Sagar Assnani
Sr. Manager FP&A
Hyderabad
Summary
Versatile Finance professional specializing in FP&A and skilled at planning, implementing and overseeing key improvements to drive business growth and efficiency. History of cultivating an open culture with free exchange of information. Pursuing new professional challenges with a growth-oriented company.
Overview
11
11
years of professional experience
2021
2021
years of post-secondary education
Work History
Senior Manager
PepsiCo
09.2024 - Current
- Leading PBNA Franchise Finance team (3 FTE), managing portfolio of $2Bn.
- Key responsibilities includes- Planning & Forecasting of Volume, Revenue, Trade Spend Budgets in collaboration with business, ensuring timely and accurate submission of Annual and Quarterly Plan.
- Performance Reporting with analysis on various KPIs such as Volume, Revenue, GP, and Market Share.
- Managing Trade Spend Budget, including reviewing and tracking the expenses.
- Quarterly reconciliations with Bottlers ensuring timely sign-off of Bottler revenue, COGS and funding.
- Tracking Promotional and other business costs, ensuring efficient utilization of available funds.
- Ad-hoc analysis to facilitate key business decisions.
- Implemented and developed operational standards, policies and procedures.
- Project Lead for Franchise reporting standardization & automation, saving ~200 Hours annually.
Manager
PepsiCo
01.2023 - 08.2024
- Strategic Finance Partner for 2 Key Accounts of PBNA, managing portfolio of ~$350Mn.
- Responsible for- Planning & Forecasting of Volume, Revenue, Promotional Expenditures in collaboration with business, ensuring timely and accurate submission of AOP and QBP.
- Partnering with KAMs for Cost Benefit Analysis, facilitating proper and informed strategic decision making.
- Collaborated with business for efficient promotional calendar planning, including preparation of IFRs.
- Formulated Pricing Strategy to meet account and Division targets efficiently in collaboration with business.
- Performance Reporting with analysis on various KPIs such as Pricing, Volume, Cost, and Market Share.
- Tracking Promotional and other business costs, ensuring efficient utilization of available funds.
- Ensuring smooth transition of reporting systems and onboarding business to the same.
- Providing Key insights to support strategic decision-making processes.
- Led a team of 3 - Ensuring smooth functioning of team deliverables.
- Implemented effective collaboration within the team and backup management strategies, ensuring BCP.
- Lead standardization & automation projects, saving ~400 Hours annually.
Associate Manager
PepsiCo
08.2021 - 12.2022
- Planning & Forecasting of Sales Volume and Revenue in collaboration with business.
- Preparation of periodic & weekly sales reports to understand the performance Drivers & Drags.
- Tracking Promotional and other business costs, highlighting the benefits achieved vs planned.
- Providing key insights to support strategic decision-making processes.
- Simplified reporting process using Power query, combining various datasets in single report to better track performance of various KPIs through a single report.
Senior Financial Analyst
Deloitte USI
08.2019 - 08.2021
- Collaborating with Business team during Planning cycle, ensuring timely submission of Annual and Half Yearly plans of Revenue, Costs, and Headcount.
- Responsible for allocating associate cost and margin recharge to their respective projects or cost centers.
- Managed month-close activities, including results analysis & reporting, cross charges, Spot Landing, and prepared P&L reports to provide insights into financial performance.
- Prepared comprehensive management reports such as Operating statement, Revenue summary, Cost & Margin summary, Time analysis & utilization, Partner's performance.
- Provided Key insights to support strategic decision-making processes.
Process Specialist
Cognizant
01.2019 - 07.2019
- Conducted reconciliation of various accounts to identify and resolve discrepancies in the system, ensuring data accuracy and integrity.
Financial Analyst
Reliance Jio
01.2017 - 12.2018
- Managed end-to-end financials of the branch, overseeing forecasting, variance analysis, and Distributor account management.
- Handled O&M payment management, including the validation of expense and execution of payments.
- Conducted stock audits to ensure accuracy and compliance with company standards.
- Prepared various management reports and monthly decks to provide insights into financial performance and facilitate decision-making processes.
Assistant Manager
Televisory India
01.2016 - 09.2016
- Identifying, Analyzing, and reporting key Operational & Financial parameters specific to an industry.
- These metrics are designed and finalized by studying and analyzing the annual reports, investor's presentations, and research reports of various companies.
Manager (Finance & Accounts)
GARMEF Exports
09.2014 - 12.2015
- Managed accounts & working capital, ensuring efficient utilization of financial resources to support business operations.
- Conducted substantive reviews of provisions, expenses, and their reconciliations to maintain accurate financial records.
- Led periodic and year-end closings, coordinating with internal teams and external auditors to ensure compliance with regulatory requirements.
- Facilitated statutory audits, stock audits, and tax audits, collaborating closely with external auditors to provide necessary documentation and support.
Education
PGDFM - Financial Management
CA Inter (IPCC) - undefined
ICAI
B.Com. - undefined
University of Rajasthan
Skills
- MS Office
- Excel Macros
- Power BI
- Cockpit
- Analysis for Office
- SAP
- Variance Analysis
- Financial Analysis & Reporting
- Planning & Forecasting
- Business Partnering
- Cross-functional collaboration
- Market analysis
- Data analytics
Timeline
Senior Manager
PepsiCo
09.2024 - Current
Manager
PepsiCo
01.2023 - 08.2024
Associate Manager
PepsiCo
08.2021 - 12.2022
Senior Financial Analyst
Deloitte USI
08.2019 - 08.2021
Process Specialist
Cognizant
01.2019 - 07.2019
Financial Analyst
Reliance Jio
01.2017 - 12.2018
Assistant Manager
Televisory India
01.2016 - 09.2016
Manager (Finance & Accounts)
GARMEF Exports
09.2014 - 12.2015
CA Inter (IPCC) - undefined
ICAI
B.Com. - undefined
University of Rajasthan
PGDFM - Financial Management
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