Theresa Ambrose
Bengaluru
Summary
Dynamic financial leader with extensive experience at Deloitte Consulting India, specializing in financial planning and analysis. Demonstrated expertise in team leadership and risk mitigation, resulting in enhanced client relationships and improved engagement performance. Proficient in budget preparation and advanced Excel, consistently delivering insights that optimize project margins and drive organizational growth.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Engagement Financial Advisor | Team Lead & Coach
Deloitte Consulting India Pvt Ltd
Hyderabad
01.2017 - Current
- Lead a team of 4 junior members through regular check-ins and feedback sessions.
- Provide performance feedback and suggest resolutions to challenges faced by team members.
- Actively involved in recruiting and onboarding efforts, training new hires on organizational standards and procedures.
- Assist coachees in identifying strengths and leveraging them in both project work and firm contributions.
- Monitor the financial impact of Account Receivables & Payables on engagement performance.
- Prepare budgets and forecasts to plan and track financial metrics such as revenue, expenses, labor cost, and engagement margin.
- Perform forecast vs. actual vs. plan analysis, proactively flagging potential risks and recommending mitigation plans.
- Develop financial plans for clients covering cost and revenue management to achieve initial budget margins.
- Act as a financial advisor to leadership, providing suggestions to expand business and attract new clients.
- Tailor reporting to meet client needs and offer additional services across the portfolio.
- Regularly interact with various project teams to present financial analysis, discuss recommendations, and provide project financial advice.
- Demonstrate advanced proficiency in Excel, MS Office, Power BI, and SAP BW/BI.
- Create innovative tools and leverage firm systems to create efficiencies.
- Accurately prepare account-level reporting using DART, FMVA, and SWIFT.
Tax Consultant II (Client Management Group)
Deloitte Tax Services India Pvt. Ltd.
Hyderabad
06.2013 - 01.2017
- Prepared CMG deliverables pertaining to engagement administration, billing, and client transition, ensuring 100% quality.
- Worked closely with Partner/Principal/Director directly for various projects.
- Leveraged financial management through pricing models, staffing mix, and cost estimation to achieve stipulated project margins.
- Acted as a financial advisor for Deloitte Tax and Advisory projects, receiving recognition for client relationship building and people management skills.
Team Member
BA Continuum India Pvt Ltd.
Hyderabad
12.2011 - 06.2013
- Managed high-volume workload within a deadline-driven environment.
- Resolved client concerns pertaining to their respective accounts and facilitated international transfers.
- Detected and flagged suspicious or fraudulent banking activities through data analytics.
Education
MBA - Business Administration
Sikkim Manipal University
Hyderabad08.2018
Bachelor of Commerce - Accounting and Finance
Karnataka State Women's University
Raichur, Karnataka06.2010
Skills
- Financial Planning and Analysis
- Forecasting
- Budget preparation
- Project Management
- Risk Mitigation
- Team leadership
- Employee training
- Performance feedback
- Risk assessment
- Cost management
- Problem solving
- Financial reporting
- Client Relationship Management
- Team leadership and coaching
- MS Office
- Power BI
- SAP BW/BI
Certification
WES Digital Badge, 09/01/22
Accomplishments
- Received various awards for contributions as a financial advisor, and demonstrating client relationship building and people management skills at Deloitte
- Recognized as the Best Outgoing Student during graduation
- Topped in the Graduation 2010 batch and scored 100% in Accountancy
- Global Recognition Awards Silver from Line of Business, Bank of America
- Applause Award for demonstrating client relationship-building and people management skills
- Recognized with Spot Award, Deloitte US Tax
References
References available upon request.
Timeline
Senior Engagement Financial Advisor | Team Lead & Coach
Deloitte Consulting India Pvt Ltd
01.2017 - Current
Tax Consultant II (Client Management Group)
Deloitte Tax Services India Pvt. Ltd.
06.2013 - 01.2017
Team Member
BA Continuum India Pvt Ltd.
12.2011 - 06.2013
MBA - Business Administration
Sikkim Manipal University
Bachelor of Commerce - Accounting and Finance
Karnataka State Women's University
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