Rajendra Patra
Pune
Summary
Experienced finance professional with a strong background in financial planning and analysis, Skilled in creating detailed financial reports and presentations for top executives, with a proven track record of enhancing financial operations and team efficiency. Lead significant projects like the Cost by Function initiative to improve functional cost control, planning, analysis and reporting. Adept at using advanced tools like Power BI and SAP Analytical Cloud to drive financial strategy and performance.
Overview
15
15
years of professional experience
Work History
Lead Global FBP, FP&A
Bekaert Industries Private Ltd.
Pune
07.2020 - Current
- Managed monthly and quarterly performance management reporting, enhancing Business unit insights
- Collaborated with VP of FP&A on critical monthly financial reports, provide valuable analysis and insights, updating comments and key messages for BGE and Chairman presentations within a stringent deadline
- Coordinated monthly and quarterly activities within the FP&A organization, including providing timelines and resolving queries related to reporting tools and packs
- Prepared quarterly Profit Assurance Plan (PAP), a short-term estimation of profitability outlook for the overall group based on the latest business dynamics
- Drove monthly business unit reviews, discussing the in-month results in comparison to the latest forecast and estimation, and the outlook for the current quarter, identifying key trends and opportunities
- Contributed to various planning cycles and deliverables, including annual budgets, quarterly forecasts (QUES), and strategic planning (X+5)
- Led the annual budget exercise for detailed Finance and HR functions, involving reviews with functional and BU leaders
- Led global report development as product owner, enhancing data visualization with power BI
- Served as a core team member during the design and UAT sessions for a new planning tool in SAC (SAP Analytical Cloud) for budgeting, forecasting, and strategic planning, in collaboration with Deloitte
- Ad-hoc analysis, insights, and data requirements for group functions/teams, like Strategy (M&A), Commercial, Procurement, Operations, HR, and IT
- Led a comprehensive data clean-up at the cost center level, including HR system data, ensuring accurate reporting for centralized functions
- Collaborated with business finance teams to gather reporting requirements, guiding the technical team in developing Power BI reports for global performance metrics
- Designed and developed a comprehensive CEO's deck detailing P&L for the Group and by business, including sub-BU/region breakdowns, actual vs
- Planned data, comparisons, and trend graphs for key KPIs
Advisor, FP&A
Maersk GSC India Private Ltd.
Pune
11.2013 - 07.2020
- Prepared monthly and quarterly performance management reports for senior management, focusing on the main KPIs for financial performance
- Thorough understanding of P&L, cost lines, and their drivers from allocation rules, and monthly analysis of overall P&L at MLB and trade P&L levels, explaining variances, including one-offs
- Collaborated with Senior Trade FBPs with relevant inputs and insights impacting the business and provide comments on monthly results and variances
- Support the quarterly RoFo process for the Liner Business, including the development and maintenance of RoFo report templates
- Finalize and close the monthly P&L cube, including manual adjustments and alignment postings for the readiness of the Management reporting tool (cube)
- Create new P&L accounts in the MSBI cube, mapping based on SAP GL and material codes
- Prepare the Weekly NOPAT report, comparing actual weekly results with forecasts, and work on the cost estimation models for the Weekly NOPAT report based on various cost types and drivers
- Design, develop, and restructure monthly and quarterly reports post-Hamburg Sud integration with Maersk
- Prepare presentations (Trade Playbook) for monthly business reviews, quarterly senior leadership presentations, and external reporting
- Report weekly trade volume to revenue management and pricing managers for product pricing decisions
- Develop, maintain, and provide routine and ad-hoc reports to management for financial visibility and trend analysis in collaboration with Finance Business Partners
- Worked on OTC projects/reports like 'Freight cash outstanding,' daily DSO, and 'Payment application usage.'
- Team Excellence Award for developing and delivering MOS (Maersk Operating System) reports on time, with 100% accuracy
- Champ of the Month and Extra Mile awards in January and December 2017 for developing a new report on payment application tools usage in OTC and integrating Hamburg Sud within a stringent deadline
- Going Extra Mile awards in Q1 2016 and Q1 2015 for process automation and new report development
Specialist - Group Costs Wholesale Banking
Standard Chartered GBS.
Chennai
05.2011 - 11.2013
- Supported the Onshore Centre cost team in Singapore with MIS reports and variance analysis
- Analyzed costs for various account lines, business functions, and support functions at the business and product levels, and investigated significant variances by comparing them with previous months' trends, YTD run rate, and forecasts/budgets
- Delivered monthly, quarterly, half-yearly, and annual cost reports with 100% accuracy
- Developed and managed the model to calculate the monthly accrual advice for countries/entities for the GM Bonus for frontline employees based on the sales revenue generated, cost estimation for the period, and other key drivers from HR
- Conducted monthly cost estimation with regional finance teams, comparing estimates with actuals, and addressing significant variances
- Supported the annual budget process and quarterly forecast cycles for WB Group costs
- Business Champ Award for GM bonus process automation, saving 400 man-hours per year in Q3 2011
Audit Assistant
Roy & Sahoo, Chartered Accountants
12.2009 - 01.2011
- Statutory Audits, Concurrent Audit & Cost Audit of Public Sector Banks and NBFC
- Tax Audits including Income Tax filing of Individuals, companies and firms as per provisions of Income Tax Act
- Stock Audit of Various clients involving Banks, Financial Institutions and Small and Medium Scale Industries
- Finalizations of accounts and preparation of Audit reports
Education
CMA – Final -
12.2009
CMA - Inter -
06.2008
B. Com (Hons.) -
Sambalpur University
01.2007
12th Commerce -
CHSE
Bhubaneswar01.2004
10th -
BSE
Odisha01.2002
Skills
- Financial Planning
- Financial Cost Analysis
- Strategic scenario Planning
- Financial Metrics Reporting
- Financial statement analysis
- Executive Presentation Expertise
- Variance Analysis
- Business Performance Reporting
- Discretionary spend review
- Team Leadership
- SAP Analytical Cloud (SAC)
- Data Interpretation
- Power BI Utilization
Accomplishments
- Multiple quarterly awards in current organization for delivering exceptional performance in various projects, assignments and high priority tasks.
- Recognized for enabling and improving Functional reporting.
- Multiple awards in previous organization (Maersk) for process automation, development of critical reports including report integration post-merger.
- Business champ award for time saving 0.5 FTE worth of work in my first assignment in start of my career at Standard Chartered GBS by process improvement and automation.
Languages
- Odia, First Language
- English, C1 Advanced
- Hindi, C1 Advanced
Personal Information
- Date of Birth: 05/01/87
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Activities
- Sports – Badminton, Cricket and mild Yoga
- Travelling
- Gardening
- Cooking
Timeline
Lead Global FBP, FP&A
Bekaert Industries Private Ltd.
07.2020 - Current
Advisor, FP&A
Maersk GSC India Private Ltd.
11.2013 - 07.2020
Specialist - Group Costs Wholesale Banking
Standard Chartered GBS.
05.2011 - 11.2013
Audit Assistant
Roy & Sahoo, Chartered Accountants
12.2009 - 01.2011
CMA – Final -
CMA - Inter -
B. Com (Hons.) -
Sambalpur University
12th Commerce -
CHSE
10th -
BSE
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