Summary
Overview
Work History
Education
Skills
Websites
Training
EXPERTISE
STRENGTHS
Accomplishments
Certification
Timeline
Generic

Prateek Sharma

Financial Planning & Analysis Manager
Mumbai

Summary

Strategic finance leader with over a decade of diverse experience in multinational environment. Currently leading strategy and planning for a International retail jewelry brand in the Indian market. Acknowledged as a solution-oriented advisor and trusted partner to the CFO, MD, and cross-functional leadership teams. Demonstrated success in enhancing business performance through data-driven insights, financial acumen, and collaborative leadership.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Financial Planning and Analysis Manager

De Beers India
10.2020 - Current
  • Lead the corporate strategy formulation for the India business.
  • Lead the annual budgeting and forecasting process for all BUs across the organization.
  • Develop and manage the financial model to support business strategic initiatives, scenario planning, and long-term strategic business plan (SBP).
  • Partner with business leaders to provide business insights and recommendations that drive growth and efficiency.
  • Prepare and present competition and industry analysis to stakeholders.
  • Analyze financial results, identify the trends, and communicate key performance drivers.
  • Prepare executive-level presentations and reports for the CEO, CFO, and Board of Directors.
  • Partner with the controller for month-end close to ensure accurate reporting, with proper accruals.
  • Act as a bridge between the management and functional leaders to ensure the plan delivery.
  • Drive impactful financial conversations with franchise partners through a pitch deck.
  • Lead the initiatives for cost optimization for existing and new services/segments.
  • Lead Fund Management to optimize effective capital utilization with a balanced risk approach.
  • Oversee and enhance FP&A systems, tools, and processes to improve efficiency and productivity.
  • Manage commercial legal function for the India market.
  • Manage governance and risk functions for the India market.

Accounts and Finance Manager

De Beers India
04.2016 - 09.2020
  • Joined during the initial setup phase of the Business Unit (BU) to manage the project and lead the Finance function for the BU with a team of two members, which expanded to five members.
  • Responsible for the preparation of financials (IFRS and Indian GAAP), including the month-end close.
  • Led a long-term, five-year plan and annual budgeting, along with budgetary control through monthly monitoring.
  • Managed various stakeholders, i.e., CFO, Board, Group Finance, Tax, Strategy, and Project SteerCo.
  • Managed statutory, internal, tax, and transfer pricing audits.
  • Managed accounts payable and receivable, ensuring timely payment processing and collection efforts.
  • Managed timely compliance of income tax, service tax, GST, etc.
  • Fund management to support expansion and liquidity for the business unit.
  • Maintained policy, procedure, internal controls, and regulatory compliance within the BU.
  • Liaising with internal and external auditors and consultants.
  • Led the Pipeline (process) and Business Integrity Audit from the Internal Group perspective.

Accounts Head

Shree Shiv Developers
10.2015 - 01.2016
  • I joined the organization during the initial setup phase to manage the residential project valued at US$15 million as an individual finance contributor, and I expanded to a team of three members.
  • Worked closely with partners to formulate the business plan, along with fund management.
  • Set up the accounting systems, along with documentation for revenue recognition, with the sales team.
  • Responsible for the preparation of financials and monthly MIS.
  • Ensured timely compliance for direct and indirect taxation.
  • Setting up procedures and internal controls.
  • Created a strong document management and process within the business.
  • Managed statutory and tax audits.


Audit Manager

L. K. Maheshwari & Co.
04.2015 - 09.2015
  • Led a team of more than 10 members for audits.
  • Led the statutory audits for private companies with revenue of US$10–12 million.
  • Improved client relations by maintaining communication and addressing concerns promptly.
  • Led the bank audits for regional banks with revenue of US$ 170 million or more for the head office and branches.
  • Supported clients in tax assessments for VAT and corporate tax audits.
  • Provided clients with advice on accounting treatment as per Indian GAAP.
  • Build financial projection reports for clients to support them in availing credit facilities from banks.

Education

Diploma - Strategic Management

Indian Institute of Management
Lucknow, India
04.2001 -

Chartered Accountancy - Financial Accounting

The Institute of Chartered Accountants of India
04.2001 -

Bachelor of Accountancy - Accounting And Finance

Indira Gandhi National Open University
Bhopal, India
04.2001 -

High School Diploma -

Regional Institute of Education
Bhopal, India
04.2001 -

Certificate - Business Analytics

Indian School of Business
Hyderabad, India
04.2001 -

Certificate - Financial Accounting

Association of Chartered Certified Accountants
London
04.2001 -

Skills

  • Management reporting
  • Business partnering
  • Stakeholder management
  • Scenario analysis
  • Profitability analysis
  • Problem-solving abilities
  • Pricing strategy
  • Financial analysis and reporting
  • Team collaboration

Training

  • Completed Executive Programme in Strategic Management from IIM- Lucknow (Excellent Grade)
  • Completed Business Analytics Course from Indian School of Business with 96% Grade.
  • Completed Certificate Course- DiplFR for International Accounting Standards from ACCA (London)
  • Participated in Certificate Course-Financial Modelling from Manipal ProLearn.
  • Represented –Current Company in Group Global Finance Conference in London (UK) in 2016-2019.

EXPERTISE

  • Business transformation & Strategy
  • Business Partnering and Stakeholders management.
  • Cross Functional Collaboration.
  • Management Reporting (incl. Dashboard) & Finance Controllership.
  • Operations and commercials.

STRENGTHS

  • Positive attitude, good planning & analytical skills.
  • Quick learner & adapts well to changes.
  • Managing relationships & working efficiently in multi –cultural environment.
  • Able to work under own initiative and creative problem-solving skills.

Accomplishments

  • Represented - Business Unit in Group Global Finance Conference in London (UK) from 2016-2019.
  • Recognised as the " Best Business Partner " among the FP&A team in the global finance community in De Beers Downstream business.

Certification

Financial Modelling Certification

Timeline

Financial Planning and Analysis Manager

De Beers India
10.2020 - Current

Accounts and Finance Manager

De Beers India
04.2016 - 09.2020

Accounts Head

Shree Shiv Developers
10.2015 - 01.2016

Audit Manager

L. K. Maheshwari & Co.
04.2015 - 09.2015

Diploma - Strategic Management

Indian Institute of Management
04.2001 -

Chartered Accountancy - Financial Accounting

The Institute of Chartered Accountants of India
04.2001 -

Bachelor of Accountancy - Accounting And Finance

Indira Gandhi National Open University
04.2001 -

High School Diploma -

Regional Institute of Education
04.2001 -

Certificate - Business Analytics

Indian School of Business
04.2001 -

Certificate - Financial Accounting

Association of Chartered Certified Accountants
04.2001 -

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Prateek SharmaFinancial Planning & Analysis Manager