Nitika Saini
Summary
Results-oriented FP&A Analyst with 4 years of experience in budgeting, forecasting, and reporting. Proven track record of implementing financial best practices that streamline processes and enhance profitability, delivering strategic insights to senior management. Expertise in data visualization, financial modeling, and variance analysis supports a strong commitment to continuous professional development. Adaptable and effective in fast-paced environments, consistently recognized for high-quality work under pressure.
Overview
4
4
years of professional experience
Work History
FP&A
ElevenX Capital
07.2023 - Current
- Managed and executed the financial aspects of strategic planning, budgeting, annual operating plans, rolling 12-month financial forecasting, balance sheet forecasting, and consolidated financial reports of six portfolio companies.
- Provided support for ad-hoc strategic projects such as M&A, capital investment, and critical decision support, according to business needs.
- Delivered business performance, flash reports, financial forecast communication, and recommendations to various stakeholders (Board of Directors, private equity owners, and senior leadership team), and business partners to influence business decisions and provide high-impact insights on risks and opportunities.
- Developed annual budgets and provided quarterly and month-over-month (MoM) forecast updates for all six business units, with actuals against budgets.
- Prepared and managed BPLP for teams and executives of all portfolio companies, using KRA and KPI analysis.
- Created board decks utilizing advanced data visualization and Microsoft Suite to communicate financial insights effectively. Also developed dashboards and reports that present financial and operational data to stakeholders in a clear and meaningful way.
- Conducted comprehensive financial analysis, including variance analysis, cost analysis, ratio analysis, trend analysis, headcount analysis, client revenue retention - ARR and NRR, and vendor matrix - YoY and MoM.
- Managed the internal FP&A team of three, with MIS and business analysts for six portfolio companies (10 headcounts).
- Collaborated with cross-functional teams to provide data-driven insights that support strategic planning and decision-making.
- Provided subject matter expertise and partnered with internal clients, teams, and leaders, as needed.
Founder's Office Associate - FP&A Dept.
Alt Mobility
09.2022 - 06.2023
- Estimating future financial performance & analyzing long-term past period financial statements in conjunction with future projections to assess financial risk exposure
- Created KPIs, Ratio analysis, financial projection/modeling, operational and industry analysis along with presenting rating recommendations
- Raised Debt funding from various NBFCs and Banks for a start-up accelerated by the government, IIT, and IIM and incubated in IIT Delhi
- Worked with founders in investment segments and successfully raised 10 million in Series A funding
- Collaborated with cross-functional teams to integrate cutting-edge tools, ensuring seamless execution of business process improvements
Finance Associate
Travclan
12.2021 - 09.2022
- Reviewed financial information and analyzed data regularly for a well-funded B2B travel startup; Liaised with internal departments and advised them on the best practices to ensure compliance with financial regulations
- Audited and reconciled monthly account statements and Business transactions
- Prepared monthly and quarterly GMV, revenue, expense, performance reports, and revenue modeling
- Prepared and presented financial models, strategies, and projections to senior management
- Overseeing cash flow of more than 2.5cr every day and handling the remittances of the company
- Fast Starter employee
Equity and Portfolio Manager
Capital Sands
08.2021 - 12.2021
- Spearheaded Forex and Capital portfolio management, prioritizing clients across global markets, including India, US, and Canada
- Data and Statistical Analysis of equity and capital markets and executing decisions based on the research
- Utilized quantitative methods to evaluate financial performance, increasing portfolio accuracy by 15%
- Implemented strategic investment planning for 60 high-value global clients leveraging advanced predictive analytics
Education
CFA Level 1 -
CFA Institute
US02.2025
Master's - Commerce, Minor in Finance
Indira Gandhi National Open University
Delhi01.2023
B. Com (Hons.) - Minor in Finance
University of Delhi
Delhi, India01.2021
Skills
- Microsoft Suite
- Financial modeling
- Research and Strategy
- Google Workspace
- Data Analysis
- Ratio Analysis
- Power BI
Projects
HUNTCOURSE, 06/01/21, 08/31/21, A platform that provides authentic ratings and student experience helps students make the right choice for coaching institutes. Introduced new methods, practices, and systems to reduce turnaround time, and identified business development challenges and customer concerns for proactive resolution. Integrated advanced analytics into HUNTCOURSE, enhancing data-driven decision-making capabilities for students, while increasing user engagement by 40% and attracting over 5,000 new registrations within three months.
References
References available upon request.
Timeline
FP&A
ElevenX Capital
07.2023 - Current
Founder's Office Associate - FP&A Dept.
Alt Mobility
09.2022 - 06.2023
Finance Associate
Travclan
12.2021 - 09.2022
Equity and Portfolio Manager
Capital Sands
08.2021 - 12.2021
CFA Level 1 -
CFA Institute
Master's - Commerce, Minor in Finance
Indira Gandhi National Open University
B. Com (Hons.) - Minor in Finance
University of Delhi
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