectives.
- Evaluated hiring, firing, and promotions requests.
- Analyzed revenue distribution, bank reconciliations and account analysis documents to execute month-end closing.
- Provided strong leadership to enhance team productivity and morale.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Reviewed documentation and identified financial discrepancies where applicable.
- Researched and facilitated software integration to streamline accounting and financial processes.
- Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning.
- Drove revenue stream development through strategic collaboration and partnerships.
- Created financial dashboards to provide insights into key performance indicators.
- Built strong budgets, forecasts and reports with analyses and recommendations.
- Supported financial director with special projects and additional job duties.
- Utilized financial software to prepare consolidated financial statements.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Improved overall financial reporting by streamlining control processes and reporting structures.
Manager
12.2020 - 03.2022
- Developed and maintained relationships with customers and suppliers through account development.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Created and managed financial models to evaluate corporate investments and acquisitions.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Supported financial director with special projects and additional job duties.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
Assistant Manager
State Street Global Advisors India Pvt Ltd
06.2019 - 11.2020
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Created employee schedules to align coverage with forecasted demands.
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Drove revenue stream development through strategic collaboration and partnerships.
- Researched and facilitated software integration to streamline accounting and financial processes.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Forecasted trends and recommended improvements based on financial risk analyses.
Team Leader
State Street Global Advisors India Pvt Ltd
03.2018 - 05.2019
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Mentored and guided employees to foster proper completion of assigned duties.
- Built strong relationships with customers through positive attitude and attentive response.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Completed documentation associated with job duties.
- Resolved issues ethically and with minimal conflict.
Emerging Lead
State Street Global Advisors India Pvt Ltd
11.2015 - 02.2018
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Inspected account books and recorded transactions.
- Presented audit findings to accounting manager after reviewing results and paperwork.
- Input financial data and produced reports using Oracle.
Senior Associate
State Street Global Advisors India Pvt Ltd
04.2014 - 10.2015
- Enhanced data integrity by applying meticulous attention to detail when reviewing and analyzing data maintenance processes.
- Automated multiple reporting tasks through creation of reporting tools.
- Prepared monthly ad hoc reporting in alignment with client needs.
- Used Smartview to generate required reports and optimize query creation.
- Maintained ongoing schedule and documentation for all reporting procedures.
- Reviewed and analyzed systems functions and reporting processes for accuracy.
Associate
State Street Global Advisors India Pvt Ltd
08.2012 - 03.2014
- Generated financial statements to analyze utility cost and maintenance expenses.
- Handled sensitive and confidential documents and information to maintain corporate reputation.
- Identified opportunities and risks in accounts payable process to improve standard operating procedures.
- Processed daily invoices, check requests and wire transfers of foreign and domestic currency.
- Assisted with annual audits by generating reports and collecting and consolidating invoice information.
- Managed complex accounting projects and special assignments.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Implemented new accounting processes to decrease spending and work flow downtime.
Associate
Hewlett Packard
06.2010 - 04.2012
- Worked with external auditors in the context of statutory audits and resolve outstanding issues related to the annual reports
- Manage maintenance of procedures and other documents relating to the team
- Performing Variance analysis between the price estimated and vs actual quoted by buyers
- Providing analysis and guidance for the Monthly Operation (Purchase and Production cost)
- Providing support and analysis for competitor review
- Preparing Board Presentation and manage the internal and external review
- Plan and control all aspects of financial statement preparation and issuance to agreed standards
- Support Business Analysis team delivering strategic projects to improve the regulatory reporting infrastructure
- Adhering to Risk Management policy within the daily production process
- Assisting Manager in preparing training plans for new staff members
Education
Bachelor of Commerce - Finance
Seshadripuram College
Bengaluru 06.2007 - 06.2010
Masters in Commerce - Commerce
KSLU Open University
Mysuru 07.2010 - 06.2012
Diploma in Commerce - Financial Management
Mount Carmels College
Bengaluru 06.2009 - 07.2010
Skills
Process implementation
Strategic and financial planning
Budget forecasting
Financial analysis and reporting
Vendor invoice processing
Regulatory filings
Active Listening
Certification
Certified Alteryx Designer, From Alteryx
Accomplishments
- Migration of AUM web application from old version to new version.
- Supported in Conversion of Oracle R11 to R12
- Vendor Reporting normalization: Used Alteryx tool to standardise vendor report to merge multiple inputs and normalised the vendor names to evaluate the spend analysis
- Digital Dashboard Migration : Converted existing P&L view to Tableau view.
Timeline
Certified Alteryx Designer, From Alteryx
12-2022
Senior Manager
State Street Global Advisors India Pvt Ltd
04.2022 - Current
Manager
12.2020 - 03.2022
Assistant Manager
State Street Global Advisors India Pvt Ltd
06.2019 - 11.2020
Team Leader
State Street Global Advisors India Pvt Ltd
03.2018 - 05.2019
Emerging Lead
State Street Global Advisors India Pvt Ltd
11.2015 - 02.2018
Senior Associate
State Street Global Advisors India Pvt Ltd
04.2014 - 10.2015
Associate
State Street Global Advisors India Pvt Ltd
08.2012 - 03.2014
Masters in Commerce - Commerce
KSLU Open University
07.2010 - 06.2012
Associate
Hewlett Packard
06.2010 - 04.2012
Diploma in Commerce - Financial Management
Mount Carmels College
06.2009 - 07.2010
Bachelor of Commerce - Finance
Seshadripuram College
06.2007 - 06.2010