SAGAR SHAH
I Am A Results-driven Finance Business Partner And FP&A Professional With Extensive Experience In Driving Financial Performance, Enabling Strategic Decision-making, And Strengthening Financial Governance Across Global Portfolios. With End-to-end Ownership Of Financial Planning, Forecasting, Project Finance, And P&L Management. My Core Strength Lies In Partnering With Business And Executive Leadership To Translate Financial Data Into Meaningful Insights That Improve Profitability, Optimize Costs, And Support Sustainable Growth.
Mumbai
Summary
Financial Planning & Analysis professional with expertise in budgeting, forecasting, variance analysis, financial reporting, and business performance evaluation. Adept at transforming complex financial data into actionable insights that support strategic decision-making and cost optimization initiatives.
Overview
26
26
years of professional experience
Work History
Financial Analyst
Kyndryl Solutions Pvt Ltd
08.2011 - Current
- Involvement in financial forecasting and project finance for 20 accounts, which include Indian and international organizations.
- Involved in yearly and quarterly forecasting activities for the account based on elemental pillars like labor, vendor, software, and depreciation.
- The forecast process involves collaboration with the Sales, Pricing, Marketing, and Delivery teams, along with inputs from the Management team.
- Create and submit a forecast for all accounts, and streamline the process to maintain gross profit margins per the SLA for projects.
- End-to-end responsibility for the Cadence Pack involves a weekly presentation of quarterly financial performance and outlook to the senior zonal leadership team, along with commentaries on variances for the respective scenarios and time periods.
- Responsible for revenue, as well as expense recognition, to the P&L, along with balance sheet deferrals.
- Review and control of labor costs. Approval of new resources in line with the cost case or the approved business case. Monthly review of the labor clocking report to ensure that no excess clocking takes place in the account.
- Take responsibility for the month-end closing of the account. Ensure accurate, timely posting of entries and circulation of accurate to-go numbers by the team.
- Entering capex requirements, and ensuring timely release of capital.
- Responsible for financial closure on renewals, expiry, and termination of the accounts in lieu of hardware and software asset transfer, closure of open POs, project IDs, and calculation of termination charges based on the relevant clauses mentioned in the contract.
- Take care of the control requirements of the account. Review the approved Finance processes from time to time to ensure that the actual is in line, and suggest changes if required. Submit the action plan for the APBC recommendation, and get to the stage of audit readiness.
- For a brief period of 1.5 years, I have handled pricing for the APAC region (Singapore, Thailand, and Malaysia).
- Working with sales teams to understand complex offerings, technology, services, and product needs of customers, and to develop complex deal pricing.
- Review contracts and provide advice on T&Cs, and financial requirements.
- Perform margin and financial analysis that measure product profitability, and support business initiatives.
- Secure financial approvals from the respective brands for client proposal submission.
- Ensure the company’s inflation and cost rates are up to date by liaising with the other finance department.
- Ensure compliance and auditability are maintained in all bids.
- Provide pricing analysis for management and clients.
- Validate sales quotations for accuracy and profitability.
- Prepare multi-year cost and pricing models that may include labor, materials, subcontracts, travel, and other related costs.
- Explore opportunities to optimize sales and profitability through pricing strategies.
Assistant Manager Finance
Brand Marketing India
04.2010 - 08.2011
- Budgeting & forecasting
- Analysis of the financials
- Quality Management reporting and analysis.
- Monthly Franchisee reconciliations
- Account Receivable management of franchisee & ensure timely receipts as per daily sales
- Handling month end activities.
- Insurance management of company & stores
Sr. Exec. MIS
ETC Networks
12.2008 - 03.2010
- Preparation of Budget
- Variance analysis
- Business Modelling
- Analysis, monitoring and finding ways to control all costs
- Revenue analysis
Sr. Officer Finance
Ajanta Pharma Ltd
09.2006 - 12.2008
- Liasoning with Banks for sanction of term loans
- Preparing and analysing Project reports with Business modelling
- Evaluating new Business opportunities by analysing various aspects
- Analysing expenses of the company fortnightly
- Handling SEZ related activities, from filing application, liasoning with various consultants, agencies and government departments
Executive MIS
The Rose International
01.2005 - 09.2006
- Preparing budgets of the company annually
- Actively participating in generating monthly forecast for the organisation
- Analysing expenses of the company fortnightly and generating variance reports
- Preparing monthly P&L
- Maintaining Cash flow and MIS on monthly basis
- Maintaining Stock register reconciliation
- Maintaining Sales report on fortnightly basis as per management requirements
Sales Tax Consultant
Datamatics Ltd
08.2000 - 12.2001
- Handling matters related to Sales Tax, Service tax and Lease Tax
- Filing monthly and yearly sales tax, Service tax and Lead tax returns.
Education
MBA - Finance
GS College of Commerce And Economics
Nagpur 04.2001 -
Bachelor of Commerce -
SIES Colleges of Commerce and Economics
Mumbai01-2000
Skills
Financial statement analysis
Financial management
Comparative analysis
Preparing budgets
Variance analysis
Budgetary planning
Forecasting trends
Expense and revenue analysis
Personal Information
Date of Birth: 1980-04-11
Timeline
Financial Analyst
Kyndryl Solutions Pvt Ltd
08.2011 - Current
Assistant Manager Finance
Brand Marketing India
04.2010 - 08.2011
Sr. Exec. MIS
ETC Networks
12.2008 - 03.2010
Sr. Officer Finance
Ajanta Pharma Ltd
09.2006 - 12.2008
Executive MIS
The Rose International
01.2005 - 09.2006
MBA - Finance
GS College of Commerce And Economics
04.2001 -
Sales Tax Consultant
Datamatics Ltd
08.2000 - 12.2001
Bachelor of Commerce -
SIES Colleges of Commerce and Economics