ROOMA SOOTA

Finance Partnership

• Enhanced financial discipline through long-term goals setting, annual operating plan and reporting.
• Providing insights and recommendations to BU leads & CCO to achieve growth and profitability targets.
• Partner with Sales leaders and marketing team to align financial goals and facilitate regular business reviews.
• Managed several cost optimization initiatives, set business/center level performance targets, using financial and operating industry benchmarks.

Governance and controls

• Improved forecast discipline with accuracy in forecasting, performance reviews (KPI) and improved financial results.
• Thorough sales performance analysis including revenue trends, conversion rates, sales cycle length and pipeline sufficiency/velocity.
• Targeted improvement in key finance processes in collaboration with cross functional teams– revenue recognition, cost allocation & cost booking.

Commercial Finance

• Support Global Sales & Marketing function for capacity planning, target/quota setting and incentive structure.
• Guide Sales team in preparing pricing models and recommendations to Sr. Management.
• Develop and maintain pricing database for accuracy and compliance and use as a reference for future deal evaluation.

• Monitor and analyse financial results against budgets and forecasts with variance identification and explanations.
• Preparing various dashboards and reports for leadership team for business reviews.
• Supporting Deal Tool/Pricing team in terms of data requirement related to any client or existing deals.
• Evaluation of client profitability and margin analysis and sharing observations with leadership teams.
• Helping in month end close by uploading revenue and cost data in Hyperion Financial Management system (HFM) along with creation of new clients in HFM.
• SME for User acceptance testing for various tools and applications like Oracle/ Deal tool etc.

• SPOC for contract management of a $70 Million customer.
• Responsible for making sure that there is no leakage of revenue.
• Monitoring and comparing actual performance with forecast.
• Preparation of various MIS to be presented to all stakeholders.

• Responsible for Intercompany and Inter Unit reconciliation.
• Responsible for Bank Reconciliation.
• Responsible for creating and maintaining Balance sheet Schedules.
• Responsible for monthly accruals and reversals.

• Preparing spends analysis reports for various GL accounts and hierarchies in Bank of America.
• Analysis of data available from internal and external sources like Lexis Nexis, Hoovers.