Sruti Ghosh
Process Manager (AVP) FP&A
Bangalore
Summary
Results-driven Chartered Accountant (CA) and FP&A professional with 7 years of experience in financial planning, budgeting, forecasting, and strategic decision-making. Proven ability to work with cross-functional teams, streamline financial processes, and drive data-driven decision-making. Skilled in collaborating with business leaders and stakeholders, ensuring alignment of financial strategies with business goals.
Overview
7
7
years of professional experience
Work History
Lead Analyst,Promoted to Process Manager(AVP)FP&A
First Citizens India
04.2022 - Current
- Own one of the initial two Group Financial Officer ( GFO) roles which were transitioned to India from US.
- Collaborate with business partners for financial planning, forecasting, and reporting processes, provide key insights to senior leadership for the India Center.
- Manage budgets, identify cost-saving opportunities while understanding stakeholder requirements and catering to their needs.
- Manage variance analysis and provide actionable insights on expense trends.
- Conduct in-depth financial analysis, scenario planning, and cost optimization strategies.
- Drive process improvements and automation to enhance efficiency and reduce reporting time.
- Work closely with accounting teams to ensure accurate month-end and year-end closing processes.
Junior Controller FP&A
Credit Suisse India
03.2020 - 04.2022
- Supported in preparation and finalization of occupancy budget, in collaboration with regional controllers.
- Prepared and loaded monthly occupancy forecast data and reported variance analysis of the same with reference to budget and actuals.
- Quarterly reviewed and analyzed the Swiss facilities portfolio by collaborating with multiple facility managers and fixed assets team for signs of impairment triggering events.
- Worked closely with onshore controllers for transitioning activities from Switzerland to India.
Analyst, Promoted to Senior Analyst
Credit Suisse India
04.2018 - 03.2020
- Independently handled accounting of occupancy expenses for Swiss Region.
- Scope included cost allocations, front office allocations and settlements, invoice processing, accruals accounting, variance analysis, support with financial planning.
- Automated/enhanced multiple processes, which saved 3 working days worth of time and helped transition 12 new activities from onshore.
Education
Chartered Accountant -
Institute of Chartered Accountants of India
DelhiMBA - Finance
Symbiosis Institute of Business Management
Bengaluru, IndiaSkills
- Financial Planning & Forecasting
- Budgeting & Cost Control
- P&L Management
- Data Analysis & Financial Modeling
- Executive Stakeholder Management
- Process Improvement
Timeline
Lead Analyst,Promoted to Process Manager(AVP)FP&A
First Citizens India
04.2022 - Current
Junior Controller FP&A
Credit Suisse India
03.2020 - 04.2022
Analyst, Promoted to Senior Analyst
Credit Suisse India
04.2018 - 03.2020
Chartered Accountant -
Institute of Chartered Accountants of India
MBA - Finance
Symbiosis Institute of Business Management
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