S V Krishna Kishore
Finance Professional
Bangalore,KA
Summary
- Results-driven finance professional with 17+ years in financial planning and analysis, corporate accounting, and tax compliance. Expertise in variance analysis, financial reporting, and strategic financial planning, leading to improved decision-making and operational efficiency. Experience in automating reporting processes and preparing comprehensive business reviews for management. Strong background in managing financial controls and conducting team performance evaluations.
Overview
19
19
years of professional experience
Work History
Senior Manager – FP&A, Investment Operations
Sun Life Financial Services
02.2025 - Current
- Spearheaded monthly and quarterly performance reporting for Fixed Income business across Canada and USA.
- Managed critical non-financial KPIs including AUM, FE AUM, AUA, Flows, Sales, and Revenue metrics.
- Produced high-quality management reports and dashboards using Power BI and Hyperion for strategic planning.
- Supported financial reporting cycles with insights on profit & loss, asset flows, and fundraising efforts.
- Ensured integrity of financial reporting through rigorous control checks across key deliverables.
- Developed data aggregation strategies that streamlined reporting processes for enhanced operational efficiency.
- Led financial planning and forecasting initiatives to optimize investment strategies and improve efficiency.
- Collaborated with cross-functional teams to align financial goals with organizational objectives.
Fin Plan & Control as Associate Manager
Wells Fargo International Pvt Ltd
01.2020 - 02.2025
- Conduct analysis of key business drivers, trends, and performance indicators to provide value-added inputs to help decision making in executing strategy.
- Provide monthly flash reporting.
- Participate in monthly close process by analyzing & reconciling P&L, Balance Sheet items.
- Monitor System performance timely, escalate & resolve collaborating with technology team.
- Manage and direct team in all reporting and analytical activities; analyze financial data and participate in preparing and presenting financial analysis to stakeholders.
- Hierarchy maintenance (Organization restructure) for Wells Fargo N.A.
- Monthly leadership presentation
- Onboarded the JIRA process in team and was the SPOC for any Change Management
- Working on key Transformation Projects on Alteryx & Power-BI
- Partner and collaborate with cross-functional teams providing project and operational support, as well as strategic insight.
- Generate financial reports for management and executive levels.
- Maintain & document internal control processes & procedures.
- Responsible for global MIS reporting daily, weekly, monthly and quarterly.
- Training the staff in new functionalities post go live of Dashboards and conducting knowledge sharing sessions.
- Leading the process improvement meetings and coordinating with development teams for functional changes required to increase efficiency and to meet the Regulatory requirements.
- Preparation of team training plan, training assessment and employee onboarding and offboarding
- To assess the quality of controls that are in place for each process and implement ways to improve them.
- Team performance management & compensation planning
- Team size of 18
FP&A as Manager
State Street Corporate Services Mumbai Pvt. Ltd.
11.2016 - 12.2019
- End to end responsible for driving the Budget, 3 years strategy plan & Forecast.
- Asset flow reports and provide detailed analysis to LFO’s on BPs for different asset classes.
- Preparing monthly revenue projections and present the results to LFO’s (Lead finance officer – Sr VP and above)
- Worked with Hyperion team on implementing the tool for Budgeting and forecasting.
- Review weekly, monthly, quarterly revenue reports with accounting, finance, and other business teams.
- Review pipeline numbers with sales teams and prepare weekly sales reports for the business heads.
- Preparation of revenue decks/walks comprising actual v/s forecast, actual v/s budget, QoQ and YoY comparisons.
- Suggesting accounting team on accrual patterns, unbilled follow-ups, and accrual reversals.
- Prepare detailed analysis and provide commentary on major drivers to LFO’s.
- Provide Market & FX monthly impact to LFO’s and detailed analysis impacting the revenue.
- Identifying and driving the standardization across the revenue process (SPOC for CPI)
- Work on various ad hoc reports/tasks and research projects
- Drive & lead the weekly call with LFO’s and stakeholders.
- Team size of 3
FP&A as Lead Financial Analyst
Oracle India Pvt Ltd - Oracle Global Financial Information Center (GFIC)
02.2015 - 10.2016
- Participate in forecast meetings on a weekly basis with the field finance team and business group to ensure understanding of potential risk/upside and analyze the variance WOW. Provide an early warning system to avoid quarter-end surprises.
- Preparation and submission of Forecast on Weekly, Monthly, Quarterly basis
- Working closely with the Finance Directors to review forecasts including the actual spending and Headcount
- Monitoring monthly, quarterly and annual booking, revenue, expense, and headcount figures by providing regular updates to LVMGBU.
- Preparation of Trend analysis, decks, and dashboards.
- Closely working with the Shared service center - Project Accounting, Accounts Receivable, and Accounts payable, General Ledger for revenue, expense reconciliations, tracking and corrections (passing JEs).
- Preparing and analyzing various reports like Revenue, Sales Pipeline (Commit, Upside, Won and Lost) opportunities, Bookings, Headcount, Aging, Close report, ETD, Expanse pack, ADR, WAR, WIP, Utilization, SIS etc.
- Analyzing the Variance and presenting it to top Management.
- Managing and maintaining of manager hierarchy.
- Loading & extraction of Revenue, Expense & HC details using Hyperion Essbase and reconciliation between Hyperion and ERP, EDW and Oracle BI
- Lead & collaborate with the Finance Operations Team, Sales, and Business Units to develop the annual budget templates and provide the inputs.
FP&A and Corporate Accounting as Team Leader (KPMG - Big 4 Audit Firm)
EXL Services (OUTSOURCE PARTNERS INTERNATIONAL)
11.2009 - 01.2015
- Part of transition team and successfully stabilized the process.
- Handling a team size of 3 members
- Responsible for variance analysis and quarterly forecast.
- Assisting supervisor in monthly and full year forecasts and reconciling to prior forecast and budget
- Reviewing of account analysis (Balance Sheet accounts)
- Monthly & Yearly projections for Balance sheet accounts for leadership team
- Accrual entries & Schedules for accruals posted.
- Reviewing and managing billing for member firms based on cost sharing agreement.
- Review of financial statements and variance reports at profit center and GL account level using ‘Hyperion & Business objects’ and presenting the reports to onshore controllers
- Monitoring the costs if any that impacting the P&L and Balance sheet and reporting the same to leadership
- Highlighting the trends and analyzing causes of unexpected variance.
- Extensively & Proactively Involved in SAP implementation, testing (Migration from Oracle to SAP) and designing the reports from legacy to SAP environment.
- Interact with Business operations managers on process improvement initiatives within the business.
- Maintaining error log and updating / educating the team by conducting daily training session
- Ad-Hoc Reporting and Analysis
- Maintaining learning log and updating to the team as a best practice
- Team size of 3
Team Leader
Accounts Payable & US Payroll Transition (KPMG) as Team Leader
03.2008 - 10.2009
- Preparation of CMS (Cash mgmt. solution) reports, processing invoices.
- Coding invoices & Invoice Processing (SAP)
- Answering Vendor Queries
- Coding invoices, Accounts reconciliation of Vendor and Main database of KPMG (for insurance paid)
- Pay line processing of employees pay (Hire to Termination).
- Garnishment Set up and reconciliation. (Deduction from paycheck as per court orders)
- Tax Balance adjustment (Address change, salary change, termination, LOA, RFL, etc…)
- Payroll coding and Tax equalization for expats.
- Manual reversal of checks and issuing manual checks.
- Processing pay rate changes, salary changes of the employee.
- Escalating the issues of team members to the Onsite counterpart in case I am unable to resolve team members queries.
- Maintaining the speed of work and delivering the output to clients within the SLA limit.
- Preparation for SLA, Aging report, performance report on weekly, monthly basis and coordinating with project manager.
- Weekly conference calls with the SME’s on project issues, improvements and team performance and expansion plans.
Team Leader
Worked with KPMG on IES (International Executive Service) project as Team Leader
09.2006 - 02.2008
- Familiar working with SAP R3, People Soft, Hyperion, Business Objects, Oracle Essbase, GORS (Tax Software), Tally, Quick Books, Power-BI, Salesforce
Education
ICWAI Inter Completed - undefined
01.2010
B. Com - undefined
Berhampur University
01.2003
Skills
Financial analysis and forecasting
Accomplishments
- “Spot Award” for Outstanding performance in Q4FY15
- Awarded Team leader excellence.
- Received Special Excellence Award at EXL services for successful go live of all activities post SAP implementation.
- Champion Award for Q1’21
Disclaimer
I hereby declare that all the above-furnished details are true to the best of my knowledge. Date: Place: (S V Krishna Kishore)
Timeline
Senior Manager – FP&A, Investment Operations
Sun Life Financial Services
02.2025 - Current
Fin Plan & Control as Associate Manager
Wells Fargo International Pvt Ltd
01.2020 - 02.2025
FP&A as Manager
State Street Corporate Services Mumbai Pvt. Ltd.
11.2016 - 12.2019
FP&A as Lead Financial Analyst
Oracle India Pvt Ltd - Oracle Global Financial Information Center (GFIC)
02.2015 - 10.2016
FP&A and Corporate Accounting as Team Leader (KPMG - Big 4 Audit Firm)
EXL Services (OUTSOURCE PARTNERS INTERNATIONAL)
11.2009 - 01.2015
Team Leader
Accounts Payable & US Payroll Transition (KPMG) as Team Leader
03.2008 - 10.2009
Team Leader
Worked with KPMG on IES (International Executive Service) project as Team Leader
09.2006 - 02.2008
ICWAI Inter Completed - undefined
B. Com - undefined
Berhampur University