Purvi Saxena
Summary
A versatile, organized, adaptable and detailed oriented Finance Professional possessing analytical skills and ability to manage financial projects. Moving forward to transition towards financial planning and analysis in order to enable capitalize the knowledge and work experience.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Analyst IV
PayPal
Bangalore
04.2024 - Current
- Headcount extensive business node added to the portfolio. Size of the handled portfolio enlarged. Preparation of decks and slides for review of managers.
- Conducted UAT for automation projects in Looker- automating manual reports, analyzing for continuous improvement and necessary changes.
- Worked as business analyst with core automation team in developing RPA BOT for accrual process to improve efficiency.
- Led consolidation work for team deliverables, enabling leadership reviews and analysis for managerial insights.
- Identified discrepancies in financial budget of around $12M in single expense line item and highlighted the risk along with the corrective actions for resolution.
- Coordinated with cross-functional analytics teams to gather transactional volume data and related financial data and analysis of complex financial information to offer recommendations to management, driving decision-making.
Financial Analyst-III
PayPal
Bangalore
12.2021 - 03.2024
- Handled $450M expense business node include volume and non-volume expenses.
- Work closely with the business as well as horizontal finance team for forecasting, month end close activities including posting accrual JEs, alongwith monthly-quarterly budgeting and forecasting activities.
- Monthly reporting of financials, headcounts and variance analysis (Actual Vs Budget Vs forecast) to business leaders for CFO review.
- Collaborated with business teams, budget owners, and financial analysts to develop business justifications and establish procedures for overseeing project finances. Successfully secured 33% additional budget by implementing stringent spending controls, building budget trackers and risk management measures.
- Implemented process improvement among Sales, Finance COE and FP&A team for allocation of funds to accrual till final payments along with the amortization which reduced variance for 20%.
- Published various time-bound reports across the broader-team Like Opex, Headcount, T&E , OpEx, Revenue share reports, Contractor Consultant Spend, Open HC position repot, Hire termination report, Amortization report.
- Established positive and collaborative relationships with business stakeholders by consistently meeting their evolving needs and expectations within the tight deadlines.
- Assumed full end-to-end responsibilities for a parallel business unit during periods of limited bandwidth in the team.
- Facilitated training and transitioning processes for new team members and joiners.
- Dealing with adhoc request of stakeholders, pricing, controllership, management and audit teams.
Financial Analysis Senior Specialist
NTT DATA
Bangalore
02.2020 - 12.2021
- Managed 25% of portfolio of the BU and worked on the detailed guidance for AOP/forecast process provided by Corp FP&A team for revenue & cost.
- Integrated trends from latest actuals into forecast
- Review seasonal changes adjustments (open enrollment, vacation impact etc.)
- Financial review with CE/CDE – prepare consolidated bottoms up forecast package and highlight variance, drivers, issues/risks (SLAs) callouts, etc, identify missing/mistakes/inconsistencies and include into review
- Provided analysis/variances to previous forecast, AOP, actuals to the stakeholders
- Participated in internal organizational changes execution and adjust forecast if needed
- Responsible for preparation of detailed Annual Operating Plans, quarterly or monthly forecasts, variance analysis(multiple rounds)
- Specializations in supporting low margin accounts, providing key financial insights to the business teams to aid decision makin
- Analysis of the deal pricing models, getting deeper into what drives various type of costs, identifying areas for margin improvement
- Drawing leadership attention to any new risks & opportunities pertaining to the account whether driven by customer induced changes or internal changes
- Acting as finance SPOC for Client Executives, Client Delivery Executives, Sales Executives, etc
Partner
Tandon & Mahendra
Kanpur
04.2019 - 02.2020
- Dealing with direct tax return filing and related compliances and issues.
- Conducted Tax audit , Statutory audit, VAT audit, Concurrent audit, Statutory Audit of various trading , manufacturing and service rendering clients.
- Finalization and audit of financial statements of Trading, Manufacturing Companies, Hotel Industries.
- Dealt with the cases of Search & Seizure of Income Tax,, involved in preparation and presentation of written communication and compliances related to Income Tax cases with the Assessing Officers and department.
- Concurrent Audit and Statutory Audit of Nationalized Banks.
Qualified Assistant
Tandon & Mahendra
KANPUR NAGAR
07.2017 - 03.2019
- CA&G Audit of Power corporations and other units of Indian and State Government
- Filing of GSTR returns i.e GSTR-1, GSTR-3B, GSTR-9,GSTR- 9C
- Non Banking Financial Companies (NBFC's) certification, compliance and correspondence with Reserve Bank of India on behalf of various clients including maintaining a liaison with the Reserve Bank of India
- Handled a team consisting of more than 20 staff members which includes qualified chartered accountants and other professionals as well as articled clerks /trainees and other staff
- Direct reporting to the clients in hand and the senior most partners of the firm.
Education
Chartered Accountant -
Institute Of Chartered Accountants Of India
05.2016
B.com - Finance
Christ Church College
05.2013
Skills
- Financial analysis
- Forecasting & Budgeting
- Power-BI
- SAP ECC, BPC, Fieldglass, Ariba
- FP&A Tools
- Communication and Presentation skills
- MS-Excel and Power Point
- Teamwork
Certification
Investment Analysis & Portfolio Management
Affiliations
- Conducted 3 quarterly onsite tam building activities, widely appreciated.
Accomplishments
- Two time Spot award for maintaining the good performance.
- Two - Business awards for going beyond to meet their expectations.
- Quickly adapted to roles and responsibilities, earned Rookie Award.
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Financial Analyst IV
PayPal
04.2024 - Current
Financial Analyst-III
PayPal
12.2021 - 03.2024
Financial Analysis Senior Specialist
NTT DATA
02.2020 - 12.2021
Partner
Tandon & Mahendra
04.2019 - 02.2020
Qualified Assistant
Tandon & Mahendra
07.2017 - 03.2019
Chartered Accountant -
Institute Of Chartered Accountants Of India
B.com - Finance
Christ Church College
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