Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Rupali Samarth

Bengaluru

Summary

Strategic FP&A Leader with over 21 years of experience enhancing financial performance and executing commercial strategies across diverse industries.

Expertise in financial planning, budgeting, forecasting, and cost control, complemented by strong financial modelling and data analysis skills. Demonstrated success in M&A support, operational efficiency, and profitability enhancement. Recognised for implementing effective controls and translating complex data into actionable insights that improve margins and cash flow.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Finance Lead (Global Finance Services)

Caterpillar
Bengaluru
05.2025 - Current
  • Led financial planning cycles, including budgeting, forecasting, and variance analysis across business units.
  • Implemented automation and analytics tools to enhance reporting efficiency and reduce cycle times.
  • Coached FP&A teams on financial modelling, storytelling, and business acumen development.
  • Guided teams through change management during system upgrades and organisational transformations.

FP&A India Lead, for Google account

PWC
Bengaluru
05.2024 - 02.2025
  • Steered complex FP&A outsourcing engagement with approximately 80 FTE and USD19M ACV, overseeing global service delivery and transitions.
  • Ensured compliance with contractual documents and processes to prevent revenue leakages.
  • Hired and developed talent to align skills with account strategy requirements.
  • Managed financial oversight by restructuring labour footprint and maintaining cost targets.

Finance Business Partner

DXC.Technology
Bengaluru
04.2021 - 05.2024
  • Led FP&A team of over 20 members managing $1.2B revenue, overseeing budgeting and forecasting.
  • Optimised financial operations through labour arbitrage and process standardisation to enhance margins.
  • Developed advanced financial models and conducted sensitivity analyses for informed decision-making.
  • Collaborated with CFOs and business leaders to implement transformation initiatives, including finance consolidation.

Finance Manager

Accenture
Bengaluru
05.2015 - 08.2020
  • Drove budgeting and forecasting for India Geographical Services, enhancing cross-functional financial processes.
  • Partnered with business leaders to manage budgets and deliver timely, accurate reports to stakeholders.
  • Provided analytical insights through scenario planning and sensitivity analysis to support strategic decisions.

Early-Career Leadership Roles in Finance Ops

Various Organizations
Bengaluru
06.2004 - 04.2015
  • Served as M&A consultant at Accenture, advising clients on strategic acquisitions and mergers.
  • Held position of Senior Researcher at Accenture, conducting in-depth market analysis and research.
  • Analyzed equity markets as Equity Research Analyst at Amba Research from January 2007 to October 2009.
  • Managed mortgage credit assessments at ICICI Bank from September 2005 to December 2006.
  • Performed Internal audits for Aneja Associates from February 2005 to August 2005.
  • Executed Statutory audits for Chaturvedi Sohan & Co from June 2004 to January 2005.

Education

Chartered Accountant - Financial Accouting

ICAI
Mumbai
01-2004

M.Com - Finance Accounting

University of Mumbai
Mumbai
01-2005

Skills

  • Financial modelling and forecasting
  • Budget management
  • Process automation
  • Team leadership
  • Performance optimization
  • Problem solving
  • Business partnership
  • Advanced analytics
  • Financial reporting
  • FP&A oversight

Accomplishments

· Champs Award (2021), DXC Technology

· Finance Shinning Stars (2018), Accenture

· Finance Accelerate Program (2017), Accenture

· Annual Encore Award (2016), Accenture

· High Potential Women (2015), Accenture

· PAN India Best Credit Manager – Personal Loans Division (2006), ICICI Bank Ltd.

Certification

Information systems auditor| Institute of Chartered Accountants of India

Timeline

Finance Lead (Global Finance Services)

Caterpillar
05.2025 - Current

FP&A India Lead, for Google account

PWC
05.2024 - 02.2025

Finance Business Partner

DXC.Technology
04.2021 - 05.2024

Finance Manager

Accenture
05.2015 - 08.2020

Early-Career Leadership Roles in Finance Ops

Various Organizations
06.2004 - 04.2015

Chartered Accountant - Financial Accouting

ICAI

M.Com - Finance Accounting

University of Mumbai

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Rupali Samarth