Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Hi, I’m
Ravi Onkari
Finance Professional
Bangalore
Summary
Overview
17
years of professional experience
Work History
Sri Sri University SSUBangalore
CFO
04.2021 - Current
Job overview
- Promote the financial well-being of the University by providing budget management, monitoring appropriate investments of temporary cash balances, exercising executive control over university budgets, and safeguarding all financial assets of the University
- Advise the President, senior University administration officers, and members of the Board of Governors on issues relating to the financial status of the University by serving as a member of the President’s Administrative Council, reporting financial information at Board of Governors meetings, and by preparing reports, recommendations, findings, and other correspondence as required
- Help to ensure achievement of the goals and objectives of the University by overseeing the preparation of an annual appropriations and overseeing the preparation of an internal budget using budget models to project future revenue and following established policies for expenditures
- Facilitates an effective working relationship with state officials by ensuring University compliance with state fiscal policies and accounting procedures, maintaining open channels of communication with appropriate state officials, facilitating an exchange of information on these subjects, and implementing all relevant state policies regarding fiscal operations
- Ensure compliance with professional accounting standards, rules, regulations, and laws by directing, supervising, and facilitating the preparation and maintenance of required and appropriate financial records, monthly and annual financial reports, and all other financial reporting as may be required by federal, state, local agencies, or established accounting standards
- Facilitate the governance of the University by providing financial information to the Board of Governors and implementing the Board’s decisions through the establishment of policies, procedures, and guidelines
- Prevent institutional liability in financial operations by facilitating the access of the independent auditors to requested records during the conduct of the University's annual audit
- Ensure compliance with the institutional mission of the University by working with unit managers to develop and review unit plans, goals, and objectives, assuring development of effective business processes incorporating automation with appropriate technologies, designing systems of effective controls to guide work toward expected outcomes, and evaluating progress towards their accomplishment
- Ensure that Financial Services has the resources necessary to provide financial information to support the academic program, such as preparation of financial reports and the development of incentive funding and cost recovery models that support innovation and growth
- Ensure efficient and effective operation of the procurement function by overseeing procurement services, property and receiving as well as all University real estate transactions and risk management/insurance analysis and transactions
- Enable division employees to perform their assigned tasks by overseeing the preparation and implementation of the annual budget for Financial Services
- Facilitate a work environment that encourages knowledge of, respect for, and development of skills to engage with those of other cultures or backgrounds
- Remain competent and current by reading professional journals and literature, developing professional contacts with colleagues, attending professional development courses, and attending training and/or courses as appropriate
- Ensure that miscellaneous assignments related to Financial Services are completed in the best interests of the University by accepting and accomplishing all other tasks assigned by the President.
- Oversaw budgets, payroll, and accounts payable and receivable.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
- Analyzed inventory strategy, reduced expenses and renegotiated contracts with vendors to increase profit margin.
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Spearheaded contract negotiation and financing to complete high-priority projects and realize target outcomes.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Standardized and enhanced business assets across company to achieve common goals.
- Assessed company resources to keep business funded and nurture relationships with investors, lenders and key partners.
- Developed future financial plans to inform critical decision-making related to spending cuts, rightsizing labor force and timing planned business investments.
- Conducted detailed analysis of company financial information to drive internal and external financial reporting, stewardship of company assets and ownership of cash management.
IREU Tech Education Pvt ltdBangalore
CFO & Business Strategy Consultant
06.2018 - 04.2021
Job overview
- Achieved 1 cores revenue and 5 international university partnership and several local university partnerships
- Set up the business operation, Marketing channels
- The Company grew to 30 employees base within 1 year
- Oversaw budgets, payroll, and accounts payable and receivable.
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Analyzed operational issues and implemented corrective action to maximize profits.
- Created, planned, and implemented policies and procedures to increase productivity and maximize return on investments.
- Authored, evaluated and reviewed reports to highlight company financials to key stakeholders.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Worked closely with audit team to hedge against or mitigate operational risks.
- Analyzed inventory strategy, reduced expenses and renegotiated contracts with vendors to increase profit margin.
- Developed future financial plans to inform critical decision-making related to spending cuts, rightsizing labor force and timing planned business investments.
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Assessed company resources to keep business funded and nurture relationships with investors, lenders and key partners.
- Oversaw production, pricing and distribution activities to generate profit for company.
- Set and monitored effective financial policies to analyze company financial strengths and weaknesses and propose corrective actions.
- Emulated activist investors to generate return on invested capital.
Decision Science HSBCBangalore
Assistant Vice President, Strategy Consultant
05.2017 - 06.2018
Job overview
- Managing the team and its performance, building relationship with global teams, drive the innovation in team, ensure productivity and output of the team, coordinate with different country heads for business inputs, oversee documentation and inferences
- Identify new process and design the best-in-class methods and develop the solutions to streamline them
- Generated financial and operational reports to assist management with business strategy.
- Allocated work assignments and tasks to comprehensively manage administrative projects.
- Prepared and recorded meeting minutes and documented actions taken at board meetings, committee meetings and special sessions.
- Attended weekly meetings and special sessions of Leadership and Executive Leadership Teams and contributed to major administrative initiatives, policies and decisions.
- Attracted and retained new members through organizational rebranding and targeting marketing campaigns to specific audiences.
- Recruit, onboard, train, coach & manage develop and grow talent in the group
- Deployed new technology leveraging evidence-based metrics to record performance data and outcomes for public reporting.
- Ensure adherence of compliance policies
- Responsible for developing integrated market strategies and providing the inferences to business across market group
- Typical activities – Analytical recommendations across product and prepositions, customer segmentation & Targeting
- Product offering and tracking and evaluation of marketing programs for asset portfolios
- Design and develop marketing strategies across the customer life cycle from acquisition to attrition management including customer contact management strategies
- Monitor portfolio profitability & other key performance indicators to recommend strategies that align with business objectives for profitable growth
- Asset and liability management and pricing.
- Boosted accountability and growth by enhancing processes based on performance reporting, benchmarks and objectives.
- Researched, analyzed and solved financial and strategy concerns through personalized approach.
A CognizantHyderabad
Service Delivery Manager, Research Analyst
10.2014 - 04.2017
Job overview
- Build and maintain financial models, E.g., total return decomposes, competitors tracking, IR model
- Monitor key economic and property sector indicators and provide daily commentaries
- Provide or build analysis around for the questions asked by executive board and work with business strategy team on strategic research
- Played key role in annual strategy review with executive committee
- Provide analysis on retail and residential markets
- Database creation and updating, report writing
- Investor relation research - answer the questions coming into from analysts and investors
- Team management resource planning, recruitment, mentoring and cost optimization
- Conduct due diligence for all processes outsourced to cognizant and transition them to India
- Recruited or built a team of 34 FTE’s
- Ensure all the processes are standardized across various business practices and create documentation
- Build communication channels and client relationship management
- Manage regular review with clients and offshore team
- Performance review and coaching and mentoring the team leaders
- P&L management for the account such as resource planning, budgeting and revenue forecasting
- Report the financial performance of the account or business units in accordance with internal requirements and Group financial procedures, Business risk and governance management
- Project Management
- Resource management (Planning, Forecasting, buffer management, Hiring planning, Resource allocation
- Profitability Management, margin optimization, cost management
- Business development, Performance appraisal and attrition management
- SLA reporting and client communication
- Governance and risk for the project
- Achievements
- Transitioned the entire research team and set up new team
- Designed new products for research team
- Completed several automation projects and standardization of data and analysis.
- Maintained proper staffing levels to guarantee timely and accurate deliveries.
- Participated in drafting service budgeting, advising on areas of possible improvement to reduce costs and service delivery times.
- Developed macros, special formulas, and other actions to produce reliable and consistent statistical reviews.
- Developed and maintained research partnerships to expand knowledge and access to information.
- Interpreted data and made recommendations from findings.
- Stayed up-to-date with industry trends and developments to conduct relevant and valuable research.
- Maintained in-depth knowledge of local-area service market, applying data on competition and service areas to enhancing commercial outreach efforts.
- Served as primary interface for onboarding new personnel, providing educational resources on service delivery policies and establishing scheduling calendars.
- Analyzed large volume of data to identify patterns, trends and correlations.
- Prepared detailed reports summarizing research findings and recommendations for further action.
COGNIZANT, UBS ISCHYDERABAD
Equity Research - Manager, Equity Research Analyst
05.2009 - 09.2014
Job overview
- Develop strategy on global real estate sector
- Build/update financial models (DCF, relative valuation, earnings update), stock valuation and write global collaborative investment thesis on UBS coverage
- As part of the team we initiate important stocks coverage (initiation of coverage) and transfer to the team/analyst
- Built regional allocation predictive quantitative model (Factor), which has helped my client to predict the allocation calls more accurately
- Highlight ideas/catalysts impacting the sector in monthly allocations report, along with my analyst deciding regional buy/sell calls
- Collate and analyze data from companies across various regions on global initiatives, key investment themes, industry outlook and sector analysis reports
- Working on process mapping project to understand the opportunities to outsource, streamline and innovate new products by the offshore associate
- Achievements
- Appreciated for my contribution on detailed global real estate guide, “global real estate analyzer”, includes analysis of macro data and stock valuation and writing the investment thesis for the sector, discussing with regional analysts, economists, global strategists
- Strongly acknowledged by clients for driving the real estate index building and quarterly balancing project and completing within the time frame
- Received an associate of the quarter award for streamlining many bespoke client requests and for demonstrating commitment and client focus
- Recognized by the client for training and coaching the new team members who have shown exceptional performance under my guidance
- Built Earnings forecast model for Asian developers using correlation and regression tools.
UBS ISCHYDERABAD
Business Analyst
07.2007 - 04.2009
Job overview
- Developed research data input and extraction methods to ensure consistency and data integrity using SQL, MSaccess & excel
- Improved existing systems and developed new systems to identify and reduce data errors
- Worked on “Unified database” project of UBS to bring in multiple data input and extraction tools under one platform hence achieving the data integrity
- Key member of the team to drive the product enhancement project to introduce new features
- Involves dealing with end users and IT Developers to build, test and successfully release the new features
- Built many MIS reports using SQL/MS SQL/Excel which served as a key input in business decisions
- Achievements
- Recognized by the client on many occasions for the quick learning and client support and training skills.
- Applied honed problem-solving skills to analyze and resolve issues impacting business operations and goal achievement.
- Conducted interviews with key business users to collect information on business processes and user requirements.
Reuters India Pvt. LtdBangalore
Market Analyst (Data Specialist)
04.2006 - 05.2007
Job overview
- Writing news articles based on our analysis about M&A and IPO deals, to handle the customer queries on Reuters’ news and data
- Handled the automation projects to improve effectiveness of the client queries
- Achievements
- Received Living fast award which recognizes employees for fast values like..
- Accuracy, timeliness, client focus and overall quality in Reuters 2007.
- Strengthened communication skills through regular interactions with others.
- Organized and detail-oriented with a strong work ethic.
- Proven ability to learn quickly and adapt to new situations.
- Delivered services to customer locations within specific timeframes.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
Education
Bangalore University
M.B.A from Finance
University Overview
Karnataka University
B.B.A from Finance
University Overview
Skills
PERSONAL SKILLSFinancial modeling, report writing, business analysis, Business management, Operation and strategy consultingTECHNICAL SKILLSMarket data systems – Bloomberg, Reuters, Datastream, CEIC & SNLAnalytical Tools – SAS, Excel, VBA, R, SQL, MS AccessPresentation Tools - PowerPoint
Finance
Budgeting and finance expertise
Accounting and finance
Budgeting and finance specialist
Operations and finance expert
Affiliations
Affiliations
SAS base certification, Analytics 360-degree course from “Analytics Training Institute”.
Availability
See my work availability
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Available
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saturday
sunday
morning
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evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Timeline
CFO
Sri Sri University SSU
04.2021 - Current
CFO & Business Strategy Consultant
IREU Tech Education Pvt ltd
06.2018 - 04.2021
Assistant Vice President, Strategy Consultant
Decision Science HSBC
05.2017 - 06.2018
Service Delivery Manager, Research Analyst
A Cognizant
10.2014 - 04.2017
Equity Research - Manager, Equity Research Analyst
COGNIZANT, UBS ISC
05.2009 - 09.2014
Business Analyst
UBS ISC
07.2007 - 04.2009
Market Analyst (Data Specialist)
Reuters India Pvt. Ltd
04.2006 - 05.2007
Bangalore University
M.B.A from Finance
Karnataka University
B.B.A from Finance