Ravikanth (Ravi) Upadrasta
Bengaluru
Summary
- Full-time MBA, finance professional with more than 16 years of experience in Finance domain in various diversified functional roles.
- Possess Cross-Industry experience into Banking, Financial Services, Consulting & IT/ITES.
- Core skills - Budgeting, Forecasting, Multi Year Planning, Financial reporting, headcount reporting & variance analysis
- Implemented Standardization & Automation by leveraging the latest technologies/tools to enable improved analytics with standard reporting.
- Experience in transitioning finance process across the globe - US, EMEA & APAC (Singapore & Hong Kong).
- Possess excellent communication, interpersonal and analytical skills with process-oriented to accomplish organizational goals
- US B1/B2 visa - valid till March 2027
Overview
19
19
years of professional experience
Work History
Senior AVP (Finance Analyst)
Wells Fargo EGS India Pvt. Ltd.
Bangalore
12.2019 - Current
- Actively involved in the transition of FP&A/FP&A Operations process from the US to the Bangalore office, which includes preparing SLA documents, job descriptions, recruitment, and drafting training plans.
- Coordinate and consolidate management reporting, including Monthly Flash Reports, Quarterly Business Reviews decks, and other ad hoc reports as requested by the CFO and team.
- Develop revenue walks from client deals through operating revenue, clearly explaining business drivers and underlying assumptions to arrive at futuristic revenue, and report financials, including budgeting, forecasting, and variance analysis, on a monthly basis.
- Involved in various projects like standardization of reports across the BUs, simplification of the process to bring down the waiting time, automation of reports using VBA, and transformation of reports from Excel to OBIEE and Power BI.
- Tools Used: Hyperion Essbase, EPM, DRM, Salesforce 360, and Power BI.
Assistant Manager
State Street Corporate Services Mumbai Pvt. Ltd.
Bangalore
11.2016 - 07.2019
- Successfully transitioned corporate finance FP&A process from the US, travelled to Boston for three weeks in March -April 2017
- Providing key insight on the full-year projections and multi-year planning based on the existing run rates, pipeline contracts, renewals, fees renegotiations, and lost business, considering growth business from business heads and RM's
- Providing insights to CFO and team on monthly results at the product / regional level along with variance analysis vs budget, forecast, QoQ and YoY
- Review pipeline numbers with RM's and prepare weekly pipeline/sales reports for the business heads showing top customers
- Review & approve deliverables, approving SOP's and back up planning for accounting and billing teams (Joint Venture Team - HCL State Street)
- Projects - Worked on a project to make Hyperion Essbase as a product level reporting tool by gathering business requirements and work closely with billing/accounting teams to align with the changes
- Tools Used - Hyperion Essbase, QlikView, Salesforce 360, and Tableau.
Senior Analyst
J P Morgan Services India Private Limited
Mumbai
10.2014 - 10.2016
- Successfully transitioned the Auto Finance P&A process from the US
- Forecast monthly headcount for Auto Finance LOB and review the same with the actual headcount
- Support Monthly and Quarterly close activities for Auto Finance and Credit Card LOB's
- Prepare weekly and monthly sales reporting packages for Commercial Cards Business
- Projects - Successfully implemented the Headcount and T&E standardization project across the CCBLOB
- Tools Used: Hyperion Essbase, QlikView, DRM, and OBIEE.
Senior Analyst
ANZ Support Services India Pvt. Ltd.
02.2014 - 09.2014
- Loading private banking revenue to ANZ revenue tool (ICIS) on a monthly basis
- Preparing standard & ad-hoc financial reports for ANZ Private Banking Group
- Analysing the customer movements and updating the customer hierarchy
- Supporting Private Wealth Manager Advisory group on ad-hoc financial reports
- Analysing customer profitability, taking into consideration revenue generated and cost incurred
- Processing restatements to correct the historic revenue in ICIS
- Tools Used: ICIS, EDW, and MS Access.
Senior Financial Analyst
Oracle India Pvt. Ltd.
Bangalore
05.2011 - 01.2014
- Preparing monthly, quarterly and ad-hoc financial reports for Oracle Board of Directors
- Working closely with various corporate finance teams like corporate M&A, consolidation, Order Management and AR for the month and quarter close
- Maintaining product revenue reporting website (GSRT), Product Hierarchy, finalizing Oracle revenue every month and preparing monthly revenue reports to the management
- Tools Used: Discoverer, Hyperion Essbase, OBIEE, EDW, and DRM.
Advanced Analyst
Ernst & Young GSS (India) Private Limited
12.2005 - 07.2008
- Preparing tax compliance products and financial reports for US hedge funds and private equity firms
- Analysing financial statements to know the federal and state tax impact.
Education
Master of Business Administration - Full time MBA, Finance and Banking -
ICFAI business School Bangalore
01.2011
B.com, Accounting and Finance -
Acharya Nagarjuna University
01.2004
Skills
- Financial Analysis
- Financial Reporting
- Corporate Finance
- Financial Modeling
- Variance Analysis
- Project Management
- Forecasting
- Budgeting
Timeline
Senior AVP (Finance Analyst)
Wells Fargo EGS India Pvt. Ltd.
12.2019 - Current
Assistant Manager
State Street Corporate Services Mumbai Pvt. Ltd.
11.2016 - 07.2019
Senior Analyst
J P Morgan Services India Private Limited
10.2014 - 10.2016
Senior Analyst
ANZ Support Services India Pvt. Ltd.
02.2014 - 09.2014
Senior Financial Analyst
Oracle India Pvt. Ltd.
05.2011 - 01.2014
Advanced Analyst
Ernst & Young GSS (India) Private Limited
12.2005 - 07.2008
Master of Business Administration - Full time MBA, Finance and Banking -
ICFAI business School Bangalore
B.com, Accounting and Finance -
Acharya Nagarjuna University
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