Roy David

• Manage end to end support for each project starting from Project Initiation to Project sign off.
• Discuss the requirements of stakeholders and create detailed portfolio of the client and services to be provided and costing allocated.
• Budgeting and Planning of staffing and resources for each client according to budgeting and estimated financing.
• Responsible for supporting all the engagement teams through successful management of risk, staffing and financial analysis.
• Act as an advisor to project leadership by monitoring project performance, profitability, performing timely forecast vs actual analysis, proactively flagging potential risks and recommending
  mitigations plans to leadership.
• Prepare weekly/monthly/quarterly reports and presenting it before leadership to discuss on significant backlogs and finding solutions for timely completion.
• Working proactively with Senior Managers for Corporate Tax Compliance and Advisory engagement set ups for various clients and also engaging on regular calls with engagement managers to keep track of their client projects.
• Ensuring Client risk assessment, engagement risk assessment and contracts are in place well before engagement risk date.
• Performing billing based on agreed contracts as and when certain milestones are achieved and also periodically checking if payment is received for issued invoices.
• Advising engagement managers on progress of billing and also discussing WIP on engagement charge codes.
• Served as liaison, facilitating communication between various teams and engagement managers.
• Kept detailed records of daily progress to identify and prioritize tasks with approaching deadlines
• Process trained four new team members, reviewed their work and assisted them with their queries.
• Proactively volunteered for ad hoc work, managed mailbox when delegated and also assigned tasks among team members based on available bandwidth.

Advanced Financial Analyst - EY

October 2015 - July 2019 and later transitioned to Infosys.

• Developing budget for engagements using standard firm tools.
• Initiating engagement setup adhering to firm's internal compliance requirements.
• Periodical monitoring of engagement's progress by preparing budget vs. actual reports and reporting any variance thereof.
• Preparing estimate of complete analysis to determine engagement performance during course of engagement.
• Preparing comparative analysis based on historical summary and advise on effective project closure plan.
• Extra miller award of 100% accuracy and timely deliverable.
• RAMP award for exhibiting true essence of dedication and hard work.