Power BI
Pankaj Yadav S
Financial manager | Business Finance Partner
Bengaluru,KA
Summary
Accomplished finance leader with a proven track record at Quess Corp & other organization adept in financial planning & analysis and fostering team collaboration. Spearheaded a Power BI project, enhancing financial transparency and efficiency. Known for strategic investment guidance and optimizing cash flow, significantly contributing to business growth and financial success. Forward-thinking team leader skilled at operating departments efficiently to meet goals. Proactive and hardworking individual focused on continuous operational improvement.
Overview
7
7
years of professional experience
Work History
Order to Cash - Team Leader
Hindustan Coca-Cola Beverages Private Limited
11.2023 - Current
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Developed team members' skills through targeted coaching sessions, resulting in improved individual performance.
- Mentored junior staff members, helping them develop their leadership potential and advance in their careers.
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
- Streamlined workflows for increased efficiency, reducing turnaround times for critical tasks.
- Streamlined internal processes, reducing project completion times and increasing overall efficiency.
- Coordinated cross-departmental meetings to streamline project execution, fostering a collaborative work environment.
- Increased customer satisfaction with prompt and accurate issue resolution, leading dedicated customer service team.
- Responsible for Pricing and Collections of PAN India NKA & LKA Customers.
- Approval of Claims and TOT to customers. Based on the agreements and work, review the provision and approve the posting in SAP for the PDD entries.
- Review and Confirm the Accruals of Claims, Discounts, and PDD to the RTR Team. Responsible for maintaining a healthy scorecard of O2C Team.
- Completed a Power BI Project to Publish the P&L of Coke Buddy outlets and the Non Coke.
Sr Manager Finance
First Meridian Business Services Limited
01.2022 - 11.2023
- Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
- Implemented and developed operational standards, policies and procedures.
- Held monthly meetings to create business plans and workshops to drive successful business.
- Provided strong leadership to enhance team productivity and morale.
- Treasury Management by controlling excess cash flow and managing the funds available at bank to generate other income, such as interest, etc.
- Business Finance Partner & Controller for FM Professional, Philippe Read, EDISON, and Rlabs.
- Supporting the Sales Team and Account Management team in Pricing and Strategies for Acquiring New Clients.
- Reviewing of Financial Statements of all the Four Business Units & Circulation of P&L with Analytical Commentaries and Dashboards.
- Consistently met or exceeded annual performance targets set by senior leadership.
- Negotiated high-value contracts with new suppliers, securing better pricing and terms, which improved profit margins.
Business Finance Manager
Quess Corp
04.2021 - 11.2021
- Provided expert guidance on investment decisions, contributing to the company's overall financial success.
- Facilitated smooth integration of acquired businesses through effective coordination of various finance-related tasks during post-merger periods.
- Streamlined financial reporting processes for increased accuracy, timeliness, and ease of comprehension.
- Led negotiation efforts with vendors and suppliers to secure favorable pricing terms while maintaining strong relationships.
- Optimized cash flow by implementing efficient receivables management strategies and closely monitoring working capital levels.
- Improved business finance processes by implementing effective budgeting and forecasting techniques.
- Complied with established internal controls and policies.
Associate Manager Business Finance
Quess Corp
04.2018 - 03.2021
- Managed cross-functional projects, ensuring timely completion and alignment with company objectives.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Defined clear targets and objectives and communicated to other team members.
- Leveraged data and analytics to make informed decisions and drive business improvements.
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
- Preparing budget and monthly P&L for all the business units and analyzing the actuals against the budget. Advising the stakeholders to take necessary decisions to improve the EBITDA.
- Customer Wise P&L, till PBT, to identify the loss-making clients in terms of the finance cost.
Education
PGPM Ex - Finance With Data Science And Analytics
Great Lakes Institute of Management
India 04.2001 -
Bachelor of Commerce - Finance
Bangalore University
Bengaluru 04.2001 -
Skills
Team Supervision
Teamwork and Collaboration
Work Planning
Team motivation
Analytical Skills
Financial Reporting
Revenue Assurance
Power BI with Azure & SQL
Financial Planning & Analysis
Accomplishments
- Above and Beyond Award Apr-Jun’17 Quarter for Revenue Assurance of Quess
- Nominated for Top Performer for the Month of Apr’20 from the Finance Team in Quess.
- NCC – Completed ‘B’ Certificate Exam and was holding the rank of ‘Sergeant’.
- Participated in several camps like Pre-RDC, CATC.
- Completed Lower and Higher Drawing Grade exams (KSEEB).
- Participated in College Cricket Team and Winners in Inter-Class Matches.
Software
Microsoft Office ( Excel , PPT & Word)
SQL
Azure
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Tamil
Advanced (C1)
Telugu
Advanced (C1)
Timeline
Order to Cash - Team Leader
Hindustan Coca-Cola Beverages Private Limited
11.2023 - Current
Sr Manager Finance
First Meridian Business Services Limited
01.2022 - 11.2023
Business Finance Manager
Quess Corp
04.2021 - 11.2021
Associate Manager Business Finance
Quess Corp
04.2018 - 03.2021
PGPM Ex - Finance With Data Science And Analytics
Great Lakes Institute of Management
04.2001 -
Bachelor of Commerce - Finance
Bangalore University
04.2001 -