Sohan Joshi

Strategic Finance & Leadership Support

• Partnered directly with the CEO, CSO, and Business Unit Heads to define strategic targets, build business P&Ls (~₹400 Cr), and drive data-backed decision-making across growth and cost optimization initiatives.
• Spearheaded the Annual Operating Plan (AOP) process, improving forecast accuracy by 5% and reducing cycle time from 5 to 4 months, accelerating leadership reviews by ~20%.
• Led revenue forecasting and variance analysis, identifying key business drivers and providing actionable insights to leadership on P&L impacts, achievement tracking, and revenue trends.
• Prepared Board & CXO presentations (for ~10 board members) with detailed EBITDA bridges and business performance dashboards, simplifying complex financial data into clear strategic insights.

Cost Optimization & Process Efficiency

• Conducted a company-wide cost analysis, identifying inefficiencies and implementing process improvements that delivered ₹660 Mn in savings and improved bottom-line performance.
• Led a feasibility study for office consolidation, resulting in a 20% reduction in fixed costs through location optimization and vendor renegotiation.
• Managed PLVP and incentive calculations for 600+ employees, ensuring accuracy and timely payouts while improving transparency in financial operations.

Automation & Analytics

• Designed and deployed enterprise-wide dashboards using Excel Power Query and automation tools, cutting leadership review time from 6 hours to 10 minutes, saving ~₹20L annually.
• Built consolidated P&L and cash flow dashboards for cross-functional teams, improving financial visibility and enabling faster decision-making.
• Applied expertise in financial modeling, scenario analysis, and cost-benefit assessment to guide strategic initiatives and strengthen financial governance.

• Assisted the Vice President of Wealth Management in supporting the acquisition and servicing of high-net-worth individuals (HNWIs), contributing to the expansion of the client base.
• Gained hands-on experience in portfolio construction, risk profiling, and asset allocation, with a focus on equity markets, mutual funds, and alternative investments.
• Conducted market research, and assisted in preparing investment proposals and wealth plans, enhancing client engagement and retention strategies.

• Participated in more than 10 on field activities over a span of 2 months that resulted in closing deals with 52 clients.
• Carried out operations of cold calling and promotions with more than 100 calls per day.
• Brought in close to 10 stable clients every month apart from field activities that resulted in increased sales by 4% for the region.