RAHUL SHARMA
Mohali
Summary
- A competent professional with over 9.5 years of experience in Finance, Project Management and US taxation.
- Experience of working at Big Four managing multiple engagements with a proven record of meeting stringent deadlines.
- An effective communicator with excellent relationship building & interpersonal skills.
- MBA in Finance with Strong analytical, problem solving & organizational abilities.
- Adept at proactively Business Partnering with Functional Leaders across different geographies to assess and provide reporting and analytical solutions.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Manager
Escalon Business Services Pvt. Ltd.
Mohali
10.2022 - Current
- Accountable for furnishing both internal and external stakeholders with the essential analysis and information necessary for making significant operational, financial, and strategic decisions
- Developed and maintained a 13-week cash flow model to analyze forecasted collections, outflows, and cash balances for upcoming periods along with the variance analysis of the actual’s vs Forecast
- Managed all aspects from weekly updates to Independent handling of queries from external stakeholders
- Oversaw firmwide reconciliation of billed versus billable hours, identifying underbilled hours and potential billing opportunities to minimize revenue loss, subsequently shared findings with Service and vertical leads
- Good understanding of corporate financial statements, reporting schedules and key performance indicators associated with it
- Managed end-to-end Financial P&L for management reporting within the PeopleOps Service Line, providing comprehensive Insights on key performance metrics (KPI’s) such as Revenue, Cost, Allocated Cost, Gross Margin, and churn details
- Established and managed financials for a specific entity to determine gross margins for the fiscal year for earnout purposes, providing in-depth analysis of revenue components from new clients, cross-selling/upselling, and various cost elements, including complex intercompany cost treatments
- Developed Excel dashboards and PowerPoint presentations for Board/Committee Meetings
- Managed the Account Payable Model with respect to vendor management identifying the vendor invoices and payments to be made each week
- Responsible for managing the Vendor Master Database, identifying the list of all active vendor with all key details along with the Contract Matrix
- Maintained firmwide headcount and payroll analysis by entity and service class
- Monitored resource utilization based on billable and non-billable hours
- Reviewing monthly operating expenses, specifically S&M and G&A costs
- Organizing them into distinct categories and conducting variance analysis against prior months to pinpoint any anomalies or exceptional items
- Conducted ad hoc analyses and prepared reports as needed
Assistant Manager
Escalon Business Services Pvt. Ltd.
Mohali
12.2020 - 09.2022
- Accountable for leading critical projects, establishing templates, overseeing forecast models, conducting variance analysis, and managing financial performance tools
- Prepared internal financial reports by gathering, analyzing, formatting, and presenting data
- Developed budgets and forecasts to project future company performance
- Created and maintained a comprehensive financial model outlining the company's operations and predicting future performance, conducting Budget vs
- Actual/Variance Analysis
- Possess knowledge of key industry metrics, KPIs, and performance drivers relevant to SAAS, manufacturing, or professional services sectors
- Spearheaded the implementation of a business intelligence ERP tool dashboard—BI Revenue and BI Profitability—providing seamless access to comprehensive reports for informed decision-making
- Conducted due diligence for a restaurant industry company acquisition, presenting findings to CEO, CFOs, and Senior leadership, evaluating company performance, audit findings, and investment potential
- Established a CFO bonus template to calculate bonuses based on leadership-defined terms, enhancing organizational transparency
- Developed a profitability model for the internal finance team to track Revenue, cost, GM, GM%, Hours, Revenue Recovery, and other key metrics across various verticals
- Prepared client-wise profitability analysis by service line (CFO, Controller, Accounting, Tax, and PeopleOps) and disseminated findings to management
Engagement Financial Advisor (EFA) Consultant
Deloitte Consulting India Pvt. Ltd.
Hyderabad
09.2016 - 10.2019
- Engagement Financial Advisors (Earlier Known as Project Controllers) are responsible for supporting one or more consulting teams through successful management of the financial analysis and reconciliation process and the implementation of project management controls
- Establish project financial infrastructure including Work Breakdown Structures and track progress of projects, followed by presenting various analysis, discussing recommendations and providing project financial advice
- Preparation/Approval of Journal Entries and reconciliation of fees, expenses etc
- Ensure that the project database is up to date and track the time and expenses of individuals within project and project timelines to ensure that the deliverables are within deadlines
- Function as a financial advisor by preparing weekly/month end report to project leadership by monitoring project revenue, profitability, accruals, performing Forecast vs Actuals analysis, proactively flagging potential risks and driving insightful analytics from financials
- Support preparation of budgets and forecasts to project and track financial metrics as revenue, expense etc
- For individual projects or a portfolio of projects
- Conducting detailed analysis on financial variables i.e., Actual vs Plan based on Volume, staffing mix, Bill rate and Discount rate with clear and proper explanations for the variances and take corrective actions
- Utilize SAP HANA to create custom reports and update financial models used to budget and forecast project financials, KPIs, and profit and loss data
- Interact periodically with senior level internal, and sometimes external, clients to present various analyses, discuss recommendations and provide project financial advice
- Manage project activity and client billings and collections
- Conduct project/financial closeout activities including preparation & issue of final invoice
- Analyze various kinds of data & create reports for clients & leadership to measure different metrics like revenue, receivables, utilizations etc
Tax Senior
Deloitte Tax Services India Pvt. Ltd.
Hyderabad
08.2013 - 09.2016
- Financial analysis of Statements (1099s, trust and partnership K-1s, balance sheets, etc.) to prepare and review the workpapers and US federal and state income tax returns for High-net-worth Institutional Trust/Fiduciary clients (Form 1041, 990PF, etc.) as per IRS guidelines
- Account Reconciliation of client data to validate the receipt of information
- Consolidating research reports and tax analysis on various forms as per client necessity
- Responsible for running multiple queries to ensure integrity of bridging between transaction & Trust US Software
- Responsible for Client Servicing with Tax Provisions, Financial Projections, Extensions, and all other applicable forms
- Responsible for updating the Payment, Missing Information Tracker and follow up with US Managers
- Adequate knowledge of Partnership and Trust K-1’s
- Running and reporting to the Managers the budget to actual analysis for the current tax year WBS on a monthly basis
- Interacting with the U.S
- Counterparts to receive business information and implementing the plans in the India offices
- Responding to information requests from the clients and IRS for Notices and Amendments
- Mentoring new hires and giving presentations on tax concepts
Education
PGDM/MBA - Finance
Jagan Institute of Management Studies (JIMS)
Rohini, New Delhi04-2013
B. Com -
DAV College
Chandigarh, Sector 1004-2010
Skills
- Financial Planning and Analysis
- Cash Flow Management
- Management/Business Performance Reporting
- Stakeholder Management and Reporting
- Budgeting/Forecasting
- Process Simplifications/Improvements
- Financial modeling
- Automation/ Business Transformation
Certification
- Automation Anywhere Certified Advanced RPA Professional.
- Project experience in Excel VBA macros (advanced Excel user), Abbyy FlexiCapture, and training experience in Tableau and Power BI
- 'Project Finance' module certified from NSE Academy’s Certification in Financial Market (NCFM)
- Proficient in Bill.com and QuickBooks
- Pursuing FMVA® certification from the Corporate Finance Institute (CFI)
Accomplishments
- Received 'Spot Awards' and 'Applause Award' at Deloitte for continuous dedication to work and results
- Honored as 'Employee of the Month' multiple times within the IF Team at Escalon for continuous dedication to work, and exceptional results
- Received 'Mastery' in the TOEIC assessment (Test of English for International Communication, used to measure the ability of a non-native English-speaking person to use English in everyday workplace activities)
Personal Information
Date of Birth: July 1, 1988
Languages Known: English and Hindi.
Timeline
Manager
Escalon Business Services Pvt. Ltd.
10.2022 - Current
Assistant Manager
Escalon Business Services Pvt. Ltd.
12.2020 - 09.2022
Engagement Financial Advisor (EFA) Consultant
Deloitte Consulting India Pvt. Ltd.
09.2016 - 10.2019
Tax Senior
Deloitte Tax Services India Pvt. Ltd.
08.2013 - 09.2016
- Automation Anywhere Certified Advanced RPA Professional.
- Project experience in Excel VBA macros (advanced Excel user), Abbyy FlexiCapture, and training experience in Tableau and Power BI
- 'Project Finance' module certified from NSE Academy’s Certification in Financial Market (NCFM)
- Proficient in Bill.com and QuickBooks
- Pursuing FMVA® certification from the Corporate Finance Institute (CFI)
PGDM/MBA - Finance
Jagan Institute of Management Studies (JIMS)
B. Com -
DAV College
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