Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Rashmi Sharma

Bengaluru

Summary

Financial Planning and Analysis Specialist skilled in budget reporting and variance analysis. Proven track record in streamlining reporting processes, improving accuracy, and increasing time efficiency. Known for fostering collaborative team environments to enhance financial decision-making.

Overview

8
8
years of professional experience

Work History

Financial Plan and Analysis Analyst

Accenture
Bengaluru
12.2023 - Current
  • Supported FP&A function in annual budgeting, monthly forecasting, and long-term financial planning to align financial strategies with organizational goals.
  • Conducted detailed variance analysis to identify performance drivers and trends, providing actionable insights for management decision-making.
  • Designed standardized reporting templates that enhanced accuracy and reduced report preparation time by eighty percent.
  • Facilitated monthly calls with subject matter experts to resolve report-related issues, improving communication and clarity of financial data.
  • Organized weekly team engagement activities to foster collaboration and strengthen team culture.
  • Contributed to month-end close processes by preparing accurate financial reports and key estimate files.
  • Developed comprehensive desktop procedures for FP&A clients, streamlining report generation and enhancing efficiency.

Loan Servicing Representative

Wells Fargo
Bengaluru
10.2020 - 11.2023
  • Notated foreclosure notices in Ecar, ensuring accurate record-keeping for compliance.
  • Reviewed and categorized foreclosure notices, streamlining processing workflow.
  • Trained new team members, improving overall team efficiency and knowledge transfer.
  • Generated daily and monthly managerial reports to track team performance.
  • Prepared FMEA Sheet & RCSA for the process.

Tax Analyst

Ernst & Young
Bengaluru
01.2018 - 10.2018
  • Prepared form 1065, 1120, Partner Form, K-1s, state K-1s, and direct K-1s XMLs along with supporting forms per IRS, state, and federal laws.
  • Prepared customized work papers for tax calculations, ensuring compliance with US tax laws.
  • Filed federal and state extensions using GO System and ADMN tools, facilitating timely compliance.
  • Developed supporting forms to ensure adherence to federal and state compliance requirements.

Education

MBA - Financial Management

NMIMS
01-2022

B.Com (Hons.) -

Vinoba Bhave University
01-2012

Class XII, CBSE
01-2009

Class X, CBSE
01-2007

Skills

  • Variance analysis
  • Forecast reporting
  • Month-end closing
  • Budget reporting
  • Stakeholder engagement
  • Time efficiency
  • Flexible and adaptable
  • Collaborative teamwork

Accomplishments

Star of Business Award

Timeline

Financial Plan and Analysis Analyst

Accenture
12.2023 - Current

Loan Servicing Representative

Wells Fargo
10.2020 - 11.2023

Tax Analyst

Ernst & Young
01.2018 - 10.2018

MBA - Financial Management

NMIMS

B.Com (Hons.) -

Vinoba Bhave University

Class XII, CBSE

Class X, CBSE
Rashmi Sharma