Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
Generic
SUREKHA NAYAK

SUREKHA NAYAK

Bangalore

Summary

  • A results-oriented finance professional with 8 +years of experience in the industry, specializing in Financial Planning and Analysis (FP&A) and delivering high-impact results across multiple sectors.
  • Currently employed as a Senior Financial Analyst at Consero Solutions Pvt. Ltd., with a focus on providing strategic oversight of financial operations and driving data-backed decision-making.
  • Proficient in building and maintaining custom financial models, conducting variance and trend analyses, and performing comprehensive P&L and balance sheet reviews to uncover growth opportunities and mitigate risks.
  • Demonstrated expertise in preparing 13-week cash flow forecasts, collaborating with cross-functional teams (AP, O2C, GL) and client stakeholders to ensure timely, accurate reporting.
  • Technically adept in tools including Microsoft Excel, QuickBooks, SAGE, Tally ERP, with hands-on experience using Planful and Intacct for financial analysis, reporting, and planning.
  • Proven track record of delivering business advisory services, developing and executing financial strategies that align with client goals, and producing actionable insights.
  • Experienced in managing month-end close activities, coordinating accruals, and ensuring accurate revenue recognition.
  • Advanced knowledge of financial modeling techniques enables the creation of tailored solutions that meet diverse client needs and enhance financial performance..

Overview

13
13
years of professional experience
1
1
Certification

Work History

Senior Financial Analyst

Consero Global
02.2020 - Current
  • Administer and oversee the comprehensive budgeting and forecasting process, ensuring alignment with client goals and maintaining high accuracy and data integrity.
  • Conduct variance and trend analysis to identify financial discrepancies and provide actionable insights that support strategic decision-making.
  • Prepare and update 13-week cash flow forecasts, working closely with internal teams including Accounts Payable (AP), Order to Cash (O2C), and General Ledger (GL) for timely reporting.
  • Design and report on Key Performance Indicators (KPIs) to assess financial health and operational performance, facilitating discussions with internal and external stakeholders.
  • Build custom financial models for new client onboarding, ensuring client-specific requirements are met and enabling a smooth handover to the maintenance team.
  • Collaborate cross-functionally with finance and operational teams to streamline financial workflows, improve reporting accuracy, and enhance service quality.
  • Serve as the primary finance contact for clients, conducting regular interactions to provide updates on financial metrics, ensure service satisfaction, and understand evolving needs.

Team Lead

Pierian Services Pvt Ltd
09.2019 - 12.2019
  • Led a team of accountants managing end-to-end accounting functions for U.S.-based SME clients.
  • Oversaw month-end and year-end close processes, including reconciliations, accruals, and journal entries.
  • Delivered comprehensive MIS reports, dashboards, and variance analyses to senior management.
  • Ensured compliance with US GAAP and internal accounting policies.
  • Acted as the primary point of contact for client finance teams, auditors, and cross-functional stakeholders.

Associate Accountant

Qbar Technologies Pvt Ltd
06.2017 - 12.2018
  • Maintained general ledger entries, account reconciliations, and trial balance preparation.
  • Prepared and filed GST, TDS, PF, ESI, and Professional Tax returns on time.
  • Managed accounts payable (AP) and accounts receivable (AR) processes, ensuring timely invoicing and collections.
  • Handled bank reconciliations, cash flow tracking, and fund flow statements.
  • Supported month-end and year-end closings, including journal entries, accruals, and depreciation.
  • Generated and analyzed financial statements: P&L, Balance Sheet, and Cash Flow.
  • Coordinated with external auditors for statutory, internal, and tax audits.
  • Assisted in budget preparation, expense tracking, and variance reporting.
  • Ensured compliance with accounting standards, tax laws, and internal controls.

Consultant

H U Sthiradruti & Co
02.2016 - 05.2017
  • Provided advisory and consulting services to SMEs on accounting procedures, tax compliance, and financial reporting.
  • Prepared and filed statutory returns including GST, TDS, PF, ESI, and Professional Tax.
  • Compiled final accounts, including Profit & Loss, Balance Sheet, and cash flow statements.
  • Conducted MIS reporting, variance analysis, and expense tracking to assist management decision-making.

  • Ensured clients met all regulatory deadlines and followed best practices in financial documentation.
  • Liaised with auditors and external consultants to support audit processes and compliance requirements

Audit Assistant

Brahmayya & Co.
12.2011 - 02.2015
  • Conducted Statutory and Tax Audits for private limited and listed companies across sectors in compliance with Indian GAAP.
  • Performed Internal Audits, reviewing internal controls, identifying risks, and recommending process improvements.
  • Served as a core team member in executing Special Audit under Section 142(2A) of the Income Tax Act.
  • Handled Direct Tax matters for individuals and partnership firms, including computation of taxable income and return filing.
  • Supported the implementation of Service Tax amendments, ensuring compliance with updated regulations.
  • Filed XBRL returns for listed and private companies for 3 consecutive years, ensuring accuracy and timeliness.
  • Prepared audit documentation, working papers, and assisted senior auditors in finalizing audit reports.
  • Interacted with client finance teams to gather data, clarify audit issues, and ensure smooth audit execution.

Education

Integrated Professional Competence Course -

Institute of Chartered Accountants of India
01.2012

Bachelor of Commerce - undefined

Karnatak University
01.2009

Skills

  • Financial Modeling
  • Budgeting and Forecasting
  • Cash flow forecasting
  • Variance Analysis
  • Data Analysis
  • Financial Analysis
  • Communication
  • Data Visualization
  • Project Management
  • Month-End Closures (Indian & US Entities)
  • KPI Development & Analysis
  • Team Leadership & Training

Accomplishments

  • Star Performer Award, (2024)
  • Team Player Award, (2022)
  • Spot Award, (2023)

Languages

English
Hindi
Kannada
Konkani

Certification

Financial Modeling & Valuation
Analyst (FMVA)® from CFI
Institute, (2023)

Timeline

Senior Financial Analyst

Consero Global
02.2020 - Current

Team Lead

Pierian Services Pvt Ltd
09.2019 - 12.2019

Associate Accountant

Qbar Technologies Pvt Ltd
06.2017 - 12.2018

Consultant

H U Sthiradruti & Co
02.2016 - 05.2017

Audit Assistant

Brahmayya & Co.
12.2011 - 02.2015

Bachelor of Commerce - undefined

Karnatak University

Integrated Professional Competence Course -

Institute of Chartered Accountants of India

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