Shalini Karn
New Delhi
Summary
Dynamic FP&A Professional with strong expertise in financial planning , budgeting , forecasting and analytical reporting . Proven ability to conduct detailed variance analysis and deliver actionable insights that support strategic decision making . Skilled in collaborating with cross-functional teams to enhance financial performance and drive business results . Seeking to contribute analytical strength and value to a forward-thinking organization.
Overview
9
9
years of professional experience
Work History
Finance Process & Operations Analyst
ACCENTURE SOLUTION PVT LTD
Gurugram
07.2022 - 11.2025
- Supported the FP&A function in annual budgeting, monthly forecasting and long-term financial Planning while ensuring alignment with corporate objectives and validating key business assumptions with cross-functional teams.
- Conducted detailed variance analysis to identify key performance drivers and trends, providing insight to management for informed decision-making.
- Designed and implemented standardized reporting templates that improved accuracy and reduced monthly report preparation time by 80%.
- Conducted Monthly calls involving subject matter experts from each country to discuss report-related matters.
- Organized weekly team engagement activities to strengthen collaboration, build team culture and support a positive work environment.
- Supported month-end close activities by preparing accurate financial reports and key estimates files, contributing to improved reporting quality and reduced error rates.
- Developed comprehensive desktop procedure for FP&A clients, providing clear guidelines and step by step instructions to streamline the report generation process and enhance efficiency.
Financial Analyst
WIPRO
Gurugram
07.2020 - 07.2022
- Analyzing and Filing data of different country's shareholdings on the Bloomberg Portal.
- Updating the Portfolios of AMC's operating across the globe on Bloomberg terminal using annually, semi-annually, quarterly, monthly reports, factsheet and other regulatory reports.
- Analyzing annually, semi-annually, monthly reports and daily ETFs of worldwide organizations to scratch the holdings of particular fund.
- Updating the Security Price along with various types of corporate action with its impact on price which includes stock split, spin off, bonus issues, stock dividend, refinance and retired securities.
- Analysis of investments in various credit assets like Municipal Bonds, Corporate Bonds, Sovereign Bonds, CLO & others.
- Updating the information with the help of Bloomberg Application MFMH (Mutual Fund Monthly Holdings) by applying various logic checks (HP, PTT & PHDC).
- Communicate with client in case of any discrepancy because quality is utmost important for these mutual funds as it affect their NAV.
- Maintaining the desired Output with high quality standards and meeting KPI targets.
- Training the new joiners in the team and also assessing the analyst in term of any guidance.
Client Account Officer
Indusind Bank
New Delhi
07.2018 - 10.2019
- Verify the promoters track record & ascertaining their credit worthiness.
- Analysis of the financial statements of the prospective customer to identify the short and long term solvency & liquidity position.
Relationship Manager
HDFC BANK LTD
New Delhi
12.2016 - 11.2018
- Assessing and meeting the financial needs of various individuals and business Customers.
- Focused on applying Knowledge of financial products and investment package offers to existing and new customers.
Education
Financial Modelling And Valuation -
IB INSTITUTE
NEW DELHI05.2020
MBA -
ICFAI BUSINESS SCHOOL
BANGALORE05.2016
B.COM -
Janki Devi Memorial College
05.2013
Skills
- Advance Microsoft Excel
- BPC
- SAP
- Oracle EPM
- Financial Reporting
- Financial Analysis
- Process Training
- Data Handling
- Microsoft Word and Powerpoint
- Documentation and Reporting
- Forecasting
- Variance Analysis
Accomplishments
- Team Player Award Received From HDFC Bank
- Excellence Award At Wipro
- Star of Business Award At Accenture
Languages
- Hindi
- English
- Hindi
Timeline
Finance Process & Operations Analyst
ACCENTURE SOLUTION PVT LTD
07.2022 - 11.2025
Financial Analyst
WIPRO
07.2020 - 07.2022
Client Account Officer
Indusind Bank
07.2018 - 10.2019
Relationship Manager
HDFC BANK LTD
12.2016 - 11.2018
Financial Modelling And Valuation -
IB INSTITUTE
MBA -
ICFAI BUSINESS SCHOOL
B.COM -
Janki Devi Memorial College