Ruchi Tyagi

Currently leading the entire International Region for a US-based logistics company, overseeing a team of 50+ individuals responsible for managing complete P&L analysis, forecasting, and budgeting activities.

• Executed planning and forecasting cycles, strengthened business partnerships, and consolidated financial results to enhance management reporting.
• Managing large teams and stakeholders across 35+ geographies for clients in Asia, Europe, the Middle East, Africa, India, Canada & LATAM countries.
• Managed SLA/KPI delivery and financial performance (budgeting, cost optimisation, productivity) to ensure achievement of business targets.
• Guided team in transformation initiatives, streamlining analysis processes to improve client support.
• Partnering with clients for the implementation of a cloud-based ERP system (OneStream) from the operational side, including remediating existing reports, databases, Power queries, and other subsystems.
• Driving performance management, career progression, and high employee engagement
• Managing end-to-end talent lifecycle including hiring, appraisals, and performance.

Strategic Initiatives & Leadership Contributions

Enterprise Performance Management (OneStream) Transformation

• Led operational implementation of the OneStream EPM platform, migrating 3,000+ financial reports and consolidating 70+ legacy systems into a centralized reporting environment.
• Drove Chart of Accounts rationalization, data validation, and report redesign, ensuring seamless transition and reporting accuracy.
• Identified reporting optimization opportunities by eliminating redundant reports and introducing enhanced management dashboards.
• Streamlined financial reporting cycle by 1 day through automation and process simplification.

AI-Powered Forecasting Transformation

• Led development of an AI-enabled statistical forecasting solution to replace manual Excel-based bottom-up forecasting.
• Collaborated with technical team in building a Python-based forecasting engine using Monte Carlo simulation and macroeconomic drivers (inflation, employment, wage rates, etc.) to improve forecast accuracy.
• Integrated Agentic AI to generate automated executive narratives, variance analysis, and conversational business insights through natural language prompts.

Capability Building & Organizational Leadership

• Trained 150+ finance professionals on FP&A best practices and OneStream through instructor-led workshops across multiple engagements.
• Served as an empanelled interviewer for FP&A hiring, assessing candidates across multiple business verticals and leadership levels.

• Prepared and published month-end package, conducting variance analysis for revenue, costs, FX impact, and sales at MTD, QTD, and YTD levels to support financial decision-making.
• Created and distributed monthly P&L statements and full-year forecasts, enabling informed decision-making based on baseline, new sales, and pipeline estimations.
• Identified and communicated financial risks and opportunities, contributing to proactive management and minimisation of financial surprises.
• Managed the complete financial reporting related to the System Integration Services Segment (previously known as BTS) within Fiserv.
• Created comprehensive MIS reports on financial performance, focusing on Key Performance Indicators (KPIs).
• Reviewed and issued monthly dashboards displaying sales and pipeline data, comparing actual sales to full-year targets to evaluate revenue impacts.
• Calculated and assessed carry-over revenue, expected renewals, and replacement opportunities to inform senior management on sales target setting.
• Actively participated in Deal Review Board meetings to analyze and provide financial observations on upcoming business opportunities.
• Analyze billable and non-billable hours, support and buffer headcounts, and optimize utilization reporting for senior management.
• Maintained integrity of financial reporting process and controls by coordinating and updating policies and procedures, ensuring compliance and accuracy in reporting.

• Developed detailed financial models for budgeting and forecasting activities.
• Led bi-annual revenue budgeting and forecasting processes, performed variance analysis, and generated
• MIS reports to provide insights on product level revenue, margins, and EBIT.
• Managed contract accounting functions, including month-end closing, reporting, mid-month forecasting, and cash flow management, ensuring accuracy in financial reporting.
• Analyzed financial data, supporting strategic decision-making with actionable insights.
• Collaborated with cross-functional teams to assess project financials and risks.

• Led quarterly forecasting, annual budgeting, operating plan variance analysis, and special projects as North America RPA Lead, aligning financial strategies with organisational goals.
• Provided financial consulting and strategic support to senior management through board and financial presentations that enhanced decision-making processes.
• Collaborated with cross-functional teams to streamline financial processes and enhance efficiency.
• Developed training programmes to mentor junior finance staff on policy compliance and best practices, fostering a culture of adherence and continuous improvement.

• Analyzed financial data to support strategic decision making processes.
• Prepared comprehensive financial reports for management review, facilitating informed decision-making.
• Managed Record-to-Report process, executing balance sheet and bank reconciliations, journal postings and approvals, and preparing prepayment and deferred revenue schedules to ensure accurate financial reporting.
• Ensured compliance with SOX controls and supported internal and external audits, improving accuracy in financial reporting.
• Collaborated with cross-functional teams to develop budgeting forecasts.

• Analysed data trends to uncover opportunities for process improvements, enhancing operational efficiency.
• Developed reports to provide insights and recommendations to stakeholders, facilitating informed decision-making.
• Managed online payment requests, performed bank reconciliations, and verified bills to ensure accuracy and compliance.