SRI LAKSHMI V
BANGALORE
Summary
A Finance Team Lead with a track record spanning Financial Accounting & Reporting, Planning & Analysis, Budgeting, and Auditing. Proficient in navigating diverse business phases, from startups to established financial management. Demonstrating a keen sense of professional judgment in information disclosure for Financial Reporting. Proven skills in designing and implementing Internal Controls, coupled with a meticulous review process. Versatile in Payroll Processing, General Accounting, and optimizing cash flows in a cost-effective manner, including the preparation of Financial Budgets. Recognized as an efficient team member and effective team leader, contributing to collaborative and high-performing work environments. Active involvement in a Financial Transformation project underscores a commitment to staying at the forefront of industry advancement.
Overview
16
16
years of professional experience
Work History
Senior RTR Finance Operations Specialist
Unilever Industries Private Limited
Bangalore
07.2023 - Current
- Led site/region finance execution for North American intercompany operations, aligning with manufacturing finance strategy and ensuring accurate pacing, planning, and period-end closing.
- Owned P&L and balance sheet deliverables, including cost accounting, product fulfillment reconciliations, and COGS bookings; ensured compliance with standard costing, inventory controls (PI, revaluations, variances), and functional cost allocations.
- Oversaw treasury and banking activities including bank reconciliations, suspense account management, open item clearing, and coordination with Central Treasury for liquidity and cash flow optimization.
- Played a key role in statutory, internal, and cost audit preparation by supporting documentation, resolving GCAD/CDR queries, and ensuring end-to-end controllership compliance.
- Delivered quarterly and year-end cash flow statements and financial presentations for Country leadership, influencing financial decisions and supporting board-level reporting.
- Managed the annual Mixhold dividend payout process as Treasury OC, partnering with Central Treasury, Country teams, and 3PSPs to ensure timely execution and policy adherence.
- Supported corporate initiatives on manufacturing footprint localization and regulatory compliance, including preparation of data for board reviews and contribution to implementation of approved government incentive claims.
- Drove collaboration with COEs to gather and analyze business segment data, identifying value creation and cost efficiency opportunities.
- Engaged in strategic, cross-functional projects to enhance finance operations, process excellence, and system implementations (SAP, R2R), ensuring scalability and governance.
- Influenced financial policy development and operational guidelines across intercompany and treasury functions; acted as a bridge between operations, finance leadership, and external service providers (IBM, Capgemini, Genpact).
Lead Financial Accounting
Tesco Bengaluru
Bangalore
08.2016 - 06.2023
- Orchestrated the annual planning cycle, overseeing Budgeting and Forecasting, and conducted monthly reviews for cost lines, including P&L statements, Cash flow, and Working Capital.
- Engineered a robust Financial Model for forecasting, consolidation, and analysis, resulting in an impressive forecast accuracy surge from 85% to 95%.
- Implemented streamlined processes, yielding an annual saving of 450-man hours (equivalent to nearly Rs. 4 lakhs), demonstrating efficiency and cost-effectiveness.
- Analyzed the market forces, customer behavior, and channel mix shift post-COVID, assessing impacts on sales and Customer Loyalty programs.
- Successfully implemented IFRS 15 and enhanced the forecasting financial model, incorporating Fair Value considerations for issuances and redemptions.
- Collaborated with international stakeholders, restructuring end-to-end processes to ensure flawless reporting, including accruals, prepayments, and Purchase Order-related issues.
- Led key organizational initiatives, such as the CSR committee, Every Voice Matters, Fun Events, and Sports activities, contributing to overall organizational well-being.
- Managed General Ledger activities and executed period-close procedures with precision.
- Directed revenue generation processes and prepared detailed invoices for diverse streams.
- Prepared, analyzed, and presented comprehensive Cost and Overheads reports for the Executive Director's team.
- Effectively communicated financial analyses and reports with Heads of Departments and Directors.
- Identified issues, conducted thorough analyses, and provided effective solutions, consistently exceeding set goals through prioritization and a strong work ethic.
Finance Executive
ARS Traffic & Transport Technology Private Limited
Pune
01.2013 - 06.2014
- Spearheaded Finance & Administration for the newly established branch in Pune, overseeing 40 employees.
- Independently managed Finance, Payroll, and Administration functions, establishing comprehensive financial policies and procedures.
- Provided crucial support to Project Managers in project budgeting, break-even analysis, and decision-making for project proposals.
- Conducted regular site visits to ensure accurate stock verification.
- Orchestrated the preparation of Manpower costing and conducted Full-Time Equivalent (FTE) Analysis for the startup branch.
- Collaborated with auditors to conduct Internal Audits, ensuring compliance and transparency.
Article Assistant
Ramesh Babu Associates
Chennai
02.2009 - 08.2012
- Conducted audits and financial analysis in diverse sectors, including Manufacturing Companies, Stock & Trading Companies, Construction Companies, and Non-Profit Organizations.
- Prepared comprehensive financial statements, including Receipts & Payments, Income & Expenditure, and Balance Sheet for Non-Profit Organizations.
- Assisted clients in formulating and implementing Internal Controls to enhance operational efficiency.
- Generated Quarterly reports and Analysis Statements for Trial Balance, Profit & Loss, and Balance Sheet.
- Managed the Fixed Asset Register and scrutinized Inventory-related entries for accuracy and compliance.
- Reviewed and addressed issues related to tax conventions and treaties, ensuring adherence to legal and regulatory standards.
- Demonstrated expertise in handling Service Tax, VAT & CST, and Income Tax matters, contributing to effective financial management and compliance.
Education
CA Intermediate -
Institute of Chartered Accountants of India
01-2012
Bachelor of Commerce -
University of Madras
01-2011
CA Finals -
Institute of Chartered Accountants of India
Skills
- MS Word - Experienced
- MS Excel - Experienced
- SAP - Beginner
- I-Finance - Beginner
- Oracle Fusion - Experienced
- Tableau - Beginner
- Power BI - Beginner
- Tally ERP - Experienced
Accomplishments
- CI Certified & recognized as Lean Associate.
- Spotlight award winner for 3 consecutive years.
- Rated as Outstanding performer for 2 consecutive years.
- Been a noted navigator during Financial transformation project.
- Credited for preparing the Books of Accounts and Financial Statements (Trial Balance, Profit & Loss Account, Balance Sheet) under Ind GAAP for a Construction Company for prior 2 Financial years to ensure compliance.
- Managed the Finance, Costing & Administration for a Startup Branch in Pune. Co-ordinated with the Head Office for establishing the policies, procedures, and other strategies for efficient operation of the Branch
Timeline
Senior RTR Finance Operations Specialist
Unilever Industries Private Limited
07.2023 - Current
Lead Financial Accounting
Tesco Bengaluru
08.2016 - 06.2023
Finance Executive
ARS Traffic & Transport Technology Private Limited
01.2013 - 06.2014
Article Assistant
Ramesh Babu Associates
02.2009 - 08.2012
CA Intermediate -
Institute of Chartered Accountants of India
Bachelor of Commerce -
University of Madras
CA Finals -
Institute of Chartered Accountants of India
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