Shilpa L
consultant
Bengaluru,KA
Summary
Dynamic consultant with KPMG Global Services, specializing in financial analysis and KPI benchmarking. Achieved 85% efficiency improvements through Power BI dashboards and automated workflows using Alteryx. Proven problem-solver and effective communicator, driving strategic insights and operational excellence across diverse projects. Committed to fostering a growth mindset within teams.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Consultant
KPMG Global Services
10.2017 - 03.2025
- Financial Statement Review & KPI Benchmarking: Conducted thorough reviews and analyses of normalized financial statements to ensure data accuracy and reliability, in order to create benchmarkable Key Performance Indicators (KPIs)
- Data-Driven Insights & Strategic Analysis: Delivered tailored analytical solutions across diverse workstreams including M&A, financial benchmarking, and opportunity analysis. Created interactive Power BI dashboards, driving efficiency improvements of over 85% in reporting and analysis workflows.
- M&A & Working Capital Optimization: Assessed potential M&A targets by comparing their financial KPIs against industry peers to identify strategic fit and value creation opportunities.
- Generated actionable insights on revenue management and working capital efficiency using KPMG's proprietary database and Opportunity Value Tool.
- Research & Data Integration: Conducted in-depth industry research and market analysis to support strategy and consulting teams in identifying new business development avenues. Developed industry-specific analytical frameworks by leveraging public filings and integrating data from Capital IQ. Focused on extracting and analyzing key metrics and KPIs to support financial modeling and strategic planning.
- Client & Stakeholder Engagement: Acted as the primary liaison for UK-based Financial Due Diligence (FDD) and corporate finance valuation teams in report harvesting
- Testing: Participated in testing and provided user feedback for the Benchmarking Plus Tool and Direct User Access platform enhancements.
- Management Reporting: Designed and implemented Power BI dashboards for executive reporting, such as Globalization Report, Benchmarking service request dashboard and policy dashboard
- Automation: Automated data workflows using Alteryx, achieving an 80% reduction in manual effort and 88% faster processing times.
- Developed Power BI dashboards to enable the team to quickly access historical financial reports through a streamlined single-page interface
- Operational leadership: Led training and mentorship initiatives for over 15 team members, ensuring process consistency and capability building across the team.
- Facilitating bi-weekly knowledge sharing sessions and proactively addressing team knowledge gaps or inconsistencies through targeted research and validation with the leadership team
Associate Consultant
KPMG Global Services
10.2015 - 09.2017
- Analyzed and summarized financial data in various scenarios, including financial due diligence, carve-out integrations, and separation, leveraging key quantitative metrics.
- Collected KPIs from over 500 reports, standardizing trial balance data to generate financial, operational, industry-specific valuation, transaction-related, and functional KPIs with 99% accuracy.
- Co-ordinated with stakeholders across US, UK, Spain and Netherlands ensuring timely report collection with zero omissions
Analyst
KPMG
Bengaluru
07.2012 - 09.2015
- Compiled accurate reports on US operations and sanitized data for reliability.
- Collected high-level KPI metrics from financial statements to support strategic decision-making.
Analyst
Deutsche Bank Overseas India
05.2011 - 07.2012
- Do service for all the Non-agented and Trading deals in loans
- Technical - Application knowledge on MS Office, LS2, Lotus Notes.
- Responsibility for servicing deals & processing of Loan Repricing's (Renewal), Interest payments, principal payment, fee payment in LS2 application for the same.
- Responsible for processing Manual Cash Flow, Fund flow & MGL's for Nostro Movement of funds to inter branches & sending out the funds for agent banks and lender's
- To do follow-up with the agent banks for any discrepancies on lender shares, missing trades, missing notices/funds.
- Responsible for preparation of daily past due/WIP report
- Handling and servicing inbound calls from banking customers on business related queries.
- Trained the new joiners
Education
Executive General management programme -
Indian Institute of Management
Bangalore08.2022
Bachelor of commerce - Computer Science
Kristu Jayanti College
Bangalore05-2011
Skills
- Microsoft Excel and Alteryx
- Data visualization with Power BI
- SQL database management
- Problem-solving strategies
- Conflict resolution techniques
- Growth mindset development
- Time management skills
Certification
Microsoft certified: Power BI Data Analyst associate
Timeline
Consultant
KPMG Global Services
10.2017 - 03.2025
Associate Consultant
KPMG Global Services
10.2015 - 09.2017
Analyst
KPMG
07.2012 - 09.2015
Analyst
Deutsche Bank Overseas India
05.2011 - 07.2012
Executive General management programme -
Indian Institute of Management
Bachelor of commerce - Computer Science
Kristu Jayanti College