Suman Devatha

Financial Planning, Budgeting & Forecasting

• Led the preparation of annual budgets and rolling forecasts for U.S. business units, ensuring alignment with strategic goals and stakeholder expectations.
• Collaborated cross-functionally to align budget projections, key deliverables, and planning milestones.
• Regularly reviewed plan vs. Actuals, conducted variance analysis, and delivered actionable insights to drive informed decision-making.

Profit and Loss Management.

• Prepared business-level P&L reports and conducted monthly performance reviews with the CFO and business heads.
• Analyzed revenue, cost structures, and client-level margins, identifying key drivers of performance and areas for optimization.

Revenue Ownership.

• Managed monthly revenue recognition, period-end closing activities, and coordination with auditors for revenue-related audit deliverables.

Invoicing and Receivables.

• Oversaw invoice review, approval processes, and forecasting; conducted variance analysis on invoicing trends.
• Prepared aging reports, assessed audit impacts under Ind AS 109 (ECL model), and managed provisions and write-offs.

Key Performance Indicators (KPIs).

• Owned and maintained key SaaS financial KPIs, providing actionable insights to support revenue forecasting, strategic planning, and executive decision-making.

Cash Flow Management

• Took full ownership of cash outflow and burn rate analysis; led budgeting and forecasting efforts to support the treasury in maintaining optimal liquidity for operational needs.

Strategic Support & Ad Hoc Analysis

• Delivered critical financial insights and analysis to support the CFO in strategic decision-making, investor relations, and fundraising activities.
• Contributed to the successful DRHP filing by managing historical financial disclosures, SaaS metric validation, and coordination with auditors, legal counsel, and investment bankers.

• P&L management for one of the business unit and ensuring alignment with overall financial goals.
• Develop and maintain accurate financial Budgets and forecasts, collaborating with key stakeholders to adjust plans as needed.
• Owership of revenue, Invoicing and receivables.
• Ensuring accuracy in monthly closure of books by comparing actuals with plan/forecast.

• Specialisation in Statutory Auditing