Summary
Overview
Work History
Education
Skills
Languages
Software Proficiency
Certification
Visa
Timeline
Generic
Shreya Sachin Patil

Shreya Sachin Patil

Thane

Summary

Total Experience: 17 years: Strong experience of 14 years in FP&A role. Strategic and results-driven finance professional with over 14 years of experience in Financial Planning & Analysis (FP&A), business partnering, and commercial finance leadership. Proven expertise in budgeting, forecasting, performance management, and driving financial insights to support executive decision-making. Skilled in leading high-performing teams, enhancing financial processes, and partnering with cross-functional stakeholders across regional and global markets. Strong track record in driving operational efficiency, supporting business growth, and leading through transformation and transition periods.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Manager- Central Forecasting Team- FP&A

General Mills
03.2022 - Current
  • Client Service Management
  • Manage team that owns Financial forecasting, reporting & Peak support for the GEMS business unit, Partner with Heads of finance in each cluster to deliver required results
  • Actively develop team to build best-in-class, trusted partnerships with finance and business stakeholders
  • Point of contact for Business Finance teams & some key stakeholders for all in-scope activities. Partner with Heads of finance in each cluster to deliver required results
  • Submission of Financial Forecast, PEAK support, Reporting & Analysis, ad-hoc stakeholder support with resolution of any issues in a timely manner and always ensuring compliance with the relevant internal controls
  • Discussion of results and performance with Stakeholders
  • Deliver on established service level targets and metrics
  • Planning and execution of business continuity
  • Create an environment of continuous improvement in order to simplify or automate work
  • Provides work direction and support to team; establishes daily priorities; monitors progress against team goals
  • Employee Development
  • Building SMEs
  • Performance Management for Team members (Objective setting, PA, Mid-year, IDP)
  • Cross training to always ensure adequate backup coverage for all activities
  • Recruit new team members as per requirement
  • Strategic Support
  • Ongoing support to senior management with financial insights to assist in decision making
  • Ability to recommend and influence changes to process/ procedures, by providing scalable solutions
  • Work through people and process to accomplish superlative results
  • Articulate and comprehensive presentation to audience
  • Develop & drive a lens of continuous improvement for the project, process and larger teams

Team Lead- General Accounting & FP&A

Willis Towers Watson
11.2015 - 03.2022
  • Monthly Revenue, Expenses and Salaries reporting
  • Variance analysis, Growth calculators, management decks and dashboards
  • Monthly forecast and support for budget process
  • Overall team management resource allocation, process transitions and stakeholder management
  • Implement & Drive initiatives with Business Heads to achieve efficiencies and process automation
  • Intercompany reconciliations
  • Legal Entity Accounting, Review of monthly financial statements and support books closure
  • Maintain timely updated SOP documentations
  • Technical Lead -International Finance Control, Intercompany management & Management Reporting
  • Resolution of key breaks in a timely manner in financial statements and working with all business units/ countries across.
  • Review and Analysis Accounts Receivable Templates
  • Preparing monthly & quarterly Global Intercompany Matrix Reporting and Providing financial support to business function
  • Ensure that all Countries submit various MIS reports, Cash Flows, CFO Certificates and also present reports to UK counterparts as per Group Specific Timelines
  • Monthly Revenue, Salary and Expenses Reporting and data reconciliation, Variance analysis and financial reporting
  • Preparation of MI packs and Dashboard reports
  • Reporting of Budgets and Forecasts and Financial Planning
  • Oracle updation of budgets and financial statements reporting

Manager –Finance & Commercial - MIS

Aditya Birla Group – Pantaloons Fashion and Retail Ltd
09.2013 - 03.2014
  • Finance, Monthly reporting and Planning:
  • Monthly MIS- Detailed OPEX analysis, KPI monitoring and performance tracking
  • Simulate the budget basis historical trends
  • Active participation in preparing forecasts and budgets
  • Management presentations, Audit committee presentations, MI dashboards
  • SOP documentation

Manager –Finance- CVBU Business Planning

TATA Motors Ltd
05.2008 - 06.2013
  • Annual Budgets and Financial Plans, co-ordinate with multiple functions and uploading all budgets in Hyperion
  • Monthly and Quarterly Management Reporting
  • Expense variance analysis
  • Inventory analysis and aging reporting
  • Contribution analysis
  • MIS reporting
  • Management presentations and dashboard reporting

Industrial Trainee

Reliance Communications Ltd.
05.2007 - 05.2008
  • Centralized payments & Domestic vendor’s payment processing
  • MIS reports generation

Article Trainee

Mahajan & Aibara
04.2005 - 05.2007
  • Internal Audits, Process controls review, risks metrics, resolutions and documentations, preparation of DFD’s & process flows.
  • SOX AUDIT (Testing, Documentation, Risk Assessment, Process Review)
  • Legal Compliance reporting

Education

MCom-I -

S.K. Somaiya College
01.2006

TY BCom -

R.A. Podar College of Commerce & Economics
01.2005

H.S.C. -

R.A. Podar College of Commerce & Economics
01.2002

S.S.C. -

IES Chandrakant Patkar Vidyalaya
01.2000

PE–I -

Institute of Chartered Accountants of India

PE-II -

Institute of Chartered Accountants of India

CA- Final -

Institute of Chartered Accountants of India

Skills

  • Team management
  • Leadership Skills
  • Operational efficiency initiatives
  • Forecast, Budget and Financial Analysis
  • MIS and monthly closure
  • Management presentations and Dashboards
  • Quality assessment and Risk framework implementation
  • Work transition
  • Stakeholder management and Client Service delivery

Languages

English, Hindi, Marathi

Software Proficiency

MS Office, Tally, SAP (FICO Module), Hyperion Planning Plus, PeopleSoft Accounting System, Oracle (for reporting)

Certification

  • Operational Development Programme by ILM institute (UK)
  • Six Sigma- Green Belt (Var Sigma)

Visa

US (10 years) Valid till Jul 2035

Timeline

Manager- Central Forecasting Team- FP&A

General Mills
03.2022 - Current

Team Lead- General Accounting & FP&A

Willis Towers Watson
11.2015 - 03.2022

Manager –Finance & Commercial - MIS

Aditya Birla Group – Pantaloons Fashion and Retail Ltd
09.2013 - 03.2014

Manager –Finance- CVBU Business Planning

TATA Motors Ltd
05.2008 - 06.2013

Industrial Trainee

Reliance Communications Ltd.
05.2007 - 05.2008

Article Trainee

Mahajan & Aibara
04.2005 - 05.2007

MCom-I -

S.K. Somaiya College

TY BCom -

R.A. Podar College of Commerce & Economics

H.S.C. -

R.A. Podar College of Commerce & Economics

S.S.C. -

IES Chandrakant Patkar Vidyalaya

PE–I -

Institute of Chartered Accountants of India

PE-II -

Institute of Chartered Accountants of India

CA- Final -

Institute of Chartered Accountants of India

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Shreya Sachin Patil