Shilpa Menon
Bangalore
Summary
Results-driven financial professional with 9+ years of expertise in Financial and Client Reporting, Planning and Forecasting, Business Operations, Analytics, and Financial Modelling. Skilled in process re-engineering, automation, and standardization to optimize efficiency. Proven ability to identify problems and provide workable solutions to streamline operations. Strong team player with excellent communication and leadership skills.
Overview
10
10
years of professional experience
Work History
Assistant Manager, Client Intelligence Reporting
Deloitte Support Services India Private Limited
Bangalore
08.2019 - Current
- Indian Program leader for the global Client Intelligence (CI) group, responsible for ensuring complete and accurate engagement and opportunity data is collected and reported to stakeholders from all Deloitte member firms.
- Responsible for managing a team of 10, charged with program data governance and quality, directing data analytics, and reporting for firm leaders to facilitate data-driven business decisions and market strategy.
- Lead the technology implementation for a global Client Intelligence Reporting (CIR) tool, which is a dynamic, interactive set of dashboards and on-demand tools utilizing Qlik Sense, Tableau, and Power BI reporting tools with SQL support for multiple user personas, with security based on role assignment.
- Led the Global Finance response to member firms in financial distress, including deep dive reviews of all financial and operational performance, developing action plans for financial remediation, and defining business requirements for loan negotiations and financial grant provisions.
- Responsible for the support and execution of Deloitte's global strategic client portfolio and related programs in alignment with business objectives, which includes meeting with key stakeholders to build relationships, understand internal clients' needs, assess client satisfaction, identify development areas, resolve stakeholder differences, and ensure alignment of strategic client goals across multiple industries and offerings.
- Drive consistent improvement of management capabilities, team delivery tracking, and career development activities to address performance requirements while successfully delivering on-time results and information.
- Monitor and analyze financial and operational data trends for under-performing clients. Engage with global leadership, partners, and engagement teams to develop and maintain organizational strategies, operational efficiencies, and proposals for improving profitability year over year.
- Identify and implement strategic priorities to grow global network revenue and earnings, including an initiative to increase the use of global delivery centers.
- Assess the financial risk of each member firm's bi-annual financial conditions assessment, including the collection, review, and comparison of the balance sheet, P&L statement, and KPIs. Communicated results of the review to each member firm CFO and finance leadership team, specifying any remediation actions necessary to improve financial condition.
- Lead ad hoc financial analysis, business planning, and consulting to support global finance leadership, with projects including benchmarking analysis to support member firm planning, an analysis to identify efficient metric targets to increase global gross and net margins, and negotiating with member firms to improve revenue and metric reporting to meet global standards.
- Engage with multi-level and location diverse stakeholder groups, providing a clear view into global cross-border clients, identifying strategy to improve the global data governance and quality process, and engaging to meet both regulatory and internal reporting needs.
- Worked with the Global Pricing Solutions team (GPS Tool) to update the labor cost rates globally and also prepare reports on impact analysis, GSM trends.
- Automated deliverables and improved processes using tools such as Qlik Sense, Tableau, PowerBi, and Advanced Excel.
- Developed expertise in Deloitte Global reporting tools and systems, including SAP Hana, Jupiter, SWIFT, Mercury, and CIR.
Market Research Analyst
Ernst & Young (EY)
02.2018 - 08.2019
- Implement global Account Management Center of Expertise (CoE) strategy, methodology, and processes at Onshore Support.
- Prompt updating of Relationship Mapping and BD Manager Information.
- Equipping the Account Team with relevant financial data and performance metrics on an ongoing basis.
- Preparation of Dashboards and Decks using Company Annual Reports and other External Sources.
- Monitoring industry changes, trends, and other market developments.
- Trend and Pipeline Analysis to provide Go-To-Market information for the BD Team.
- Research on Financial Reports and Annual Reports to ensure the credibility of a potential engagement.
- Maintaining relationship mappings based on the changing cycle of the top management.
- Background research and data collection on assigned accounts, which have qualified for an engagement.
- Identifying potential opportunities and maintaining a database regarding the same.
- Consolidating and reporting the deal value for an engagement.
- Monitoring the sales pipeline to ensure the revenue target is being met, maintaining and updating the database for an account.
- Handle various projects of onshore BD team on different initiatives for the region, including enhancing sales management, knowledge management, account communications, and client experience program.
- Managing high-growth accounts and providing actionable insights through various reports, and helping focus on areas that are of strategic importance.
- Setting KPIs and providing business performance reports, sales and pipeline dashboards, revenue analysis, win & loss analysis, and other ad-hoc deliverables.
- Coordinating with PPMDs, Account Managers, and Business heads on a frequent basis for revenue planning and the business development process.
- Background research and data collection on assigned accounts, which have qualified for an engagement through various sources like BoardEx, D&B Hoovers, Factiva, LinkedIn, Bloomberg, One Source, Sales Navigator, and Company Infogator.
- Assist account teams through various processes and financial analysis reports, such as the Account Summary Report, Revenue Planning, Sales and Pipeline report, and New Budget Development, etc.
- Collate relevant client information from publicly available databases and communicate to team via newsletters and reports.
- Identifying potential opportunities and maintaining a database regarding the same.
Audit Associate 2
KPMG
06.2014 - 01.2018
- Assist in obtaining all necessary audit working papers and documentation, including researching and documenting facts and findings.
- Responsible for budgeting, forecasting, and latest estimates for revenues.
- Managing and coordinating the business's weekly operational forecasting process and annual budgeting process.
- Monthly/Quarterly Business Update: A monthly/quarterly rhythm of the Business meeting to review both financial and key performance indicators across all business and services groups.
- Identifying and communicating accounting and auditing matters to managers and partners.
- Verifying the accuracy and consistency of financial statements of different companies.
- Synchronizing the pre-Publish reports and post-publish reports and notifying the changes.
- To identify and communicate engagement issues, as well as engagement progress, in a timely and organized manner.
Education
Executive general Management program -
IIM- Calcutta
01.2024
MBA Finance -
Symbiosis Centre for Distant Learning
01.2018
B.Com. -
MG University
01.2014
Skills
- Financial Data Analysis
- Planning
- Strategic Financial Forecasting
- Analytical Reporting
- Research-Driven Analysis
- Process and System Improvements
- Business Relationship Management
- Stakeholder Management
- People and Project/Program management
- Streamlining Report Effectiveness
- Leadership Consultation Expertise
- Interactive Dashboard Design
- Data Modeling
- Data Quality Management
Accomplishments
- Automation of global reports – Automated the global standard reports from manual excel based dashboards to Qlik dashboards, and worked closely with the IT team in designing various views (Month only, YTD, Full year) summaries and detailed views, resulting in saving of lot of manual efforts and hours.
- Has been awarded Spot Award, Applause and Above and Beyond awards.
- Has been awarded “Client Excellence Award” for serving the client with best quality and standard.
Disclaimer
I hereby declare that the above particulars furnished by me are true to the best of my knowledge and belief.
Timeline
Assistant Manager, Client Intelligence Reporting
Deloitte Support Services India Private Limited
08.2019 - Current
Market Research Analyst
Ernst & Young (EY)
02.2018 - 08.2019
Audit Associate 2
KPMG
06.2014 - 01.2018
Executive general Management program -
IIM- Calcutta
MBA Finance -
Symbiosis Centre for Distant Learning
B.Com. -
MG University
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