Navneet Rawat

• Month-End Activities (Annual Revenue: ~$650M) : Budget vs. Actual reporting, reforecasting in close collaboration with revenue accounting
• Quarter-End Activities : Finalize the variance analysis for auditors and the 10-Q filing. Communicate and discuss the financial results with the CFO and senior finance leadership in monthly and quarterly reviews
• Annual Activities : Long-Range & Annual Budgeting in partnership with sales & finance leadership, FP&A Sales (Bookings), accounting & contract implementation team. YoY variance analysis for 10-K filing
• Leading monthly performance and forecast review meetings from FP&A's end with CFO, Global Controller, rest of the finance and sales leadership
• SaaS Metrics reporting for 10-Q & 10-K and MD&A (Revenue by Country, Net Dollar Retention Rate, Customer Count & Multi-Product Analysis, Locked-in Revenue, etc.)
• Projects : Cvent IPO through SPAC process, scenario planning for covid-19, various process automation & streamlining
• Training and mentoring the newly hired colleagues and interns in team on all the aspects of revenue planning and analysis
• Team Management : Responsible for mentoring and performance management of 3 colleagues (Sr. Analyst & Analysts) to get them ready for the next role.

• Budgeting/Forecasting - Collaborated with various business leaders and their teams to develop annual budget, monthly forecasts and tracking mechanisms.
• Month end close/statutory process - Provided meaningful, concise, and clear analysis, including variance analysis to management on financial issues and performances. Managed month-end close to meet all deadlines, provisioning, reporting, Intercompany invoicing, etc.
• Headcount Reporting - Managed headcount reporting and analysis.
• Financial Flash & Monthly Review - Published a monthly flash and handled monthly or quarterly reviews and presentations with business leaders.
• Ad-hoc - Circulated the analysis of various discretionary expenses and ad-hoc reports to business leaders, e.g., Staff Welfare data, R&R data, Travel expense data, Cost per Hire data, Cost per FTE, etc. which enabled them to identify major spending areas and plan such expenses for future.

AR-Collections – Financial Analyst

• Handled a portfolio of 200 Canadian clients
• Prepared and published internal reports like Daily Health, Monthly Targets, Monthly Payment Report, etc.
• Coordinated with different departments within the finance vertical (OTC) to get the issues resolved.
• Handled queries and assisted colleagues on conference calls with business or clients
• Supported the Cash Apps team in processing customer refunds, customer reconciliations, and offsetting outstanding credits & credit memos.

• Handled Commercial Banking related processes, which included servicing of customers Loans
• Reconciliation – Received queries from the Agent Bank & Client's team and reconciled the account or charges, if there were any discrepancies
• Metric management – We needed to update the comments on all the open items, including open invoices, outstanding term loan principal payments, LC fees & interest
• Handled critical portfolios and processed third-party audits
• Took care of client termination issues, team queries and mentored new colleagues