T Surendra
Bengaluru
Summary
Detail-oriented financial analyst with over 10 years of experience in corporate finance and FP&A. Expertise in delivering business intelligence solutions and conducting variance analysis. Proven track record in optimizing revenue forecasting through strategic data insights and developing impactful Power BI dashboards. Strong analytical and managerial skills drive organizational success in finance.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Advisor – Financial analysis- FP&A – Corporate Finance
Dell Technologies
Bengaluru
10.2019 - Current
- Improved revenue forecasting through demand estimation based on historical data and defined assumptions.
- Part of the GRC team and supporting ELT reporting, and other regional and BU reporting - prepare and provide the daily reporting to the Executive Leadership on the key metrics and daily performance of our products.
- Developed engaging dashboards in Power BI that delivered key insights to customers.
- Data Ingestion from multiple sources and Data modeling by creating relationships & Optimization and creating custom DAX queries that enhanced report functionality within dashboards in Power BI.
- Conducted thorough variance analysis at monthly, quarterly, and yearly intervals with forecasts included.
- Product hierarchy, GTM changes management, for consistent and accurate reporting.
- Finalized quarterly results while supporting PWC and GAT (SOX) compliance efforts.
- Automation of Capex transformation in Power Query on the deprecation actuals and transaction data loading into SAC - P.
- Prediction of the Services Finance OPEX based on historical data.
- Revenue/Reporting adjustments, such as cost correction, margin correction, SKU movement, split order adjustments, try-and-buy correction, Local Channel ID changes, UCID changes, and Rev flag correction for smooth reporting.
Lead Analyst
IBM India
01.2016 - 09.2019
- Company Overview: (Telstra)
- Part of the Business Intelligence team at IBM coordinates financial planning, forecasting, and budgeting-related reporting for the Telstra organization.
- Gathering the business requirements from customers to showcase the data in visualizations in Tableau.
- I have built different kinds of dashboards, such as KPI, performance indicators, revenue, expenses, physicals, PL, FTE, cash flow, and balance sheet related, which provide more insights to the customer.
- Connection to the Essbase (data source) and Excel to extract the required data to build the dashboards.
- Creation of different kinds of charts, single and dual axis, as well as custom charts in Tableau, as per the requirements from the customer.
- Creation of calculation fields, sets, and parameters in Tableau to showcase the data in a more meaningful and interactive way.
- Knowledge of Marks Card, reference lines, trends for forecasting, row and column shelves, filters, pages, and formatting.
- Automation of reports in Hyperion Financial Reporting (HFR), which runs automatically as per the scheduled time, is shared with stakeholders.
- Evaluating the performance of various product lines by comparing actual results with budgeted figures.
- Analyzing the performance of the products by comparing the actual results with the budgeted ones.
Senior Analyst
Oracle
11.2014 - 08.2015
- Company Overview: Bangalore
- Part of the Sales and Compensation reporting team to provide various types of reports to the HR team for the monthly payment of the Sales reps.
- Commission analysis for the sales reps as per their commission rate and target achieved.
- Prepares monthly pay reporting on or before the 15th every month which will impact the pay of the reps and expenses of the company.
- Handling queries of the Sales reps across India related to commission rate and variable pay.
- Processing the commission-related adjustment in CAT application as per the Sales accomplished by the sales reps.
- Comparison of expense (Pay) reporting across the months to see any deviations.
- Provides critical information to the HR team on the Sales rep's commissions and Targets to hold or control the expenses.
- Adhocs support of Management Reporting and Analysis.
- Bangalore
Financial Analyst
Cognizant
03.2012 - 09.2014
- Company Overview: Bangalore
- Analysis of the information and creates accurate and timely reports. Ensures financial reporting meets the compliance needs of internal and external users.
- Extract data from multiple sources.
- Provided budget analysis, plan/ forecast models, variance analysis, and strategic planning for improving capital resources planning and analyzing performance.
- Developed discounted cash flow models, “what if” scenario assessments, and sensitivity tests to evaluate decision alternatives of capital investment decisions.
- Dashboard presentation to the client simplifies the process of decision-making.
- Financial reporting and variance analysis and analytics in partnership and collaboration with Finance Control Group (FCG).
- Prepare financial models on the financial performance of the company; design and develop dynamic MS Excel spreadsheet-based models that forecast the financial information of the company over a fixed period to optimize profitability, aid in scenario analysis for making an investment decision.
- Perform various treasury analyses to analyses the cash position of the company.
- Preparing Cash budgeting and its role in the company's financial and operating plans.
- Bangalore
Intern
Amaraja Batteries Ltd
- Company Overview: Tirupati
- Evaluating the financial condition and operating performance of the business firm, industry, forecasting of its future condition, and performance Analysis may be performed to ensure investment and operational decisions.
- To know the financial performance of the company.
- To know the financial health of the company.
- Tirupati
Education
MBA - Finance
S V University
Tirupati01.2011
Bachelor of Commerce - Nagarjuna Sagar
Andhra Pradesh Residential Degree College
Nagarjuna Sagar 01.2008
Skills
- Data visualization tools
- Database management systems
- Spreadsheet analysis
- Financial data modeling
- Business intelligence solutions
- Reporting and analytics
- Power BI, Excel, SQL, MS Access, and Data Mart, Microsoft Fabric, Lake house,
- Hyperion, HFR, SmartView
- SAP BPC, SAC - P
Hobbies and Interests
- I like to play cricket
- Listen to music
- Knowledge sharing through social networking
Key Highlights
- I have received the WOW award three times for TAT and initiation.
- Received the best appreciation from the client for quick analysis and problem-solving.
- I got the first prize in Business Economics and Statistics in my bachelor’s degree.
- I am the second ranker in my bachelor’s degree.
Certification
- Power BI certification from Data Camp
- SQL for reporting from Data Camp
- Microsoft Fabric analyst in a day
Timeline
Advisor – Financial analysis- FP&A – Corporate Finance
Dell Technologies
10.2019 - Current
Lead Analyst
IBM India
01.2016 - 09.2019
Senior Analyst
Oracle
11.2014 - 08.2015
Financial Analyst
Cognizant
03.2012 - 09.2014
Intern
Amaraja Batteries Ltd
MBA - Finance
S V University
Bachelor of Commerce - Nagarjuna Sagar
Andhra Pradesh Residential Degree College
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