Prateek Goswami
Delhi
Summary
Dedicated finance professional with experience in fast-paced corporate environment, seeking to transition into new field. Developed expertise in financial reporting and strategic planning, alongside proficiency in data analysis and budget management. Looking to leverage these skills to add value and drive success in new role.
Overview
16
16
years of professional experience
20
20
years of post-secondary education
Work History
Assistant Director of Finance
Trueblue India
09.2024 - Current
- Hired, trained and evaluated financial Analyst staff to support department growth and achieve goals.
- Implemented innovations and optimizing workflows and increasing productivity within the finance department.
- Spearheaded annual budget preparation, collaborating with executive team members to ensure accurate forecasts and alignment with strategic goals.
- Conducted department meetings to communicate developments and implement process improvement activities.
- Supervised day-to-day activities of FP&A team and delegated tasks to increase productivity and office efficiency.
- Prepared financial statements, accruals and journal entries and maintained reconciliations to summarize current and projected figures of company financial position.
- Assisted with recruiting, interviewing, and hiring new department employees.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Improved overall financial reporting by streamlining control processes and reporting structures.
Senior Manager FP&A
Trueblue India
03.2023 - Current
- Lead team-wide meetings, assign tasks and workloads to employees, and foster collaboration among teams and across departments, having direct reporting of 12 team members
- Leading two major domain i.e FP&A reporting and FP&A Incentive compensation, Working both as IC and Managing of team
- Good exposure of team trackers like KPI results, Governance deck, Cross trainings, SOP tracking, Scorecard management, utilization tracker, Knowledge symposium tracker etc
- Conduct analyses and reporting for business and corporate functions including, monthly financial analysis, reforecasting, variance analysis, pipeline analysis, and graphical summaries of business unit financial performance
- Corporate functions planning and forecasting as part of annual corporate-wide planning processes (Budgeting in oracle)
- Support the implementation of new financial reporting and roll out of the New EPM tool, converted 50+ reports as per new environment without any SOP in hand
- Preparing weekly, monthly and quarterly KPI's, executive financial packages and BOD Key Presentation
- Perform and Publish Packages (P&L) for all brands to CEO, CFO and EVP
- Analyze the trends of Key Performance Indicators (KPIs), especially relating to financial metrics such as sales, expenditures, and profit margin
- Prepare and Publish Weekly and Monthly Dashboards for all brands with extensive commentary in deck
- Support initiatives targeted at financial processes improvement and the implementation of changes to achieve efficiencies and the company's objectives
- Provide indepth financial trend analysis and communicate key profitable drivers and metrics ensuring financial results are within targets
- Created executive Analysis reports highlighting business issues, potential risks and profit opportunities
- Headcount reporting and HC workbook Management for all brands of business
- Review and Publish Monthly and weekly flash reports, RVP/AVP financials-Monthly, Site Level financials
- Hierarchy Management( Oracle Admin)- Allowing right/change in hierarchy management /Workforce management and CC Managment access
- Heavily involved in Annual operating plan
- Perform and Publish forecast deck finalized every quarter and Guidance Model
- Perform various adhoc reports based on daily business requirement
- Review of Incentive Calculations and Accrual to actual mapping for all commission amount and recommend changes in the plan if necessary
- Awarded as T-20 rating and Special recognition from Genpact
- Awarded as Top Performer and achieved fast track rating from Accenture
Assistant Manager
Genpact India Private limited
12.2017 - 02.2020
- Performed Individual knowledge transfer from Norway
- Leading team of FPNA and responsible for detailed review of P&L along with Variance analysis (Actual VS Budget/Month/YTD/Quarterly)
- Early view estimation of controllable expenses before month end to identify projected figures
- Revenue reporting with presentation in charts and diagrams for internal management decision making
- Daily Month end Close calls with client on presentation of variance analysis review and findings and surprised unbudgeted cost
- Additional reports such as Annual information pack(AIP),Quarterly business review packs analysis for controllable expenses and top line reports, active FTE reports etc
- Cost center reporting with perspective of headcount and assist in forecasting/Projection numbers
- Analyze and Interpret data and develop commentary for Finance business partners budget VS actual variances
- Assisting Cost center owners for tracking accruals and its trend analysis with previous months
- Preparing Adhoc reporting as requested by Management and business support
- Trend Analysis and A to Z cost analysis report
- Coordination with Business support in Norway to assist with ledger corrections
- Develops and maintains financial reports to clearly communicate actual results, forecasted performance, and variances to plan, forecast and budget
- Obtain all relevant data and uses financial reporting software to efficiently meet the reporting needs of management
- Produces clear, well-formatted reports that communicate a clear, compelling message
Subject Matter Expert
ACCENTURE INDIA PRIVATE LIMITED
01.2016 - 12.2017
- Part OF FPNA Group and responsible for detailed review of P&L along with Variance analysis (Actuals VS Budget/Month/YTD/Quarterly)
- Daily Month end Close calls with client on presentation of variance analysis review and findings and exceptional unbudgeted cost
- Regular review of General ledger accounts and driving open issues for closure during Off peak days
- Cost center reporting with perspective of headcount and assist in forecasting/Projection numbers
- Analyze and Interpret data and develop commentary for Finance business partners budget VS actual variances
- Monthly Operating statement review and Balance sheet review
- Preparing Adhoc reporting as requested by Management and business support
- Trend Analysis
- Assess Trends in key general ledger accounts
- Dealing with queries from R to R and reconciliation team on balances on Balance sheet account
- Tracking Deferrals and Accruals on monthly basis
- Processing P&L correction Journals identified as a part of General ledger review and variance analysis
- Snapshot summary at Discipline level and commentary in form of reporting packs to management
- Coordination with Business support in US to assist with ledger corrections (Accruals, Deferrals and reclass)
Accounts Supervisor
THE PARK HOTELS LTD, APEEJAY SURRENDRA GROUP
07.2014 - 09.2015
- Financial Analysis and reporting of different Segments of THE PARK NEW DELHI to VP Finance
- Reporting of various Balance sheet account balances to Management
- Reporting of Current year VS last Year profit and loss and balance sheet along with commentary to management
- Scrutinizing all ledgers and preparing schedules of audit such as charge liability Recon, payroll recon, consumption Recon and many more
- Corporate debit note analysis and Finalize the inter unit branches balances
- Preparation of A to Z Cost Analysis Reports and Supervision of PWC Audit Team
- Preparation of Audit Schedules
- Posting JE 's Correction relating to incorrect expense allocations
- P&L review and identifying corrections and highlighting corrections
- Prepare review and present senior management reporting package
Audit Executive
J.P. AGGARWAL & COMPANY
03.2013 - 03.2014
Associate Audit and Taxation
V.K.Maheshwari & Co
06.2012 - 12.2012
Audit Assistant
V.K. Maheshwari &CO
08.2008 - 03.2012
Education
ICAI
04.2001 - 12.2020
B.com (Hons) - undefined
Delhi University
XII - undefined
Rukmani Devi Jaipuria public school
New Delhi, DLSkills
Tableau
SQL
Oracle EPBCS
Smart View
Power BI
MDS Database
Financial Analysis
Report Preparation
Microsoft Dynamic AX
Additional Information
Continuously achieved rating as 'Exceeding expectation' from Trueblue India., Awarded as T-20 rating and Special recognition from Genpact., Awarded as Top Performer and achieved fast track rating from Accenture.
Accomplishments
- Ethics champion APAC region 2023
- Supervised team of 12 staff members.
- Achieved multiple innovations by introducing power Queries for reporting deliverables & have soft$ savings.
- Rated Exceeded expectations 4 out of 5 times since joining.
- Strong Stakeholder management and leading multiple short term and long term projects.
Timeline
Assistant Director of Finance
Trueblue India
09.2024 - Current
Senior Manager FP&A
Trueblue India
03.2023 - Current
Assistant Manager
Genpact India Private limited
12.2017 - 02.2020
Subject Matter Expert
ACCENTURE INDIA PRIVATE LIMITED
01.2016 - 12.2017
Accounts Supervisor
THE PARK HOTELS LTD, APEEJAY SURRENDRA GROUP
07.2014 - 09.2015
Audit Executive
J.P. AGGARWAL & COMPANY
03.2013 - 03.2014
Associate Audit and Taxation
V.K.Maheshwari & Co
06.2012 - 12.2012
Audit Assistant
V.K. Maheshwari &CO
08.2008 - 03.2012
ICAI
04.2001 - 12.2020
B.com (Hons) - undefined
Delhi University
XII - undefined
Rukmani Devi Jaipuria public school